Philanthropic Specialist

Gilman Partners; Cincinnati (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Paid training

Paid holidays

Paid time off

Volunteer time off

401(k) with match

Profit sharing

Work from home days

Job summary

Gilman Partners is seeking a Philanthropic Specialist to join the philanthropy team. You will partner with family members and senior leaders to translate philanthropic goals into action, gaining broad exposure to governance, grantmaking, and client service.

The role reports to the Director of Philanthropy and involves planning, engagement, and collaboration across teams. The ideal candidate has 3+ years in philanthropy or related foundations work, strong client communication, and experience with

Qualifications

• Bachelor’s Degree required.
• Credentials such as CAP, 21/64, or CTFA preferred.
• 3+ years in philanthropy or related foundation/tax-exempt work.
• Experience with a Grant Management System.
• Demonstrated ability to manage a large portfolio of relationships.
• Experience with complex grant making in a high-net-worth context.

Responsibilities

• Develop and manage individual giving strategic plans.
• Support grant committees and signature programs.
• Contribute to Foundation meetings with strategic insights.
• Coordinate with leadership on family presentations.
• Support philanthropy team initiatives and events.
• Engage family members in philanthropic education and activities.
• Collaborate with relationship managers across tax and wealth teams.
• Participate in meetings and travel with family members as needed.

Skills

Client communication

Relationship management

Philanthropy knowledge

Research and analytics

Independent work

Education

Bachelor’s Degree

CAP / 21/64 / CTFA preferred

Tools

Grant Management System

Job description

• Are you a curious, service-minded professional who enjoys learning, asking questions, and tackling new challenges?
• Would you thrive as a trusted partner to a family, helping translate their philanthropic goals and values into meaningful action and impact?
• Are you excited by the opportunity to build broad expertise through sophisticated, varied work-while growing in a collaborative team environment?

ABOUT THE COMPANY

A single-family office that provides a diverse array of services, including investment and estate planning, tax, accounting, fiduciary, and philanthropic services to a multi-generational family with a controlling stake in a publicly traded corporation.

WHAT YOU'LL BE DOING

The Philanthropic Specialist will be a core member of the Philanthropy team, partnering closely with family members and senior philanthropy leaders to understand philanthropic goals, develop thoughtful strategies, and help turn those goals into meaningful action and impact. The Specialist will gain broad exposure to strategic philanthropy, family engagement, governance, grantmaking, and client service while taking increasing ownership of work and building expertise across the function. This position will report to the Director of Philanthropy.

Planning, Family Relations & Engagement

• Create, maintain, and manage individual giving strategic plans
• Support grant committee, signature program, and/or other Foundation programs, as needed
• Contribute to Foundation meetings with a focus on bringing strategic solutions, as needed
• Coordinate with Director of Philanthropy and Senior Relationship Manager on presentation to family members
• Support strategic initiatives of the Philanthropy Team
• Contribute to, manage, and execute on philanthropic experience for family members
• Strategize, create, manage, and execute philanthropic events, in collaboration with staff
• Create, assist, execute, or identify opportunities to enhance family education
• Coordinate and collaborate with relationship managers, tax team and wealth management team
• Participate in philanthropic activities, meetings, site visits, and other family experiences, including occasional travel to meet with family members and clients as needed

Marketing and Communications

• Create, prepare, and update client materials, annual reports, individual giving reports, and other client facing materials, as needed
• Work with and support the External Relations Director on internal and external marketing and communications strategies
• Support in messaging, website updates, and collateral materials, as needed
• Partner directly with family members and clients to facilitate philanthropic goal discovery, clarify priorities and values, and identify strategies and opportunities to translate those goals into meaningful action and impact
• Serve as a thoughtful resource to clients, bringing research, ideas, and philanthropic expertise to help them evaluate opportunities and make informed decisions.

Governance

• Consult with management on complex gifts
• Assist with data collection and organization for tax filings
• Develop mastery of grant management system as super-user
• Approve assigned grants
• Coordinate with Director of Philanthropy Operations
• Inputs entries into Grant Management System

IDEAL CANDIDATE QUALIFICATIONS AND EXPERIENCE

• Bachelor’s Degree required
• Other applicable credentials such as CAP, 21/64, or CTFA preferred.
• A minimum of 3 years experience in a philanthropy role, or in a role demonstrating support of foundations or tax-exempt entities
• Must have experience with a Grant Management System
• Demonstrated progressive level of skills and responsibility, preferably in a ultra-high net worth or grant making context
• Strong background and experience in client communication, follow up, and management through philanthropic experiences, workshops, and meetings
• Demonstrated talent for managing a large portfolio of relationships in a timely manner
• Experience with complex grant making strategies
• Experience in client service with ultra-high net worth families

KEY PERSONAL ATTRIBUTES

• Intellectual curiosity and a genuine desire to learn, with the ability to ask thoughtful questions, seek out information, and quickly develop expertise in new areas
• Growth mindset and willingness to take on new responsibilities, build expertise across multiple areas of philanthropy, and learn from colleagues and clients
• Demonstrated superior interpersonal skills and ability to work with diverse, challenging, and creative personalities
• Ability to work effectively independently and as part of a team
• Strong organizational skills including the ability to prioritize, problem-solve, and multitask
• Superior written and oral communication skills
• Excellent communication, interpersonal, and relationship-building skills.
• Detail-oriented with strong organizational and project management abilities.
• Strong understanding of philanthropy, grantmaking processes, and the social sector.
• Strong interpersonal and written communication skills.
• Strong research and analytical skills.
• Self-directed and proactive, with the initiative to take ownership of work, identify what needs to be done, ask questions when needed, and follow through with limited direction.
• Exceptional judgment, integrity, and discretion, with the ability to handle highly confidential information and sensitive family matters with professionalism and care.

THE PAYOFF

• Work with a team that is supportive, engaged, and passionate about the mission.
• Perform good and meaningful work and grow within an organization that has a focus on employee development.
• Grow by taking on increasingly complex work, expanding areas of expertise, and learning from experienced colleagues across the Family Office.
• Build a broad and deep skill set through exposure to diverse areas of philanthropy, client service, family engagement, grantmaking, research, and strategic initiatives.
• Be part of an organization that is growing in both size and philanthropic impact.
• Help leave a lasting legacy in a variety of communities through philanthropy.
• Offers an enviable work life balance that includes team-oriented work environment and competitive compensation package.
• Benefits include medical, dental, vision, life insurance, long term disability, paid training, paid holidays, paid time off, volunteer time off, 401(k) plan with match and profit sharing in addition to work from home days.

DIVERSITY/INCLUSION STATEMENT

Gilman Partners is committed to strengthening leadership teams and elevating the talent in our communities - and that means all qualified applicants will receive consideration without regard to race, ability, religion, sex, age, sexual orientation, gender identity/expression, or national origin. You don't have to meet every qualification in this job description to apply. If you're drawn to the position and believe your experience makes you a good fit, we encourage you to reach out.