Director for Philanthropic Services

Yourcommunityfoundation; West Palm Beach (FL); On-site; USD 110,000 - 165,000; Full time

Job summary

The Community Foundation for Palm Beach and Martin Counties is seeking a Director for Philanthropic Services to steward donor relationships and guide families toward impactful giving opportunities. This is an in‑office role requiring occasional events outside standard hours.

The successful candidate will manage established charitable funds, craft compelling proposals, and serve as a strategic advisor to donors, ensuring alignment with the Foundation’s mission and community needs.

Qualifications

• Minimum five years of experience in business development, fundraising, donor/family relations.
• Familiarity with basic investment performance and ability to explain market performance and reading financial or fund statements.
• Proven success working with high-net-worth individuals and professional advisors.
• Experience with basic estate planning, and legacy giving strategies.
• Proficiency with Microsoft, Adobe, Excel, and donor research tools such as Wealth Engine and C‑Suite.

Responsibilities

• Serve as the primary point of contact for a portfolio of established charitable funds, including nonprofit and donor‑advised funds.
• Prepare clear, compelling proposals and reports that demonstrate impact and reinforce the Foundation’s role as a trusted philanthropic partner.
• Provide personalized stewardship, including preparation for annual fundholder meetings, investment portfolio updates, and ongoing donor communications.
• Build trust and long‑term partnerships with donors by understanding their goals and ensuring their philanthropic intentions are honored.
• In partnership with Community Impact Officers, collaborate with fundholders to design tailored strategies that empower maximum benefits.
• Annual presentations to nonprofit organizations and their respective committees or boards to update nonprofit fund management, growth and sustainability.

Skills

Adaptability/Flexibility

Customer Focus

Relationship Building/Communication

Attention to Detail/Accuracy

Project Management

Prioritization

Effective Communication

Tools

Microsoft Office

Adobe

Excel

Wealth Engine

C-Suite

Job description

The Community Foundation for Palm Beach and Martin Counties is seeking a passionate and experienced Director for Philanthropic Services to play a pivotal role in stewarding donor relationships and connecting families with meaningful, high-impact giving opportunities.

About the Role

As the Director for Philanthropic Services, you will be the trusted partner to primarily manage established charitable funds and donor relationships. You will serve as both a relationship manager and a strategic advisor, fostering deep, long‑term connections with families, individual donors, and nonprofit organizations. By guiding donors in aligning their philanthropic goals with the Foundation’s mission, you will help sustain and grow a thriving culture of giving in our community. This is an in‑office position with the understanding that there may be additional events and meetings outside of normal business hours that you will be required to attend.

Core Competencies

Adaptability/Flexibility, Customer Focus, Relationship Building/Communication, Attention to Detail/Accuracy, Project Management, Prioritization, and Effective Communication.

Key Responsibilities

Fund Stewardship & Relationship Management

• Serve as the primary point of contact for a portfolio of established charitable funds, including nonprofit and donor‑advised funds.
• Prepare clear, compelling proposals and reports that demonstrate impact and reinforce the Foundation’s role as a trusted philanthropic partner.
• Provide personalized stewardship, including preparation for annual fundholder meetings, investment portfolio updates, and ongoing donor communications.
• Build trust and long‑term partnerships with donors by understanding their goals and ensuring their philanthropic intentions are honored.
• In partnership with Community Impact Officers, collaborate with fundholders to design tailored strategies that empower maximum benefits.
• Annual presentations to nonprofit organizations and their respective committees or boards to update nonprofit fund management, growth and sustainability.

Community Leadership & Visibility

• Representing the Community Foundation at community gatherings, galas, and professional advisor networks.
• Strengthen the Foundation’s role as a leader and convener in local philanthropy.Collaboration & Growth
• Work closely with internal teams—including Finance and Accounting, Information Management, Marketing & Communications, Community Impact, and Operations—to deliver a seamless donor experience.
• Contribute to organizational growth by tracking donor engagement, identifying new opportunities, and aligning strategies with the Foundation’s long‑term vision.

Qualifications

• Minimum five years of experience in business development, fundraising, donor/family relations.
• Familiarity with basic investment performance and ability to explain market performance and reading financial or fund statements.
• Proven success working with high‑net‑worth individuals and professional advisors.
• Experience with basic estate planning, and legacy giving strategies.
• Proficiency with Microsoft, Adobe, Excel, and donor research tools such as Wealth Engine and C‑Suite.

What We Offer

• Opportunity to join a growing Community Foundation with over $300M in assets.
• Professional development opportunities in the nonprofit and philanthropic sectors