Senior Philanthropic Advisor, Development & Donor Services

San Francisco Foundation | San Francisco, California

Background

With more than $1.5 billion in assets, the San Francisco Foundation is one of the largest community foundations in the country. The foundation is committed to expanding opportunity and ensuring a more equitable future for all in the Bay Area. Together with its donors, the foundation distributed $154 million to nonprofit organizations last fiscal year. The San Francisco Foundation serves Alameda, Contra Costa, Marin, San Francisco, and San Mateo Counties.

Job Summary

The Senior Philanthropic Advisor, as an integral member of the Development and Donor Services Department, is responsible for providing exceptional customer service and for deepening the relationships with assigned TSFF donors.   S/He must, therefore, be able to effectively serve as a valuable philanthropic partner and resource to donors and inspire donors to align their charitable giving with the Foundation’s Equity Agenda.

The Senior Philanthropic Advisor assists donors in achieving their philanthropic goals by helping facilitate their giving, providing customized services to enhance the impact of their current giving, and by informing and inspiring donors to incorporate an equity lens into their charitable giving and to support the Foundation’s work.  The Senior. Philanthropic Advisor also assists donors in making additional contributions of cash, stock, and other assets to their funds.

The Senior Philanthropic Advisor is the main liaison between his/her portfolio of donors and the Foundation and is the main point of contact in connecting donors with the grantmaking expertise available at TSFF. To ensure that TSFF is serving as a valuable philanthropic partner, the Senior Philanthropic Advisor must become knowledgeable about the breadth and depth of the programmatic work of TSFF and must be able to clearly communicate the major initiatives and their impact to donors in a manner that adds value to their grantmaking.

This position will also work collaboratively with Program staff to identify and recommend funding opportunities that are aligned with both the donor’s and the Foundation’s interests. 

Reports To

Director of Donor Relations

Responsibilities

Donor Stewardship and Cultivation: Work with members of the Development and Donor Services team, Program Directors and Officers, to steward and cultivate current donors to meet their philanthropic and legacy giving goals, and to help support TSFF’s targeted programmatic work. This will include developing a thorough understanding of donors’ needs and interests, looking for opportunities to deepen donors’ understanding and interests in TSFF’s mission, and implementing strategies to encourage more giving into TSFF’s work through lifetime and legacy giving options. 

Donor Relationship Management: Manage a portfolio of donors with the goal of furthering the donor’s philanthropic vision and supporting the Foundation’s mission. Create programs that make the Foundation’s expertise – as represented by our Program areas – and philanthropic planning resources available to donors. This will include managing donor events and educational forums, arranging site visits, coordinating fund reviews, and timely communications with assigned donors. Respond to donors’ routine requests for information about grantee organizations and areas of philanthropic interest and tracks contacts between donors and The San Francisco Foundation.  Partner with Planned Giving Officer to create and implement strategies for legacy giving options when appropriate.

The Senior Philanthropic Advisor will also be responsible for using TSFF’s donor database for tracking and recording relationships with donors, building profiles of donors, and researching donors’ interests, giving patterns, and philanthropic capabilities. The Senior. Philanthropic Advisor will also help advise on the creation and production of various marketing materials, events, and customized services for donors. Organize and present donor forums and represent TSFF at various events in the field. This position requires occasional evening and weekend work.

Development Support: On occasion, meet with prospective donors and their professional advisors interested in establishing donor relationships with TSFF.  The Senior Philanthropic Advisor will also be involved in helping to raise funds to support TSFF’s’ work. This will include providing donors and prospects with information about relevant grantmaking opportunities in the Bay Area, as well as making direct funding requests to donors.

Marketing: Work collaboratively with Marketing and Communications to develop and maintain marketing materials which target new and existing donors with TSFF philanthropic products and offerings.

Operations: Provide feedback and recommendations on updates to policies, procedures, and systems to improve donor services.

Other duties and projects as assigned.

Qualifications

Education: Undergraduate degree in liberal arts, business or other relevant disciplines; Master’s degree a plus.

Experience: Minimum five years of fundraising portfolio and relationship management, stewardship and cultivation, and/or service-related experience with a particular focus on providing services to high net worth individuals. Proven experience in fundraising, including face-to-face solicitations, and strategic relationship management. Knowledge of basic planned giving concepts and experience in the Bay Area nonprofit sector a plus.

Knowledge, Skills, and Competencies:  Excellent verbal and written communications.  Exemplary ability to work collaboratively and to build and maintain interdepartmental relationships.  Exceptional attention to detail. Comfortable with public speaking. Personal maturity and demonstrated good judgment. Patience with problem-solving and troubleshooting and the willingness and ability to prioritize on-the-fly. Skill in working with major donors, prospects, professional advisors, and business and community leaders. Knowledge of Bay Area philanthropic community and charitable organizations. Passion for learning and sharing information.

Skill in creating professional service offerings. Good understanding of fundraising concepts and practices. General knowledge of investments and the financial services industry. Ability to understand and effectively communicate programmatic objectives and accomplishments. Exceptional project management skills. Knowledge of and familiarity with database systems and an understanding of how data is used in planning and evaluating project objectives and measuring impact.

Must be a critical thinker with the ability to understand the root causes of problems and envision systematic changes. Must be able to synthesize and translate technical content (financial, programmatic, and investment related) to donors, professional advisors, and prospects.

Compensation

Commensurate with background and experience in addition to a competitive benefits package.

The San Francisco Foundation is an equal opportunity employer and encourages people of diverse backgrounds to apply.

How to Apply

San Francisco Foundation

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Organization: Foundations