Philanthropic Advisor Associate, Tiers 4-5

Title: Philanthropic Advisor Associate, Tier 4-5

Hours: Full-Time

Classification: Non-Exempt

Created On: 01/19.2025

Department: Philanthropic Services

Location: Minneapolis/Hybrid

Reports to:  Manager of Engagement

 Pay Range: $27-$37

Organizational Overview:

The Minneapolis Foundation drives collective action to realize strong, vibrant communities. The Foundation cultivates generosity by taking action on the greatest civic, social, and economic needs—partnering with nonprofits, facilitating grantmaking, driving research and advocacy, and providing services to donors seeking to make a difference in their communities.

Our Approach to Talent & Culture:

We strive to employ a team -especially leaders- who are culturally competent and reflect the makeup of the communities we serve. Overall, we cultivate a culture that is aligned with our core values. Our goal of fostering a culture of collaboration, excellence, and respect while ensuring accountability among all members of our organization is reflected in our talent acquisition and management strategies.

Position Overview:

The Philanthropic Advisor Associate, Tier 4-5, will actively engage with experienced Philanthropic Advisors to guide and support existing and prospective donor, along with their wealth advisors, in establishing charitable funds, directing grants to nonprofit organizations, and making impactful contributions. This role also fosters meaningful connections by facilitating strategic engagement between donors and the people, programs, and organizations that align with their philanthropic vision.

The ideal candidate is a strategic professional with strong relationship management and communication skills. They excel at fostering connections, identifying opportunities for improvement, and driving initiatives that enhance customer experience and operational efficiency. With a proactive and growth-oriented mindset, they bring innovative solutions to strengthen engagement and business success.

Principal Duties and Responsibilities

80%

Partner with Philanthropic Advisors to deliver high-quality donor experiences by:

·      Supporting the Philanthropic Advisors in the development of strategy, engagement plans and activities for supporting a diverse portfolio of current donors to achieve their philanthropic goals and community impact.

·      Anticipating donor needs while preparing for and participating in donor meetings as requested.

·      Responding to routine donor inquiries and requests related to fund administration, grantmaking and donor portal access and track contacts in database.

·      Educating, informing, and communicating with donors about Minneapolis Foundation initiatives and funding opportunities, promoting philanthropy and inviting them to build their funds and co-invest in shared interest areas.

·      Assisting with regular data review and cleanup to maintain overall data integrity.

·      Assisting with coordination and administrative activities for donor events, meetings and special projects.

·      Maintaining knowledge of advised grant administration best practices.

·      Managing administration and data entry related to fund records,

including maintaining fund files via electronic document management systems.

·      Operating with continuous improvement mindset, identifying areas for increasing donor engagement, process/product standardization/streamlining and work with key individuals from all departments to ensure integration of all functions as necessary.

·      Remaining aware of charitable options and trends in the field of philanthropy and the implications for the Minneapolis Foundation and its donors

Essential

20%

Additional Responsibilities

·      Provide administrative backup for Philanthropic Advisor, Tier 4-5

·      Document all external interactions in enterprise database and conduct analysis to identify trends and opportunities to grow business and drive community impact and change.

·      Maintain up-to-date knowledge of TMF’s programs and priorities.

·      Perform other duties as assigned.

Essential

Qualifications for Success

·      Three to six years of experience working with high-net-worth individuals and families, preferably in a philanthropic context, or a related field.

·      Strong customer service and organizational skills with the ability to handle sensitive and confidential information appropriately.

·      Demonstrated ability to prioritize work to meet deadlines in a fast-paced environment and navigate change.

·      Strong business technology skills, including the ability to operate business machines and adeptness with a number of computer software applications including MS Office products and Salesforce (CRM).

·      Effective communication skills, both verbal and written, to convey information clearly and effectively.

·      Practiced ability to develop and maintain positive interpersonal relationships.

·      Work successfully with diverse individuals with a variety of work and communication styles, both internally and externally.

·      A commitment and ability to demonstrate the values of the Minneapolis Foundation: equity is a responsibility, change is personal, internal mirrors external, proximity is necessary, civic participation is powerful and hope is essential. 

Working Conditions:

Most of the work in this position is performed in a general office setting and the successful candidate must be able to work at a PC for extended periods of time. We are a hybrid organization typically working 2 days a week in the office.

Encouragement Statement                                                                                                                                      At The Minneapolis Foundation, we believe that diverse experiences and perspectives are crucial to our success. We understand that not every candidate will meet every single qualification listed in the job description, and that is perfectly okay. We encourage you to apply if you’re excited about the opportunity and feel you can bring valuable skills and experiences to the role.

We value potential and a willingness to learn just as much as formal qualifications. If you’re passionate about Non-Profits or this specific role and believe you can contribute to our team’s success, we want to hear from you. Don’t hesitate to apply and share how your unique background and abilities align with our needs. Join us in creating an inclusive and dynamic workplace where everyone’s talents are recognized and appreciated.

The Minneapolis Foundation is an Equal Opportunity Employer