Philanthropy Advisor, Planned Giving
$85k - $105kInternational Fellowship of Christians & Jews, Inc
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Philanthropy Advisor, Planned Giving Chicago, IL, US Salary Range: $85,000.00 To $105,000.00 Annually The Fellowship is an organization of bridge builders whose vision is that Jews and Christians will reverse their 2,000-year history of discord and replace it with a relationship marked by dialogue, understanding, respect and cooperation. Together we are able to help more than a million Jews in need each year. Our success is built on a culture that celebrates the differences in who we are, what we have experienced, and how we think. (WESTERN and CENTRAL US)The position of Philanthropy Advisor for Planned Giving is intended to identify, cultivate, solicit and steward a portfolio of planned giving donors and prospects. In this position, the Philanthropy Advisor will present appropriate gift planning strategies, utilizing tools, techniques and vehicles that will assist donors in maximizing the value of their charitable gifts to The Fellowship. Essential to this position is having the ability to oversee current Fellowship efforts and international current events that provide opportunities to expand our donor base. This is a fully remote position covering territory within the Western and Central United States. We are seeking an individual with a Bachelor's degree in Business, Communications, Marketing, Non-Profit Management or the equivalent experience in major gifts or planned giving with a minimum of 5 years' experience in planned giving with proven fundraising track record, or a substantially related field such as major gift fundraising, estate planning, financial planning or law. Additionally, individuals with a strong availability to build relationships with a wide range of donors, understanding their needs and passions will be a marker for success in this position. Professional certification or membership in professional non-profit or other relevant organization strongly desired, such as: Certified Fund Raising Executive; Certified Specialist in Planned Giving; Chartered Advisor of Philanthropy; Certified Financial Planner, or Juris Doctorate preferred. Essential responsibilities include: Cultivate, establish and enhance relationships with portfolio of donors and prospects. Work closely with Gift Planning team to formulate and direct strategies for prospect identification, evaluation, cultivation and solicitation. Meet with current and potential donors to determine capability and propensity for a planned gift to The Fellowship. Achieve individual financial goals as part of the overall strategy for the department. Manage all aspects of trips from research and planning to reporting and follow up, including targeting key donors in particular areas. Technical & Individual Skills: Strong working knowledge of the US philanthropic landscape, prospect research methodology, best practices and evolving trends in philanthropy. Experience with moves management strategy and the capability to design and execute donor-centric engagement activities. Basic to intermediate knowledge of estate planning and planned gifts. Proven skills in sales execution, customer relations, or business management. Ability to negotiate and close solicitations. Experience working with Microsoft Office 365 products. Exceptional interpersonal skills. Ability to develop authentic relationships with high wealth prospects and individuals with diverse backgrounds. Strong presentation skills; exceptional negotiating skills and compassionate listening skills Possesses sensitivity to varied cultures and religions, with especially strong knowledge of the Jewish and Christian communities, and the ability to bridge cultural divides. Ability to empathize with the strongly held religious and/or political belief systems of both. Ability to travel for day and overnight trips, domestically and some internationally. Come and experience all The Fellowship offers and make an impact with collaborative team members, professional growth opportunities and mission focused work. We offer competitive salaries and a full suite of benefits. Our office is located on Wacker Drive, across from the Chicago Riverwalk. Key words: Planned Giving, Fundraising, Moves Management We are an equal opportunity employer (EOE). IFCJ Benefits 1 Pager - FT and Directors 2025 - 2026.pdf #J-18808-Ljbffr International Fellowship of Christians & Jews, Inc
$144.5k - $170k
...SummaryThe Executive Director, Annual Giving Channel Fundraising leads the... ..., building a culture of philanthropy that engages alumni, faculty,... ....Serves as a strategic advisor and partner to unit leadership... ...colleagues at peer institutions.Plans, manages, supports, and...SuggestedFull timeWork experience placementWork at officeWorldwideShift workWeekend workAfternoon shift$142.5k - $237.5k
...Core ResponsibilitiesServe as a trusted advisor and strategic partner to the SVP of US Solutions... ...Solutions organization.Lead strategic planning activities, including development,... ...corporate volunteer events that make it easy to give back.For Your Wellness: Access 24/7...SuggestedFull timeTemporary workWork experience placementWork at officeFlexible hours2 days per week$200k
Title: Individual Giving Manager Status: Full-time, salaried position (exempt employee... ...execute personalized donor stewardship plans, ensuring sustained engagement through in... ...corporate donors with potential for individual philanthropy Fundraising Events (15%) Develop and...SuggestedFull timeWork at officeRemote work$70k - $95k
...alternative application process. Individual Giving Manager Full-time Regular Chicago, IL,... ...and contribute to a strong culture of philanthropy. DEI&AB Culture Commitment: The Individual... ...Coordinator and other internal teams to plan and execute in-kind resource drives,...SuggestedFull timeTemporary workCasual workRemote workFlexible hoursNight shift- ...cures. Saving children.® Job Description As the Director of Philanthropy , you will be responsible for managing the development, planning, and implementation of all major and principal gifts and planned giving. Your role is vital in advancing our organization’s goals, building...SuggestedFull timeWork at office
- ...Summary The Regional Director of Philanthropy, Midwest Region, is a... ...Vice President of Individual Giving, this position manages a portfolio... ..., and stewardship plans designed to inspire philanthropic... ...leadership, and philanthropic advisors. Participate in regional fundraising...Full timeCasual workRemote workAfternoon shift
$164.6k - $225k
...service. Job Title: Sr. Portfolio Advisor, Global Family Office... ...family office clients.Analyze and plan the overall investment... ...assisting the communities we serve. Philanthropy is deeply rooted in Northern... .... Employees around the world give their time and talent to work...Full timeH1bWork at officeWorldwideFlexible hours$164.6k - $288k
...service. SENIOR TRUST/FIDUCIARY ADVISOR, WEALTH MANAGEMENTOH: R153403... ...trust and tax law, estate planning techniques, financial planning... ...the communities we serve.Philanthropy is deeply rooted in Northern... .... Employees around the world give their time and talent to work...Full timeWork experience placementH1bWorldwideFlexible hours$72k - $75k
...Position : After School Matters (ASM) is seeking an Institutional Giving Manager to help grow and sustain the institutional partnerships... ...prospective donors for cultivation and stewardship purposes. Plan, organize, and steward site visits. ~ Oversee internal systems...Full timeApprenticeshipSummer workWork at officeLocal areaFlexible hoursNight shift$60k - $65k
Job Title Job Title: Institutional Giving Manager Location: Uptown Academy (931 W. Eastwood, Chicago, IL 60640) Start date: ASAP Reports... ...Time Off, Paid Sick Leave, and Paid Holidays 403(b) Retirement Plan with Employer Match Pre-Tax Flexible Spending Account (Health, Dependent...Full timeWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week- ...Head of Philanthropy About the Company Internationally recognized organization improving global health through innovative solutions... ...senior leadership position is focused on individual and family giving, with an emphasis on building trusted relationships with...
