Charitable Giving Advisor

Community Foundation of Greater Des Moines

Not for Profit-Charity | Full Time | Onsite | Des Moines

Posted: 12/12/24

Job Description

The Charitable Giving Advisor plays a vital role in the achievement of overall charitable giving goals. This position is responsible for managing Community Foundation’s stewardship of an assigned portfolio of current fund holders, as well as building relationships with prospective fund holders and working alongside professional advisors (such as financial, tax and estate planners). Key strategies of the position include: proactively developing relationships with assigned individual and family fund holders to maximize the donor experience with the Community Foundation, assisting fund holders to achieve their charitable giving goals, proactively cultivating relationships with prospective fund holders and overall, deepening donor and professional advisor relationships, including Charitable Investment Partners.

Apply

Deadline to Apply 1/31/25

Address

1915 Grand Ave

Essential Job Functions

A self-starter who enjoys working as part of a dynamic team; successfully cultivates new relationships; has ability to gain the confidence and respect of donors and professional advisors; mature judgment; high integrity; approachable and comfortable initiating conversations with donors and professional advisors; ability to understand complex issues; creative problem solver; critical thinker; strong written communication skills and the ability to work one-on-one with donors and professional advisors or make formal presentations to groups; the ability to listen and find connections between donor needs/interests and giving strategies; broad community and nonprofit knowledge; experience working with donors; well-organized; resourceful; motivated; ability to multi-task; excellent interpersonal and customer service skills; strong computer skills; willingness to seek ongoing training and/or professional certificate(s) to maintain and improve current skills and knowledge.

Education

A bachelor’s degree and a minimum of five years of experience in client services, gift planning, financial services or closely related professional experience preferred. Chartered Advisor of Philanthropy (CAP®) certification strongly preferred.

Experience

Prior knowledge of and experience with charitable gift planning preferred. Proven ability to interact comfortably with a broad spectrum of donors, community leaders and professional advisors is required. Strong knowledge of the full range of deferred giving vehicles and
tax laws related to charitable giving and experience in major gift programs preferred. Must be able to manage multiple projects and tasks simultaneously and work both independently and in a team environment.

About the Company

The Community Foundation of Greater Des Moines improves quality of life for all by promoting charitable giving, connecting donors with causes they care about and providing leadership on important community issues. We're simply better together.

Travel Required

Resume Required

Yes

Contact Person

Chelsy Foy

Deadline to Apply 1/31/25

Back to All Jobs