Author: Job Poster Account

The Organization

The William Penn Foundation is a leading American philanthropy located in Philadelphia. With over $2.4 billion in assets and a $100+ million annual grant budget, the Foundation is a vital part of the civic life in one of the country’s most important and historically significant regions.  The Foundation has charted a vision consistent with its enduring focus on education, the environment and the cultural vitality of Greater Philadelphia.

The Foundation’s core strategies include:

• Increasing the number of low-income children receiving a high-quality education
• Ensuring clean water by protecting the Delaware River watershed
• Fostering a vibrant city through support to arts and culture organizations, arts education programs, and creating great public spaces

The Foundation believes that successful execution of these strategies is critical to the success of the region and seeks candidates who will operate with a sense of urgency, leadership and entrepreneurship in advancing this work.

Position Summary
Responsible for managing day-to-day general accounting, investment accounting, financial analysis, payroll, internal and external financial statement reporting, Form 990 and State UBIT tax filings, annual budgets, cash flow forecasting, and training. Provides supervision of one Staff Accountant, works cooperatively with internal investments team, and serves as support and back-up to Director.

Position Overview

The duties include, but are not limited to:

Financial Reporting
• Prepare monthly internal reporting package for Foundation leadership.
• Prepare monthly detailed reporting to director team on respective departmental spending to date, to include consultant spend tracking with encumbrances
• Prepare quarterly financial reporting package for the Executive Committee and cash flow report for the Investment Committee
• Prepare annual financial forecast and preliminary budget, financial statements and footnotes for auditors
• Assists with 990-PF, 990-T and State tax forms preparation, quarterly tax estimates, and excise tax forecasts

General Accounting
• Manage day-to-day accounting activities, maintain general ledger activity and reconciliations, and assign transactions to appropriate accounts
• Review standard monthly journal entries and prepare complex quarterly and annual journal entries; oversight of Staff Accountant work Track cash transactions and project weekly cash needs in cooperation with in-house investment management team
• Ensure monthly balance sheet reconciliations and soft monthly financial statement close
• Maintain/update accounting policies and procedures for both internal accounting processes and staff external to the department
• Ensure accounting internal control processes are sufficient and consistently followed to the highest level of integrity

Investments
• Review investment accounting, including monthly reconciliation of custodian bank trial balances for each fund to general ledger and ensure monthly entries are timely and accurately completed
• Prepare investment roll forward for annual audit and reconcile year-end investment market values per manager statements to general ledger and custodian bank
• Calculate quarterly investment fee accruals and verify accuracy of quarterly investment fee invoices
• Perform monthly verification of investment portfolio performance and benchmarking

Grants
• Conduct required proposed grantee financial reviews
• Consult with program staff on the financial aspects of grant proposals and financial reviews, particularly for those organizations whose financial health is more fragile
• Prepare  monthly reconciliation of grant payments between grants and finance departments

Additional duties include:
• Supervise Staff Accountant in:
– Accounts payable invoice processing
– Bank reconciliation
– Bi-weekly payroll and payroll-related reconciliations
– Monthly Investment transactions journal entries and reconciliation
– Standard monthly closing journal entries
– Verify employee expense reimbursement forms
– Various ad hoc reports, including budget vs. actual reports
• Serve as a liaison between custodial bank, local bank, auditors, payroll vendor, tax accountant, actuaries, and other financial service providers
• Coordinate and/or prepare schedules and support needed for annual audit, schedules needed by independent tax accountant for annual 990-PF and 990-T filings, and other state UBIT tax filings.
• Manage special annual projects
• Continuing education as required

Education, Training and Experience
• Undergraduate Degree in Accounting or Business with significant accounting related coursework required
• CPA, CMA (or equivalent) and/or advanced accounting/business degree (MBA) highly preferred
• Between  5-7 years of relevant work experience in public accounting or related business environment with nonprofit experience preferred. Accounting  or Audit experience in a Foundation desirable
• Familiarity/understanding of rules and complexity of accounting for investments, excise taxes, distribution requirements, etc. in a Foundation preferred
• Proficient in understanding nonprofit financial and investment accounting principles
• Between 2-3 years of supervisory experience and responsibilities managing an accounting function.
• Above average PC proficiency in Microsoft Office suite, with a high degree of proficiency in Excel required. Experience in SAGE 100 or other nonprofit accounting software desired
• Strong detail orientation and quantitative skills
• Good interpersonal skills, sense of urgency, being proactive and ownership for one’s work
• Excellent organization, prioritization, follow-up, analytical, and time management skills with ability to handle multiple priorities and deadlines
• Ability to maintain confidential information and be proactive in addressing accounting situations
• Dependable, with strong work ethic, a passion for mission-based organizations and extremely high degree personal integrity

Physical Demands/Work Environment
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to walk, bend, sit, talk, lift, or hear. The employee is regularly required to stand, walk and use hands and arms to operate general office equipment (PC, telephone, file cabinets, copier, postage meter, fax machine and printer). The employee may occasionally lift and/or move between 10 and 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually low to moderate.

Compensation and Benefits
The William Penn Foundation offers a comprehensive and competitive compensation and benefits package. It employs a well-qualified, professional, and respected staff.  It is committed to creating and maintaining an organizational structure that enables all staff to do the work of the Foundation in the highest quality manner possible. The Foundation’s compensation strategy contributes to assuring a work environment that attracts and retains talented, high-performing individuals.

