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Director of Charitable Strategies

The Community Foundation of Greater Huntsville is seeking an experienced and dynamic Director of Charitable Strategies to join our team. This individual will guide donors in developing effective and comprehensive charitable strategies and deepen investment in the Community Foundation of Greater Huntsville and its programs. The ideal candidate will have a background in legal or financial planning (graduate degree preferred), with a deep understanding of philanthropy and charitable giving mechanisms. 

Position Type: Full-time; Exempt

Remote Work Eligibility: With permission. At least fifty percent (50%) of the time should be spent meeting with donors, prospects, and other community leaders.

Reports to: CEO/President

Organization Overview: The Community Foundation of Greater Huntsville (“CFGH” or “Community Foundation”) strives to be the trusted leader in mobilizing generosity to improve the quality of life in our community. Our organization is guided by the EPIC core values of excellence, passion, innovation, and collaboration.

Description: The Community Foundation’s Director of Charitable Strategies is a highly skilled, dynamic, motivated, and community-oriented employee.  The Director of Charitable Strategies is responsible for the planning and execution of a comprehensive strategy to nurture relationships with prospective and current donors and to deepen investment in the Community Foundation of Greater Huntsville and its projects and programs. The Director creates personalized charitable solutions to fit a donor’s specific generosity strategies.  The Director also acts as the representative for the CEO/President as needed and provides additional financial and legal oversight of the organization.

Duties and Responsibilities: The Director of Charitable Strategies is responsible for the following:

Stewardship of Existing Donors

  • Complete one-on-one new fundholder orientation
  • Meet annually with existing fundholders to review/report on charitable giving strategies, philanthropic impact and ways to implement donor’s generosity plans going forward
  • Cultivate and deepen relationships with existing donors through acknowledgement, recognition, and ongoing communication
  • Promote Community Foundation investment opportunities, including proposals for annual operational support, and other charitable programs
  • Produce documentation such as proposals, fund agreements, grant applications, grant reports, and materials necessary to accomplish objectives

New Donor Cultivation (Development)

  • Collaborate with CEO/President to create and implement a Fund Development Plan for the Community Foundation
  • Work with individual, family and corporate donors to create customized charitable strategies and funds as needed to implement their generosity plans
  • Identify, cultivate, and nurture relationships with prospective donors
  • Secure funding to support the Community Foundation annual campaigns and events
  • Create and deliver presentations for potential donors and community organizations
  • Promote Community Foundation investment opportunities, including proposals for annual operational support, and other charitable programs
  • Produce documentation such as proposals, fund agreements, grant applications, grant reports, and materials necessary to accomplish objectives

Community Relations

  • Lead the Corporate Giving Network Planning Team to develop programming for quarterly meetings
  • Attend Community Foundation events and actively engage with donors and prospective donors
  • Make public presentations on behalf of the Community Foundation
  • Secure and present plaques for Community Partners
  • Represent the CEO/President in donor meetings, committee meetings, and other community engagements
  • Collaborate with Community Foundation staff, Board members, Committee members, and professional advisors to inspire, simplify, and amplify generosity through events and programs offered by the Community Foundation

Other Duties

  • Provide CEO/President and Director of Finance backup in fiscal and legal oversight, requiring due diligence, accountability and compliance (to include approving grant requests, writing grant checks, payables, checks, and tax receipts as requested)
  • Demonstrate a positive attitude and professional manner in appearance and actions while completing job requirements
  • Maintain a clean and professional workspace

Education and Required Skills:

  • Bachelor’s degree required; Juris Doctor (JD) or Certified Financial Planner (CFP) preferred
  • At least five years of experience in legal and/or financial services field

Knowledge, Skills, and Abilities:

  • Excellent communication skills both in person and in writing
  • Strong interpersonal skills in working with donors, prospective donors, colleagues, and Board and Committee members
  • Possess sound judgment
  • Passion for service, philanthropy and community.
  • Public speaking
  • Flexible and adaptable to changing needs
  • Demonstrated ability to research, write, and secure grants
  • Collaborate with Community Foundation team members to the create reports, documents, marketing materials, etc. to assist the organization’s goals.
  • Remain competent and current through professional development
  • Comfortable with technology and willingness to learn software programs necessary to work efficiently
  • Availability to work outside of traditional business hours, as needed
  • Availability to travel locally and, occasionally, regionally and nationally
  • Contribute to the success of the Community Foundation by performing other duties as assigned

Physical Demands/Environmental Factors/Mental Functions:

  • ADA Requirements: The physical demands, work environment factors, and mental functions described below are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Disclaimer:  All job requirements are subject to possible revision to reflect changes in the position requirements or to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a threat or risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties which will be required in this position. Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with Federal and State Laws). Continued employment remains on an “at-will” basis.
  • Physical Demands:
    • Frequently must be able to travel to visit donors and prospects
    • Occasionally must be able to remain in a stationary position for prolonged periods
    • Frequently must be able to move about the office (accessing files/storage, office equipment, computers and other office productivity devices, attending meetings, etc.)
    • Frequently must be able to use office equipment (e.g. computers, mobile devices, calculators, copiers, scanners)
    • Frequently must be able to read at close vision, including the ability to adjust focus
    • Occasionally lift up to 30 pounds to carry office supplies and other items
  • Environmental Factors:
    • Frequently must be able to perform work in an indoor office environment with controlled temperature
    • Occasionally must be able to perform work at outdoor CFGH Events without controlled temperature
    • Frequently must be able to tolerate moderate noise level (i.e. business office with computers, phone, and printers)
  • Mental Functions:
    • Continuously must be able to give mental and visual attention
    • Frequently must be able to communicate effectively, both orally and in writing, in the English language
    • Frequently must be able to analyze and solve problems
    • Frequently must be able to learn and apply new skills and information
    • Frequently must be able to read and interpret data, information, and documents.

Other Requirements

  • Successful completion, as defined by the Community Foundation in its sole and absolute discretion, of thorough federal and state background checks. Background checks will be conducted on all final candidates and on all employees who are promoted, as deemed necessary. Background checks may include the following:
    • Social Security Verification: validates the candidate or employee’s Social Security number, date of birth and former addresses.
    • E-Verify Check: confirms the applicant’s eligibility and authorization to work in the United States of America.
    • Prior Employment Verification: confirms applicant’s employment with the listed companies, including dates of employment, position held and additional information available pertaining to performance rating, reason for departure and eligibility for rehire. This verification may be run on the past two employers or the previous five years, whichever comes first.
    • Personal and Professional References: calls will be placed to individuals listed as references by the applicant.
    • Educational Verification: confirms the applicant’s claimed educational institution, including the years attended and the degree/diploma received.
    • Criminal History: includes review of criminal convictions and probation.
    • Motor Vehicle Records: provides a report on an individual’s driving history in the state requested. This search will be conducted because this position requires driving a personal vehicle on behalf of the CFGH; therefore, the applicant must successfully complete a motor vehicle history check and possess & maintain a current, valid unrestricted driver’s license in their state of residence.
    • Credit History: confirms the applicant or employee’s credit history. This search will be conducted for this position because it involves management of CFGH funds and/or handling of cash or credit cards.
    • Access to a personal vehicle duly licensed and insured that can be used to visit donors and prospects