Assistant Vice President , Personal & Family Philanthropy Greater Charlotte, NC Area

Description

OUR MISSION | REMARKABLE IMPACT

Remarkable impact is at the heart of Foundation for the Carolinas' mission, and the driving force behind our mission is the collective impact of thousands of nonprofits, families, companies and organizations who partner with us to amplify the power of giving. At FFTC, we are guided by a shared commitment to integrity, inclusion, innovation and impact. We strive to do what's right, value every voice, embrace bold possibilities and deliver meaningful outcomes that empower communities.

If you're passionate about purpose-driven work and want to make a difference alongside a collaborative team, we'd love to hear from you.

HOW YOU’LL ADVANCE OUR MISSION | POSITION OVERVIEW

The Assistant Vice President (AVP) of Personal & Family Philanthropy is responsible for growing, stewarding, and retaining philanthropic assets by cultivating new fundholder relationships and managing a defined portfolio. This role advances donor retention through proactive, high-touch relationship management and leads strategic project initiatives related to growth, stewardship, and philanthropic offerings, as identified by the Vice President, Personal & Family Philanthropy and senior FFTC leadership. The AVP also collaborates across FFTC on cross-functional project teams that advance organizational priorities and enhance the donor experience.

The ideal candidate brings a strong foundation in philanthropic advising and fundraising, including familiarity with charitable vehicles, asset types, gift structures, and planning strategies. They will also and demonstrate a relationship-driven approach grounded in trust, responsiveness, and strategic engagement.

YOUR UNIQUE IMPACT | ROLES & RESPONSIBILITIES

Business Development

Develop a command of FFTC products and services to speak knowledgeably to prospective fund holders about working with FFTC, including fund types, investment options, acceptance of complex assets, etc.

Contribute to the product development of the suite of products at FFTC, including new program initiatives.

Participate in the prospecting process to cultivate and onboard new fundholders; including prospect research, proposal preparation, meeting participation and follow ups

Plan, track and report on activities with prospects using the CRM database system and provide strategic input and direction on database best practices.

Identify, attend and support events sponsored by FFTC as a prospect generation strategy.

Serve the PA Team by executing new or existing strategic initiatives which broaden the scope of FFTC products and services.

Partner with colleagues on business development efforts for key prospective individuals and families that demonstrate interest in legacy giving.

Develop and maintain relationships with professional advisors as key referral sources and partners for planned giving and other opportunities and serve as a point of contact for advisors seeking information on behalf of clients.

Relationship Management

Serve as dedicated relationship manager for a portfolio of fund relationships to provide excellent customer service, day-to-day support, stewardship, philanthropic counsel and support for long-range charitable planning.

Assist Vice President, Personal & Family Philanthropy, in overseeing and implementing relationship management activities including execution of stewardship functions and programming opportunities for all fundholders.

Identify and engage in cross-selling opportunities with existing clients to expand relationships.

Meet with donors to create, review and update succession plans, providing drafting and editing support to properly reflect donor wishes & legacy goals.

In coordination with the Finance & Donor Operations teams, ensure donor documentation is appropriately maintained and that best practices in record keeping are implemented.

Identify opportunities for planned giving conversations, foster and advance those discussions, and engage the appropriate team members as needed.

Marketing & Strategy

In conjunction with the Marketing & Communications team, plan, help create and implement marketing efforts to promote FFTC’s suite of products, including website content, marketing collateral, direct mail, advertising and donor profiles.

Develop communication vehicles to educate prospects, clients and professional advisors about FFTC as well as to promote the establishment of new funds with FFTC.

Serve on cross-functional teams working on strategic projects impacting the Centers for Giving, including investments, pricing, product development, database management, and stewardship practices, as appropriate. Understand the inter-relationship between PA Team business processes and other functional areas and strive toward continuous improvement.

Requirements

WHAT YOU’LL NEED FOR SUCCESS: QUALIFICATIONS

Bachelor’s degree preferred (focus on business, marketing, finance or related field)

At least 5 years of experience, preferably in fundraising, development, or financial services/wealth management.

Previous communications, development or marketing experience in a corporate or nonprofit setting preferred.

Excellent computer skills including working knowledge of Microsoft Office applications.

Previous experience with Blackbaud software preferred.

Initiator who is detail-oriented and a self-starter, customer service and sales orientation.

Ability to set priorities, handle multiple tasks and meet deadlines with a high degree of accuracy and urgency, while receiving deliverables from multiple team members.

Ability to be flexible in a work environment that is often filled with challenging situations and resource constraints.

Excellent oral and written communications skills.