How To Apply

The Foundation reserves the right to modify the job description based upon its needs and may require the employee to perform functions beyond those mentioned above. Neither this job description nor any other communication creates an employment contract between the Foundation and the employee.

The William Penn Foundation values diversity, inclusion, and equity as matters of fairness and effectiveness. We are committed to hiring and retaining a staff that reflects the diversity of the communities we serve, fostering an inclusive working environment where staff of all backgrounds feel welcomed and engaged in the Foundation’s mission, and to promoting racial equity in our work.

The William Penn Foundation is an Equal Opportunity Employer, and encourages applications from individuals underrepresented in the philanthropic sector, including people of color, and persons with non-traditional work and educational experience.  All who believe they meet the stated qualifications are invited to apply. Applications may be submitted to wpfjobs@williampennfoundation.org

The Organization

The University of Dayton, founded in 1850 by the Society of Mary, is a top ten Catholic research university. The University seeks outstanding, diverse faculty and staff who value its mission and share its commitment to academic excellence in teaching, research and artistic creativity, the development of the whole person, and leadership and service in the local and global community.

Position Overview

As part of the University of Dayton’s commitment to diversity, equity, and access to higher education the Senior Associate Director of Development is responsible for establishing and managing a comprehensive fundraising program to effectively engage alumni, friends, and parents in supporting underrepresented students and programs. Reporting to the Executive Director of Leadership and Annual Giving, this position will work in collaboration with the University Provost, as well as the offices of Student Development, Diversity and Inclusion, and Multicultural Affairs to identify funding priorities that will provide access, resources, and affordability for current and future students. Key responsibilities for the Associate Director of Development include but are not limited to the following:

Partner with the office of Alumni Relations and reunion staff to develop a plan that successfully engages and collaborates with underrepresented alumni and affinity groups in order to provide more affinity-based programming as well as a more inclusive alumni and donor experience.

Qualify, cultivate, and solicit University of Dayton alumni/ae, parents and friends capable of making leadership annual gifts and 3-5 year pledges.

Recruit, train and manage volunteer fundraisers to participate in Peer to Peer solicitations in order to increase overall alumni participation rates. Engage key volunteers and effectively utilize established events and other activities to move solicitations forward.

Devise and implement cultivation and solicitation strategies that utilize telephone, email, and in person meetings in order to meet activity and revenue goals. Travel to assigned regions as needed to secure philanthropic support.

Develop and implement retention and growth strategies to upgrade donors and to achieve and maintain leadership annual giving renewal rates with his/her portfolio of prospects

Solicit leadership annual gifts to fund core priorities as they relate to diversity and inclusion opportunities and identify and qualify future major and principal gift prospects.

Participate in events and programs in support of development activities for diversity and inclusion initiatives. Conduct appropriate stewardship activities to further enhance the relationship between assigned donors and UD. Initiate and maintain contact to promote positive donor relations.

Effectively communicate progress of cultivation efforts and results of visits with relevant staff and in contact reports, with particular emphasis on major donor prospect identification

Act as liaison between the Office of Development and various university departments and donors especially as it relates to providing an open and accepting community.

This position must be willing to travel.

Minimum Qualifications:

How To Apply

Please apply via the direct link: http://jobs.udayton.edu/postings/25463

The Organization

Founded in 1928 and celebrating 90 years of continuous service, Santa Barbara Foundation (SBF) has assets exceeding $400 million. The foundation has achieved steady growth through the years and is considered by many in the region to be the premier philanthropic institution, as the largest grantmaker on California’s Central Coast. Through the generosity of its donors, the foundation awarded more than $26 million in grants and raised more than $44 million in 2017. In some ways, Santa Barbara County is a uniquely special place, often called a paradise; in other ways, however, Santa Barbara County is struggling with many of the same opportunities and threats that are a part of our national landscape. SBF’s intention is to be the most effective agent in identifying and helping to galvanize the community around these and other emerging issues.

Position Overview

Santa Barbara Foundation seeks a new Chief Revenue and Business Development Officer to drive new revenue opportunities, refine SBF’s business model, lead strategic marketing, and continue the development of SBF’s donor base and endowment. This position is the key revenue driver of the foundation, responsible for both short-term and long-term revenue goals and over time, will diversify the foundation’s resource base. The successful candidate will be motivated by the impact of the foundation and that of its partners – rather than simply how much money is raised year over year. Developing new business models is critical work across the community foundation field. The new Chief Revenue and Business Development Officer will be a pioneer in this emerging body of work and should be prepared to experiment, iterate, and give shape to new models of community philanthropy. The position will be based in Santa Barbara, though the person will be expected to travel throughout the county on a regular basis.

How To Apply

Santa Barbara Foundation has exclusively retained The 360 Group of San Francisco to assist with this search. Please visit http://the360group.us/SBF_CRBDO_PD.pdf to review the complete position description, including detailed application instructions. No calls, please. To be considered, The 360 Group must receive applications no later than 5:00pm Pacific time on Monday, April 30, 2018.

The Organization

Founded in 1936, the Ford Foundation is guided by a vision of social justice to address the underlying drivers of inequality, which it sees as the defining threat of our time. With headquarters in New York and ten regional offices across the globe, the Foundation stewards a $12 billion endowment, making over $500 million in grants annually and across a range of areas such as civic participation, arts and journalism, and natural resources management.

