Our client, an independent, non-profit, community foundation serving Philadelphia since 2013, desires a Chief Philanthropy Officer (CPO) to help lead the organization. The CPO will represent our client in the community, working with key stakeholders, philanthropic and community leaders, groups, and Catholic organizations to build and sustain relationships integral to the support of current programs and long-term sustainability of the mission.
The CPO will be responsible for the planning, management, and oversight of a Comprehensive Development Program with primary emphasis on Charitable Gift Planning, Fund Development and Major Donor Relations. This professional will be responsible for achieving philanthropic goals, increasing the level of philanthropic support, and building community engagement to expand programs and services to allow for charitable outreach and impact within the Catholic community.
The CPO will work with major donors and advisors to increase awareness of the organization in the Catholic philanthropic community and provide opportunities for the management of their charitable funds through endowments, donor-advised funds, and other charitable gift planning options. This professional will also work with Catholic organizations to match donor intent with community need for greater charitable impact. Working with donors, Catholic organizations and leadership, the CPO will lead a sophisticated, growing and expanding development program to secure the resources needed to advance and sustain the mission.
The CPO is a member of the leadership team, reporting to the President/CEO, and working directly with the Board of Trustees, Development and Advancement Committee, and Grant Committee.
A successful candidate will exemplify the following characteristics:
• A deep commitment to the mission, and a passion for serving those in need.
• A strong understanding of the Roman Catholic faith.
• The ability to effectively build and maintain relationships with philanthropic and community leaders and have a proven record of accomplishments with major gift fundraising, charitable gift planning, and the management of a Comprehensive Development Program.
• An outcome-oriented and strategic thinker with a strong work ethic for high quality performance and attention to detail.
• Adept at planning, monitoring, and implementation of traditional and innovative strategies to assure the achievement of goals.
• The ability to present an inspiring Case for Support, be able to motivate donors and prospects to heightened levels of engagement and support and must be fervent about follow-up and ongoing donor relations.
• Able to work collaboratively as a member of a team, bringing Board, Committees, staff, and philanthropic leadership together into a singular focused effort toward the achievement of goals.
• The CPO will represent our client in the community and must reflect the mission and values of the organization while presenting the highest standards of professionalism in behavior and demeanor.
• Oversees a Comprehensive Development Program, with emphasis on major donor development, fund development and major donor relations in compliance with short and long-term goals.
• Meets with President/CEO and Board Committees on a regular basis; attends meetings and provides reports, updates, and other information to keep the President/CEO and others appraised of current activities and the overall status toward the accomplishment of goals.
• Creates a positive working environment, promotes open communication, and facilitates a team approach toward the accomplishment of goals.
• Works in collaboration with staff, Board and Committee members, clients and others as required to assure that donor needs, and the organizational goals are achieved.
• Work with the CFO in the management of fund development and charitable gift planning activities to assist donors in the selection of investment opportunities to meet their personal financial and philanthropic goals.
• Develops, implements, and monitors a Comprehensive Development Plan to meet the immediate and long-term needs of the foundation, including major gift and planned giving programs, grant development, major donor and prospect relations, and other activities designed to secure increasing levels of philanthropic support.
• Identifies potential donors and prospects; plans and facilitates the cultivation, solicitation, and engagement of these prospects/donors, especially at the major gift level; and manages and administers all activities leading to the successful achievement of goals.
• Develops annual philanthropic goals and strategies, in concert with the President/CEO, monitors progress, makes modifications as needed, and makes reports on progress to the President/CEO, Board of Trustees, Development Committee, and others as required.
• Works with the President/CEO and Board of Trustees to identify priorities; writes compelling and inspirational Case Statements to support the work of the organization and its fund-holders; customizes Case elements to the needs and interest of the prospect/donor; and presents Case during cultivation and solicitation meetings as needed.
• Works with the President/CEO, Board members and Development Committee to plan and execute an ongoing Major Gift Program including prospect identification, evaluation, and targeted cultivation, solicitation, and ongoing relationship-building strategies.
• Works in collaboration with CFO and other staff to promote and manage a Planned Giving Program to address the charitable planning needs of donors, provide council to donors regarding their charitable giving options, and facilitate the investment of their charitable funds.
• Works with staff and committees to plan and execute educational and outreach programs focused on increasing awareness and engagement of the general and philanthropic community, cultivation of prospects and donors, and increased support of the foundation.
• Works with Board members, committee members, staff, and others to identify prospects, evaluate gift capacity, and determine ask amounts and strategy; develops cultivation plans and conducts lunches, receptions, meetings, and other cultivation activities for potential donors; and participates in gift solicitation activities as appropriate.
• Maintains an ongoing donor relations program including personal visits and calls, correspondence, and other forms of communication leading to continued engagement and donor support of the mission.
• Develops a donor recognition program; identifies recognition opportunities for various interest areas and levels of giving; creates policies for gift recognition and administers its implementation.
• Adheres to policies and accounting procedures for the proper receipt, acknowledgment, and posting of charitable gifts; assures the timely acknowledgment of gifts and assures accuracy of donor files and information.
• Serves as a representative of the foundation in the community; participates in community events, makes presentations, seeks involvement in Catholic, professional, and civic organizations; and identifies opportunities to strengthen the presence and position within the community.
• Maintains a professional demeanor in dress and behavior, treats people with respect and dignity, maintains all donor and prospect information in the strictest confidence.
• Bachelor's degree required; Master's degree preferred. Advanced training in gift planning and major gift programs a plus.
• Minimum of 5 years of progressively responsible experience in Development, with a proven track record of accomplishments in major gifts, planned giving, annual giving, and grants.
• Understanding and experience with the management of planned gifts, donor advised funds and other charitable gift planning options.
• Track record of successes in the cultivation and solicitation of major gifts, including demonstrated successes in the closing of 6-figure gifts and above.
• Experience with nonprofit organizations and knowledge of Catholic community and philanthropic resources in Philadelphia and surrounding areas.
• Progressive leadership experience in the supervision and management of a Comprehensive Development Program.
• Strong written, verbal, and presentation skills are essential.
• Proficiency in Microsoft Office and donor CRM packages is required.
• Candidates local to Philadelphia, PA only please.