Summary: This is a new position that will support and manage a new territory of fundraising and business development activities of National Philanthropic Trust with a focus on attracting donor-advised fund assets and new supporting organizations. This position will be responsible for cultivating and managing relationships with financial, legal and tax professionals, creating and conducting on-site presentations, and providing technical expertise and other activities related to attracting new contributions. The director will have an assigned territory covering the west coast. Candidate location preference is the greater Los Angeles area.
Duties and Responsibilities:
With NPT’s leadership, define, maintain and implement a successful development strategy.
Identify, cultivate and solicit a network of professional advisors—including attorneys, financial advisors, CPA’s, wealth advisors and other professionals; may include initiating email, phone, mail and face-to-face meetings.
With NPT’s leadership, work with donors and their professional advisors who wish to make charitable gifts of illiquid and complex assets.
Work in partnership with NPT’s financial service partners (FSPs) to provide sales and marketing support to bankers/advisors.
Create compelling presentations for institutional and individual prospective donors.
Stay abreast of all trends in donor-advised funds, fundraising and planned giving; maintain intelligence on competitors, industry trends and ongoing advancements in the marketplace.
Define key performance indicators so that program results are achieved. Track and report project milestones.
Participate in new business meetings and other business development marketing and communications efforts
The above list is not exhaustive, additional tasks may be assigned as necessary but are not a major function of the position.
Knowledge, Skills and Abilities:
Five to seven years’ experience in professional philanthropy, financial services, or law.
Bachelor’s degree or equivalent work-related experience.
Strong project management skills, capable of multi-tasking; self-starter.
Strong conceptual skills; a strategic thinker with a practical “can do” attitude.
Can take complex information and translate into understandable, succinct presentations.
Knowledge of the philanthropic marketplace planned giving and wealth management community.
Superior presentation, public speaking and business management skills.
Excellent writing skills.
Self-motivated, entrepreneurial, mission-driven and team player.
Proficiency with Microsoft Office software (especially Excel and PowerPoint) and Salesforce.
Must be willing to travel.
No agencies will be considered
Telecommuting is allowed.
About National Philanthropic Trust
NATIONAL PHILANTHROPIC TRUST (NPT) is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic aspirations. We have made more than 250,000 grants totaling nearly $6 billion to charities all over the world. We rank among the largest grantmaking institutions in the United States.