Position Overview

The Ford Foundation seeks applications and nominations for the position of Learning Officer to join the Office of Strategy and Learning to facilitate and support cross-programmatic learning at the Ford Foundation, and to contribute to organization-wide efforts that enhance an internal culture of learning. The Learning Officer will also support and strengthen the Foundation’s thought leadership and service to the fields of philanthropy and social justice.

In 2016, the Ford Foundation formally established the Office of Strategy and Learning (OSL), demonstrating its commitment to building and sustaining a culture of learning across the organization. The OSL team provides critical support to the program teams on strategy development and refinement and drives organization-wide learning to advance the Foundation’s social justice mission of reducing inequality.  Reporting to and working closely with the Director of Strategy and Learning, the Learning Officer will develop and lead a range of activities including curating learning events and facilitating cross-programmatic discussions, serving as a critical thought partner to the program teams.

How To Apply

The Ford Foundation is conducting this search with assistance from Allison Kupfer Poteet and Cara Pearsall of the national search firm NPAG. For a full position description, please visit: https://nonprofitprofessionals.com/job/ford-lo

Equal employment opportunity and having a diverse staff are fundamental principles at The Ford Foundation, where employment and promotional opportunities are based upon individual capabilities and qualifications without regard to race, color, religion, gender, pregnancy, sexual orientation preference, age, national origin, marital status, citizenship, disability, veteran status or any other protected characteristic as established under law.

The Organization

The Greater Washington Community Foundation’s mission is to strengthen the Washington metropolitan region by encouraging and supporting effective philanthropy and by providing leadership on critical issues in the community. The Community Foundation is the largest local funder of nonprofit organizations in the metropolitan Washington region, and is one of the larger foundations of its kind in the United States.

Position Overview

The Director, Major Gifts will lead efforts to cultivate and engage major individual donors to sustain and expand The Community Foundation’s programs. The ideal candidate will bring a proven record of successfully soliciting and securing five- and six-figure gifts from individual donors.  This role requires exceptional organization, relationship-building, and communication skills. This position reports to the Vice President, Development.

Primary Responsibilities

• Identify, cultivate and engage a portfolio of individual five- and six-figure donors
• Thoughtfully and strategically participate in all aspects of donor relationships, including initiating contact, qualifying philanthropic capacity, and the preparation of proposals, solicitation, closure, and stewardship
• Ensure each portfolio donor has a clear relationship strategy and timeline
• Collaborate with Community Foundation leadership and the development team to create strategies to expand the donor pipeline, inspire mid-level donors, and meet annual goals
• Track and report on progress to leadership
• Create briefings, proposal materials, and other communications for major donors
• Build strong relationships internally across the organization, and proactively ensure access to the information needed to solicit gifts and build donor relationships effectively
• Share donor engagement best practices across the organization, and actively contribute to an internal culture of philanthropy and stewardship
• Be a visible presence at Community Foundation events and other programs to develop robust relationships with donors, prospective donors, and volunteers
• Oversee all major fundraising events, including signature events. Serve as a strategic partner in the development and marketing of these events, setting goals and delivering desired outcomes. Directly manage all aspects of sponsorship sales and host committee staffing for the annual regional Celebration of Philanthropy.
• Build and develop effective and transparent working relationships between the Philanthropic Engagement department and all other departments within The Community Foundation. Serve as the catalyst in strengthening a culture of philanthropy intended to permeate all areas of the organization.
• Create and lead an annual appeal using letters, emails, Board members’ notes on letters, calls and, where appropriate, visits.

Desired Skills and Experience

• A demonstrated record of building and stewarding strong donor relationships;
• Strong organization, project-management, and decision-making skills;
• Exceptional relationship-building and collaboration skills with an ability to quickly build trust with a range of internal and external stakeholders;
• The ability to create and deliver compelling and useful products and services for donor engagement;
• Advanced oral and written communication skills and the ability to present effectively to diverse audiences;
• Knowledge of the philanthropic landscape in the Greater Washington, D.C. community;
• An energetic, optimistic, and positive approach and outlook.

How To Apply

Please upload a cover letter and resume online here.

The Organization

The Susan Thompson Buffett Foundation is a private grant-making foundation based in Omaha, Nebraska. With assets in excess of $3 billion, it is among the largest foundations in the United States. The Foundation’s Scholarship Program enables low-income students in Nebraska to attend college in-state at no cost. It is the Foundation’s longest-standing program, reflecting its commitment to equal access to higher education. The Foundation’s other programs support access to family planning services and reproductive choice, in the U.S. and internationally.

Position Overview

A hallmark of the Foundation’s culture is to constantly challenge itself and grantees to “think big” while doing so critically and carefully – by questioning, testing, learning, and putting that learning to use. The Foundation has built an environment in which staff are not afraid to fail or change course in light of new information. Moreover, the Foundation approaches investments as partnerships, which they pursue thoughtfully and with humility.

The new Research and Evaluation Officer (REO) will be a core member of the Research and Evaluation Unit (R&E Unit). Working under the Director of Research and Evaluation, the REO will provide strategic guidance and technical expertise to the Scholarship Program; monitor and leverage learning across large-scale research studies; steward relationships with external stakeholders; and share Scholarship Program lessons with the education sector. The REO is a newly created position; as such, this is an opportunity to help the R&E Unit develop in new directions.

The REO will bring deep knowledge and experience related to higher education, including in financial aid, living and learning communities, and other areas related to college access and success among low-income students. S/he will have a broad mastery of quantitative and qualitative evaluation methodologies and a demonstrated ability to design and implement evaluations. S/he will be proactive and have excellent interpersonal skills. The REO will bring a team orientation, the ability to adapt to change, and demonstrated success working with a range of stakeholders. A doctoral degree is strongly preferred.

