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    Philanthropy Advisor, Transformational Giving - Chicago, United States - Access Philanthropy

    Access Philanthropy
    Access Philanthropy Chicago, United States

    1 week ago

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    Description
    (REMOTE/NORTHEAST)We are seeking a
    Philanthropy Advisor for our Transformational Giving team.
    The Philanthropy advisor will be responsible for the
    cultivation, management, and solicitation of a portfolio of
    existing and prospective leadership giving donors. The Philanthropy
    Advisor will be responsible for initiating action plans to
    establish lasting relationships with donors where The Fellowship
    becomes their primary charity for giving. Essential to this
    position is having the ability to oversee current Fellowship
    efforts and international current events that provide opportunities
    to expand our donor base.
    We are seeking an individual with Bachelors' degree or
    equivalent experience.
    Minimum of 5 years' experience in
    fundraising and cultivating major donors or in sales and customer
    relations.
    Previous Development and Major Gift experience,
    CFRE preferred. Proven ability to build relationships with a wide
    range of donors and to understand the needs and passions of donors.
    Proven fundraising track record in major gifts and or planned
    giving.


    Essential responsibilities include:

    Moves Management Planning:
    Implement a

    comprehensive stewardship plan that proactively stewards assigned
    caseload.
    Establish clear action plans, goals, and priorities
    for caseloads to achieve annual financial goalsWork closely
    with Philanthropy teamto formulate strategy for prospect
    identification, evaluation, cultivation and solicitation, and moves
    management.

    Offer new and innovative ideas to strengthen the
    donor journey while maintaining proven strategies to engage donors
    in a meaningful transformational experience.


    Moves Management Execution:
    Establish,

    cultivate, and enhance donor relationships with caseloads,
    including creating and managing communication with donors through
    email, letter, and telephone correspondence,ensuring
    consistency with messaging.
    Maintain in-depth knowledge of the
    donors in the assigned caseload, including contribution details,
    important life events, and other relevant information and follow-up
    accordingly. Manage all aspects of donor visits from research,
    planning and travel arrangements to wrap-up; includes targeting key
    donors in particular area. Input all donor activity into donor
    management software.

    Complete related administrative work as
    necessary.


    Technical & Individual Skills:
    Strong working knowledge of the US philanthropic landscape,
    prospect research methodology, best practices and evolving trends
    in philanthropy.

    Experience with moves management strategy and the capability to
    design and execute donor-centric engagement activities.

    Basic to intermediate knowledge of estate planning and planned
    gifts.

    Proven skills in sales execution, customer relations, or
    business management.

    Ability to negotiate and close solicitations.

    Experience working with Microsoft Office 365 products.

    Experience using customer relationship management
    database.

    Exceptional interpersonal skills.

    Ability to develop authentic relationships with high wealth
    prospects and individuals with diverse backgrounds.

    Strong presentation skills; exceptional negotiating skills and
    compassionate listening skills

    Possesses sensitivity to varied cultures and religions, with
    especially strong knowledge of the Jewish and Christian
    communities, and the ability to bridge cultural divides. Ability to
    empathize with the strongly held religious and/or political belief
    systems of both.

    Ability to travel for day and overnight trips, domestically and
    some internationally.

    The Fellowship is an organization of bridge
    builders whosevision is that Jews and Christians will reverse
    their 2,000-year history of discord and replace it with a
    relationship marked by dialogue, understanding, respect and
    cooperation. Together we are able tohelp more than a million
    Jews in need each year. Our success is built on a culture
    that celebrates the differences in who we are, what we have
    experienced, and how we think.

    Come and experience all The
    Fellowship offers, including the ability to make an
    impact in a global nonprofit with collaborative team members,
    professional growth opportunities and mission focused work.
    We have great benefits, newly designed offices and are
    located on Wacker Drive, across from the Chicago Riverwalk. Please
    submit your resume and salary requirements.


    Key words:
    Stewardship, Philanthropy, Moves

    Management

    We are an equal opportunity employer (EOE).

    #J-18808-Ljbffr
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