VGPC Career Center

 
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The Community Foundation for a greater Richmond 

TITLE:                                                Philanthropic Advisor     

REPORTS TO:                                   Vice President, Philanthropic Services

POSITION DESCRIPTION:

The Philanthropic Advisor is responsible for maintaining and stewarding long-term relationships with the Community Foundation’s donors.  In addition, the Philanthropic Advisor will support the Foundation’s outreach to current donors by organizing and assisting with the communications strategy to cultivate the Foundation’s self-directed and bequest fund donors, assisting with events for the Philanthropic Services Team and assisting with prospect management and donor acquisition.  This is a full-time exempt position. 

 RESPONSIBILITIES:

1.      Donor Stewardship

a)      Maintains and enhances relationships with assigned existing fund donors, with a goal of at least one annual contact per donor/fund.

b)      Identifies donors with an interest in engaging more with the Foundation’s community grants program and other philanthropic initiatives such as the giving circles.

c)       Ensures the Foundation’s self-directed donors are contacted and provided superior service. 

2.      Bequest Donors

a)      Lead the Foundation’s outreach to bequest fund donors (without other fund affiliations). 

b)      Cultivate and engage bequest fund donors in the current work of the Foundation.

c)       Lead the PS Team in maintaining accurate records of known bequests including Promises listed in the database (FIMS), and documentation in the electronic and hardcopy files.

3.      Agency Endowments

a)      Serve as main contact for Agency Endowment donors and prospects. 

b)      Work with the PS team on outreach and presentations to agency endowment donors and their Boards.

c)       Assure that Agency Endowment donors are notified of annual spendable, investment returns, etc.

d)      Assist with fund administration.

e)      Assist with workshops and networking opportunities offered to Agency Endowment donors and prospects.

4.      Prospective Donors

a)      Ensure proper coding is applied to all Fund donor prospects.

b)      Assist PS Staff in developing and maintaining fund letter templates.

c)       Assist PS Staff with drafting and reviewing fund letters.

d)      Assist PS Staff with marketing/informational materials for prospective and current donors. 

5.      Cultivation Event Management

a)      Assist with donor and prospective donor events with support from the administration team.  These events include: educational breakfasts for prospective donors, cultivation events for professional advisors and donors, annual agency endowment events, and donor orientation meetings.  Includes assisting with presentation development.

6.      Database Management

a)      Assist the PS team with tracking and reporting related to prospective and current donors, including coding and needed reports for meetings and mailings.

7.      Other Duties

a)      Participate on a cross-functional staff team for the Foundation’s annual Fiduciary Review process.

b)      Networks regionally and nationally as appropriate so that the Foundation is informed of best practices and shares its own expertise with its peer organizations.

c)       Other duties as assigned.

QUALIFICATIONS:

1.      A minimum bachelor’s degree required, or equivalent experience required.

2.    A minimum of three years related work experience with a nonprofit agency preferred.

3.      Strong interpersonal and networking skills; the ability to comfortably initiate conversations.  Ability to interact with diverse groups of people including donors, professional advisors, board members and Foundation staff.   

4.      The ability to meet deadlines; work independently; handle multiple tasks; and the flexibility to respond to unexpected duties with short time horizons.

5.      Excellent communication skills, both written and oral, and attention to detail.

6.      The ability to work collaboratively with other teams.

7.      Attention to detail and willingness to handle administrative work, consistent with a streamlined staff where few are focused purely on administration.

8.      Analytical skills and strong computer literacy in Microsoft Office and database management are required.

9.      The position must embrace the Community Foundation’s charitable mission, sharing the staff’s and board’s passion to enhance the quality of community life through our work; represent the Foundation in a professional manner; to work collegially and be supportive of all aspects of the Foundation’s work.

Community Foundation for a greater Richmond offers a competitive salary and benefits package.  If interested, please send resume to careers@cfrichmond.org by 5:00 p.m. on July 8, 2019.  No phone calls or agencies please.

 
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American Red Cross

Senior Gift Planning Officer – Virginia Region

As one of the nation’s premier humanitarian organizations, the American Red Cross is dedicated to helping people in need throughout the United States and, in association with other Red Cross networks, throughout the world. We depend on the many generous contributions of time, blood, and money from the American public to support our lifesaving services and programs. If you share our passion for helping people, join us in this excellent career opportunity.

Summary:

The Gift Planning Unit at the American Red Cross seeks to secure planned gifts supporting any component of the organization’s mission and to establish the Red Cross as the charity of choice for such gifts.

Reporting to the Director of Gift Planning, the Gift Planning Officer (based in Richmond, VA) develops, designs, and program within the Virginia Region, focusing on new gift commitments for the organization. This role includes identifying, qualifying, cultivating, soliciting and stewarding gift planning prospects and donors in the Region. The Gift Planning Officer will be responsible for developing strategies to increase funding capacity and maximize donor relationships.

Responsibilities:

  • Develops and manages the gift planning strategy for a portfolio of prospects throughout the Region to support Red Cross programs and services.

  • Develop, lead, and implement strategies to substantially grow membership of the Legacy Society.

  • Maintains and enhances a stewardship program for all planned giving donors. Raises and enhances the profile of the Legacy Society.

  • Deliver training as appropriate on gift planning to advance knowledge and foster opportunities in gift conversations and strategy development.

  • Remain current in gift planning trends and fundraising techniques by attending meetings and conferences and participating in training programs.

  • Provides technical assistance to help the Southern Texas Region increase its fundraising capacity to solicit planned and current gifts.

  • Cooperates with various local financial planning and estate planning associations to plan meetings that maximize the Red Cross position as the charity of choice for bequests, trusts, retirement funds, life insurance policies, and life income arrangements.

  • Supports the reporting by the Region of all estate documents to the Office of General Counsel.

  • Communicates with the Director of Gift Planning on a regular basis about donor and gift activity. Utilizes development prospect management system to facilitate regular reporting of donor and gift activity and to manage achievements of fundraising and personal goals.

Qualifications:

  • A Bachelor’s degree, or equivalent years of experience is required and an advanced degree is preferred.

  • A minimum of seven years in major gift or gift planning fundraising with successful cultivating and soliciting experience is preferred. Experience promoting and managing such programs is highly desirable. Experienced candidates from the financial, estate and/or philanthropic planning, law, and trust administration fields are encouraged to apply.

  • Knowledge of the technical aspects of planned giving vehicles as well as an extensive knowledge of fundraising principles and techniques in a large organization is desired.

  • Excellent written and oral communication skills, including presentation, negotiation, and strong interpersonal skills are required.

  • Strong organization skills and good attention to detail are essential. Demonstrated tact and diplomacy in difficult or sensitive situations is essential.

  • Knowledge of Microsoft Office is necessary. Training in PG Calc or Crescendo planned giving software is desirable.

  • Familiarity with the Virginia area is beneficial. Familiarity with Red Cross corporate culture is preferred.

  • Operational flexibility to meet sudden and unpredictable business needs and a moderate amount (10-25%) of business travel are required. Must have your own transportation.

 The American Red Cross is a nonprofit organization that offers employees growth and development; team spirit; a competitive salary; and a comprehensive benefits package. 

External Candidates – apply by clicking the link below:

https://americanredcross.wd1.myworkdayjobs.com/American_Red_Cross_Careers/job/Richmond-VA/Gift-Planning-Officer_RC29150

Internal Candidates – please apply thru the internal career site.

The American Red Cross is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

 

 

 

 

 
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