How To Apply

The Foundation is conducting this search with assistance from Allison Kupfer Poteet and Cara Pearsall of the national search firm NPAG. For a full position description, please visit: https://nonprofitprofessionals.com/job/stbf-reo

As an Equal Opportunity Employer, the Susan Thompson Buffett Foundation is deeply committed to diversity, equity, and inclusion, and actively seeks individuals who can offer broader perspectives to our organizational thinking and culture.

NPAG is a national executive search and consulting firm dedicated to serving the mission-driven community. We partner with global mission-driven clients to deliver highly-tailored, innovative, and strategic senior- and executive-level search services. www.nonprofitprofessionals.com.

The Organization

The William Penn Foundation is dedicated to improving the quality of life in the Greater Philadelphia region through efforts that increase educational opportunities for children from low-income families, ensure a sustainable environment, foster creativity that enhances civic life, and advance philanthropy in the Philadelphia region. Since inception, the Foundation has made nearly 10,000 grants totaling over $1.6 billion. In 2015, the Foundation made grants totaling over $100 million and held assets of over $2.3 billion.
The Foundation’s three core priorities are to:
• Increase the number of children from low-income families in Philadelphia receiving a high-quality education.
• Ensure clean water by protecting the Delaware River watershed.
• Foster a vital and diverse cultural region by investing in the health and sustainability of arts and cultural organizations and in great public spaces.

The Foundation believes that strategic grantmaking in these areas is critical to the success of the region and seeks candidates who will operate with a sense of urgency and leadership in advancing this work.

Position Overview

The Program Officer will be a member of the Great Learning program team, playing a key role in supporting the team’s goal of increasing the number of children from low-income families in Philadelphia who experience academic success from early childhood through high school.

The Program Officer will be the lead individual responsible for managing and developing a portfolio of grants to expand access to high quality early childhood education centers.  The individual will identify opportunities to expand high quality centers, improve the quality of existing centers, and support the development of the necessary systems that enhance and maintain quality in programs that serve young children from low-income families.

In addition, the Program Officer will have leadership responsibility for a portfolio of grants that seeks to build a continuum of model programs that prepare early childhood educators to deliver high-quality instruction. This will include identification of the strongest preparation programs, supporting leadership opportunities for educators, and identifying opportunities and barriers to improvements in teacher preparation.

Overall, the Program Officer will be expected to serve as a key source of expertise within and outside the Foundation for knowledge and information about the elements of high quality early childhood education programs and systems.

Finally, the Program Officer will support the Great Learning team in other areas of work focused on supporting the learning and development of children up to age 8. This may include efforts related to early literacy instruction, family engagement, and other areas of Foundation investment.

Responsibilities
The duties include, but are not limited to:
• Manage strategic groupings of Great Learning grants that support improvements to early childhood education, school readiness, and early literacy skills.
• Maintain and build relevant content expertise by staying abreast of current research and data at the national and local levels, and by participating in related convenings and conferences.
• Identify evidentiary and dissemination needs that support expansion of high quality early childhood programming.
• Facilitate project planning, coordination, reporting, monitoring, and communication among grantees to ensure successful completion of the work.
• Participate in education program team meetings, planning, and goal setting.
• Create annual and multi-year plans to support progress toward the Foundation’s objectives, and identify and track gaps and needed adjustments.
• Prepare written materials for internal and external audiences that summarize active and potential grants and effectively communicate the Foundation’s objectives.
• Represent the Foundation in diverse communities, including speaking engagements, and participate in key internal and external meetings.
• Communicate regularly with grantees, project partners, and potential funders of efforts aligned with Foundation goals.
• Develop specific grants and initiatives to advance coordinated education issue-focused advocacy campaigns.
• Provide leadership on projects related to early learning and literacy in formal and informal settings.

Education, Training, and Experience
• Advanced degree in  early childhood education or related field preferred
• Bachelor’s degree required
• A minimum of eight years of relevant work experience
• Experience with early childhood education and child development
• Experience with and knowledge of Pennsylvania regulations and systems related to early childhood education and quality metrics
• Understanding and experience with multiple modes of educating diverse constituencies about complex issues
• Demonstrated commitment to improving opportunities for young children
• Experience setting priorities in dynamic environments and working under tight deadlines
• Experience developing, managing, and implementing multi-party projects with defined objectives, deliverables, monitoring, and evaluation of results
• Experience developing strategy
• Experience with evaluative research methods preferred
• Proficiency with MS Office including PowerPoint and other presentation skills

Required Competencies

Strategic Agility and Ability: Ability to see risks and opportunities and design innovative approaches backed by strong analysis, planning, and problem solving. Quickly able to adapt to changing environments.

Outcomes-Focus: Results-driven approach, supported by a focus on quality and strong project management skills, deadline management, sense of responsibility and accountability and the ability to effectively multi-task. Ability to quickly understand information, analyze data, synthesize findings, and make recommendations.

Demonstrated ownership: Track record of strong ownership of work, active self-management, taking initiative, identifying opportunities for enhancements, and implementing process improvements. Capable and willing to do work at all levels, including thinking strategically and performing administrative tasks. Strong work ethic.

