Senior Philanthropic Advisor

Position: 
Senior Philanthropic Advisor
Organization Name: 
Catholic Community Foundation

The Senior Philanthropic Advisor promotes and represents the work and mission of the Catholic Community Foundation of Minnesota (CCF) to individuals and families in the Archdiocese of Saint Paul and Minneapolis and other dioceses throughout Minnesota.

Reporting to the Vice President of Development and Donor Engagement, the Senior Philanthropic Advisor is responsible for developing partnerships with a portfolio of donors, facilitating giving experiences, and providing strategic guidance to help create suitable philanthropic plans that ultimately support our Catholic community.

A. Major Position Responsibilities

Portfolio Management (90%)

  • Manage a defined portfolio of new and existing relationships of approximately 150-175. Cultivate and maintain meaningful relationships while providing easy and elevated customer service, increase and make permanent their philantrhopic relationship with CCF.
    • New Relationhips - 50%
    • Stewardship - 50%
  • Cultivate referrals from portfolio, including to other donor prospects and to professional advisor and center of influence contacts.
  • Manage new prospect relationships from first point of contact with CCF through execution of new gifts.
  • Conduct discovery meetings, respond to questions and inquiries, research gift possibities as appropriate, and provide advice and guidance to prospects on the best gift plan for their needs.
  • Respond to questions and inquiries raised by prospective and existing donors and "go above and beyond" in levels of service and responsiveness.
  • Provide internal technical gift planning support including fund agreement review, drafting fund agreements and board resolutions as needed.

Team Leadership and Project Management (10%)

  • Build and contribute to team strategies that align with initiative goals designed to drive referrals and build prospect pipeline.
  • Serve in leadership/project manager role for internal and external projects as appropriate.
  • Mentor team on development best practices.
  • Contribute to a collaborative culture and facilitate a cohesive, high functioning team.

B. Desired Education, Skills, Knowledge, and Abilities

  • Bachelor's degree required; J.D., CPA, CAP, and/or CFP degree/certification preferred.
  • 6+ years of experience with proven track record in a formal philanthropy setting, with demonstrated success in stewarding and closing major and planned gifts.
  • Experience with gift planning vehicles, including charitable gift annuities, charitable remainder trusts, endowments, and donor advised funds.
  • Experience in the due diligence and management of accepting gifts of complex assets, including public and private securities, land, gifts of life insurance, gifts of an IRA, etc.
  • Experience collaborating with a team of skillful professionals.
  • Ability to build relationships with a wide variety of people (diversity of age and financial means) required.
  • Familiarity with the local Catholic community and passion for the mission of the Catholic Church required.
  • Knowledge of best practices, including portfolio management, database management, and relationship moves management.
  • Excellent communication skills (including public speaking) and ability to articulate complex subjects.
  • Knowledge of investment management and strategic marketing preferred.

C. To Apply

Submit cover letter, resume, and two professional references to CCF Vice President of Development & Donor Engagement Chris Nelson at nelsonc@ccf-mn.org. The position will remain open until filled. All inquiries and applications will remain confidential, and professional references will not be contacted until later in the search process.