Philanthropic Advisory Analyst

About Crown Family Philanthropies

Crown Family Philanthropies (CFP) is the philanthropic division of Henry Crown and Company (see below) and supports the Crown Family’s philanthropic and grantmaking endeavors. In 2009, after more than 60 years of family grantmaking under the name Arie and Ida Crown Memorial, CFP was developed to represent an array of family grantmaking practices. Today the legacy of Arie and Ida Crown lives on in the work continued by their descendants, who remain dedicated to the Jewish tradition of tikkun olam, or “repairing the world.”

Supported by a professional staff of experts, CFP is led by more than 50 family members across multiple generations who come together for strategic grantmaking.

Henry Crown and Company (HCC) is a Chicago-based, privately-held operation - not a 501(c)(3) - that manages business interests and coordinates investments falling into four broadly-defined categories: publicly-traded securities, real estate, investment funds, and privately held operating companies. We are a private enterprise with more than a 100-year legacy and track record of financial success, supporting our communities, and taking care of our employees.

We plan strategically with a long-term time horizon and an integrated approach to access superior opportunities and optimize financial results. Integrity, collaboration, and dedication are cornerstones of our workplace culture that create rewarding professional experiences.

The Advisory Analyst supports Crown Family Philanthropies (CFP) by helping to deliver a personalized approach to family members’ philanthropic and civic engagement. Reporting to the Manager of Advisory Services and Family Education, the Analyst manages data, administrative, and research tasks that are central to high-quality advisory services. This is a highly organized, detail-focused, and independent role: CFP has established processes, but the Analyst should be comfortable with ambiguity and confident using sound judgment when a situation calls for a different approach.

The Analyst should bring a responsive, service-oriented approach to internal/family member relationships, along with occasional grantee contact.

• Data Management:
  Complete accurate and timely database updates, including processing donation/grant records through the internal grants database (Smart Simple) and maintaining updated records on family engagements with CFP and external nonprofit partners through the internal CRM (Quarry)
• Family Liaison:
  Support process for notifying family of CFP-awarded grants to personal interest areas; manage the philanthropic advisory email inbox, coordinating responses and elevating time-sensitive messages; manage family mail received at the office, as needed
• Family Eligibility and Engagement Tracking:
  Maintain records regarding family eligibility and completion of requirements (e.g., directed giving orientation, conflict of interest forms, modules, meeting notes, etc.)
• Data Analysis:
  Analyze personal giving data to identify trends in interest areas and to inform development of collective engagements and educational experiences; leverage data to opportunistically strengthen broader connection to the family’s collective giving
• Grants Management:
  Research and develop grant recommendations, including due diligence on prospective grantees; support occasional grantee relationship management for individual family members with the goal of enhancing efficiencies and organically facilitating family connection to each other and to collective giving; manage diligence process for legacy giving
• Philanthropic Trends:
  Conduct research on issues, organizations, and leaders relevant to individual family members’ personal interest areas (e.g., democracy, reproductive justice, hunger, animal welfare, sports-based youth development) to inform engagement activities and advise grantmaking decisions; support creation of family-facing philanthropic resources (e.g., philanthropic budgeting, raising philanthropic children)
• Relationship Development and Stewardship:
  Support advisory relationships—including personal giving and civic leadership…