Philanthropic Advisor
Philanthropic Advisor
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$ 85000 - 85000
1 Vacancy
Job Description
THE AREA FOUNDATION
The Area Foundation serves as the communitys most trusted and impactful philanthropic partner managing more than 500 charitable funds totaling $1.3 billion in assets. Coordinating efforts with numerous area nonprofits the Area Foundation serves as a collaborative leader connecting donors to address key community issues and investing in our future. Since 1964 over $800 million for scholarships and grants have been awarded to close opportunity gaps for those who need it most in San Antonio. Learn more about your community foundation at .
Our core values are Excellence Passion Integrity and Community.
SUMMARY OF RESPONSIBILITIES
As a member of the Development and Donor Services team this position is responsible for developing and implementing a plan for increasing awareness of the San Antonio Area Foundation among prospective donors and the broader community. This position will have shared responsibility for working with individuals and families to establish charitable funds at the Area Foundation. This position is expected to manage and expand a portfolio of donor funds through effective donor stewardship and inclusive philanthropy strategies. This position is funded by a three-year grant.
COMPETENCIES/SKILLS
- Must adhere to Core Values: Excellence Passion Integrity and Community - Required
- Excellent interpersonal and communications skills both oral and written
- Strong customer service and the ability to work with people of all backgrounds and ethnicities.
- The ability to guide and lead groups of volunteers and to motivate others.
- Work style characterized by self-motivation creativity and initiative.
- Excellent written and verbal communication.
- Proficiency with computers including knowledge and active use of relational database software Raisers Edge experience preferred.
- Strong computer skills in word processing database programs; knowledge of Raisers Edge preferred
- Self-motivation high energy sense of humor creativity and an appreciation of the role of philanthropy in the community
- Demonstrated ability to work with individuals volunteers and other staff
QUALIFICATIONS
A bachelors degree and at least 2 years experience in fund development; major gift planning and solicitation experience a plus.
TASKS/DUTIES
Asset Growth
- Meets with existing new and prospective donors with the goal of increasing assets.
- Initiates and completes both the opening of new funds and outright gifts to the community foundations strategic initiatives and unrestricted funds.
- Coordinates with the donor services and donor engagement teams to ensure smooth stewardship transitions for our newest donors.
- Reaches out to follow up with manage and actively steward assigned prospects who have come to SAAFDN through our referral network.
- Maintains a portfolio of donors for continued donor engagement and stewardship.
- Develops and implements a plan for increasing awareness of the Area Foundation among prospective donors.
Prospect Research & Data Management
- Identify and track prospects for new funds and special initiatives including individuals families businesses private foundations nonprofits professional advisors.
- Manage database records for prospects and new funds.
- In partnership with the Vice President Development and Donor Services establish a system to track and record contacts.
- Actively seek opportunities for the Area Foundation to make community presentations and work closely with staff to speakers. Make presentations on behalf of the Area Foundation.
- Identify and engage new donor segments.
- Actively participate in the creation of annual department and individual goals and strategies.
- Ability to travel throughout the Area Foundations service area and to work some evenings and weekends.
- Other duties as assigned.
Compensation: $75k-$85k
PHYSICAL DEMANDS / WORKING CONDITIONS
The physical demands and characteristics of the work environment described here are representative of those occurring in the performance of the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee occasionally may lift and move up to 40 pounds.
The San Antonio Area Foundation is an Equal Opportunity Employer.
Please email a cover letter and resume to Laura Giacomoni at and Lisa Brunsvold at .
Required Experience:
Unclear Seniority
Employment Type
Advisor
