What are the responsibilities and job description for the Philanthropic Advisor position at Mercy Home For Boys and?
PURPOSE OF POSITION:
The Philanthropic Advisor will serve as a conduit between the agency’s mission and our benefactors – those with the affinity and capacity to make major and planned gifts. The Philanthropic Advisor will build and maintain authentic relationships with these donors, cultivate, steward, and solicit gifts from them, and ultimately help them to achieve their philanthropic goals.
Schedule: Monday to Friday, 9am to 5pm, 2 days optional remote
For a list of benefits please click here
ESSENTIAL QUALIFICATIONS:
- Thoughtful, mission-driven self-starter
- Successful record (5 years) in nonprofit fundraising (preferably major/planned gifts) or sales
- Personality that is authentic, trustworthy, approachable, and personable
- Derives energy from establishing and growing relationships
- Ability to adapt to changing personalities and environments
- Professional, collaborative style – works as part of a team to achieve agency goals
- Uses data to set benchmarks, plan tactics, and achieve goals
- Possess high-level executive functioning and emotional maturity
- Adaptable and agile to meet needs of donors, team, and Agency
- Strong organizational skills to ensure multiple projects move forward simultaneously
- Confident, competent, and convincing communicator able to build relationships in person, over the phone, and in writing
- Maturity and sensitivity to cultural and individual differences
- Willingness to ask questions, learn and be coached
- Comfortable sharing thoughts, ideas, knowledge and opinions
- Commitment to the mission, values, and goals of the Agency
- Flexibility to travel (2-4 consecutive days at a time, possibly including weekends)
- Flexibility to join Mercy Home Fundraising Events (occasionally on nights and weekends)
- A positive attitude, generosity of spirit and sense of humor
ESSENTIAL FUNCTIONS:
- Communicate effectively with donors to tell the story of Mercy Home and show how their gifts help build a brighter future for young people in need
- Act as a trusted advisor to donors in the field of philanthropy, using a working knowledge of gift vehicles (A background in planned giving is not essential: training will be provided)
- Help donors to increase charitable giving, decrease tax exposure, and achieve their greater philanthropic goals
- Manage a portfolio of major and planned gift donors to increase revenue and meet the financial goals of the Agency
- Implement a Moves Management plan, working toward relationship and revenue goals for each managed donor
- Confidently ask donors for gifts, authentically thank them for their support, and adeptly report back about what their gift has achieved
- Personally visit donors, both locally and nationally, maintaining approximately a 20% travel schedule (including local travel) May include occasional weekends
- Meet or exceed annual revenue goals, as well as other metrics determined along with your supervisor
- Attend professional industry meetings and conferences, and develop a network of fundraising professionals (including attorneys, accountants, financial planners, and other fundraisers)
- Assist in the development of marketing materials for the Philanthropy Team
Organization is an Equal Opportunity Employer
