Philanthropic Director

As a Philanthropic Director, you will be a subject matter expert and thought leader in grantmaking and philanthropic governance and operations, providing advisory support to enhance and improve our 2300+ clients’ giving experiences. You are relied upon for your extensive experience and expertise in private foundations and stature in the philanthropic sector to positively contribute to Foundation Source’s reputation among our centers of influence. A highly effective, motivating and persuasive communicator who can deliver time sensitive, detailed work quickly, correctly and efficiently across a broad spectrum of foundations, families, and boards.  

Key Responsibilities  

Client and Internal Interaction and Collaboration (35%)  

• Serve as SME on grantmaking and operational philanthropic matters with client services team    
• Help guide clients on mission and programmatic direction, succession planning, next generation involvement, board meeting facilitation, governance, strategic grantmaking, and program implementation via email, phone, videoconference and in-person meetings   
• Partner with senior PAS team members on client discovery calls and in creating client foundation strategies (e.g., program development, board transition, grantmaking practices, engaging next generation, communications)   
• Communicate with clients and collaborate with internal teams to build, customize, and improve grantmaking tools (e.g., application forms and outcomes reports) and develop foundation communication plans, including website content  

Team Operations (30%)  

• Project manager, key point of contact and coordinator of PAS team information, including internal and external team activity and content, to advance the work of our teams to meet goals and deadlines. This may include but not be limited to:  
• PAS proposal and collateral content development, tracking, and distribution    
• Building internal and client-facing presentations    
• PAS revenue tracking and reporting   
• Tracking pipeline of PAS sales opportunities   
• Managing inbound case requests to PAS team via Salesforce   
• Provide up-to-date nonprofit sector information and news    
• Align team guidance with other internal teams (Legal Services, Accounting, etc.)   

Business Development and Outreach (35%)  

• Serve as a resource for Sales by participating in prospect calls, showcasing philanthropic expertise, partnering with senior PAS team members to develop pricing recommendations, and authoring customized PAS proposals for prospects   
• Serve as a resource for Marketing by developing, designing, and delivering content (webinars, blog posts, case studies/client success stories, etc.) to support philanthropic interests of our clients and prospects  

The PD must have strong skills in philanthropic strategy and be comfortable as a highly visible advisor working with UHNW individuals and families, wealth advisors, attorneys, and foundation leadership. Sales experience is not a requirement; however, the PD will be expected to intelligently articulate Foundation Source’s range of services and value proposition. The PD must also have excellent interpersonal skills that enable them to work across a broad spectrum of clients with different priorities, interests, and values. Fundraising experience alone is not sufficient to be considered for this role.  

• Grantmaking experience at a private foundation required  
• 7-10+ years of experience in philanthropic/nonprofit/international development/social sectors with at least 7 of those in the philanthropic sector    
• Strong skills in philanthropic strategy, program design, foundation administration, compliance, and grantmaking.   
• Experience advising or consulting UHNW clientele, attorneys and foundation leadership teams.   
• Exceptionally adept at conveying ideas clearly, effectively, and persuasively through verbal and written channels, including creating and delivering compelling presentations.   
• Proficient in MS Office Suite (Word, Excel, PowerPoint, and Outlook), Salesforce, Slack, Zoom, and Teams   
• Ability to travel without restriction for up to 10%    
• Knowledge of corporate philanthropy preferred.    
• Advanced degree in a related field preferred   

Job Requirements for Remote Work Environment:

Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. 

Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 

Travel: Ability to travel without restriction for up to 10%   

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.   

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.