Associate Philanthropic Advisor; SFF

With more than $1.5 billion in assets, the San Francisco Foundation is one of the largest community foundations in the country. The foundation is committed to expanding opportunity and ensuring a more equitable future for all in the Bay Area. Together with its donors, the foundation distributed $154 million to nonprofit organizations last fiscal year. The San Francisco Foundation serves Alameda, Contra Costa, Marin, San Francisco, and San Mateo Counties, as well as initiatives serving the nine-county Bay Area.

REPORTS TO
:
Director of Philanthropic Services

The Associate Philanthropic Advisor, as an integral member of the Philanthropy and Gift Planning Department, is responsible for providing exceptional philanthropic advice and customer service to deepen relationships with existing SFF donors.

The Associate Philanthropic Advisor assists donors in achieving their philanthropic goals by helping facilitate their giving and by providing services to enhance the impact of their current giving. In addition, the Associate Philanthropic Advisor engages donors in the work of SFF in order to encourage them to support and invest in the mission of SFF. The Associate Philanthropic Advisor also assists donors in making additional contributions of cash, stock, and other assets to their funds.

The Associate Philanthropic Advisor is a liaison between their portfolio of donors and the Foundation, and is a point of contact in connecting donors with the expertise available  ensure that SFF is serving as a valuable philanthropic partner, the Associate Philanthropic Advisor must be knowledgeable about the breadth and depth of the programmatic work of SFF and can clearly communicate the major initiatives and their impact to donors in a manner that adds value to their grant making, and be able to ask for gifts to support this work when appropriate.

In partnership with the Director of Philanthropic Services and the Senior Philanthropic Advisors, the Associate Philanthropic Advisor plays a key role in helping the department organize its philanthropic advisory services and coordinating with other departments to deliver these services.

Duties Include:

Philanthropic Advising: The Associate Philanthropic Advisor will work closely with donors who are interested in advising services, as well as coordinate with other members of the team. Provide philanthropic advice including research, due diligence, scheduling site visits, and other services to support each donor’s goals for giving. Provide coordination along with Director of Philanthropic Services and Senior Philanthropic Advisors on major advising projects and support select corporate/business clients with advising services.

Donor Stewardship and Cultivation:
Steward and cultivate current donors to meet their philanthropic goals, and to support SFF’s targeted fundraising goals. This will include developing a thorough understanding of donors’ needs and interests, looking for opportunities to deepen donors’ understanding and interests in SFF’s mission, and implementing strategies to encourage more giving into SFF’s work. Assist Senior Philanthropic Advisors with marketing content and event planning support to cultivate further donor engagement and development of a donor community.

Customer Service:
Provide exceptional services to donors related to fund management, including management of the donor hotline, monitoring the donor email inbox, assisting donors making gifts and grants, and problem solving general requests.

Donor Relationship Management: Manage a portfolio of donors with the goal of furthering the donor’s philanthropic vision and supporting the Foundation’s mission. Respond to donors’ routine requests for information about grantee organizations and areas of philanthropic interest and track contacts between donors and SFF. Be able to identify opportunities aligned with SFF. This will include supporting donor events and educational forums, arranging site visits, coordinating fund reviews, and timely communications with assigned donors.

The Associate Philanthropic Advisor will also be responsible for using SFF’s donor database for tracking…