Attention to detail and timelines: Excellent organizational skills with attention to detail, ability to manage time effectively with multiple projects on different time frames, and excellent ability to collaborate with colleagues to complete tasks.

Partnership and Relationship Building: Strong professional representation, interpersonal relationship abilities, intercultural knowledge and appreciation, strategic partnership building. Operates with poise, humility, diplomacy, and tact.

Communications: Strong interpersonal and communication abilities; exceptional writing, oral, and listening skills; ability to communicate technical concepts to technical and non-technical audiences.

Openness and Curiosity:  An awareness that excellent ideas come from many sources.

How To Apply

Physical Demands/Work Environment
The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to walk, bend, sit, talk, lift, or hear. The employee is regularly required to stand, walk, and use hands and arms to operate general office equipment (personal computer, telephone, file cabinet, copier, printer). The employee may occasionally lift and/or move up to ten pounds. The noise level in the work environment is usually low to moderate.

The William Penn Foundation is an equal opportunity employer and considers applications without regard to race, color, religion, creed, age, gender, marital status, or sexual orientation. All who believe they meet the stated qualifications are invited to apply.

Interested candidates should send a resume and cover letter to wpfjobs@williampennfoundation.org

The Organization

ABOUT US

The Nature Conservancy is the leading conservation organization working to make a positive impact around the world in more than 69 countries, all 50 United States, and your backyard. Founded in 1951, the mission of The Nature Conservancy is to conserve the lands and waters on which all life depends. One of our core values is our commitment to diversity. Therefore we are committed to a globally diverse and culturally competent workforce.  Visit www.nature.org/aboutus to learn more.

Position Overview

SUMMARY

The Associate Director of Gift Planning develops, implements and manages effective gift planning strategies and plans for the cultivation and solicitation in asking for, negotiating and closing outright and complex gifts of $100,000 or more from major individual donors and prospects.

ESSENTIAL FUNCTIONS

The Associate Director of Gift Planning is responsible for developing and managing effective gift planning donor strategies for Northern and Southern California that results in raising funds through outright, blended and planned gifts.  S/he will serve as a technical and strategic gift planning advisor and partner to state leadership and fundraising staff in assigned chapters to determine effective strategies for identified donors and prospects to generate leads for complex gifts. S/he understands and applies complex principles of developing donor strategies and builds strong relationships with a portfolio of new and current donors and prospects. The Associate Director discusses assets proficiently and listens for opportunities for gifts of assets.  S/he negotiates and closes a wide range of outright and complex gifts, including bequests and life income gifts, gifts of non-cash assets such as stock and real estate, and Donor Advised Funds. S/he will incorporate blended gifts and gifts of assets in proposals to donors. S/he is capable of articulating the global priorities of the Conservancy and working within a campaign at an advanced level. S/he involves and engages appropriate partners in the field and staff at the Worldwide Office, keeping them apprised of interactions, issues or concerns. S/he will be required to use the Conservancy’s donor database. Understands and complies with all TNC gift-related policies and procedures and ensures ethical compliance, as defined by the Partnership for Philanthropic Planning and the Association for Fundraising. They will be required to use the Conservancy’s donor database.

RESPONSIBILITIES & SCOPE

·  Decisions may have program-wide impact, affect staff in non-program areas, and bind the organization financially or legally.

·  Direct or participate in negotiations for complex, high profile or sensitive agreements.

·  Ensure compliance with TNC policies and procedures and external (donor/legal/IRS) requirements; be alert to ethical compliance issues.

·  Financial responsibility for setting and meeting fundraising objectives, evaluating results, and developing corrective strategies.

·  Implement and lead multiple collaborative and complex projects, directing work of staff, managing budget, setting deadlines, and ensuring accountability.

·  Maintains confidentiality of frequently sensitive and emotionally charged information.

·  Maximum opportunity to act independently, resolves complex issues within scope.

·  May supervise support or administrative staff.

·  Persuasively convey the mission of TNC to diverse groups important to the organization’s overall prosperity.

·  Travel frequently (up to 50%) and on short notice, work long hours and weekends as needed.

·  Work environment involves only infrequent exposure to disagreeable elements and minor physical exertion and/or strain.

·  Responsible for closing 30 – 50 outright, complex, and/or planned gifts annually. Responsible for 300 – 400 donor interactions and 50 visits annually. Work with donors on complex giving vehicles and assets. Annual fundraising target of $7,000,000 or more.

MINIMUM QUALIFICATIONS

·  Bachelor’s degree and 8 years related experience.

·  Experience building and maintaining long-term relationships with constituents such as HNW donors and prospects and donors capable of giving noncash and complex assets.

·  Experience in asking for, negotiating and closing outright, blended and planned gifts of $100,000 or more.

·  Experience in managing and tracking multiple prospects and donors.

·  Experience working with fundraising principles and practices.

·  Experience using communication and presentation skills, and experience working with boards.

·  Experience, coursework or other training in current and evolving trends in charitable giving, particularly in the areas of capital campaigns, major & planned giving.

PREFERRED KNOWLEDGE, SKILLS & EXPERIENCE

·  Multi-lingual skills and multi-cultural or cross-cultural experience are appreciated.

·  Ability to inspire, motivate and marshal resources. Strong interpersonal skills, including ability to positively influence and persuade.

·  Ability to design and implement fundraising strategies, including cultivation, solicitation and recognition strategies.

·  Ability to determine an individual’s interests, capacity and potential for helping the Conservancy meet its goals, and act appropriately to tie those interests with the Conservancy’s work.

