JOB DESCRIPTION

POSITION TITLE:  Philanthropic Advisor

SUPERVISED BY: Director - Philanthropy

SUPERVISES: N/A

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PURPOSE OF POSITION:
The Philanthropic Advisor will serve as a conduit between the agency’s mission and our benefactors – those with the affinity and capacity to make major and planned gifts. The Philanthropic Advisor will build and maintain authentic relationships with these donors, cultivate, steward, and solicit gifts from them, and ultimately help them to achieve their philanthropic goals.

ESSENTIAL QUALIFICATIONS:

• Thoughtful, mission-driven self-starter
• Successful record (5+ years) in nonprofit fundraising (preferably major/planned gifts) or sales
• Personality that is authentic, trustworthy, approachable, and personable
• Derives energy from establishing and growing relationships
• Ability to adapt to changing personalities and environments
• Professional, collaborative style – works as part of a team to achieve agency goals
• Uses data to set benchmarks, plan tactics, and achieve goals
• Possess high-level executive functioning and emotional maturity
• Adaptable and agile to meet needs of donors, team, and Agency
• Strong organizational skills to ensure multiple projects move forward simultaneously
• Confident, competent, and convincing communicator able to build relationships in person, over the phone, and in writing
• Maturity and sensitivity to cultural and individual differences
• Willingness to ask questions, learn and be coached
• Comfortable sharing thoughts, ideas, knowledge and opinions
• Commitment to the mission, values, and goals of the Agency
• Flexibility to travel (2-4 consecutive days at a time, possibly including weekends)
• Flexibility to join Mercy Home Fundraising Events (occasionally on nights and weekends)
• A positive attitude, generosity of spirit and sense of humor

ESSENTIAL FUNCTIONS:

• Communicate effectively with donors to tell the story of Mercy Home and show how their gifts help build a brighter future for young people in need
• Act as a trusted advisor to donors in the field of philanthropy, using a working knowledge of gift vehicles (A background in planned giving is not essential: training will be provided)
• Help donors to increase charitable giving, decrease tax exposure, and achieve their greater philanthropic goals
• Manage a portfolio of major and planned gift donors to increase revenue and meet the financial goals of the Agency
• Implement a Moves Management plan, working toward relationship and revenue goals for each managed donor
• Confidently ask donors for gifts, authentically thank them for their support, and adeptly report back about what their gift has achieved
• Personally visit donors, both locally and nationally, maintaining approximately a 20% travel schedule (including local travel) May include occasional weekends
• Meet or exceed annual revenue goals, as well as other metrics determined along with your supervisor
• Attend professional industry meetings and conferences, and develop a network of fundraising professionals (including attorneys, accountants, financial planners, and other fundraisers)
• Assist in the development of marketing materials for the Philanthropy Team

Receipt and Acknowledgment:

I acknowledge and understand that:

• Receipt of the job description does not imply nor create a promise of employment, nor an employment contract of any kind, and that my employment is at-will.
• The job description provides a general summary of the position in which I am employed, that the contents of this job description are job requirements and, at this time, I know of no limitations which would prevent me from performing these functions with or without accommodation. I further understand that it is my responsibility to inform my supervisor at any time that I am unable to perform these functions.
• This job description in no way states or implies that these are the only duties to be performed by the jobholder.  Job duties, tasks, work hours and work requirements may be changed at any time.
• Acceptable job performance includes completion of the job responsibilities as well as compliance with the policies, procedures, rules and regulations of the Agency.

·       I have read and understand this job description.

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This job description was agreed to by:

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Philanthropic Advisor                                                             Date

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Mercy Home for Boys & Girls (Mission of Our Lady of Mercy) is a 501(c)3 non‑profit Illinois Corporation and an equal opportunity employer.