Community Foundation of Sarasota County
Job Profile
Title: Philanthropic Advisor
Reports to: Vice President, Philanthropy
Supervises: N/A
FLSA Status: Exempt
Purpose:
The Philanthropic Advisor develops trusted, long-term relationships with existing donors, prospective donors, financial advisors, and the community at large, helping to align philanthropic intentions with charitable giving opportunities available through the Community Foundation of Sarasota County.
Responsibilities/Essential Functions:
- Identify, cultivate, solicit, and steward a portfolio of prospects, donors, and professional advisors to further their relationships with CFSC and to ensure personalized outreach.
- Lead, plan, implement and continually refine meetings, events, services, programs, projects and products that meaningfully engage donors in their philanthropy, with CFSC, and with each other in ways that maximize resources and expertise to meet community needs.
- Represent CFSC at on-site and off-site social events and related events before and after regular business hours, weekdays and weekends.
- Cultivate relationships with community organizations, institutions and associations to position CFSC as the premier community-based center for philanthropy.
- Maintain portfolio management responsibilities for donor advised and other funds as assigned, assisting donors in the furthering of their charitable goals, generating additional contributions to funds and referrals to other prospective donors.
- Maintain CRM to track and record relationships, build donor profiles, and research donor interests and giving patterns.
- Prepare (and present) presentations in collaboration with colleagues for prospective donors and financial advisors.
- Participate in cross-departmental discussions to ensure provide optimal donor support.
- Serve as CFSC liaison to Giving Circles, if needed.
- Other duties assigned, based on business needs.
