The Vice President of Philanthropic Services provides assistance 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 through philanthropic advising;
- Planning/implementing programs, activities and services designed to develop and maintain good relationships with potential and current donors, affiliated community foundations and professional advisors.
Greater Toledo Community Foundation is a community asset. The Foundation is a collection of funds established by donors interested in philanthropy and supporting the Toledo area. Currently, the assets of the Foundation are approximately $400 million, made up of over 1,000 funds. The Foundation is the largest grant maker in the Toledo area, granting $20 million per year.
Reports to:
Executive Vice President of Operations and Special Projects
Location:
Toledo, Ohio; in-office position with remote work one day per week.
Compensation:
Salary range $90,000 – 110,000; generous benefits package.
Please email a resume and cover letter in one document by end of day Friday, November 10 to:
Abby Aldrich
Executive Vice President of Operations and Special Projects
Greater Toledo Community Foundation
abby.aldrich@toledocf.org
Only applications submitted via email will be accepted.
Major Duties & 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:
- Coordinate suggestions for planned giving vehicles with prospects and their advisors in order to meet their estate, financial and charitable planning goals;
- Execute presentation meetings at intermediary firms;
- Build and maintain relationships with estate and financial planning professionals (attorneys, accountants, trust officers, financial planners, brokers, insurance agents and other advisors);
- Maintain a high level of expertise regarding state and federal taxes, gift and estate giving methods and the legal aspects of charitable giving;
- Develop, manage and administer the wills and bequests program;
- Work with the Foundation’s prospective donors to draft fund agreements;
- Develop and maintain prospect and donor portfolio from identification of prospect names to the actual solicitation of the gift.
- Maintain a portfolio of qualified prospective donors and manage Philanthropic Services staff to maintain their portfolio of qualified prospective donors and fund holders.
- Responsible for department raising $20 million annually including an additional $10 million in legacy gifts.
- Work with the President, EVP 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, EVP, Board and Development Committee regarding the Foundation’s development activities.
- Work 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:
- Design and present gift planning ideas for current and future funds;
- Create and manage active donors through various stages of giving.
- Other duties as assigned.
- Minimum five years professional fundraising experience including cultivating, soliciting and closing prospective donors with record of six-figure major gift history and successful planned gifts experience.
- Comprehensive knowledge and understanding of state and federal taxes and gift and estate giving methods in regard to charitable giving.
- Knowledge of community foundations preferred but not required.
- Understanding of and commitment to the Foundation’s goals and mission.
- Outstanding written and verbal skills. Must be able to develop interpersonal relationships with multiple constituents.
- Ability to plan, organize, manage and remain accountable.
- Experience in making group presentations and committee management.
- Ability to function in a confidential manner.
- Impeccable ethics, initiative, enthusiasm and ability to establish credibility.
- Able to organize own work and the Philanthropic Services department work to meet deadlines.
- Able to think and act independently and with good judgment.
- Advanced word processing functions and database experience.
- While this is mainly an office position, the ability to lift small boxes (letter stock, postcard stock, booklets) is required occasionally.
- There will be some in-town travel required and occasional out-of-town travel for professional development opportunities.