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The Philanthropic Advisor (PA) manages the relationships between the Foundation and a portfolio of organization funds, designated beneficiary funds and donor advised funds (DAFs). The Philanthropic Advisor is also the Department’s lead on nonprofit knowledge management and community knowledge curation.
- Oversees relationships with 100+ organization and designated beneficiary funds (40%). These funds are designed for nonprofit groups, schools or religious organizations as part of their overall fundraising strategy.
- Provides administrative oversight, compliance monitoring, grantmaking facilitation and support to the primary fund contact(s).
- Required participation at select events and meetings.
- Manages the relationships between the Foundation and a portfolio of 60+ core DAFs (30%).
- Supports and advises core donors and fund advisors with balances under $500,000. Work includes onboarding, administrative oversight, compliance monitoring, basic research, philanthropic advising, fiscal analysis and grantmaking facilitation.
- Communicates with nonprofits to remain informed about programs and funding needs that fall within a clients’ current and prospective areas of interest.
- Responsible for the collection, curation and distribution of community knowledge - in conjunction with other advisors - so that this information is accessible for use by staff and donors. These efforts should focus primarily on the interests of clients (30%).
- This project will require: project development, synthesizing complex information, internal and external communications, data entry and deadline prioritization.
- Performs other duties as assigned.
The Philanthropic Advisor will be evaluated by the Director for Philanthropic Advising on her/his ability to perform the essential functions of the position; the ability to demonstrate the skills described below; the ability to meet annual individual and departmental goals; and the ability to complete job duties in a professional, cooperative and timely manner.
The incumbent will also be evaluated on her/his communication skills and professional interactions with clients, staff and community members. She/he will also be assessed on her/his ability to listen carefully, understand and summarize information effectively and deliver high-quality customer service to internal and external stakeholders.
Knowledge, Skills and Abilities:
- B.A./B.S. degree strongly preferred.
- Five or more years of work experience directly related to four or more essential functions of the position listed below.
- Desire and skills to provide extraordinary customer service.
- Experience and interest in serving donors and/or high-net worth individuals.
- Strong writing, editing and proofreading skills with the ability to gather, distill and communicate information clearly. Public speaking skills are a plus.
- Ability to prioritize, organize and manage multiple competing assignments, responsibilities and client projects.
- An understanding of how to ascertain a nonprofit organization’s financial health as well as its additional strengths, weaknesses, opportunities and threats.
- Passion for and experience in philanthropy or in the nonprofit sector.
- Chartered Advisor in Philanthropy credential upon hiring or within one year of hire.
- Ability to work effectively with clients, colleagues and external constituents of diverse backgrounds.
- High level of personal and professional integrity and ethics.
- Proficiency with Microsoft Office (Outlook, Word, Excel) and the ability to effectively utilize proprietary software.
Note: This is a Marin based position.