Senior Philanthropic Services Officer (Toledo, Ohio)

POSITION DESCRIPTION

Title: Senior Philanthropic Services Officer

Accountability: Reports to the President

Job Purpose:

Provides assistance to the President in matters related to development and donor services, including:
? managing and overseeing the Foundation?s Philanthropic Services department;
? providing primary responsibility for increasing and enhancing the Foundation?s development and donor services;
? identifying potential donors and professional advisors for the purpose of attracting new funds to the Foundation;
? working with prospective donors to establish funds;
? planning/implementing programs, activities and services designed to develop and maintain good relationships with potential and current donors, affiliated community foundations and professional advisors.

Principal Responsibilities:

Supervises the work of the Philanthropic Services staff in the areas related to development and donor services which includes but is not limited to:

? Identify, cultivate, solicit and close prospective donors, including individuals, families, businesses and private foundations for the purpose of attracting new funds to the Foundation, including:
o Coordinate suggestions for planned giving vehicles with prospects and their advisors in order to meet their estate, financial and charitable planning goals;
o Execute presentation meetings at intermediary firms;
o Build and maintain relationships with estate and financial planning professionals (attorneys, accountants, trust officers, financial planners, brokers, insurance agents and other advisors);
o Maintain a high level of expertise regarding state and federal taxes, gift and estate giving methods and the legal aspects of charitable giving;
o Develop, manage and administer the wills and bequests program;
o Work with the Foundation?s prospective donors to draft Fund Governing Documents or other fund agreements;
o Develop and maintain prospect and donor portfolio from identification of prospect names to the actual solicitation of the gift.

? Maintain a portfolio of at least 75 qualified prospective donors and manage Philanthropic Services staff to maintain their portfolio of qualified prospective donors and fund holders.
? Have responsibility for the department in raising, on average, $10 million per year and an additional $10 million in planned gifts.
? Work with President and Development Committee to develop long-term funding opportunities that support the strategic plan.
? Coordinate professional advisor program.
? Manage the department?s move management process; i.e., moving donors through the various stages of giving, including prospective donors to fund holders to planned gifts.
? Manage the department?s services provided to the affiliated community foundations.
? Provide staff support to the President, Board and Development Committee regarding the Foundation's development activities.
? Works cooperatively with other staff to assist as needed with his or her responsibilities and to ensure a smooth and timely flow of support services within the Foundation.
? Establish a program of personal visits with past, present and future (Legacy) donors, including:
o Design and present gift planning ideas for current and future funds;
o Create and manage active donors through various stages of giving.
? Other duties as assigned.

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