Senior Philanthropic Relationship Manager

Organization Charlottesville Area Community Foundation

The Senior Philanthropic Relationship Manager (SPRM) provides senior leadership, thought partnership, and advanced advising across their Philanthropic Engagement portfolio. The role proactively stewards a portfolio of complex funds. The SPRM stewards and grows their assigned portfolio through exceptional advising and responsible growth (renewals, new funds, reactivations) and leads origination/qualification for priority prospects. The SPRM ensures that philanthropic resources across the portfolio are stewarded and deployed with excellence, compliance, and measurable community impact.

This role is deeply nonprofit facing, with regular responsibility for meeting with nonprofit investment partners, building trusted relationships, and serving as a connective bridge between CACF’s strategy, operations, and the lived realities of our community partners.

• Steward a priority portfolio of up to $125M Assets Under Management (AUM) across all fund types (DAFs, SIFs, Agency Funds—Small & Large, Scholarships, and Competitive Grant Programs). This role is specifically focused on Nonprofit Agency Funds and Designated Funds, but experience with all fund types is helpful for redundancy and team support.
• Interact closely with the CACF Finance and Operations team and our OCIO to ensure comprehensive and dynamic support for Agency fund holders.
• Familiarity with non-profit ecosystems, partners and their roles, areas of focus for investment.
• Develop and maintain multi-year roadmaps that align donor intent with community priorities and identify growth opportunities (renewals, expansions, new funds, reactivations).
• Proactively monitor portfolio activity and respond promptly to fundholder inquiries, portal updates, contributions, and distribution requests.
• Hold final recommendation authority within policy for most portfolio actions, escalating only highly sensitive issues to the CEO/COFO.

• Understand and work in close relationships with the non-profit ecosystem with a deep understanding of the life cycle, business models, and opportunities.
• Manage internal program/platform connecting our individual fund holders and donor community to giving opportunities for local nonprofits and build relationships with non-profit organizations throughout the region to elevate critical needs to team members and their fund holders.
• Organize engagement opportunities and provide problem‑solving and feedback to strengthen relationships between agency funds and DAFs, competitive and discretionary grants programs.
• Develop communications materials for regular outreach to fund holders, including quarterly newsletter features, welcome/onboarding presentations for new funds, and important email reminders with relevant resources and Foundation updates.
• Partner with team members, CEO, COFO, and OCIO on reporting and product development.
• Appropriately triage and interpret the needs and appropriate resources to address the opportunity space for non-profit partners, including working closely with our Community Impact Team to connect organizations with our capacity‑building offerings.
• Ability to interpret financial data for constituents and liaise between appropriate departments and resources.

• Lead origination and qualification for priority prospects.
• Own accountability for Agency and Designated Fund portfolios’ AUM growth through renewals, expansions, new funds, and reactivations.
• Craft tailored value propositions and engagement plans.
• Collaborate with the Director of Strategic Growth and other teams to plan fundholder events that elevate relationships and showcase impact.

• Design and lead relevant giving and learning opportunities for fund holders, nonprofit partners, and CACF staff—including briefings, convenings, curated materials, and internal deep dives—strengthening understanding of the agency fund portfolio, surfacing unique partner needs, and equipping agency fund advisors and boards with the knowledge and resources needed to build capacity and strengthen financial stewardship.
• Define and standardize SOPs,…