Open Position Announcement: Giving Strategist
The St. Louis Community Foundation (“Community Foundation” or “STLCF”) is dedicated to helping St. Louisans put charitable dollars to work making a difference in the lives of others within our region, across the nation, and around the world. The Community Foundation was founded in 1915 as one of the nation’s oldest community foundations. We are a 501(c)(3) public charity composed of more than 700 charitable funds with total assets in excess of $500 million. Each fund represents a unique charitable giving partnership with an individual, family, or business.
The St. Louis Community Foundation is in search of a Giving Strategist.
The Giving Strategist should have a thorough background and successful record as a professional advisor (law, tax, trust or investment services), or should have served in the capacity of a major gifts officer and/or planned giving officer. The Giving Strategist reports to the Director of Giving Strategies. S/he must cultivate and maintain strong relationships with professional advisors (including attorneys, investment advisors, trust professionals, and accountants), helping them to address the charitable giving needs of their clients. Furthermore, s/he will interact with the President & CEO, CFO, and the Board of Directors to facilitate current and deferred gifts from prospective donors. This is primarily an externally focused business development position.
Primary Duties and Responsibilities:
Ensure donors commit charitable assets for the benefit of the community through:
- Professional Advisors – Cultivate the professional advisor community (e.g., attorneys, investment advisors, trust professionals, and accountants) to increase the quantity and quality of donor referrals through:
- One-on-one meetings with professional advisor
- Presentations & educational programs for professional advisor firms
- Tracking contacts with advisors and client referrals
- Identification of new professional advisors
- Management of ongoing relationships with existing advisor groups
- Consultative advice and training in philanthropy
- Prospective Donors and Donor Families– Identify and target key, community thought leaders, potential philanthropists/donors to connect to the St. Louis Community Foundation. Develop a relationship building plan for calling on donors and donor families and attracting them to the Community Foundation.
- Private Foundations – Identify and target key private foundation trustees or officers who have decision-making authority to discuss creating a relationship with the Community Foundation.
- Parallel donor advised funds
- Private foundation administrative services
- Conversion of private foundations to donor advised funds
- Giving Strategies – Work collaboratively with the Director of Giving Strategies and other key Community Foundation staff to respond to inquiries from potential donors, donor representatives, and professional advisors regarding current and planned gifts.
- Assist with professional and prospective donor research
- Draft and prepare fund agreements, obtain documentation, and work with Donor Services and Finance team members to ensure completion of all necessary paperwork
- Consult, strategize, and assist in capitalizing on development opportunities
- Maintain a high level of expertise regarding state and federal taxes, gift and estate giving methods, and the legal aspects of charitable giving
- Serve as the Community Foundation’s primary relationship manager within the professional advisory community.
- Endowment Building – Initiate the conversation with donors and professional advisors about the importance of endowment and the role the Community Foundation can play in establishing their personal legacy.
- Gift Acceptance – Under the direction of the Director of Giving Strategies, engage with legal counsel and outside experts on issues related to unusual or complex gifts. Update gift acceptance policies as needed.
- Special Events – Play a primary role in planning and executing recognition events for professional advisors. Work collaboratively with Giving Strategies and Donor Services teams on targeted donor and professional advisor education programs. Participate in other Community Foundation events as needed.
- Development Strategic Plan – Participate in the creation of annual development plans, goals, and strategies.
- Represent STLCF at Meetings and Events – Represent the Community Foundation at meetings and events, which may occur during or outside of normal work hours.
- Meeting Attendance and Organization – Attend regular staff meetings and provide staff support to the Donor Engagement and Giving Strategies Committee or other task forces focused on asset development.
- Awareness Building – Work on special programs and/or projects that promote awareness of the Community Foundation and community philanthropy.
- Maintain Active Data Management of Donor and Professional Advisor Activities – Responsible for keeping accurate records in the Community Foundation’s contact and financial management system (FIMS).
Qualifications and Skills:
- Understanding of and experience in a sales role, preferably in charitable fundraising, trust and estate planning, consisting of cultivating, soliciting, and closing major and planned gifts.
- Demonstrated ability to initiate conversations and to build credibility with donors and professional advisors and experience in interfacing with senior level executives and high-net-worth individuals.
- A bachelor’s degree and at least ten-years professional experience in the development, trust, or financial services field; advance training preferred, such as a law degree, JD, CFP, MBA, CPA CAP, etc.
- Exceptional written and verbal communication skills and computer proficiency with Microsoft Office applications including Word, Excel, PowerPoint, Outlook, etc.
- High energy, self-motivated, with a detail-oriented approach to working in a cross-functional, team-driven organization committed to community service.
- Professional record for servicing clients while adhering to very high standards of service excellence, responsiveness, and integrity. Must exercise discretion with highly sensitive and confidential information and demonstrate good judgment in working with a diverse donor and prospect population.
- The ability to take a proactive role in team efforts, to promote cooperation and collaboration between team members, and to encourage open communication in multidisciplinary teams.
- Knowledge of and commitment to the St. Louis region and its nonprofit sector.
- Number of face-to-face meetings and presentations to professional advisors.
- New assets secured.
- Number of new donor fund relationships created.
- Number of new, meaningful relationships within the professional advisor community – both on the institutional and representative levels.
- Mastery of the sales cycle, understanding the importance of timing and the process of being recognized by and building relationships with professional advisors.
- Demonstrated movement through the relationship process with meaningful activity such as face-to-face visits, close rates, etc.
Compensation and Benefits:
Compensation will be commensurate with the level of experience and skill set of the applicant. The Community Foundation provides medical insurance and 403(b) retirement plan benefits.
If interested in applying, please forward your resume, job chronology, references, and compensation history to email@example.com.