Advisor Relations Officer Posted Jun 30
Communities Foundation of Texas , Dallas, TX
 
POSITION DESCRIPTION

JOB TITLE: Advisor Relations Officer

STATUS: Exempt

REPORTS TO: Sr. Director, Donor Relations & Fund

Admin.

HOURS: Full Time

DATE: May 2017

DEPT: Relationships

CFT's Mission

CFT stimulates creative solutions to key challenges in our

community. We thoughtfully and effectively support our diverse

donors and grantees by providing exemplary service and by

demonstrating accountability. We improve lives through an

unwavering commitment to lasting impact.

CFT's Values

Enhancing the experience and impact of giving through:

1. Exemplary service;

2. Wise stewardship of resources; and as a

3. Trusted partner for community knowledge and

collaboration.

Summary

The Advisor Relations Officer carries out the mission of

Communities Foundation of Texas by developing prospects into donors

and by encouraging existing donors to increase their giving through

the foundation. S/he is a lead major gifts officer, managing a

portfolio of individuals, private foundations and professional

advisors. The Officer is the key liaison to, and resource for,

professional advisors (attorneys, CPAs and wealth advisors);

oversees CFT's annual continuing education seminar; and manages the

Advisory Council. The Officer serves as one of ten members of the

foundation's fundraising team.

Key Responsibilities

Serve as key liaison to professional advisors (including, but

not limited to, estate attorneys, tax attorneys, CPA's, financial,

wealth and philanthropic advisors) and to fund advisors and

successor advisors.

Work with high net worth prospects and existing donors to

establish and increase gifts to the foundation, focusing on six and

seven figure gifts.

Develop and oversee annual professional advisor continuing

education seminar and the other professional advisor series

events.

Steward and serve as relationship manager to a cultivated

portfolio of current fundholders.

Manage the recruitment and coordination Advisory Council,

including the annual member breakfast.

Represent CFT at area trainings and events for professional

advisors.

Represent the foundation externally with prospects, donors,

charitable organizations, and the community.

Maintain metrics around donor relations strategy as part of the

overall reporting of Donor Relations activity.

Represent the foundation in leadership and professional roles

for major and/or planned giving.

Keep actively informed on legal and other developments in

philanthropy and ensure that the development team is informed of

the potential impact on major gifts.

Additional responsibilities within the Relationships Department

include:

o Educating donors about partnership opportunities

with CFT to encourage increased funding of CFT's assets;

o Partnering with outside resources in the development of

communications;

o Serving on internal CFT Committees, such as Strategy and

Employee Engagement, as appropriate.

Qualifications

Bachelor's degree required, and graduate study in law,

business, or other relevant fields is desirable.

At least three years of major gift fundraising experience or

the equivalent and demonstrated success in cultivating and securing

top-level gifts, or equivalent experience as a professional

advisor.

Excellent communications skills - oral, written, and

presentation - are required.

Demonstrated skill in working with professional advisors to

secure major gifts.

Experience with planned giving vehicles and noncash assets a

plus.

Advanced critical thinking, analysis, problem-solving,

relationship building and negotiation skills required.

Knowledge and understanding of philanthropic interests,

charitable motivators, and financial relationships in the context

of working with high net worth individuals is desirable.

Experience in relationship management and database software is

strongly preferred.

Knowledge of the Dallas/North Texas philanthropic community -

especially professional advisors and private foundations -- is

strongly preferred.

Skills & Requirements

Proven ability to work effectively with high net worth

prospects, donors and their families, and professional advisors,

and to successfully deal with confidential, complex situations

involving coordination and consultation with internal and external

constituents, is essential.

An individual with exemplary customer service skills who will

be a strong member of the foundation's development team.

A polished, personable, and well-informed individual with the

knowledge, demeanor, maturity, and ethics to represent the

foundation effectively.

Disclaimer: The above statements are intended to

describe the general nature and level of work being performed by

employees assigned to this classification. They are not intended to

be construed as an exhaustive list of all responsibilities, duties

and/or skills required of all employees within this class.

Accommodations: Reasonable accommodations may be made to enable

individuals with disabilities to perform the essential functions of

the position.

CFT's future success is premised upon delivering exemplary

service, demonstrating accountability, and producing meaningful

results. By expanding its community knowledge, committing itself to

high-quality service, and focusing its discretionary grantmaking,

the foundation can actively engage with donors and nonprofit

organizations in new ways. The result will be empowered charitable

giving and energized philanthropy that contribute exponentially to

a stronger community.

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Employment Type: Permanent

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