Winston-Salem Foundation | Philanthropic Advisor

Job Description
The philanthropic advisor is a member of the Development and Donor Services department, which cultivates and maintains relationships with the Foundation's donors. The philanthropic advisor develops, facilitates, and markets lifetime gifts from existing and prospective donors. They provide counsel and advice to staff, donors, and allied professionals regarding various philanthropic tools, approaches, techniques, and trends. This role serves as a secondary liaison with attorneys, accountants, financial advisors, and other intermediaries and agents of wealth. The philanthropic advisor works with existing and new donors and intermediaries to secure new funds and gifts to the Foundation. This position helps to generate ideas and explore opportunities to achieve the strategic goals of the Foundation. This position works under the direct leadership of the senior philanthropic advisor and works collaboratively with the Foundation’s staff, leadership, and volunteers. The philanthropic advisor is an exempt position.
DESCRIPTION OF RESPONSIBILITIES
All staff work together to live out the Foundation's mission, values, and equity commitment. Each person actively participates in education sessions, work groups, and other formal and informal opportunities to learn about and operationalize our shared commitment to equity.
Asset Development
Participate in the identification and cultivation of new and existing relationships to achieve the Foundation’s resource development goals according to the Foundation’s strategic plan.
Utilize interpersonal savvy and confidence to network, motivate, and skillfully craft giving strategies to benefit donors, advisors, nonprofit beneficiaries, and the Foundation.
Participate in the Foundation’s development and cultivation of professional advisor relationships.
Support the Foundation’s planned giving program by drafting and reviewing revocable trust agreements with donors and professional advisors.
Provide team support and stewardship for various constituent groups with an emphasis on existing donors, new donors, and professional advisors.
Respond to inquiries and follow up on requests from existing donors, prospective donors, and professional advisors.
Assist in the administrative process of establishing gift plans and new funds of all types by drafting fund agreements, revocable trust agreements, correspondence, and other necessary follow up.
In partnership with the Black Philanthropy Initiative and The Women’s Fund of Winston-Salem, strategize ways to engage people of color and women in the charitable work of the Foundation.
Demonstrate the Foundation’s commitment to accountability by honoring donor intent, furthering donors’ charitable goals, and seeking to engage charitable partners to address the most pressing needs of the community.
Maintain accurate records for all contacts with donors, prospective donors, and professional advisors.
Promotion of Philanthropy
Develop strong relationships throughout the community with existing donors, prospective donors, and professional advisors to share knowledge of charitable giving strategies and techniques and promote the comparative benefits of charitable partnerships with the Foundation.
Represent and position the Foundation as an effective and impactful charitable partner through community presentations and engagement.
Participate in appropriate cultivation/education events and gatherings for donors, prospective donors, and professional advisors.
Collaborate with the vice president of development and donor services, the senior philanthropic advisor, and the Marketing and Communications team to develop collateral materials that highlight the Foundation's products and services as a charitable partner and knowledgeable community leader.
Maintain current knowledge of philanthropic trends, legislation, and planned giving techniques that impact the field of philanthropy in general and charitable funds in particular.
Participate in local, regional, and statewide groups to promote working with community foundations.
Fund Administration
Collaborate across teams to clarify and document gift plans.
Assist with fund questions, document changes, and future plans.
Oversee the documentation and execution of charitable plans and matured gifts to follow through on donor intent.
Other Related Activities
Manage a portfolio of donors.
Perform other duties as assigned.