Philanthropic Services Director
Community Foundation for Palm Beach & Martin Counties Inc-, West Palm Beach, Florida, United States, 33412
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
Represent 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—Finance & 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 read 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.
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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
Represent 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—Finance & 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 read 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.
#J-18808-Ljbffr