The Organization – Foundation For The Carolinas
ABOUT US
Foundation For The Carolinas serves as a catalyst for philanthropic activity in our 13-county region and is a driver for major civic efforts. We offer innovative solutions that help individuals, nonprofits and companies bring their charitable visions to life.
Established in 1958, we are a civic leader and philanthropic partner. With $4 billion in charitable assets across thousands of charitable funds established by families, nonprofits and businesses, we are one of the largest community foundations in the U.S. FFTC supports personal and corporate philanthropy through a range of innovative fund and giving options. We also drive nonprofit sustainability through endowment management, customized solutions and grantmaking.
Our flagship program, the Robinson Center for Civic Leadership, addresses the community’s most pressing challenges and greatest opportunities, from economic opportunity to neighborhood revitalization to education and more.
FFTC is headquartered in the Luski-Gorelick Center for Philanthropy. With art throughout and multiple conference rooms available at no charge to area nonprofits (during business hours), our home serves as a civic hub for our community.
At Foundation For The Carolinas, we are committed to fostering a diverse, equitable, and inclusive workplace where every individual is valued, respected, and empowered. We believe that diverse perspectives, backgrounds, and experiences lead to innovation and success. Valuing our differences is more than a philosophy; it is the core of what we do. We actively encourage and seek candidates from all races, ethnicities, genders, sexual orientation, abilities, and backgrounds to apply for our open positions. We provide equal employment opportunities creating an environment where everyone can thrive and contribute their unique talents to our team. Join us in our mission to build a more inclusive and equitable future for all.
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POSITION SUMMARY
The Assistant Vice President, Philanthropic Services works to provide dedicated relationship management, grantmaking expertise, day to day oversight, and strategic support as well as philanthropic counsel for ultra-high net worth families and their advisors.
The AVP will work with the Vice President, Philanthropic Services & Planned Giving, to implement and expand this business line. This position has a particular emphasis on managing service delivery for a portfolio of relationships to meet sophisticated and diverse needs in philanthropy and subject matter grantmaking.
In addition to direct client responsibilities, the AVP may be responsible for project management activities related to sales, stewardship, product development and marketing & communications related initiatives as identified by the Vice President, Philanthropic Advancement and senior leadership of FFTC.
This position needs a strong service orientation coupled with knowledge of tax-exempt structures, financial accounting principles, and subject matter grantmaking and nonprofit/community areas. The position will serve the day to day account management needs of clients and help with key philanthropic objectives, such as formulating strategic giving strategies, implementing grant programs and evaluating community needs.
DUTIES & RESPONSIBILITIES
Relationship Management & Customer Service
- Serve as dedicated relationship manager to assigned portfolio of relationships to provide excellent customer service & day-to-day support, stewardship, philanthropic counsel and long-range charitable planning. This includes meeting coordination and facilitation, grantmaking program support, service delivery responsibilities, nonprofit research, etc.
- Coordinate and support at least annual grantmaking cycle for select clients to include grant applicant consultation; proactive knowledge and relationship building with key community groups in the particular areas of interest for the client; preparing, distributing, processing and reviewing grant applications for board or committee’s decision making process; executing against grants awarded through payment and evaluation tracking
- Supervise assigned direct reports and work to develop skills and competencies; maintain high morale, team retention and productivity; accountable for required managerial tasks
- Assist relationship management team lead and client boards/committees in developing or reviewing grantmaking guidelines each year
- Collaborate with other grants staff and relationship managers as necessary
- Develop and maintain knowledge of grantmaking best practices, community needs & nonprofit partner agencies to assist families in grantmaking evaluation and decisions.
- Work in partnership with Philanthropic Advancement team to bring forth knowledge, reports, and research in identified areas of interest for fundholders
- Develop strong relationships to provide donor-centered services to meet the personal philanthropic fundholders to deepen/expand existing client relationships
- Work in coordination with Finance & Donor Relations teams to address and coordinate all finance, accounting, investment, transactional, grantmaking and operational needs related to assigned relationships
- In conjunction with the Vice President, oversee and implement relationship management activities to steward and engage fundholders, including events & delivery of educational materials on subject matter grantmaking or philanthropic disciplines.
- Ensure all client facing work is delivered in a timely, high quality manner
Business Development
- Develop a command of FFTC products and services, including the range of tax-exempt structures (donor advised funds, supporting organizations and private foundations) and of planned giving to speak knowledgeably to current and prospective fund holders about working with FFTC
- Develop and maintain relationships within the professional advisor community as a key referral source for growing business
- Identify and engage in cross-selling opportunities with existing clients to expand relationships
- Help to plan and execute events for fundholders and professional advisors, including but not limited to grantmaking and community knowledge
- Represent FFTC in the community and in targeted efforts including networking and speaking engagements to spread awareness of business line
- Maintain accurate and thorough records in CRM database
- Engage in and master use of other technology platforms at FFTC for client delivery including core systems, community force grant application system, and website / donor portal
- Communicate professionally and constructively to effectively resolve issues in order to minimize risk and exposure
- Special projects as assigned
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for the position. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
Requirements
- Bachelor’s degree required
- At least 3-5 years of experience, preferably in fundraising, development, or financial services/wealth management
- Previous communications, development or marketing experience in a corporate or nonprofit setting preferred
- Excellent computer skills including working knowledge of Microsoft Office applications
- Experience with customer relationship management (CRM) tools
- Initiator who is detail-oriented and a self-starter, customer service and sales orientation
- Project management experience preferred
- Ability to set priorities, handle multiple tasks and meet deadlines with a high degree of accuracy and urgency, while receiving deliverables from multiple team members
- Ability to be flexible in a work environment often filled with challenging situations and resource constraints
- Excellent oral and written communications skills
- Excellent interpersonal skills
- General ability to perform the essential functions and overall physical and mental requirements of this position, including stamina to perform tasks over extended periods and ability to occasionally move about to accomplish tasks or move from one worksite and/or workstation to another
How to Apply
To apply for this position, please visit our careers page: https://www.fftc.org/careers