Director of Charitable Planning

The Community Foundation for Greater New Haven; New Haven (CT); On-site; USD 120,000 - 135,000; Full time

Job summary

The Community Foundation for Greater New Haven is seeking a Director of Charitable Planning to lead major gifts, endowment, and planned giving initiatives. You will provide high-touch philanthropic advising to individuals and families, steward a diverse donor portfolio, and collaborate with Communications on compelling giving opportunities.

The role emphasizes relationship building with donors, professional advisors, and volunteers, with a focus on secure, strategic fund development and honoring

Qualifications

• Bachelor's Degree required.
• Advanced or professional degree, or CAP designation preferred.
• Demonstrated experience managing a portfolio of major gift prospects and securing significant major and planned gifts.
• Minimum 8 years of progressive experience in major gift solicitation.
• Experience working with attorneys, financial advisors, accountants and other professional advisors on charitable giving strategies.
• Demonstrated ability to develop donor-facing messaging, outreach and marketing strategies that inspire philanthropic engagement.

Responsibilities

• Cultivates, solicits, and secures gifts from donors.
• Ensures the Foundation’s mission is clearly articulated to donors to assure integrity and donor intent.
• Manages a portfolio of major gift and planned giving prospects, donors, foundations and advisors.
• Develops and maintains relationships with volunteers and advisory groups; recruits and manages committees.
• Develops and implements outreach and marketing strategies to support donor engagement and cultivation.

Skills

Donor relations

Major gifts

Planned giving

Fundraising strategy

Relationship management

Communication

Staff leadership

Education

Bachelor's Degree

Advanced degree or CAP designation

Tools

Microsoft Word

Excel

Donor databases

Raiser’s Edge NXT

Job description

** Note: To be considered for this position, applicants must follow exactly the Application Instructions at the end of this job description. Please do not use the \"Easy Apply\" button.**

The Community Foundation for Greater New Haven, the region's largest grant maker and permanent charitable endowment, is seeking qualified candidates for the position of Director of Charitable Planning. The Community Foundation’s mission is to inspire, support, inform, listen to and collaborate with the people and organizations in Greater New Haven to build an ever more connected, inclusive, equitable and philanthropic community.

As an organization committed to Diversity, Equity and Inclusion, The Community Foundation is seeking applicants from all backgrounds to ensure we get the best, most creative talent on our team.

Title: Director of Charitable Planning

Department: Development and Foundation Communications

Reports to:Senior Director of Development & Donor Services

FLSA Status: Exempt

Salary Range: $120,000 - $135,000

POSITION:

The Director of Charitable Planning is responsible for major fundraising as well as designing and implementing aspects of a comprehensive and ongoing development program. The emphasis is on relationship building with donors, prospects, volunteers and professional advisors in the areas of major gifts, endowment and planned giving. This position provides high-touch, strategic philanthropic advising to individuals and families, manages a portfolio of major gift and planned giving relationships, and identifies opportunities to establish new funds and secure current use and legacy gifts.

The Director will also lead the development of compelling messaging and marketing strategies to promote giving opportunities, planned giving and other charitable planning solutions, in close collaboration with Foundation Communications. The successful candidate will be a strategic, collaborative development professional with strong fundraising, organizational, communication, volunteer management and supervisory skills who is committed to delivering an exceptional donor experience and strengthening The Community Foundation’s role as a trusted philanthropic partner and community resource.

CORE RESPONSIBILITIES:

• Cultivates, solicits, and secures gifts from donors.
• Ensures The Foundation’s mission is clearly articulated to current and potential donors to assure institutional integrity and donor intent.
• Demonstrates a full range of relationship building and development skills including prospect research, cultivation, solicitation and donor stewardship, with a focus on major and planned gifts.
• Manages a broad portfolio of major gift and planned giving prospects, donors, private foundations and professional advisors through the entire cycle of development.
• Develops and maintains relationships with Foundation volunteers and advisory groups and recruits, onboards and manages advisory groups and volunteer committees as appropriate to advance Foundation goals.
• Develops and implements outreach, messaging and marketing strategies that support donor engagement, and major and planned gift cultivation with multiple audiences, in collaboration with Foundation Communications.
• Provides strategic philanthropic advising to donors, prospects and professional advisors on charitable giving options, planned giving, endowment and other charitable options that align with donor intent.
• Maintains accurate and timely donor and prospect records, contact reports, pipeline opportunities and related activities in the donor database.
• Manages, mentors and guides professional development for assigned staff.
• Represents and serves as an ambassador for The Foundation at community events.

QUALIFICATIONS:

• Bachelor's Degree required.
• Advanced or professional degree, or CAP® designation preferred.
• Demonstrated experience managing a portfolio of major gift prospects and securing significant major and planned gifts.
• Minimum 8 years of progressive experience in major gift solicitation, or an equivalent combination of related experience.
• Community foundation knowledge a plus.
• Knowledge of the Greater New Haven philanthropic landscape a plus.
• Experience managing or supporting a comprehensive campaign, including donor engagement and solicitation, campaign operations, gift recording and tracking, and monitoring progress toward fundraising goals.
• Experience working with attorneys, financial advisors, accountants and other professional advisors on their clients’ charitable and planned giving strategies.
• Demonstrated ability to develop compelling donor-facing messaging, outreach and marketing strategies that inspire philanthropic engagement.
• High-touch relationship management style with the ability to build trust and navigate sensitive or complex donor conversations.
• Experience working with advisory groups and volunteer committees.
• Strong written and verbal communications skills.
• Demonstrated staff management and mentoring experience.
• Ability to maintain confidentiality.
• Demonstrated proficiency in Microsoft Word, Excel and donor databases.
• Experience with Raiser’s Edge NXT a plus.

The Community Foundation for Greater New Haven is an equal opportunity employer.