Posted on September 18, 2012
Vice President for Philanthropic Services
San Francisco Education Fund
San Francisco Foundation - Vice President for Philanthropic Services
The Vice President for Philanthropic Services (VP for PS) reports to the CEO and is a key member of the Foundation’s Senior Management Team. The VP for PS plans and manages all asset development and giving programs within the Foundation including, but not limited to, Donor Services, Business Development, Planned Giving, and Advisory Services. The VP works with donors, organizations, and the professional advisor community to facilitate giving opportunities at The San Francisco Foundation. In collaboration with the CEO, Trustees, and Foundation staff, the VP is responsible for championing philanthropic giving for community needs and program priorities at TSFF. The VP for PS assures compliance with all procedures and protocols for gift acceptance as well as proper administration and stewardship of all gifts. As a member of the senior management team, the VP for PS works directly with the CEO in strategic planning, organizational development, staff training and development, and providing overall leadership to the organization.
Fund development: In collaboration with Trustees, the CEO, and Foundation staff, develop and implement a fund development plan that will facilitate growth in use of TSFF as a charitable partner. Take a lead role in directly creating new business/fundraising opportunities that identify and attract new and significant contributions to the Foundation. Set and measure individual and overall department fundraising activities and revenue goals. Effectively manage business development staff towards successful achievement of stated goals. Seek and develop opportunities to inform and engage potential donors and their advisors with philanthropic opportunities in the Bay Area presented by the Foundation.
Donor Stewardship: Manage and direct relationships with active donors and supporters of TSFF. Provide professional input into the development and implementation of systems and processes that document and track donor interest and giving history. Develop targeted services to donors that are cost effective and community enhancing. Meet and consult with current and potential donors and their advisors and respond to inquiries regarding investments, fund status, grants, and donor options relating to tax considerations. Cultivate a deep understanding throughout the Development Department of donor interests and preferences and the resulting implications. Manage Donor Relations Officers and work in partnership with the Program Department and Public Affairs to effectively communicate the Foundation’s work to current and prospective donors.
Planned Giving and Advisory Services: Manage staff responsible for the successful development and implementation of all planned giving and advisor services programs. Oversee procedures and protocols for gift acceptance and for working with the professional advisor community to facilitate giving opportunities at the Foundation. Remain informed on legal, tax, accounting, investment, and technology issues as they affect planned giving and bequest vehicles. Work with the Finance Department to ensure proper administration and stewardship of gifts.
Marketing Communications: Working collaboratively with the VP of Public Affairs and departmental staff, develop brochures and other informational and educational materials for donors, potential donors, and the advisor community. Provide representation and leadership in local and national associations and organizations. Maintain a public presence for the Foundation through public speaking engagements.
Organizational Development: Work with the CEO, CFO, and VP of Programs to design policies and systems that enhance the effectiveness of all asset development and giving programs while ensuring compliance with all legal and regulatory standards. Provide technical assistance to program officers in the areas of donor cultivation, fund development, and donor-advised giving. In conjunction with the CEO and the senior management team, participate in organizational development efforts and process redesign projects within the Foundation. Provide leadership and support to all Foundation staff to create a productive and congenial work environment. Work to maximize inter-departmental communication and coordination.
Staff/Budget Management and Development: Develop department staff through continuing education, mentoring, and ongoing professional development opportunities. Provide feedback and encouragement to staff through regular performance reviews and goal setting. Develop, maintain, and manage the budget for the Development Department.
Education: Bachelor’s degree in a related discipline required. Master’s degree preferred.
Experience: 10+ years successful professional experience in donor stewardship, fundraising, or wealth management services. Must be an experienced, successful, and enthusiastic relationship manager with technical knowledge applicable to a variety of fundraising areas, including major gifts, annual giving, planned giving, foundation and corporate grants, endowments, and other targeted campaigns. Successful track record in the identification, cultivation, and solicitation of donors, clients, and/or high net worth individuals required. Relevant skills in raising funds through multiple channels and growing large endowments. Knowledge of nonprofit regulations, tax regulations, estate planning, and regulatory trends required. In-depth understanding of community foundation giving vehicles desirable. Existing strong relationships with financial intermediaries as well as familiarity
with the San Francisco Bay Area donor base is highly desirable. Requires an understanding of investment strategies and fee structures. Experienced in effectively leading, managing, and developing professional staff.
Knowledge, Skills and Competencies: Ability to effectively communicate (verbally and in writing) to a diverse group of individuals including the Board of Trustees, wealth managers/financial advisors, attorneys, donors, and staff. Excellent interpersonal skills, including the desire and ability to listen and be responsive to donors, professional advisors, and other philanthropic partners. Ability to work under pressure, adapt easily to changing situations and priorities, and meet multiple deadlines and goals. Skilled in creating a team-oriented work environment. Ability to mobilize the Board of Trustees, CEO, donors, directors, wealth managers, and Foundation staff towards the achievement of specific organizational goals. The successful candidate will possess the highest standards of ethics and integrity in all of their work.
APPLICATION DEADLINE: October 15, 2012
TO APPLY: Email resume with cover letter to firstname.lastname@example.org or via regular mail to:
Dee Dee Brantley
Vice President of Human Resources
The San Francisco Foundation
225 Bush Street, Suite 500
San Francisco, CA 94104
FAX: (415) 477-2784