skillventory - A Leading Talent Research Firm

Director – Philanthropic Strategies

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: United States

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Salary

💰 $130,000 - $165,000 per year

Job Level

Lead

About the role

  • Providing philanthropic guidance with the goal of retaining and deepening relationships
  • Developing their philanthropic strategy, helping to engage their family in giving, working through complex grant recommendations, assisting them with navigating internal systems and procedures
  • Connecting them to like-minded peers for learning opportunities, or providing resources and tools to better navigate the philanthropic landscape
  • Representing Fidelity Charitable and the Private Donor Group in meetings, events, or conferences with sector partners and donors
  • Articulating the full suite of Fidelity Charitable products and services to donors such as Direct International Grant Program, Charitable Investment Advisor Program, and DonorFlex
  • Educating Private Donor Group donors on emerging trends in the broader philanthropy landscape, innovative funding approaches with DAFs, best practices, and evolving philanthropic models
  • Facilitating in-depth individual or multi-generational meetings resulting in shared values and philanthropic purpose that lead to impactful grantmaking
  • Coordinating across other teams to ensure donor satisfaction
  • Working alongside the Donor Effectiveness and Philanthropic Research teams, research and develop materials to engage high net worth donors on grantmaking
  • Participating in meetings and site visits with nonprofits, philanthropic firms and foundations
  • Collaborating with others to design, coordinate, and facilitate learning communities that provide donors with an opportunity to share best practices, identify common challenges, and develop new practices

Requirements

  • Bachelor’s Degree required
  • At least 7+ years experience in the philanthropy industry working with HNW/UHNW individuals and families required
  • Experience in philanthropic advising, major or principal gifts, and/or cultivating UHNW relationships background required
  • Demonstrated experience with donor cultivation and stewardship strategies to bring donors along to deepen relationships
  • Strong written and oral communication skills; ability to clearly and persuasively articulate complex ideas to diverse audiences
  • Facilitation and presentation skills with the ability to run meetings and follow-through on necessary next steps
  • Track record of managing multiple priorities/projects, attention to detail, and timely execution
  • General knowledge of investments, alternative investments, and impact investments within donor advised funds
  • Demonstrated qualities of the highest personal and professional integrity, along with a sense of humor
  • Strong interpersonal skills and the ability to deliver highly personalized service
  • Creativity in offering different philanthropic models for donors
  • Ability to work independently in a fast-paced environment
  • Ability to work collaboratively across various teams
  • Proven ability to influence across all levels of the organization
  • Ability to operate effectively in an ambiguous or evolving environment with shifting priorities and limited direction
Benefits
  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
philanthropic advisingdonor cultivationstewardship strategiesgrantmakinginvestmentsalternative investmentsimpact investmentsphilanthropic strategygrant recommendationsphilanthropic models
Soft Skills
communication skillsfacilitation skillspresentation skillsattention to detailinterpersonal skillscreativityindependencecollaborationinfluenceintegrity
Certifications
Bachelor’s Degree