Overview
Senior Philanthropic Advisor, Winston-Salem Foundation Jobs in Kansas City, Missouri, USA at ABFE
Senior Philanthropic Advisor, The Winston-Salem Foundation
Job Description
The senior philanthropic advisor is a leading member of the Development and Donor Services department, which cultivates and maintains relationships with the Foundation’s donors. The senior philanthropic advisor develops, facilitates, and markets current and/or deferred and testamentary gifts from existing and prospective donors. They provide counsel, advice, and strategic direction to donors, allied professionals, and staff regarding various philanthropic tools, approaches, techniques, and trends.
This role serves as liaison with attorneys, accountants, financial advisors, and other intermediaries and agents of wealth. As such, they plan, develop, and implement the Foundation’s engagement strategy for professional advisors. In partnership with the vice president of development and donor services, the senior philanthropic advisor is responsible for resource development and works with existing and new donors and intermediaries to secure outright and/or planned gifts.
In addition to serving as a gift-planning specialist with deep institutional knowledge, this position generates ideas and explores opportunities to achieve the strategic goals of the Foundation. The senior philanthropic advisor works under the directleadershipof the vice president of development and donor services, manages the philanthropic advisor, and works collaboratively with the Foundation’s staff,leadership, and volunteers. The senior philanthropic advisor is an exempt position.
DESCRIPTION OF RESPONSIBILITIES
All staff work together to live out the Foundation’s mission, values, and equity commitment. Each person actively participates ineducationsessions, work groups, and other formal and informal opportunities to learn about and operationalize our shared commitment to equity.
Asset Development
In partnership with the vice president of development and donor services, assist in the creation, implementation, and evaluation of growth strategies according to the Foundation’s strategic plan.
Direct the identification and cultivation of new and existing relationships to achieve the Foundation’s resource development goals according to the Foundation’s strategic plan.
Utilize interpersonal savvy and confidence to network, motivate, and skillfully craft giving strategies to benefit donors, advisors, nonprofit beneficiaries, and the Foundation.
Direct and lead the Foundation’s development and cultivation of professional advisor relationships including the annual breakfast event.
Using the Gift Acceptance Policies as a guide, lead the acceptance of complex gifts including charitable trusts, real estate, closely held stock, etc. through the vetting and receiving process.
Manage the Foundation’s planned giving program including revocable trust agreements and charitable lead and remainder trusts.
Provideteam supportand stewardship for various constituent groups with an emphasis on new donors, donors having multiple aspects to their charitable plans, and professional advisors.
Respond to inquiries and follow up on requests from prospective donors and professional advisors.
Assist in the administrative process of establishing gift plans and new funds of all types by drafting fund agreements, revocable trust agreements, correspondence, and other necessary follow up.
In partnership with the Black Philanthropy Initiative and The Women’s Fund of Winston-Salem, strategize ways to engage people of…
Title: Senior Philanthropic Advisor, Winston-Salem Foundation
Company: ABFE
Location: Kansas City, Missouri, USA
Category: Non-Profit & Social Impact
