Philanthropic Planner
Position Purpose:
The Philanthropic Planner is responsible for the development and acquisition of new funds by individual donors and families on behalf of the Marin Community Foundation. The Philanthropic Planner is a part of the Philanthropic Services team and works in partnership with the Philanthropic Services Advisory team and, as appropriate, other Foundation staff.
He/she will be play a key role in implementing the Fund Development Strategic Initiative of the Foundation’s Strategic Plan, which includes new outreach strategies to referral networks as well as direct prospecting to individuals and families.
Essential Functions of Position:
- Identify and cultivate new individuals and families for the purpose of securing outright gifts to the Foundation and educating them about charitable giving and the benefits of using the Foundation to achieve their charitable objectives.
- Manage and maintain the prospect/pipeline tracking system and processes.
- Provide information and training to the Philanthropic Services team and other Foundation staff as appropriate on best practices in donor development.
- Work with other Foundation departments to promote integration of donor development into other Foundation activities.
- Assist in establishing short- and long-term development goals to increase the charitable assets of the Foundation, including unrestricted assets.
- Participate in and build a referral network among the Marin County business and civic community.
- Work effectively as a team member within the department and within the Foundation.
- Other duties as assigned to meet the needs of the Foundation.
Responsibility Level:
The Philanthropic Planner reports to the Director of Philanthropic Planning.
Performance Standards:
The Philanthropic Planner reports to the Director of Philanthropic Planning and will be evaluated on his/her ability to perform the essential functions of the position; the ability to utilize the skill qualifications described below; the ability to meet annual and long-term individual and departmental goals; the ability to complete projects and assigned tasks in an accurate, cooperative, and timely manner; the ability to set realistic priorities; and professionalism in interactions with staff, donors, and community members.
Skills:
- Exceptional interpersonal and relationship building skills.
- Excellent oral and written communication skills; excellent presentation and listening skills for multiple and diverse audiences.
- Ability to make well-reasoned decisions as part of a team and in the best interests of the organization for the present and future, and the ability to work and plan collaboratively and effectively with individuals of diverse backgrounds.
- Strong strategic planning and implementation skills.
- High level of personal and professional integrity and ethics.
- Strong computer skills.
- Self-motivation, creativity, and an appreciation of the role of philanthropy in building community.
- Ability to work effectively as a team member within the department and the Foundation.
Qualifications:
- A minimum of ten (10) years of experience in donor identification and development or related field.
- The individual must be an effective communicator and possess outstanding relationship-building skills in order to influence and build credibility with donors and prospective donors, the advisor community, community members, Board, and staff.
- He/she must be entrepreneurial, goal-oriented, and self-directed.
- The ability to impart knowledge, develop skills, and mentor staff.
Education:
B.A. required.
Compensation:
Salary and benefits package is competitive and commensurate with background and experience. This is a full-time, exempt position.
Application process:
Submit your résumé and cover letter to: Linda Sweeney of Management Recruiters of Berkeley. She can be reached via email at: lsweeney[insert the "at" symbol]mrberkeley.com. ”Phone: 510.486.8100, ext. 203.
The Marin Community Foundation is an equal opportunity employer and encourages diverse candidates to apply.
