The Philanthropic Services Officer's primary responsibility is increasing and enhancing the Foundation’s development and donor services. Full-time position + excellent benefits. Email resume and cover letter to [email protected] (please include Philanthropic Services Officer in the subject line). This position will remain open until it is filled. Full job description below.
JOB TITLE: Philanthropic Services Officer
DEPARTMENT: Philanthropic Services
SUPERVISOR: Vice President Philanthropic Services & Advancement
Greater Toledo Community Foundation is a community asset. The Foundation is a collection of funds established by donors interested in philanthropy and supporting the greater Toledo area. Currently, the assets of the Foundation in excess of $435 million are made up of more than 900 funds. The Foundation is the largest grantmaker in the Toledo area, granting more than $20 million annually.
General Job Description
The Philanthropic Services team of Greater Toledo Community Foundation actively works with more than 1,000 charitable individuals, families and businesses to express their generosity. The Philanthropic Services Officer is charged with the overall growth and sustainability of the Foundation: to secure funds for the organization by fulfilling the interests and passions of prospective donors and advising current fundholders. Additionally, the position builds relationships with estate planning and corporate attorneys, accountants, financial planners, wealth managers and trust officers. This position will be responsible for assisting leadership related to development and donor services.
The Philanthropic Services Officer is responsible for delivering excellent fundholder experiences in grantmaking and philanthropic advising to 300 funds in their portfolio. The position is also charged with maintaining relationships with affiliate community foundations, including employees, board members, fundholders and prospects. Success is defined by new fund growth, current fundholder satisfaction, legacy conversions, positive attitude and teamwork.
Major Duties and Responsibilities
Active Development
- Assist the Philanthropic Services Department in raising $30 million per year.
- Identify, cultivate, solicit and secure commitments from donors, including individuals, families, businesses and private foundations.
- Develop and build pipeline of prospective donors for planned and legacy gifts.
- Work with donor prospects to draft fund agreements and gift documentation.
- Develop and maintain portfolios from identification of prospects to solicitation of gifts.
- Establish a program of personal visits with past, present and future (legacy) donors.
Relationship Management and Advising
- Serve as relationship manager for high-capacity donors to develop and strengthen grantmaking ideas.
- Build and maintain relationships with financial advisors, accountants, lawyers and referral sources.
- Ensure active stewardship of fundholders, including legacy donors, current and prospective fundholders.
- Collaborate with the Program team and ensure donor familiarity and intent.
- Manage and maintain records in Community Suite, the Foundation’s CRM.
Additional
- Maintain knowledge of state/federal taxes, estate giving methods and legal aspects of charitable giving.
- Participate in Philanthropic Services’ and community-related events.
- Partner with Financial team; ensure accuracy and timeliness of reports and spreadsheets.
- Collaborate with Program team on grantmaking and fulfilling donor intent.
Minor Duties and Responsibilities
- Assist in the management of department’s services provided to the affiliated community foundations.
- Support the production of software reports pertaining to gifts and donors as directed.
- Work cooperatively with Foundation staff in cooperative and participatory manner to ensure a smooth and timely flow of support services.
- Other duties as assigned.
Qualifications for the Job
Education:
Bachelor’s degree
Experience:
- Minimum 3-5 years professional fundraising, nonprofit or business sales experience, including cultivating, soliciting and closing prospective donors/clients with record of major gift and planned giving experience.
- Comprehensive knowledge of, or willingness to learn, state/federal taxes and giving methods.
- Knowledge of community foundations preferred, but not required.
- Understanding of and commitment to the Foundation’s goals and mission.
Other:
Outstanding written and verbal skills.
Must be able to develop interpersonal relationships with multiple constituents.
Ability to plan, organize and remain accountable.
Experience in making group presentations and committee management.
Ability to function in a confidential manner.
Key Competencies
Impeccable ethics, initiative, enthusiasm and ability to establish credibility.
Able to organize own work in the Philanthropic Services Department to meet deadlines.
Able to think and act independently and with good judgement.
Advanced word processing functions skills.
Physical Requirements
While this is mainly an office position, the ability to lift small boxes (letter stock, postcard stock, paper) is required occasionally.
Additionally, this position will require travel outside of the office to meet with prospective donors, financial planners and current donors.
To apply for this position, email your resume and cover letter to [email protected]. Please include Philanthropic Services Officer in the subject line. The position will remain open until it is filled.
