Philanthropic Manager (Gift Planning Support)

Job Description

TITLE: Philanthropic Manager

REPORTS TO: Director of Philanthropy

STATUS: Regular, Full-time, Non-Exempt

POSITION DESCRIPTION: This position manages the administration and coordination of the Community Foundation's legacy giving pipeline, supporting the Director of Philanthropy in the growth and stewardship of legacy and planned giving programs. The manager ensures efficient operations, accurate documentation and a positive experience for legacy prospects and donors throughout their giving journey. This role also supports lifetime giving and awareness-building efforts that inspire philanthropic investment across the community.

The Philanthropic Manager serves as a key point of coordination between the philanthropy team, professional advisors, nonprofit partners, and other Foundation departments, helping to foster a consistent, meaningful, and donor-centered giving experience that strengthens the Community Foundation’s long-term philanthropic mission.

MAJOR RESPONSIBILITIES:

• Legacy Pipeline Administration. Manage day-to-day administration of the Community Foundation's legacy giving pipeline.
• Provide administrative and operational support for the legacy giving program, including scheduling, correspondence and stewardship outreach.
• Track and follow up on legacy intent forms, bequest documentation and estate plan confirmations, ensuring timely and organized recordkeeping.
• Assist with donor intake, discernment and planning meetings, recording notes and supporting follow-up and related research as needed.
• Support administration of planned and lifetime giving vehicles (e.g., donor-advised funds, bequests, life insurance gifts, trusts, annuities, etc.), including tracking required documentation and renewal dates.
• Help prepare presentations, meeting materials and gift documentation for donor meetings, events and outreach efforts.
• Assist with donor interviews and storytelling conversations that preserve and celebrate philanthropic intent and charitable legacy.

• Legacy Event Support. Support planning and execution of cultivation, stewardship and educational events.
• Support the Director of Philanthropy in planning and executing cultivation and stewardship events for prospective and established legacy donors.
• Coordinate with the Events Manager as needed to provide logistical support.
• Attend events and support tabling and on-site coordination to represent the Community Foundation and engage with legacy prospects, donors, professional advisors, and community stakeholders.

• Communications and Outreach. Support external outreach in conjunction with the Communications Department for the Community Foundation's legacy and charitable planning work. This includes attending and tabling at community events, professional advisor gatherings, and other outreach opportunities to raise awareness of philanthropy, legacy giving, endowment-building, and charitable impact.
• Assist in developing content for legacy giving communications, including newsletters, mailings, and digital platforms, in partnership with the Communications team.
• Research and help write content for various audiences, including donors, professional advisors, nonprofits, and community members.

• Data and Information. Coordinate with Philanthropic Services to ensure legacy donor and prospect data is accurate, current and properly maintained within the Foundation's constituent management system. Maintain accurate, up-to-date records for legacy prospects and donors, including gift intentions, documentation status and stewardship touchpoints.

• Other Duties. Other duties and projects assigned to further the Foundation's mission and goals.
• Assist with new fund development, documentation and general departmental administration.
• Collaborate across the philanthropy team and Community Foundation departments to advance strategies that grow philanthropic investment and community impact.
• Some work is required beyond traditional work hours for meetings and events.

PREFERRED QUALIFICATIONS

• Deep interest in and commitment to philanthropy and the work of the Community Foundation, with a demonstrated commitment to the Central New York area, its people and their concerns.
• Commitment to be guided in all work by the vision of diversity, equity and inclusion that has been established by our staff and board.
• Minimum of three (3) years of work experience in the nonprofit or related field is required; experience could include a combination of charitable giving, nonprofit development, community engagement, customer service, grantmaking, financial services, project management, and/or sales development.
• Computer proficiency including knowledge of Microsoft Office and database systems, and a willingness to learn all appropriate Community Foundation software.
• Foundant or similar constituent management software experience a plus, but not required.
• Attention to detail with the ability to organize and prioritize work and manage multiple priorities simultaneously.
• Strong interpersonal, relationship-building, and networking skills with diverse constituent groups, with a demonstrated attitude toward inclusiveness.

• Excellent verbal and written communication skills, with experience in public speaking a plus.

• Superior customer service skills to external and internal constituents. Excellent listening skills, follow-through, and problem-solving abilities.
• An ongoing commitment to training in both soft skills and technical skills in the spirit of continual learning and improvement.

TIME REQUIREMENT: This is a full-time, non-exempt position requiring 37.5 hours per week. Work hours are 8:30 a.m. to 4:30 p.m. with some flexibility in a hybrid work schedule; availability to attend occasional evening events. Tuesdays through Thursdays are designated in-office days. Staff that choose to work a hybrid work schedule may choose to do so on Mondays and/or Fridays, dependent on approval.

SALARY & BENEFITS: Salary range: $55,000 to $62,000. Employee benefits include health insurance, annual vacation and sick & safe leave, twelve paid holidays, term life insurance, additional disability insurance, parking, 401(k) retirement savings program with employer contribution and match, optional flex spending accounts for medical or dependent care expenses and other benefits as outlined in the employee handbook.

DISCLAIMER:

This description should not be construed to contain every function or responsibility that may be required to be performed by an incumbent in this job classification. This job description is intended to be general and will evolve over time. The description is subject to periodic updating. At management’s discretion, the employee may be assigned different or additional duties from time to time.