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Officer, Philanthropic Networks, Philanthropic Partnerships
The Pew Charitable Trusts in Washington, DC
 
 
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Date Posted 05/25/2017
Category
Philanthropy-Senior/Executive Management
Employment Type Fulltime
Application Deadline Open until filled
 
 
 
 
 

The Pew Charitable Trusts is driven by the power of knowledge to solve today’s most challenging problems. Pew applies a rigorous, analytical approach to improve public policy, inform the public and invigorate civic life.

 

We are an independent nonprofit organization – the sole beneficiary of seven individual trusts established between 1948 and 1979 by two sons and two daughters of Sun Oil Company founder Joseph N. Pew and his wife, Mary Anderson Pew.

 

Our work lays the foundation for effective policy solutions by informing and engaging citizens, linking diverse interests to pursue common cause and insisting on tangible results. Our projects encourage efficient, responsive governments – at the local, state, national and international levels – serving the public interests.

 

With offices in Philadelphia, Washington, DC, Brussels and London and staff in other regions of the United States as well as Australia, Pew provides an exciting learning environment and the opportunity to work with highly talented individuals. We are a dynamic, rapidly evolving organization that values creativity and innovative thinking and fosters strong teamwork with mutual respect.

 

Philanthropic Partnerships (PPG)
PPG is responsible for identifying, cultivating, soliciting, and stewarding individual and institutional prospects and donors, and collaborates with staff across the institution to carry out its responsibilities.
 
Position Overview
The Officer, Philanthropic Networks, contributes to the overall strategy and operation of fundraising at Pew by building relationships with philanthropic advisors, wealth advisors, trust and estate attorneys, community foundation staff, donor-advised fund managers, and others to connect Pew with philanthropists with a capacity for six- and seven-figure gifts and above as well as manages outreach, strategy, administration, and stewardship for Pew’s donor-advised fund program. Through these outreach efforts, the Officer will help build and expand a pipeline of prospects with capacity and inclination to support Pew’s work through direct gifts to Pew or the establishment of a Pew donor advised fund.

 

The Officer is an accomplished, articulate, mature, and externally-focused individual with at least eight years of experience in one or more of the following areas: principal gift fundraising, donor engagement in a community foundation, philanthropic advisory services, private wealth management or a similar field. The successful candidate will be a sophisticated and exemplary ambassador for the organization demonstrating intellectual curiosity and superior written and verbal communication skills. The Officer, Philanthropic Networks will build successful relationships with connectors that are associated with and/or work for ultra-high net worth individuals and their representatives. The position involves regular domestic travel. It reports to the Director, Philanthropic Networks. 

 

 

Responsibilities:

 

Manage outreach, strategy, administration, and stewardship for philanthropic networks

  • In coordination with Pew’s director, philanthropic networks, proactively build and manage a portfolio of philanthropic advisors, wealth managers, trust and estate attorneys, donor-advised fund managers, staff at community foundations and family offices, and other people closely connected with high net worth and ultra-high net worth individuals—especially in relation to their philanthropy—to introduce them to and keep them informed of Pew’s programs and philanthropic partnership opportunities.
  • Develop regular and appropriate communications to advisor audiences to keep Pew top of mind; educate advisor audiences on how their clients could partner with Pew; and inspire trust in and enthusiasm for Pew’s values, mission, initiatives, and people.
  • Introduce high net worth prospects (primarily individual philanthropists) to Pew and closely support their cultivation and solicitation by acting as a liaison between their advisors and the PPG fundraisers who will ultimately manage the relationships.
  • Work with the director, philanthropic networks to develop event and program strategies to engage advisor audiences, involving program colleagues where appropriate.
  • Be knowledgeable about and visible in the philanthropic community and stay abreast of the issues that impact individuals and families of wealth.

