Philanthropic Advisor
Greater Cincinnati Foundation
720 E. Pete Rose Way
120
Cincinnati OH 45202
Job Type: Salaried, Full-Time
Compensation: $66,000 - $72,000
Posted Date: 05/16/2023
Apply today as a Philanthropic Advisor for the Greater Cincinnati Foundation.
About Greater Cincinnati Foundation
Greater Cincinnati Foundation recruits, employs, trains, compensates, promotes, and celebrates employees of all races, religions, colors, national origins, sexes, sexual orientations, disabilities, ages, veteran status, and all the other characteristics that make individuals unique and extraordinary. At GCF, we have a clear vision: to be an employer of choice where a diverse mix of talented people want to be and can do their best work. GCF exists exclusively to support our community, and we know our organization runs on the hard work and dedication of our passionate and mission-driven employees.
GCF’s values are generosity, the greater good, equity, trailblazing, and growth. Generosity fuels our work. We exist for the greater good in the region, with equity being our North Star. We embrace our role as a leadership organization that requires vision and trailblazing. Maintaining a growth mind allows us to think big and stay driven.
Our dedication to promoting racial and gender equity, diversity, multiculturalism, and inclusion is reflected in our values, behaviors, and strategic initiatives. We are fully focused on racial equity as an organization – it is more than a commitment for us, it is the Foundation of what we do.
We bring together:
- Donors – Supporting causes and organizations that improve our community.
- Nonprofits – Delivering experiences that enhance people and place.
- Changemakers – Working to solve our region’s most significant challenges.
Philanthropic Advisor
Job Description
The Philanthropic Advisor (PA) plays a significant role in developing and carrying out the Greater Cincinnati Foundation’s (GCF) plans and strategies for engaging donors through superior relationship management. This includes collaboration to capture and share the Foundation’s community knowledge and strategic priorities for the direct benefit of donors seeking to increase the impact of their giving through a partnership with GCF. The PA works with an emphasis on outstanding customer service while ensuring fund compliance and related process improvement. This position is classified as Exempt, Salaried.
The PA works under the direct leadership of the Director, Donor Services as part of the larger Philanthropic Partnerships group.
The PA works collaboratively with the Donor Services and other Philanthropic Partnerships staff, Community Strategies, Marketing, Technology, and Finance staff.
Job Responsibilities
- Oversee all fund procedures, including the review of gift acknowledgments; opening and terminating funds; fund modifications; board ratifications and resolutions, etc. Work with members of the Donor Services team to ensure compliance with all fund processes and policies.
- Ensure departmental processes and procedures are maintained and implemented.
- Collaborate with a Community Strategies program officer to convene and lead panels of donors and prospects to review grant proposals and determine grant awards, including Summertime Kids, Learning Links, and giving circles.
- Work closely with the Donor Services Associate to ensure the accuracy and timeliness of the CGA and PIF programs.
- Take primary responsibility for developing, sustaining, and cultivating relationships with assigned donors and prospects. Offer charitable solutions and assist them in meeting their philanthropic goals and needs by providing information about GCF’s services, community insights, charitable investment opportunities, benefits of current and planned gifts, etc. Provide exemplary customer service.
- Actively participate in and support Generous Together efforts, including donor co-investments, impact investments, and donor volunteer opportunities. Raise flexible and legacy dollars for the Foundation’s grantmaking initiatives.
- Participate in designing and delivering the new-donor experience; proactively engage with donors.
- Solicit support for the Foundation’s annual fund; raise flexible and legacy dollars for the Foundation’s grantmaking initiatives.
- Compile key performance indicators for respective areas of responsibility.
- Represent the Foundation at special events, at times in the evening.
- Maintain the integrity of a portfolio of records and files related to constituents and funds, adhering to organizational data, process, and retention standards.
- Serve as backup to other philanthropic advisors and team members. Serve as a resource to the Philanthropic Partnerships group.
- Other assignments and special projects as assigned by the Director, Donor Services, Senior Director, Donor Services, and Chief Philanthropy Officer.
Qualifications
- Minimum education and experience: bachelor’s degree and at least five years’ experience in the asset development field, including work and success in soliciting major gifts and promoting planned gifts. Preference for candidates with knowledge of or experience with community foundations
- Comfortable working closely with high net worth and influential individuals; proven ability to ensure confidentiality and discretion with all personal contacts and communications.
- Knowledge, experience, and interpersonal skills are necessary to earn the role of trusted advisor.
- Strong customer service orientation
- Energetic, personable, sensitive, and mature interpersonal style; able to project confidence to donors and work well with various personalities.
- Sense of humor, creativity, and an appreciation of the role of philanthropy in building community
- Highly motivated, action-oriented self-starter with strong organizational skills and follow through, especially planning and coordination. Ability to work under tight deadlines and to manage workload independently. Willing to adjust to multiple demands.
- Excellent communication (written and verbal) skills, including public speaking experience.
- Proven ability to work as a team player with diverse groups of people.
- Strong analytic, problem-solving, and planning skills; demonstrated ability to identify procedural inefficiencies and recommend and implement improvements.
- Excellent time and task management skills, as evidenced by a proven ability to handle multiple tasks efficiently and effectively.
- Demonstrated experience with database management and office productivity software, including Microsoft Office.
Compensation & Benefits
Pay Range: $66,000-$72,000
GCF sets competitive salary ranges based on organization, industry, and national standards. Desired salary expectations are discussed during the interview process.
This position summary is not to be considered an exhaustive description of the responsibilities which may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform key responsibilities. Please note that the duties and qualifications of this and all jobs will change as we evolve our services to our community.
Greater Cincinnati Foundation (GCF) recruits, employs, trains, compensates, promotes, and celebrates employees of all races, religions, colors, national origins, sexes, sexual orientations, disabilities, ages, veteran status, and all the other characteristics that make individuals unique and extraordinary. At GCF, we have a clear vision: to be an employer of choice where a diverse mix of talented peopled want to be and can do their best work. GCF exists exclusively to support our community, and we know our organization runs on the hard work and dedication of our passionate and mission-driven employees.
The Voice of Black Cincinnati is a media company designed to educate, recognize, and create opportunities for African Americans. Want to find local news, events, job posting, scholarships, and a database of local Black-owned businesses? Visit our homepage, explore other articles, subscribe to our newsletter, like our Facebook page, join our Facebook group, and text VOBC to 513-270-3880.
Application Deadline: Until Filled
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