Position Summary
As the Director of Philanthropic Services, you will be the trusted partner to established charitable funds and donor relationships. You will serve as both a relationship manager and a strategic advisor, fostering deep, long-term connections with families, individual donors, and professional advisors. By guiding donors in aligning their philanthropic goals with the Foundation’s mission, you will help sustain and grow a thriving culture of giving in our community. Your target region will be from North Palm Beach to Martin County.
Core Competencies:
Adaptability/Flexibility, Customer Focus, Relationship Building/Communication, Attention to Detail/Accuracy, Project Management, Prioritization, Effective Communication, Systems Building and Fixing
Key Responsibilities
Fund Stewardship & Relationship Management
• Serve as the primary point of contact for a portfolio of established charitable funds.
• Provide personalized stewardship, including preparation for annual fundholder meetings, investment portfolio updates, and ongoing donor communications.
• Build trust and long-term partnerships with donors by understanding their goals and ensuring their philanthropic intentions are honored.
• In partnership with Community Impact Officers, collaborate with families, and advisors to design tailored giving strategies,
Legacy & Estate Planning
• Partner with families to integrate the Foundation into their estate and legacy plans, ensuring continuity of their charitable vision.
• Prepare clear, compelling proposals and reports that demonstrate impact and reinforce the Foundation’s role as a trusted philanthropic partner.
Community Leadership & Visibility
• Representing the Community Foundation at community gatherings, galas, and professional advisor networks.
• Strengthen the Foundation’s role as a leader and convener in local philanthropy.
Collaboration & Growth
• Work closely with internal teams—including Finance and Accounting, Information Management, Marketing & communications, Community Impact and Operations—to deliver a seamless donor experience.
• Contribute to organizational growth by tracking donor engagement, identifying new opportunities, and aligning strategies with the Foundation’s long-term vision.
Education, Experience & Skills
• Bachelor’s degree required.
• Minimum five years of experience in business development, fundraising, and donor/family relations.
• Familiarity with basic investment performance and ability to explain market performance, and reading financial or fund statements.
• Proven success working with high-net-worth individuals and professional advisors.
• Experience with basic estate planning and legacy giving strategies.
• Excellent written and verbal communication skills for diverse audiences.
• Proficiency with Microsoft, Adobe, Excel, and donor research tools such as Wealth Engine and C- Suite.
• Commitment to the Foundation’s values
What We Offer
• Opportunity to join a growing Community Foundation with over $293M in assets.
• Professional development opportunities in the nonprofit and philanthropic sectors
• Competitive salary and benefits package