Manage outreach, strategy, and stewardship for Pew’s donor-advised fund program

  • In coordination with Pew’s president, PPG’s senior vice president, and director, philanthropic networks, develop and execute strategy for Pew’s donor-advised fund program.
  • Develop and maintain subject-matter expertise of DAFs and stay abreast of issues related to them.
  • Develop and participate in the implementation of the marketing strategy for Pew’s DAF program, including developing guidelines to govern the program as it expands. 
  • Advise PPG colleagues on the marketing and cultivation strategy leading to the establishment of new DAFs at Pew.
  • Introduce high net worth prospects and their advisors to a DAF at Pew and closely support their cultivation and solicitation by acting as a liaison between their advisors and the PPG fundraisers who will ultimately manage the relationships.
  • Lead strategy and production of DAF annual stewardship reports to donor advisors.
  • Supervise production by finance of quarterly financial reports for DAF donor advisors, and coordinate report dissemination by PPG’s senior vice president.
  • Organize quarterly meetings with donor advisors to review DAF activities.
  • In coordination with Pew’s president, PPG’s senior vice president, and director, philanthropic networks, develop and monitor spending plans for DAFs at Pew.
  • Advise PPG colleagues on the stewardship of donor advisors for DAF grants supporting Pew’s work.

Management and Operations

  • Take part in PPG’s annual planning and institutional planning processes, and regular reporting activities to the Pew board and Executive Office. 
  • Thoroughly understand Pew and how it operates; develop a comprehensive knowledge of its history, culture, tradition, program and base of financial support.
  • Contribute to an atmosphere of cooperation, mutual respect, and collegiality, serving as an interactive and synergistic partner with colleagues across the institution.
  • Participate fully in Pew’s Salesforce CRM system and where needed in PeopleSoft financial system.

 

 

Requirements:

 

  • A Bachelor’s degree and a minimum of eight years of experience in outcome-focused relationship building whether in fundraising, sales, marketing, consulting, wealth management or equivalent.
  • This could include principal gift fundraising, donor engagement in a community foundation, philanthropic advisory services, family office or donor advised fund or wealth management or similar.
  • Documented success personally implementing sophisticated, multi-year cultivation or marketing strategies towards a defined goal and a strong commitment to producing measurable results. 
  • Understanding of the philanthropic market place and the world of high net worth individuals and those who support them.
  • Sophisticated and intelligent demeanor with the ability to engage with high profile constituents and be at ease with demanding and complex individuals.
  • Superior verbal, written, and editing skills, including the ability to understand and translate Pew’s mission and interests for third parties and prospects with clarity, crispness, and effectiveness, and to develop complex written materials that support this effort.
  • Sound judgment and integrity; creativity and a willingness to try new approaches; and a high level of energy, enthusiasm, and dedication to the mission and objectives of the institution.
  • A strategic thinker and independent problem solver who can think proactively, take initiative, set priorities, and brings tasks to completion with appropriate follow-up, all within a complexly structured and evolving team.
  • A commitment to working in a fast-paced, deadline-driven, collaborative environment with shared goals.
  • Able to set short-and long-term planning goals in line with program priorities. A task-oriented style, with focus on achieving clear and ambitious goals.  Excellent organization and project management capabilities with a demonstrated ability to meet multiple deadlines. Able to develop and move projects forward with independence and autonomy within departmental and institutional strategy and approach while maintaining clarity of focus and flexibility in the face of organizational change and ambiguity.
  • Attention to detail and thoroughness in completing assigned duties and ability to identify and maximize resources to ensure the success of projects.
  • Discretion in handling and securing confidential information, as well as the ability to conduct oneself in a highly professional manner.
  • Knowledge of and demonstrated proficiency in the use of software (Windows, Microsoft Word, Excel, PowerPoint, and Outlook) and the ability to learn technology used at Pew, including Salesforce and PeopleSoft if not already familiar.

  

The Pew Charitable Trusts is an equal opportunity employer, committed to a diverse and inclusive workplace. Pew considers qualified applicants for employment without regard to age, sex, ethnicity, religion, disability, marital status, sexual orientation or gender identity, military/veteran status, or any other basis prohibited by applicable law.

 

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