Philanthropic Services Director

Position Summary As the Director of Philanthropic Services, you will be the trusted partner to established charitable funds and donor relationships. You will serve as both a relationship manager and a strategic advisor, fostering deep, long-term connections with families, individual donors, and professional advisors. By guiding donors in aligning their philanthropic goals with the Foundation's mission, you will help sustain and grow a thriving culture of giving in our community. Your target region will be from North Palm Beach to Martin County. Core Competencies: Adaptability/Flexibility, Customer Focus, Relationship Building/Communication, Attention to Detail/Accuracy, Project Management, Prioritization, Effective Communication, Systems Building and Fixing Key Responsibilities Fund Stewardship & Relationship Management • Serve as the primary point of contact for a portfolio of established charitable funds. • Provide personalized stewardship, including preparation for annual fundholder meetings, investment portfolio updates, and ongoing donor communications. • Build trust and long-term partnerships with donors by understanding their goals and ensuring their philanthropic intentions are honored. • In partnership with Community Impact Officers, collaborate with families, and advisors to design tailored giving strategies, Legacy & Estate Planning • Partner with families to integrate the Foundation into their estate and legacy plans, ensuring continuity of their charitable vision. • Prepare clear, compelling proposals and reports that demonstrate impact and reinforce the Foundation's role as a trusted philanthropic partner. Community Leadership & Visibility • Representing the Community Foundation at community gatherings, galas, and professional advisor networks. • Strengthen the Foundation's role as a leader and convener in local philanthropy. Collaboration & Growth • Work closely with internal teams-including Finance and Accounting, Information Management, Marketing & communications, Community Impact and Operations-to deliver a seamless donor experience. • Contribute to organizational growth by tracking donor engagement, identifying new opportunities, and aligning strategies with the Foundation's long-term vision. Education, Experience & Skills • Bachelor's degree required. • Minimum five years of experience in business development, fundraising, and donor/family relations. • Familiarity with basic investment performance and ability to explain market performance, and reading financial or fund statements. • Proven success working with high-net-worth individuals and professional advisors. • Experience with basic estate planning and legacy giving strategies. • Excellent written and verbal communication skills for diverse audiences. • Proficiency with Microsoft, Adobe, Excel, and donor research tools such as Wealth Engine and C- Suite. • Commitment to the Foundation's values What We Offer • Opportunity to join a growing Community Foundation with over $293M in assets. • Professional development opportunities in the nonprofit and philanthropic sectors • Competitive salary and benefits package

Created: 2026-03-10