Job Description
About Our Client
Our client is an independent charity driven by a mission to make philanthropy more convenient and efficient for donors. Our client is affiliated with one of the largest providers of donor-advised funds in the United States and our client's offering allows donors to make irrecoverable charitable contributions, receive immediate tax benefits, and then recommend grants from the fund over time.
For many HNW / UHNW individuals a DAF is an alternative to setting up their own charitable trust or foundation.
Job Description
- This role sits within the Development team and is focused predominantly on fundraising, working primarily through private client advisors to raise the profile of donor-advised funds and attract donor-advised fund assets
- This fundraising role proactively implements business development plans for our coient by focusing on attracting new donor-advised fund accounts and contributions
- As Director of Development, you will work within the wider Development team to build and manage relationships primarily with private client advisors (legal, tax, and wealth management professionals) and with donors directly
- You will also work to increase the visibility of our client and donor-advised funds and provide the highest level of private client service to our client's donors and their advisors
- Meet and exceed annual fundraising goals by securing contributions from new and existing donors
- Build a network and establish relationships with intermediary private client advisors (legal, tax, and wealth management advisors) to enhance the profile of our client and the use of DAFs
- Provide seamless, integrated and holistic guidance to private client advisors and donors
- Clearly articulate the proposition, including all aspects of contributions, investments, and grantmaking
- Provide relationship management to high net worth prospects and donors to drive loyalty, secure gifts and increase contributions
- Work collaboratively with all internal teams to deliver the highest level private of client service
The Successful Applicant
Our client is looking for a highly confident, polished professional who is passionate about philanthropy.
- Advanced degree or equivalent experience
- Proven private client service and relationship management experience
- Strong interpersonal and communications skills and demonstrated ability to deliver highly personalised service to HNW clients and their advisors
- Fundraising experience, in a donor-advised fund environment or elsewhere. Private sector fundraising /asset raising experience considered
- Passion for philanthropy and the need to make giving more effective for donors. Motivated by helping donors structure their assets for charitable purposes
- Ability to think strategically and operate tactically to achieve results and the ability to work independently
- Comfort with ambiguity and proven ability to manage competing priorities
- Ability to balance the needs of donors and advisors within the capabilities of the organisation
Desirable:
- Knowledge of giving vehicles available to achieve a donor's charitable objectives (e.g. private foundations/charitable trusts, donor-advised funds, and social impact investing vehicles)
- Understanding and experience with HNW wealth and estate/wealth transfer planning
- Knowledge of charitable planning for tax purposes
- Knowledge of illiquid asset donations (e.g. private equity/hedge fund interests)
- Knowledge of investment products targeted towards HNW individuals, including alternative investments, hedge funds, and private equity
- Knowledge of best practices in philanthropic giving globally, including UK, Middle East, and US
- Experience using CRM systems such as Salesforce
What's on Offer
Our client is looking to pay north of £75k through to £85k dependant on experience.
I look forward to hearing from you.