- We seek a Philanthropy Advisor to join JH Philanthropy’s Philanthropic Services team and support the delivery of high-quality, nonprofit-centered advising for a portfolio of clients. This role will report to the Managing Director - Philanthropic Services. The Philanthropy...
- A leading travel company is seeking a motivated Travel Customer Representative to assist clients with planning and booking dream vacations. This role involves communicating with clients to understand their preferences, creating personalized itineraries, and booking necessary...Remote jobFlexible hours
- ...CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry... ...Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our...Permanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift
$68k - $73k
...Overview A dynamic digital-first philanthropy and communications agency with 21 team members... ...of projects, including: Annual giving appeals Database management Donor... ...client needs. (Trips are infrequent and planned well in advance.) Compensation + Benefits...Full timeTemporary workWork at officeLocal areaRemote workFlexible hoursAfternoon shift2 days per week3 days per week$77.9k - $199k
...volunteering and charitable giving. We continually seek highly motivated... ...a High Net Worth Wealth Advisor. This group is a business... ...those with a need for robust planning, asset management, estate or... ...Team, RPS Administrators, and Philanthropy Officers, as appropriate.Key...- #LI-DNICBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge... ...Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our...Permanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift
$85k - $240k
Asset & Wealth Management, Private Family Office, Financial Planning Advisor, Vice President - Chicago location_on Chicago, Illinois, United... ...impactful philanthropic strategies, including charitable giving and foundation planning, optimizing tax efficiency, and maximizing...Full timeTemporary workPart timeWork at office$164.6k - $288k
...Job DescriptionSENIOR WEALTH ADVISOR, WEALTH MANAGEMENTOH: R161517... ...sophisticated, multi-disciplinary wealth plan. This role will partner with... ..., wealth transfer, tax, philanthropy, fiduciary practice, asset... .... Employees around the world give their time and talent to work...Full timeH1bLocal areaWorldwideFlexible hours$163k - $184.33k
...working at Coupa. The Impact of a Sr Solution Advisor, I&O at Coupa:What You'll Do: Providing... ...month .Volunteer Time Off (VTO): Giving back is in our DNA. We offer 40 hours of... ...Assist provides medical, safety, pre-trip planning, and emergency support during any business...Contract work$100.1k - $150k
...technology workstreams.Drive integration planning, execution tracking, dependency management... ...specific business needs.Act as a trusted advisor to stakeholders by providing structure,... ...corporate volunteer events that make it easy to give back.For Your Wellness: Access 24/7...Full timeTemporary workWork experience placementWork at officeFlexible hours2 days per week$162.7k - $220.2k
...customers. This will be achieved through strong advisor skills driving cloud adoption, migration/... ...leaders and account teams- Prepare and give business reviews to management (MBRs,... ...technology roadmaps and transformation plans for enterprise customers not just the tech...Local areaWorldwideFlexible hours$67.5k - $111.5k
...you will work with Portfolio Advisors (PAs) on a Chicago-based Wealth... ...Management (GDWM) financial planning and portfolio modeling... ...the communities we serve. Philanthropy is deeply rooted in Northern... .... Employees around the world give their time and talent to work...Full timeWork experience placementH1bWorldwideFlexible hours- ...work environment embodying the Theater’s core values of service, collaboration, and ingenuity. ABOUT THE POSITION The Institutional Giving Manager plays an active role in managing CST’s portfolio of corporate, foundation, and government partners. The position is a key...
- Northern Trust in Chicago seeks a Senior Wealth Advisor to act as a technical expert for high-net-worth clients, partnering with local and national teams to design goals-based wealth plans that integrate investment management, banking, wealth transfer and tax efficiency...Local area
- Northern Trust Corp. is seeking a Senior Wealth Advisor in Wealth Management to lead complex, multi-disciplinary wealth plans for high-net-worth clients. You will partner with local and national teams to design goals-based strategies across investments, banking, wealth...Local area
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