Philanthropic Advisor, Tiers 1-2

Position Overview

Principal Duties and Responsibilities:

• Maintain portfolio management responsibilities for donor advised and other funds as assigned and achieve weekly metrics against Philanthropic Services team scorecard.
• Meet or exceed all assigned performance metrics by month, quarter, and year including promotion and generation of support of Foundation initiatives to fundholders.
• Execute communications aimed at key segments of portfolio to further fundholder engagement, strengthen fund administration, and advance the foundation's goals through our impact levers.
• Participate in the planning, managing, and executing of large meetings and events that advance fundholder involvement and cultivation of testamentary and current gift potential of assigned portfolio.
• Identify donors in portfolio for movement across tiers/segments based on engagement and relationship needs.
• Employ a variety of communication techniques, including email, mail, telephone, web, and digital methods to engage and educate fundholders.
• Document Philanthropic Advisor interactions with donors in the CRM database.

Essential 20%:

• Provide technical support to Donor Advisors and organization contacts accessing fundholder and grantee online portals.

Essential Qualifications for Success:

• Three to five years of relevant experience in development or a related field.
• Responsiveness and ability to prioritize and work efficiently to meet deadlines in a fast-paced environment and adjust to changing and/or tight deadlines.
• Ability to work successfully with diverse individuals with a variety of work and communication styles, both internally and externally.
• Effective and persuasive verbal and written communication style. Ability to develop and maintain positive interpersonal relationships.
• Demonstrates personal accountability by taking ownership of responsibilities, following through on commitments, and delivering high-quality results.
• Strong analytical and problem-solving skills by identifying needs, evaluating alternatives, and implementing effective solutions in a timely manner.
• Business technology skills, including the ability to operate business machines and adeptness with several computer software applications, including MS Office products. Experience with moves management or constituent database systems a plus.
• Demonstrated initiative and creativity by approaching challenges with curiosity, generating innovative ideas, and identifying opportunities to improve processes, relationships, and outcomes.
• Excellent interpersonal and communication skills, with experience engaging and assisting individuals primarily through phone conversations rather than in-person interactions.
• Interest/curiosity in community issues and ability to make connections relevant to fundholder philanthropy.

Supervision Responsibilities:

• None