Philanthropic Advisor

Job Description

Job Description

Department/Location:

680 – Personal Philanthropy Programs / National Headquarters

-Remote (Based in a Midwest Metro area i.e. Chicago, St. Louis)

Job Title:

Philanthropic Advisor

Reports to:

National Personal Philanthropy Director

Salary Grade:

ý Grade 17

($81,806.40 - $127,171.20/year)

Type of Position:

ý Full-time o Part-time

Minimum Hours: 40 /Week

ý Exempt o Nonexempt

Job Summary: The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

This position is responsible for cultivating and stewarding relationships with targeted donors and prospects to generate and grow planned and major gift revenue. This is accomplished through in-depth research, development and implementation of cultivation strategies, and ongoing personal engagements.

Essential Functions:

• Oversee a portfolio of 125-150 donors and prospects
• Personally solicit assigned donor portfolio through face-to-face visits, including preparation of personalized materials;
• Participate in each step of the donor development cycle including identification, qualification, cultivation, solicitation and stewardship
• Complete a minimum of 80-100 face-to-face visits per calendar year to manage relationships toward solicitation of major gifts
• Requires a minimum of 50% travel not including required travel to national headquarters and other events
• Track and report relationship management activity using internal systems and processes
• Monitor quarterly and annual activity to achieve major gift revenue goals
• Expected to be raising $1M or more by year 3
• Assist gift planning with blended gift opportunities, charitable gift annuities, and documentation of bequest gifts.
• Can be remote
• Must live near an international airport

• Attend workshops and seminars annually
• Assume other responsibilities as assigned by management

Essential Skills and Experience:

• Minimum five years’ experience required, with major gift fundraising or direct customer relationship management and a track record of securing $25K+ gifts

• Possess an entrepreneurial drive and a team attitude
• Proficient with Microsoft Office Suite and have the ability to learn and effectively use other data sources and websites on a daily basis
• General understanding of business/administrative procedures and systems such as managing clientele files and records, and quality customer service is preferred
• Polished verbal, written, and presentation skills
• Pro-active, organized, and attentive to details
• Must interpret general business periodicals, professional journals, and governmental regulations. Ability to write reports, business correspondence, and procedure manuals
• Creative problem solver and able to interpret a variety of written and oral instructions required
• Ability to maintain composure when faced with varying personalities or in sensitive situations
• Valid driver’s license required

Degree of Supervision:

• There are no supervisory responsibilities associated with this position.

Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical Demands: Job requires sitting up to eight hours a day and standing four to six hours a day. Body movement primarily in hand and arm functions associated with normal office activities. Hand and eye coordination, and hand dexterity is required for handwriting and keyboarding over prolonged periods of time. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. This position requires occasional lifting and/or carrying of no more than 25 pounds, and bending, squatting, pushing and pulling.
• Position works from home and must be able to support a remote workspace. DAV will provide all remote office set-up supplies and equipment.
• Frequent vehicle travel for personal visits with donors and prospects is required. Automobile travel can be facilitated by using your personal vehicle with reimbursement for miles driven, or by a rental car reserved through DAV’s travel services portal.

• Some evening and weekend work may be required.

• Work Environment: The noise level in the work environment is usually minimal.