Employment at BCF
Donor Services Officer - posted 8/11/20
The Donor Services Officer is responsible for strengthening relationships with donors and prospective donors in order to build the assets of BCF consistent with the goals of the strategic plan and the annual development plan. Our objective is to encourage donors in their philanthropy, and promote lifetime and legacy giving to and through BCF by understanding donor needs and increasing donor awareness of the many ways BCF can help achieve their philanthropic, financial and estate planning goals. The Donor Services Officer will report to the Vice President of Philanthropy and will work closely with members of the Development and Community Investment teams in supporting donor cultivation and development activities. The position requires strong organizational, interpersonal and presentation skills; attention to detail and proficiency with technology. The Donor Services Officer must be able to work both independently and as part of a team in a fast-paced environment and is expected to be out of the office calling on donors at least 25 percent of the time. The ability to multi-task, flexibility, enthusiasm and creativity are essential.
- Respond to donor needs, support donor cultivation and asset development goals by providing excellent donor service in all interactions with BCF donors, fund holders and their advisors;
- Assume a portfolio of existing fund holders for cultivation and engagement with a goal of encouraging additions to existing funds, support of BCF, its grantmaking and initiatives and the development of legacy gifts;
- Collaborate with other members of the Development team on the development and implementation of specific cultivation and solicitation strategies to secure outright gifts, establish new funds and promote legacy giving through BCF;
- Participate in new fund holder welcome meetings and deliver Fund Binders to existing fund holders. Use those meetings as opportunities to develop demographic and biographical information about BCF donors, identify Invest in Baltimore opportunities for fund holders, solicit referrals and reinforce BCF’s giving options. Report the results of such meetings to the Development team and record in FIMS/Raiser’s Edge – BCF’s donor data base;
- Help coordinate and implement BCF’s donor education and engagement strategies in collaboration with BCF’s Community Investment Department and using partnerships with Maryland Philanthropy Network and other available resources;
- Collaborate with BCF Community Investment staff to help organize manage and follow-up on selected family foundation meetings;
- Attend donor events and networking events;
- Other responsibilities as assigned by the VP of Philanthropy.
- Bachelor’s degree with at least 3 years of relevant professional experience;
- Fundraising and customer service experience a plus;
- Strong database and MS Office skills;
- Demonstrated ability to work collaboratively with a diverse staff and clientele;
- Can work independently with minimum supervision;
- Excellent verbal and written communication skills;
- Excellent interpersonal skills.
Baltimore Community Foundation is an EEO employer - M/F/Vets/Disabled
APPLY TODAY at: https://baltimorecommunity.applicantstack.com/x/apply/a2erubrvzzz9
Director of Gift Planning - posted 7/10/20
The Director of Gift Planning works closely with the Vice President of Philanthropy to expand BCF’s relationships with current and prospective donors and professional advisors (i.e., attorneys, wealth advisors, brokers, life insurance professionals and accountants). The position involves working with professional advisors to educate them about BCF’s services and charitable giving options. The Director of Gift Planning also works closely with the Vice President on the identification and cultivation of prospects for planned gifts and for providing for stewardship of such gifts.
- Gift Planning – Respond to inquiries from prospects, donor representatives and professional advisors regarding current and planned gifts. Work collaboratively with BCF’s communication team to develop new print and online materials about charitable giving options for prospective donors and professional advisors. Help with professional advisor and donor research. Draft and prepare fund agreements, obtain documentation and work with donor services and the finance department to ensure completion of all paperwork. Maintain a high level of expertise regarding state and federal taxes, gift and estate giving methods and the legal aspects of charitable giving.
- Professional Advisor Services – Develop and hold meetings with professional advisors to educate them about BCF. This will include large and small group sessions. Promptly and accurately respond to professional advisor requests for information about BCF services and charitable giving options. Expand and update BCF’s database of professional advisors; identify new advisors and track contacts with advisors and client referrals. Be the liaison to company who hosts BCF’s planned giving website. Develop and maintain BCF’s professional advisors marketing material.
- Major Donor Prospect Management – Assume a portfolio of prospects for cultivation and engagement with a goal of encouraging new charitable funds, support of BCF, its grantmaking and initiatives and the development of legacy gifts.
- Gift Acceptance – Under the direction of the CEO, Vice President of Philanthropy and VP of Finance and Administration, engage and serve as primary contact with legal counsel on issues related to unusual or complex gifts. Update the gift acceptance policies as needed.
- Special Events – Participate in recognition events for professional advisors and legacy donors. Help design and participate in targeted prospective donor and professional advisor educational programs. Participate in other BCF events as needed.
- Participate in the creation of annual development department plans, goals and strategies.
- Attend staff meetings and serve on internal committees as appropriate.
- Contribute to BCF publications and marketing materials by providing data, reports, content and proofreading as needed.
- Represent BCF at meetings and events which may occur during or outside of normal work hours.
- Perform additional duties as assigned.
- Bachelor’s degree required, and a minimum of three to five years of experience in planned giving or related financial or legal fields.
- Advanced certification preferred (CFP, CFRE, CSPG)
- Understanding of estate planning, income, capital gain and estate tax issues
- Ability to initiate conversations with professional advisors and prospective and current donors
- Ability to speak to groups of individuals from various professions and backgrounds
- Advanced computer skills, to include Word, Excel, Outlook and Raiser’s Edge
- High level of diplomacy skills
- Maintain confidentiality and use good judgment, discretion, decision-making and professional and ethical work standards within a fast-paced environment
- Project a positive, helpful attitude and a commitment to customer service in all internal and external interactions
- Ability to plan, prioritize and organize internal and external stakeholders to achieve goals
- Excellent written, oral, and interpersonal communications skills
Baltimore Community Foundation is an EEO employer - M/F/Vets/Disabled
APPLY TODAY at: https://easyapply.co/a/08d4b19f-1ad1-4d05-9908-347c4797ad2a?rcid=applynow