Senior Philanthropic Services Officer (GTCF)

Greater Toledo Community Foundation; Toledo (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Greater Toledo Community Foundation seeks a Senior Philanthropic Services Officer to advance donor engagement and secure funds for the Toledo area. The role partners with the VP, Philanthropic Services & Advancement to develop strategies, cultivate high net worth donors and professional advisors, and translate passion into gifts.

Responsibilities include face-to-face meetings, planned giving programs, and stewardship plans to expand annual giving toward multimillion-dollar goals while

Qualifications

• Outstanding written and verbal skills
• Ability to plan, organize and remain accountable
• Experience in making group presentations and committee management
• Ability to function in a confidential manner

Responsibilities

• Identify, cultivate, solicit and close prospective donors, including individuals, families, businesses and private foundations, especially those in the high net worth bracket.
• Devotes a majority of an annual work year's hours to face-to-face contacts with identified, qualified potential and existing donors/fundholders, and provide documentation of such activities.
• Coordinate suggestions for planned giving vehicles with prospects and their advisors in order to meet their estate, financial and charitable planning goals.
• Develop and maintain prospect and donor portfolios from identification of prospect names to the actual solicitation of the gift.
• Assist with mentoring team members and colleagues.
• Establish a program of personal visits with past, present and future (Legacy) donors

Job description

Senior Philanthropic Services Officer (GTCF)

Posted on February 14, 2020

Greater Toledo Community Foundation is a community asset. The Foundation is a collection of funds established by donors interested in philanthropy and supporting the Toledo, Ohio area. Currently, the assets of the Foundation are approximately $304 million, made up of over 875 funds. The Foundation is the largest grant maker in the Toledo area, granting approximately $17 million a year.

GENERAL JOB DESCRIPTION

The Senior Philanthropic Services Officer is charged with meeting goals and contributing to the overall growth of the Foundation; to secure funds for the organization by fulfilling the interests and passions of fundholders and potential fundholders to the Foundation by providing them with giving opportunities and encouraging them to give. This position will be responsible for providing assistance to the VP, Philanthropic Services & Advancement related to development and donor services. This position is responsible for: increasing and enhancing the Foundation’s development and donor services as it relates to high net worth donors and large corporate funders; identifying potential donors and professional advisors for the purpose of attracting new funds to the Foundation; working with prospective donors to establish funds. The person in this position will implement programs, activities and services designed to develop and maintain good relationships with potential and current donors, affiliated community foundations and professional advisors. This position will also need to cultivate and solicit planned gifts, develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective donors. Ensure regular contact with donors through various activities and communications, especially face-to-face meetings. Develop expertise in cultivation and stewardship.

MAJOR DUTIES AND RESPONSIBILITES

Identify, cultivate, solicit and close prospective donors, including individuals, families, businesses and private foundations, especially those in the high net worth bracket

• Devotes a majority of an annual work year's hours to face-to-face contacts with identified, qualified potential and existing donors/fundholders, and provide documentation of such activities
• Coordinate suggestions for planned giving vehicles with prospects and their advisors in order to meet their estate, financial and charitable planning goals
• Build and maintain relationships with estate and financial planner professionals
• Maintain a high level of expertise regarding state and federal taxes, gift and estate giving methods and the legal aspects of charitable giving
• Maintain professional competency by pursuing industry knowledge, keeping apprised of current and national donor trends, and building awareness of latest technologies and best practices to promote performance
• Assist with mentoring team members and colleagues
• Work with the Foundation’s prospective donors to draft fund governing documents or other fund agreements
• Develop and maintain prospect and donor portfolios from identification of prospect names to the actual solicitation of the gift
• Assist the department in raising, on average, $20 million per year, as well as planned gifts
• Establish a program of personal visits with past, present and future (Legacy) donors

MINOR DUTIES AND RESPONSIBILITIES

• Assist in the management of the department’s services provided to the affiliated community foundations
• Work cooperatively with other staff to assist, as needed, with his or her responsibilities, and to ensure a smooth and timely flow of support services within the Foundation
• Other duties as assigned

QUALIFICATIONS FOR THE JOB

Education:

Experience:

• Minimum six (6) years professional fundraising experience including cultivating, soliciting and closing prospective donors with record of 6-figure major gift history and successful planned gift experience
• Comprehensive knowledge and understanding of state and federal taxes and gift and estate giving methods in
• regards to charitable giving
• Knowledge of community foundations preferred, but not required
• Understanding of and commitment to the Foundation’s goals and mission

Other:

• Outstanding written and verbal skills
• Must be able to develop interpersonal relationships with multiple constituents
• Ability to plan, organize and remain accountable
• Experience in making group presentations and committee management
• Ability to function in a confidential manner

KEY COMPETENCIES

• Impeccable ethics, initiative, enthusiasm and ability to establish credibility
• Able to organize own work in the Philanthropic Services Department to meet deadlines
• Able to think and act independently and with good judgement
• Advanced word processing skills

PHYSICAL REQUIREMENTS

• While this is mainly an office position, the ability to lift small boxes (letter stock, postcard stock, paper) is required occasionally
• Additionally, this position will require travel outside of the office to meet with prospective donors, financial planners, current donors and professional development opportunities