·  Ability to educate and inform prospective and existing donors about appropriate giving vehicles.

·  Ability to qualify donors & prepare planned gifts proposals; design cover letters for proposals; and identify options for donors.

·  Advanced knowledge of complex charitable gift planning.

·  Demonstrated experience using listening, diplomacy, and tact to build strong relationships and motivate donors and volunteers.

·  Proven ability to negotiate complex, high profile or sensitive agreements.

FUNCTIONAL COMPETENCIES

Analysis & Problem Solving
Develops plans, tracks performance, and can identify lessons learned – Initiates innovative ways to define, understand, and address issues. Uses unique insights to develop appropriate plans, anticipating needs of audiences. Establishes and analyzes performance metrics and communicates lessons learned to inform strategies. Assesses quality, makes recommendations, and advises on use of resources. Explains data collection and analysis principles. Provides guidance on addressing challenges and obstacles to meet goals.

Organizational Agility
Serves as a resource to staff – Assists staff in developing strategies and plans based on organizational priorities and goals. Provides guidance related to procedures and policies. Builds consensus across various audiences. Anticipates business needs and applies best practices and knowledge within networks to craft strategic solutions. Understands internal and external influences on the organization.

Planning & Implementation
Creates individual objectives in alignment with plans – Develops a clear understanding of the organizational and program plans and how individual activities influence success. Applies strategic plan to short-term and long-term individual goals.

Product & Practice Expertise
Expert on specific products or practices – Institutionalizes the use of products to drive strategy choices and business decisions. Analyzes, anticipates and addresses policy and procedural issues and designs and/or revises based on changing circumstances and organizational priorities. Applies best practices and knowledge within and across networks and programs, and advocates for the use of appropriate processes. Understands and applies industry best practices to organizational processes. Applies solutions organization-wide to achieve high-level business objectives. Serves as organizational owner and sponsor of systems.

Relationship Management
Leads working relationship and takes responsibility for (donor/client) satisfaction – Directs and leads working team and/or partner relationships and consistently seeks to improve results and satisfaction. Promotes the goals, contributions and needs of the program through interactions with colleagues and stakeholders. Provides advice or mentoring regarding relationships.

Strategic Outreach
Adapts to audience and purpose – Incorporates analysis and audience insight into messaging strategies. Integrates the written, visual and design components that connect with the selected audience. Anticipates audience needs and adapts messaging to offer strategic solutions.

Training & Mentoring
Trains broad audiences and assists with the development of materials to support learning – Designs training that engages specific audience, explains difficult information in a manner focused on the perspective and level of knowledge/expertise of the audience. Connects training to the front-end use of information. Assists with the identification of core information to be shared in training and the best methods for distribution. Creates engaging presentations that communicate key messages.

HOW TO APPLY
Visit www.nature.org/careers and apply online with cover letter & resume to job #46291 or apply directly at https://apply here.

All resumes and required cover letters must be submitted through The Nature Conservancy’s online application system.  The application deadline is April 11, 2018 at 11:59pm EST.  If you experience technical problems with the site or application process, please contact applyhelp@tnc.org and include the job opening ID.

The Organization

The McKnight Foundation, a Minnesota-based family foundation, seeks to improve the quality of life for present and future generations. Program interests include regional economic and community development, Minnesota’s arts and artists, education equity, youth development, Midwest climate and energy, Mississippi River water quality, neuroscience research, international crop research, and rural livelihoods. Founded in 1953 and independently endowed by William and Maude McKnight, the Foundation has assets of approximately $2.4 billion and grants about $90 million a year. For more information, visit www.mcknight.org.

Designated as a Great Place to Work® for its high-trust, high-performance workplace culture, 100% of McKnight employees say they’re proud to work here. Employees love our mission and the chance to take on meaningful, creative work alongside caring, talented colleagues in a beautiful location with great benefits. In addition, McKnight has been recognized as one of the nation’s best workplaces for women and one of the nation’s best small workplaces.

Position Overview

The accountant reports directly to the controller and is one of two accountants within the finance team. The accountants assist the controller with the budgeting, audit and tax returns; and are responsible for maintaining the Foundation’s financial records in a manner consistent with generally accepted accounting principles, government regulations, and best practices.

This particular accountant position manages the accounting and reconciliations for payroll and benefits, grants, taxes, and fixed assets. This position also creates, maintains, and distributes internal financial reports, assists with the annual audit, tax, and budgeting processes, and approves payments with the controller.

Key Areas of Responsibilities

Manage accounting and reconciliations for payroll, benefits, grants, taxes, and fixed assets.

• Record summary of health benefit payments into the accounting system, determine cash needs, and request fund transfer to the benefits checking account.
• Reconcile third-party payer’s reports with general ledger and research discrepancies.
• Maintain files for health benefits reports.
• Review and reconcile Foundation checking accounts with general ledger and research outstanding checks, not including payroll and benefits checking account.
• Record grant approvals, returns, and cancellations in general ledger.
• Reconcile grant-related general ledger accounts with grants management system and board meeting minutes.
• Routinely review general ledger accounts to ensure accuracy of financial information.
• Perform accounting and reporting functions for Foundation’s grant receivables.
• Prepare and record monthly excise tax expense and calculate quarterly excise tax deposits.
• Maintain files for state tax returns and correspondence and reconcile associated GL accounts.
• Maintain property ledger for acquisitions and disposals of fixed assets, record depreciation, develop/conduct periodic inventory of fixed assets and reconcile with property ledger and with Operations’ inventory list.
• Serve as backup to HR generalist for payroll processing.

