Director of Philanthropy

Salary: based on experience

Are you a philanthropic leader who thrives at the intersection of strategy, client service, and family engagement?
Would you be energized by partnering directly with a multi-generational family to shape and advance their philanthropic vision and impact?
Are you excited by the opportunity to work alongside a sophisticated, growing philanthropy team on meaningful, complex initiatives?

A single-family office that provides a diverse array of services, including investment and estate planning, tax, accounting, fiduciary, and philanthropic services to a multi-generational family with a controlling stake in a publicly traded corporation.

The Director of Philanthropy will be a core member of the Philanthropy team responsible for thought leadership and execution in strategic philanthropy, family engagement, governance, and grant administration. As a client-facing member of the team, this individual will work closely with family members to understand their philanthropic interests and goals, facilitate thoughtful decision-making, and help translate those priorities into meaningful philanthropic strategies and experiences.

This position will report to the Chief Philanthropy Officer.

• Create, maintain, and manage individual giving strategic plans
• Lead and facilitate client and family meetings, including Foundation and grant committee meetings, creating an environment that encourages thoughtful discussion, engagement, and decision-making
• Prepare for and lead client presentations and discussions, translating complex philanthropic issues and recommendations into clear, compelling information for family members
  
  Contribute to Foundation meetings with a focus on bringing strategic solutions, as needed
• Partner with the CPO and colleagues to prepare for and facilitate presentations and discussions with family members
• Support strategic initiatives of the Philanthropy Team
• Contribute to, manage, and execute on philanthropic experience for family members
• Strategize, create, manage, and execute philanthropic events, in collaboration with staff
• Create, assist, execute, or identify opportunities to enhance family education
• Coordinate and collaborate with relationship managers, tax team and wealth management team
• Travel periodically to meet with clients across the country to support philanthropic activities, meetings, site visits, events, and other family-led philanthropic experiences

• Lead a focus area committee
• Coordinate production of materials
• Present as needed to Foundation Board
• Coordinate and interact with nonprofit organizations within the focus area

• Collaborate with External Director on publications, annual reports, and other acknowledgement collateral
• Work with and support the External Relations Director and CPO on internal and external marketing and communications strategies
• Support External Relations Director in messaging, website updates, and collateral materials

• Manage a small team of Philanthropic Specialists
• Consult with Senior Leadership, peers, and CPO on complicated gifts
• Assist with data collection and organization for tax filings
• Create, assist, execute, or identify opportunities to enhance internal education

• Contribute to value based or intergenerational communication skills
• Functional knowledge of communication, negotiation, or facilitation skills
• Support Client Services with development, creation, and implementation of educational tools
• Coaching of colleagues on usage of tool or direct implementation of tool

• Develop functional knowledge of grant management system mastery of grant management system as super-user
• Approve assigned grants
• Coordinate with Director of Philanthropy Operations

• Bachelor's Degree required
• Other applicable credentials such as CAP, 21/64, or CTFA preferred
• A minimum of 7 years of experience in a philanthropy role, or in a role demonstrating support of foundations or tax-exempt entities
• Must have experience with a Grant Management System
• Demonstrated progressive level of skills and responsibility, preferably in an ultra-high net worth or grant making context
• Demonstrated success serving as a trusted advisor to clients, families, or other high-net-worth stakeholders, with the…