The Pew Charitable Trusts

Director, Philanthropic Networks

US-DC-Washington
2 months ago
Job ID
2017-5184
Department
Philanthropic Partnerships
The Pew Charitable Trusts

Overview

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 Director will work with the Senior Director, Outreach and Stewardship, to lead the Philanthropic Networks team, overseeing Pew’s donor-advised fund program and 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. Through these connections, the Director, Philanthropic Partnerships will help build and expand a pipeline of prospects with capacity and inclination to support Pew’s work.

 

The ideal candidate will possess a deep understanding of high net worth philanthropy including philanthropists themselves and the ecosystem surrounding them. We are seeking an accomplished, donor-focused professional with a minimum of ten years of experience in one or more of the following areas: 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, as well as a skilled manager who can mentor and support a high-performing team. The position is based in Pew’s Washington, DC office, will report to PPG’s Senior Director, Outreach and Stewardship, and will participate as an active member of PPG’s senior management team.

Responsibilities

  • 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, either by acting as a liaison between their advisors and the PPG fundraisers who will ultimately manage the relationships, or through direct relationship management.
  • Work with the Senior Director, Outreach and Stewardship, and the Director, Donor Relations, 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.
  • Educate select internal audiences about the world of ultra-high net worth individuals, their advisors and the fundraising opportunity they present. Work strategically with senior program leaders to leverage their expertise to engage high-profile audiences and manage and support their successful interactions with potential donors.
  • Manage and support the professional development of a team of three staff, comprised of an officer, senior associate, and associate. 
  • Serve as a member of PPG’s senior management team, and partner closely with other unit leadership on developing strategy for fundraising and PPG in general, in coordination with institutional goals. 
  • Contribute to an atmosphere of cooperation, mutual respect, and collegiality, serving as an interactive and synergistic partner with colleagues across the institution.
  • Provide expertise and strategic counsel regarding new development opportunities for evolving programs, as needed. 
  • Thoroughly understand Pew and how it operates; develop a comprehensive knowledge of its history, culture, programs, and base of financial support. 
  • Take part in PPG’s annual planning and institutional planning processes, and regular reporting activities to the Pew board and Executive Office. 
  • Participate fully in Pew’s Salesforce constituent relationship management and where needed in PeopleSoft financial systems. 

Requirements

  • Bachelor’s degree required and at least twelve 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. 
  • Minimum of five years of supervisory experience including performance review for direct reports and support of professional development.
  • 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.

Travel:
Day and overnight travel throughout the year.

 

Compensation and Benefits:
As this is a full-time position, we offer a competitive salary and complete benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; and work/life benefits to help you maintain a good balance.
 

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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