Manage internal financial reporting system.

• Create report templates in financial reporting software to provide for accurate and timely financial information.
• Modify reports monthly as accounts are added or deleted.
• Identify opportunities for further automation by designing new report templates.
• Generate, analyze, reconcile, and distribute monthly financial reports.
• Generate, analyze, reconcile, and distribute monthly budget management and fringe benefit reports.
• Prepare yearly summary of matching gifts for inclusion in various Foundation reports.
• Prepare work papers for annual audit and tax return.
• Prepare report on cash flows for controller and VP of finance and compliance.

Perform general accounting functions, special projects, and provide support to finance functions.

• Assist the controller in developing and executing team work plans and assist with short- and long-term projects that arise during the course of business.
• Assist controller and VP of finance and compliance in development of internal audit functions and perform routine audits of the Foundation’s various accounting cycles, including audits of ER grant files.
• Assist controller in the preparation and review of the annual operating budget, audit, and tax returns.
• Review and approve monthly investment journal entries.
• Create new and maintain existing account codes in the chart of accounts.
• Print checks, ACHs, wire transfers, and Concur transactions.
• Approve all payments with the controller.
• Serve as back up to the other accountant and accounting team, as needed and perform other duties as assigned.

Support the Finance Team’s use of accounting information systems.

• Collaborate with IT and controller to troubleshoot accounting software issues.
• Coordinate with IT team on finance team technology issues, upgrade opportunities, and overall system improvements.
• Assist IT in documenting project and end user procedures for finance team-related projects.
• Develop and maintain a knowledge base of accounting systems tools and share with finance team.
• Train and support end users on accounting software.

Knowledge, Skills and Abilities

• Knowledge of not-for-profit or foundation accounting with an understanding of generally-accepted accounting principles.
• Skilled at organizing tasks, managing time, and prioritizing projects.
• Ability to manage heavy load of highly-detailed work with speed and accuracy.
• Ability to adhere to high standards of accuracy and to exhibit a strong attention to detail.
• Demonstrated skill at effective and respectful communication with internal and external parties.
• Demonstrated skill in effective project management.
• Skilled at identifying problems, recommending solutions, and demonstrate a drive for improvement.
• High level of proficiency in Microsoft Office software including Word, and Outlook, as well as, Microsoft Dynamics GP and Microsoft SharePoint.
• Advanced expertise in Microsoft Excel including proficiency using advanced formulas, tables and formatting, advance charting, pivot table & pivot reporting, VBA and macros.

Required Education and Experience

In addition to the above knowledge, skills, and abilities, the ideal candidate for this position will also possess a bachelor’s degree or commensurate experience and training. Additionally, we seek candidates who have at least four years of relevant professional work experience in a foundation, nonprofit, or government organization with two or more years of experience managing similar accounting functions, or a combination of experience and training. Experience with Microsoft Dynamics GP, SharePoint, InfoPath forms, and workflows is preferred.

Working Conditions and Physical Effort

• Work is normally performed in an office work environment but includes bending, stooping, kneeling, and lifting for filing.
• Regular operation of normal office machines (computer, copier, and fax) is required.
• Occasional evenings and weekends required.
• Minimal business travel is anticipated.

How To Apply

This position closes on March 30, 2018. Apply now.

The Organization

ABOUT US

The  Nature Conservancy is the leading conservation organization working to make a positive impact around the world in more than 69 countries, all 50 United States, and your backyard. Founded in 1951, the mission of The Nature Conservancy is to conserve the lands and waters on which all life depends. One of our core values is our commitment to diversity. Therefore, we are committed to a globally diverse and culturally competent workforce.  Visit www.nature.org/aboutus to learn more.

Position Overview

SUMMARY

The Associate Director of Gift Planning develops, implements and manages effective gift planning strategies and plans for the cultivation and solicitation in asking for, negotiating and closing outright and complex gifts of $100,000 or more from major individual donors and prospects.

ESSENTIAL FUNCTIONS

The Associate Director of Gift Planning is responsible for developing and managing effective gift planning donor strategies for the Pacific Northwest, including Alaska, Idaho, Montana, Oregon, Washington and Hawaii, that results in raising funds through outright, blended and planned gifts.  S/he will serve as a technical and strategic gift planning advisor and partner to state leadership and fundraising staff in assigned chapters to determine effective strategies for identified donors and prospects to generate leads for complex gifts. S/he understands and applies complex principles of developing donor strategies and builds strong relationships with a portfolio of new and current donors and prospects. The Associate Director discusses assets proficiently and listens for opportunities for gifts of assets.  S/he negotiates and closes a wide range of outright and complex gifts, including bequests and life income gifts, gifts of non-cash assets such as stock and real estate, and Donor Advised Funds. S/he will incorporate blended gifts and gifts of assets in proposals to donors. S/he is capable of articulating the global priorities of the Conservancy and working within a campaign at an advanced level. S/he involves and engages appropriate partners in the field and staff at the Worldwide Office, keeping them apprised of interactions, issues or concerns. S/he will be required to use the Conservancy’s donor database. Understands and complies with all TNC gift-related policies and procedures and ensures ethical compliance, as defined by the Partnership for Philanthropic Planning and the Association for Fundraising. They will be required to use the Conservancy’s donor database.

