Community Foundation Seeks Director of Family Philanthropy

Greater Cedar Rapids Community Foundation | September 28th, 2021

Applications are being accepted by the Greater Cedar Rapids Community Foundation for the position of Director of Family Philanthropy.  This position will cultivate relationships with a portfolio of high-net-worth individuals and multi-generational families, lead a cross-functional team called Family Philanthropy, serve as the primary liaison for professional advisors, and as the primary planned giving resource for the organization.

To apply, submit a cover letter, resume and three references to hiring@gcrcf.org. Application deadline is Monday, October 18, 2021 at 4:30 p.m.

JOB DESCRIPTION:

Classification:  Exempt under Fair Labor Standards Act (FLSA)

Reports to:  Senior Vice President of Development

Summary:  The Director of Family Philanthropy will cultivate relationships with a portfolio of high-net-worth individuals and multi-generational families, lead a cross-functional team called Family Philanthropy, serve as the primary liaison for professional advisors, and as the primary planned giving resource for the organization.

 

Essential Functions: 

Family Philanthropy

  • Identify, cultivate, solicit, and provide stewardship for high-net-worth donors and prospects and in partnership with their professional advisors (attorneys, accountants, financial advisors and planners) to encourage their giving to/through the Community Foundation.
  • Help donors clarify their philanthropic goals and find ways to realize those goals.
  • Lead the cross-functional team that prepares for and facilitates family meetings.
  • Work with members of the Development, Program, Marketing, and Finance Teams to:
    • maintain the growth and accuracy of the donor database, track and record all donor information, communications, and special requests regarding gifts and/or funds.
    • provide timely and accurate reports to donors regarding fund activity, the impact of grants made by donors through the Community foundation and alert donors to emerging opportunities for planned giving.
    • stay current on developments in the nonprofit community to provide donors with helpful information on emerging opportunities and the impact of grants.
  • Administer 21/64 an independent nonprofit practice providing multigenerational advising, facilitation, and training for next generation engagement.

Donor Development

Provide timely response and support for fund holders.  Specific tasks include:

  • Analyze assigned portfolio and develop segmented cultivation strategy.
  • Manage portfolio-specific projects, as assigned.
  • Handle verbal and written inquiries from fund holders requesting assistance with fund management. Often involves cross-team collaboration.
  • Prepare materials for meetings with fund holders and prospective donors.
  • Utilize CRM module in the iPhi database.
  • Participate in and support Community Foundation events.
  • Participate in and support the Development Committee as needed.

Planned Giving

  • Lead donor stewardship for the William Quarton Heritage Society members.
  • Know, understand and keep current on legal and technical issues as they affect current and prospective donors and gifts; advises the Board and Development Team on these issues as necessary.
  • Conduct initial review of completed documents to ensure that they comply with planned giving standards, IRS guidelines, and are in the Community Foundation’s best interest.
  • Negotiate terms of planned giving agreements with donors and their advisors, subject to approval of the Chief Financial Officer and President & CEO.
  • Develop, maintain, and update fund policies and procedures, as necessary.
  • Work closely with the Vice President of Marketing and Communications to:
    • develop marketing tools for planned giving initiatives.
    • maintain the planned giving content of the Community Foundation website.

Professional Advisors

  • Identify and cultivate professional advisors to encourage their clients giving to/through the Community Foundation.
  • Facilitate in-service training to professional advisors and support staff.
  • Provide materials for professional advisors for their use, exchange up-to-date information on current best practices, requires help in obtaining referrals and discuss donor interests.

Competency: 

  • Demonstrated ability to raise funds from individuals, businesses, private foundations and other potential contributors and in-depth knowledge of philanthropy is required.
  • Think strategically about asset and donor development and effectively build relationships with donors and other constituents.
  • Strong knowledge of the full range of deferred giving vehicles and the tax laws related to charitable giving and experience in developing and implementing successful planned gifts is preferred.
  • Have knowledge of estate planning, including wills, trusts and estate and gift tax laws.
  • Know and administer the legal recordkeeping requirements for fundraising and documenting planned gifts.
  • Familiarity with financial planning and/or philanthropy techniques preferred.
  • Possess the ability to work independently, research and analysis, communication, and project management.
  • Demonstrate sound judgment, high integrity and respect for confidentiality, approachability, initiative, and the ability to understand complex issues and challenges.

Supervisory Responsibilities:  N/A

Position Type and Expected Hours of Work:  Full-time or part-time

Preferred Education and Experience: 

  • Bachelor’s degree and a minimum of ten years professional experience in development or a closely related field is required.
  • A CFRE designation and existing membership in the Eastern Iowa Estate Planning Council or similar organization are advantages.
  • Prior nonprofit experience is preferred.

Additional Eligibility Qualifications:  Will be required to complete 21/64 Next Generation training.

Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.

 

To apply, submit a cover letter, resume and three references to hiring@gcrcf.org. Application deadline is Monday, October 18, 2021 at 4:30 p.m.

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