Philanthropic Advisor, Tiers 1-2

Position Description

Title: Philanthropic Advisor, Tiers 1-2

Hours: Full-Time

Department:  Philanthropic Services

Classification: Exempt 

Reports to: VP, Philanthropic Strategy & Engagement

Created On: 07/26

Pay Range: $107,000-$134,000

Location: Minneapolis/Hybrid

Organizational Overview:

The Minneapolis Foundation drives collective action to realize strong, vibrant communities. The Foundation cultivates generosity by taking action on the greatest civic, social, and economic needs—partnering with nonprofits, facilitating grantmaking, driving research and advocacy, and providing services to donors seeking to make a difference in their communities.

Our Approach to Talent & Culture:

We strive to employ a team - especially leaders - who are culturally competent and reflect the makeup of the communities we serve. Overall, we cultivate a culture that is aligned with our core values. Our goal of fostering a culture of collaboration, excellence, and respect while ensuring accountability among all members of our organization is reflected in our talent acquisition and management strategies. 

Position Overview: 

Principal Duties and Responsibilities

65% 

• Maintain portfolio management responsibilities for donor advised and other funds as assigned and achieve weekly metrics against Philanthropic Services team scorecard. 
• Meet or exceed all assigned performance metrics by month, quarter, and year including promotion and generation of support of Foundation initiatives to fundholders. 
• Execute communications aimed at key segments of portfolio to further fundholder engagement, strengthen fund administration, and advance the foundation's goals through our impact levers. 
• Participate in the planning, managing, and executing of large meetings and events that advance fundholder involvement and cultivation of testamentary and current gift potential of assigned portfolio. 
• Identify donors in portfolio for movement across tiers/segments based on engagement and relationship needs.  
• Employ a variety of communication techniques. including email, mail, telephone, web, and digital methods to engage and educate fundholders.
• Document Philanthropic Advisor interactions with donors in the CRM database.  

Essential 

20% 

• Provide technical support to Donor Advisors and organization contacts accessing fundholder and grantee online portals.
• Knowledgeable about current community needs, trends, and issues, with the ability to communicate their impact effectively.

Essential 

15% 

In collaboration with other colleagues  

• Participate in both departmental and cross departmental work teams including, but not limited to Marketing/Communications, Impact, Finance, and Investments. 
• Establish annual goals and objectives that align with those of the Philanthropic Services department. 
• Perform other duties as assigned. 

Essential 

Qualifications for Success:

• Three to five years of relevant experience in development or a related field
• Responsiveness and ability to prioritize and work efficiently to meet deadlines in a fast-paced environment and adjust to changing and/or tight deadlines.
• Ability to work successfully with diverse individuals with a variety of work and communication styles, both internally and externally.
• Effective and persuasive verbal and written communication style. Ability to develop and maintain positive interpersonal relationships.
• Demonstrates personal accountability by taking ownership of responsibilities, following through on commitments, and delivering high-quality results.
• Strong analytical and problem-solving skills by identifying needs, evaluating alternatives, and implementing effective solutions in a timely manner.
• Business technology skills, including the ability to operate business machines and adeptness with several computer software applications, including MS Office products. Experience with moves management or constituent database systems a plus.
• Demonstrated initiative and creativity by approaching challenges with curiosity, generating innovative ideas, and identifying opportunities to improve processes, relationships, and outcomes 
• Excellent interpersonal and communication skills, with experience engaging and assisting individuals primarily through phone conversations rather than in-person interactions.
• Interest/curiosity in community issues and ability to make connections relevant to fundholder philanthropy 

Supervision Responsibilities

None

Working Conditions

Most of the work in this position is performed in a general office setting and the successful candidate must be able to work at a PC for extended periods of time. We are a hybrid organization typically working 2 days a week in the office. 

Background check required after conditional offer.

Encouragement Statement
At The Minneapolis Foundation, we believe that diverse experiences and perspectives are crucial to our success. We understand that not every candidate will meet every single qualification listed in the job description, and that is perfectly okay. We encourage you to apply if you’re excited about the opportunity and feel you can bring valuable skills and experiences to the role. We value potential and a willingness to learn just as much as formal qualifications. If you’re passionate about Non-Profits or this specific role and believe you can contribute to our team’s success, we want to hear from you. Don’t hesitate to apply and share how your unique background and abilities align with our needs. Join us in creating an inclusive and dynamic workplace where everyone’s talents are recognized and appreciated.

The Minneapolis Foundation is an Equal Opportunity Employer