Philanthropic Advisor

The Minneapolis Foundation

| Minneapolis, MN | July 8, 2019

This Philanthropic Advisor position is specific to work within The Family Philanthropy Resource Center at The Minneapolis Foundation. The Family Philanthropy Resource Center helps families bring clarity, focus, passion and strategy to their charitable giving. The Philanthropic Advisor will facilitate family meetings, manage complex family dynamics, and help with charitable budgeting and defining roles and responsibilities.

A Philanthropic Advisor’s role is to advance the short- and long-term asset development and donor relationship goals of The Minneapolis Foundation. The Philanthropic Advisor serves as a member of the Foundation’s professional philanthropic staff to lead projects and programs, conduct programmatic and strategic planning work for Foundation donors, and advance The Minneapolis Foundation’s philanthropic promotion and business development efforts.

The Philanthropic Advisor is responsible for a donor portfolio, assisting donors in achieving their charitable goals. The Philanthropic Advisor works closely with financial and other professional advisors to customize charitable solutions for their clients, leveraging our experience in philanthropy and financial management to help these advisors realize their clients’ visions.

The Philanthropic Services team actively collaborates to reach goals based on their four key values:
• Connecting – We strive to connect our donors to resources that support their giving.
• Sharing – We aim to give our donors opportunities to share their knowledge and learn from each other.
• Advising – We offer our donors advice about charitable giving that meets their specific interests.
• Relating – We show our donors that we understand their needs and the needs of our community.

Principal Duties and Responsibilities:

50% • Provide guidance in family philanthropy, planned giving, community grant making and to all donor and prospect relationships as needed.
• Use skills to lead individuals, families and the advisors that serve them through values-based discussions on money, philanthropy, and navigating dynamics across generations.
• use tools, thoughtful guidance and meaningful dialogue, to help clients reach their goals now and to set the stage for future generations.
• Maintain portfolio management responsibilities for donor advised and other funds as assigned to assist donors in the furthering of their charitable goals, generating additional contributions to funds and referrals to other prospective donors.
45% • Achieve performance metrics for growth of direct sales to donors through cultivation of existing foundation relationships and cultivation of prospective donors.
• Cultivate and grow relationships with professional advisors, community organizations and other institutions and associations to position the Foundation as the premier community-based center for philanthropy.
• Meet or exceed all assigned performance metrics by month, quarter and year.
• Document cultivation interactions in the iPhi database.
5% In collaboration with other colleagues:
• Participate in cross-departmental work teams including, but not limited to Marketing/Communications, Community Impact and Finance.
• Establish annual goals and objectives that align with those of the Philanthropic Services department.
• Perform other duties as assigned.

Qualifications for Success:
• Bachelor’s degree plus three to five years of experience in development, fundraising or a related field. Success in planning marketing and engagement strategies and tactics to develop and/or grow new market segments.
• Demonstrated success working with multi-generational families leading and facilitating discussions about money, values, charitable giving, and community impact.
• Experience working with a high-net-worth clientele, establishing “trusted advisor” relationships as well as prospect and referral networks.
• Strong customer service and organizational skills with the ability to handle sensitive and confidential information appropriately.
• 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.
• Ability to think strategically.
• Business technology skills, including the ability to operate business machines and adeptness with a number of computer software applications, including MS Office products. Experience with moves management or constituent database systems a plus.
• Responsiveness and ability to prioritize and work accurately to meet deadlines in a fast-paced environment and adjust to changing and/or tight deadlines.
• Creative problem-solving skills.

Working Conditions
• Frequent meetings and travel in and around Minneapolis and greater Minnesota.
• Occasional attendance at evening and weekend events.
• General office setting with work at personal computer for extended periods of time.

Apply by 7/19/19 :

Salary: $100K +/DOQ

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