Philanthropic Advisor

Position: Regular, Fulltime, Exempt Department: Advancement Reports to: Director, Philanthropic Services Supervises: Philanthropic Coordinator (indirectly) Summary: The Philanthropic Advisor is responsible for attracting, retaining and obtaining outright and planned gifts from donors by understanding, serving, advising, and engaging them to achieve their philanthropic goals. Responsibilities and Expected Outcomes: * Actively cultivate relationships within an assigned portfolio of donors to inspire and engage their philanthropic interests and goals. Donors may include individuals, families, corporations, non-profit organizations, and distribution committees (such as supporting organizations, advised and scholarship funds). * Collaborate with other Advancement staff on joint opportunities for cultivation and engagement where appropriate. Focus on attracting additional gifts from assigned donors. * Collaborate across the Advancement Team on initiatives related to the Strategic Plan. These include working with the Center for Philanthropy staff and the Senior Director, Equity Initiatives, and others. * Serve as the primary contact for assigned donors regarding the status of their funds and fund grantmaking in accordance with the Foundation's core and enhanced service options and fee structure. * Make effective presentations to existing donors, new prospects, boards of directors and development and investment committees, communicating the full capabilities and accomplishments of the foundation. * Proactively align donor interests with grantmaking opportunities, including partnership grants with the foundation where appropriate. Respond to donor requests for information and serve as a link to foundation resources. * Encourage and facilitate donors use of the interactive online service that provides donors with access to fund information and information about grantmaking opportunities through the Foundation's website. * Lead personalized sessions for donor families, focusing on multigenerational perspectives and establishing a family vision and mission statement for their philanthropic legacy. * Actively collaborate with Philanthropic Services and Advancement colleagues on tea