RESPONSIBILITIES & SCOPE

·  Decisions may have program-wide impact, affect staff in non-program areas, and bind the organization financially or legally.

·  Direct or participate in negotiations for complex, high profile or sensitive agreements.

·  Ensure compliance with TNC policies and procedures and external (donor/legal/IRS) requirements; be alert to ethical compliance issues.

·  Financial responsibility for setting and meeting fundraising objectives, evaluating results, and developing corrective strategies.

·  Implement and lead multiple collaborative and complex projects, directing work of staff, managing budget, setting deadlines, and ensuring accountability.

·  Maintains confidentiality of frequently sensitive and emotionally charged information.

·  Maximum opportunity to act independently, resolves complex issues within scope.

·  May supervise support or administrative staff.

·  Persuasively convey the mission of TNC to diverse groups important to the organization’s overall prosperity.

·  Travel up to 50% time and on short notice, work long hours and weekends as needed.

·  Work environment involves only infrequent exposure to disagreeable elements and minor physical exertion and/or strain.

·  Responsible for closing 30 – 50 outright, complex, and/or planned gifts annually. Responsible for 300 – 400 donor interactions and 50 visits annually. Work with donors on complex giving vehicles and assets. Annual fundraising target of $7,000,000 or more.

MINIMUM QUALIFICATIONS

·  Bachelor’s degree and 8 years related experience.

·  Experience building and maintaining long-term relationships with constituents such as HNW donors and prospects and donors capable of giving noncash and complex assets.

·  Experience in asking for, negotiating and closing outright, blended and planned gifts of $100,000 or more.

·  Experience in managing and tracking multiple prospects and donors.

·  Experience working with fundraising principles and practices.

·  Experience using communication and presentation skills, and experience working with boards.

·  Experience, coursework or other training in current and evolving trends in charitable giving, particularly in the areas of capital campaigns, major and planned gifts.

PREFERRED KNOWLEDGE, SKILLS & EXPERIENCE

·  Multi-lingual skills and multi-cultural or cross-cultural experience are appreciated.

·  Ability to inspire, motivate and marshal resources. Strong interpersonal skills, including ability to positively influence and persuade.

·  Ability to design and implement fundraising strategies, including cultivation, solicitation and recognition strategies.

·  Ability to determine an individual’s interests, capacity and potential for helping the Conservancy meet its goals, and act appropriately to tie those interests with the Conservancy’s work.

·  Ability to educate and inform prospective and existing donors about appropriate giving vehicles.

·  Ability to qualify donors & prepare planned gifts proposals; design cover letters for proposals; and identify options for donors.

·  Advanced knowledge of complex charitable gift planning.

·  Demonstrated experience using listening, diplomacy, and tact to build strong relationships and motivate donors and volunteers.

·  Proven ability to negotiate complex, high profile or sensitive agreements.

FUNCTIONAL COMPETENCIES

Analysis & Problem Solving

Develops plans, tracks performance, and can identify lessons learned – Initiates innovative ways to define, understand, and address issues. Uses unique insights to develop appropriate plans, anticipating needs of audiences. Establishes and analyzes performance metrics and communicates lessons learned to inform strategies. Assesses quality, makes recommendations, and advises on use of resources. Explains data collection and analysis principles. Provides guidance on addressing challenges and obstacles to meet goals.

Organizational Agility
Serves as a resource to staff – Assists staff in developing strategies and plans based on organizational priorities and goals. Provides guidance related to procedures and policies. Builds consensus across various audiences. Anticipates business needs and applies best practices and knowledge within networks to craft strategic solutions. Understands internal and external influences on the organization.

Planning & Implementation
Creates individual objectives in alignment with plans – Develops a clear understanding of the organizational and program plans and how individual activities influence success. Applies strategic plan to short-term and long-term individual goals.

Product & Practice Expertise
Expert on specific products or practices – Institutionalizes the use of products to drive strategy choices and business decisions. Analyzes, anticipates and addresses policy and procedural issues and designs and/or revises based on changing circumstances and organizational priorities. Applies best practices and knowledge within and across networks and programs, and advocates for the use of appropriate processes. Understands and applies industry best practices to organizational processes. Applies solutions organization-wide to achieve high-level business objectives. Serves as organizational owner and sponsor of systems.

Relationship Management
Leads working relationship and takes responsibility for (donor/client) satisfaction – Directs and leads working team and/or partner relationships and consistently seeks to improve results and satisfaction. Promotes the goals, contributions and needs of the program through interactions with colleagues and stakeholders. Provides advice or mentoring regarding relationships.

 Strategic Outreach
Adapts to audience and purpose – Incorporates analysis and audience insight into messaging strategies. Integrates the written, visual and design components that connect with the selected audience. Anticipates audience needs and adapts messaging to offer strategic solutions.

 Training & Mentoring
Trains broad audiences and assists with the development of materials to support learning – Designs training that engages specific audience, explains difficult information in a manner focused on the perspective and level of knowledge/expertise of the audience. Connects training to the front-end use of information. Assists with the identification of core information to be shared in training and the best methods for distribution. Creates engaging presentations that communicate key messages.

HOW TO APPLY
Visit www.nature.org/careers and apply online with cover letter & resume to job #46292 or apply directly through https://apply here.  All resumes and required cover letters must be submitted through The Nature Conservancy’s online application system.  The application deadline is March 31, 2018 at 11:59pm EST.  If you experience technical problems with the site or application process, please contact applyhelp@tnc.org and include the job opening ID.