Philanthropic Advisor

S

San Antonio Area Foundation

Philanthropic Advisor

San Antonio, TX
Full Time
Paid
  • Responsibilities

    THE AREA FOUNDATION

    The Area Foundation serves as the community’s most trusted and impactful philanthropic partner, managing more than 500 charitable funds totaling $1.3 billion in assets. Coordinating efforts with numerous area nonprofits, the Area Foundation serves as a collaborative leader, connecting donors to address key community issues and investing in our future. Since 1964, over $800 million for scholarships and grants have been awarded to close opportunity gaps for those who need it most in San Antonio. Learn more about your community foundation at saafdn.org.

    Our core values are Excellence, Passion, Integrity, and Community.

    SUMMARY OF RESPONSIBILITIES

    As a member of the Development and Donor Services team, this position is responsible for developing and implementing a plan for increasing awareness of the San Antonio Area Foundation among prospective donors and the broader community. This position will have shared responsibility for working with individuals and families to establish charitable funds at the Area Foundation. This position is expected to manage and expand a portfolio of donor funds through effective donor stewardship and inclusive philanthropy strategies. This position is funded by a three-year grant.

    COMPETENCIES/SKILLS

    • Must adhere to Core Values: Excellence, Passion, Integrity, and Community - Required
    • Excellent interpersonal and communications skills, both oral and written
    • Strong customer service and the ability to work with people of all backgrounds and ethnicities.
    • The ability to guide and lead groups of volunteers and to motivate others.
    • Work style characterized by self-motivation, creativity and initiative.
    • Excellent written and verbal communication.
    • Proficiency with computers, including knowledge and active use of relational database software, Raiser’s Edge experience preferred.
    • Strong computer skills in word processing database programs; knowledge of Raisers Edge preferred
    • Self-motivation, high energy, sense of humor, creativity and an appreciation of the role of philanthropy in the community
    • Demonstrated ability to work with individuals, volunteers and other staff

    QUALIFICATIONS

    A bachelor’s degree and at least 2 years’ experience in fund development; major gift planning and solicitation experience a plus.

    TASKS/DUTIES

    Asset Growth

    • Meets with existing, new and prospective donors with the goal of increasing assets.
    • Initiates and completes both the opening of new funds and outright gifts to the community foundation’s strategic initiatives and unrestricted funds.
    • Coordinates with the donor services and donor engagement teams to ensure smooth stewardship transitions for our newest donors.
    • Reaches out to, follow up with, manage and actively steward assigned prospects who have come to SAAFDN through our referral network.
    • Maintains a portfolio of donors for continued donor engagement and stewardship.
    • Develops and implements a plan for increasing awareness of the Area Foundation among prospective donors.

    Prospect Research & Data Management

    • Identify and track prospects for new funds and special initiatives, including individuals, families, businesses, private foundations, nonprofits, professional advisors.
    • Manage database records for prospects and new funds.
    • In partnership with the Vice President Development and Donor Services, establish a system to track and record contacts.
    • Actively seek opportunities for the Area Foundation to make community presentations and work closely with staff to speakers. Make presentations on behalf of the Area Foundation.
    • Identify and engage new donor segments.
    • Actively participate in the creation of annual department and individual goals and strategies.
    • Ability to travel throughout the Area Foundation’s service area and to work some evenings and weekends.
    • Other duties as assigned.

    Compensation: $75k-$85k

    PHYSICAL DEMANDS / WORKING CONDITIONS

    The physical demands and characteristics of the work environment described here are representative of those occurring in the performance of the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee occasionally may lift and move up to 40 pounds.

    The San Antonio Area Foundation is an Equal Opportunity Employer.

    Please email a cover letter and resume to Laura Giacomoni at lgiacomoni@saafdn.org and Lisa Brunsvold at lbrunsvold@saafdn.org .