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    Director of Philanthropic Services - Baltimore, United States - Access Philanthropy

    Access Philanthropy
    Access Philanthropy Baltimore, United States

    1 week ago

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    Description
    Position

    The Director of Philanthropic Services works closely with the Vice
    President of Philanthropy to provide high-level stewardship and
    support for major fundholders and is responsible for the
    identification, cultivation and stewardship of planned and major
    gifts. This position will be the primary contact for various
    specialized funds and work closely with Development and Donor
    Services staff on delivering expanded donor services to select
    fundholders. The Director of Philanthropic Services is also
    responsible for the expansion and stewardship of BCF's
    relationships with professional advisors (i.e., attorneys, wealth
    and financial advisors, trust officers, life insurance
    professionals and accountants).

    Organization

    Baltimore Community Foundation is a philanthropic foundation
    created by and for the people of Greater Baltimore, where many
    donors join together to make the region they love a better place,
    today and for future generations. With assets over $255 million
    comprised of nearly 900 charitable funds, BCF has granted over $600
    million since its inception in 1972 and is one of the Baltimore
    region's top grantmaking foundations. Our mission is to inspire
    donors to achieve their charitable goals from generation to
    generation and to improve the quality of life in the Baltimore
    region through grantmaking, enlightened civic leadership and
    strategic investments. Our action agenda organizes grants,
    initiatives and advocacy around this vision. The values that guide
    our work are trustworthiness, inclusion, and entrepreneurialism. In
    2017, the Board of Trustees affirmed a strategic direction guided
    by its core elements of donors, community engagement and
    programmatic efforts and informed by a commitment to develop a
    framework that advances race, equity and inclusion to achieve BCF's
    vision of a Baltimore that boasts a growing economy where all have
    the opportunity to thrive.

    Responsibilities


    • Gift Planning – Respond to inquiries from prospects, donor
    representatives and professional advisors regarding current and
    planned gifts. Help with professional advisor and donor research.
    Draft and prepare fund agreements, obtain documentation and work
    with donor services and the finance department to ensure completion
    of all paperwork. Maintain a high level of expertise regarding
    state and federal income, estate and inheritance taxes, gift and
    estate giving methods and the legal aspects of charitable
    giving.


    • Major Donor Prospect Management – Assume a portfolio of existing
    major fundholders and specialized funds for stewardship. Provide
    expanded donor services to fundholders who seek specialized support
    for their charitable giving. Identify prospects for cultivation and
    engagement with a goal of encouraging new charitable funds, support
    of BCF, its grantmaking and initiatives and the development of
    legacy gifts.


    • Professional Advisors – Educate professional advisors about BCF's
    services and charitable giving options through in-person meetings.
    This will include large and small group sessions. Promptly and
    accurately respond to professional advisor requests for information
    about BCF services and charitable giving options. Expand and update
    BCF's database of professional advisors; identify new advisors and
    track contacts with advisors and client referrals. Serve as liaison
    to company who hosts BCF's planned giving website.


    • Gift Acceptance – Under the direction of the CEO and Vice
    President of Philanthropy, engage and serve as primary contact with
    legal counsel on issues related to unusual or complex gifts. Update
    the gift acceptance policies as needed.


    • Special Events – Participate in recognition events for
    professional advisors and legacy donors. Help design and
    participate in targeted prospective donor and professional advisor
    educational programs. Participate in other BCF events as
    needed.


    • Develop and maintain printed and online marketing materials and
    communications for professional advisors and BCF charitable giving.
    Contribute to BCF publications and marketing materials by providing
    data, reports, content and proofreading as needed.


    • Participate in the creation of annual development department
    plans, goals and strategies.


    • Attend staff meetings and serve on internal committees as
    appropriate.


    • Represent BCF at meetings and events which may occur during or
    outside of normal work hours.


    • Perform additional duties as assigned.
    Qualifications


    • Bachelor's degree required; MBA or JD preferred
    • Minimum of three to five years of experience in planned giving or
    related financial or legal fields


    • Advanced certification desired (CFP, CFRE, CSPG, AEP, CAP)
    • Understanding of estate planning, income, capital gain and estate
    tax issues


    • Ability to initiate conversations with professional advisors and
    prospective and current donors


    • Ability to speak to groups of individuals from various
    professions and backgrounds


    • Advanced computer skills, to include Word, Excel, Outlook and
    Raiser's Edge


    • High level of diplomacy skills
    • Maintain confidentiality and use good judgment, discretion,
    decision-making and professional and ethical work standards within
    a fast-paced environment


    • Project a positive, helpful attitude and a commitment to customer
    service in all internal and external interactions


    • Ability to plan, prioritize and organize internal and external
    stakeholders to achieve goals


    • Excellent written, oral, and interpersonal communications
    skills.

    To Apply

    The Baltimore Community Foundation is an equal opportunity employer
    and seeks a diverse pool of candidates in this search. We strive to
    be trustworthy, inclusive and entrepreneurial in all we do.

    We offer a competitive compensation package including benefits such
    as health, vision and dental insurance, retirement contribution and
    match, tuition reimbursement, life insurance, disability insurance,
    charitable match, flexible spending account, employee assistance
    program and more.

    To apply, please submit a resume and cover letter by clicking

    here:
    Direct calls and/or unsolicited third-party endorsements are
    strongly discouraged. No professional recruiters please

    #J-18808-Ljbffr
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