CFSA is looking for a VP for Philanthropy. This role is
responsible for elevating and managing all of CFSA’s fund
development functions through the Philanthropy Team. The Vice
President will oversee the development and implementation of donor
acquisition strategies as well as ensure long term engagement
through effective donor stewardship. The Vice President will lead
efforts to enhance external partnerships with wealth managers and
professional advisors. The VP will also personally manage a
portfolio of donors and prospects and will oversee the receipt of
complex contributions, e.g., gifts of real estate, closely held
securities. As head of the department, the VP for Philanthropy will
develop and ensure execution of all fund development strategies
including prospect identification, qualification, cultivation,
solicitation, and stewardship in partnership with President/CEO and
the CFSA team
Duties and Responsibilities
- Create and implement multi-year donor cultivation plans that
engages senior leadership, Board members, and staff to ensure CFSA
is on track to achieve the short-term and long-term asset growth
objectives of the foundation.
- Serve as a member of the Senior Leadership Team responsible for
department planning, budgeting and culture building in the context
of CFSA’s overall priorities and resources.
- Develop, refine, and evaluate strategies for donor cultivation
and engagement utilizing data and feedback; report regularly to the
President and Board on progress toward goals.
- Work closely with the President/CEO and staff to develop and
implement professional advisor cultivation and engagement
strategies with the aim of increasing referrals.
- Build and sustain a personal portfolio of donors by cultivating
new relationships with donors directly and through professional
- Create and execute a plan to build out the donor services and
stewardship functions of foundation, in partnership with the rest
of the CFSA team, to ensure these activities are consistent,
timely, accurate, and meaningful.
- Develop a visible and effective external profile, regularly
presenting on behalf of CFSA at large and small gatherings of
influential stakeholders including, donors, prospective donors,
professional advisors, and business leaders, and attending various
offsite community functions hosted by donors and/or nonprofit
- Work with Marketing Team to develop a comprehensive
communications plan to cultivate new donors and engage and inspire
existing donors through regular printed communication, annual
reports, presentations, and events. In partnership, develop
collateral and marketing materials for donors and prospects.
- Work with the Community Investment Team to develop strategies
to engage donors in the programmatic and grantmaking work of the
- Model CFSA’s culture with behaviors that support philanthropy,
inclusion, and service.
- Identify, cultivate, solicit, and build relationships with
individuals and professional advisors located within or having
connections to the Foundation’s service area with a goal of
increasing annual charitable donations, and major and planned
- Implement moves management plans for both current and deferred
givers, including the development and implementation of strategies
to encourage existing fund holders to build their fund and leave
estate gift to the foundation.
- Serve directly or through a team member as liaison to CFSA
Properties Board and the Professional Advisor Committee.
- Minimum of 5-7 years related work experience including time in
fundraising or planned giving or estate planning, or
- Proven ability to advise individuals and families on their
philanthropic decision making and planning.
- Proven ability to successfully manage a portfolio of major gift
prospects; ability to coach staff in the development and successful
management of a major gift portfolio.
- Ability to construct, articulate, and implement annual
strategic development plan.
- Demonstrated ability to influence and engage a wide range of
donors and prospects and build long-term relationships.
- Expertise in the understanding of complex gifts, particularly
those coming from estates.
- General knowledge of securities markets and how trusts and
estates are administered.
- Knowledge of and comfort with technology, including familiarity
with computer-based fund-raising support systems.
- Ability to understand and communicate philanthropy-relevant
information related to finance, accounting, and investment
strategies to a wide range of audiences, including donors and
- Ability to interact well with a diverse range of people.
- Experience leading a customer service focused team.
- Strong organizational and time management skills.
- Excellent verbal and written communication skills; strong
collaboration and influencing skills.
- Ability to travel locally and to select national
- Commitment to creating an inclusive atmosphere where
differences are understood, valued, and respected.
- Financial Planning Expertise