Charitable Funds Manager - Community Foundation of Broward

Posted on February 22, 2021
Fort Lauderdale, FL

Position Summary

Community Foundation of Broward seeks an energetic, enthusiastic, and career-minded professional for the position as a Charitable Funds Manager (CFM) to advance the Foundation’s mission.  This position works within the Community Impact Department to support, advise, and assist Fundholders with their personal grantmaking and philanthropy. Ideal candidate will be goal oriented and results-driven with a proven track record of working effectively with high net-worth donors or clients and can skillfully and strategically develop, nurture, and sustain relationships. Experience working in a complex organization with colleague across multiple departments and with a variety of community stakeholders is required.

Expectations of the CFM include but are not limited to: provide high quality customer service to Fundholders and grantees, delight Foundation Fundholders by ensuring grantmaking and impact fulfills their philanthropic wishes through excellent stewardship, administer grantmaking programs that result in impact on issues, serve as a knowledge source on community issues, and develop and provide opportunities for Fundholders to maximize investment in solutions.  Position manages a portfolio of charitable Funds, which includes managing grant programs and special projects, and coordinates and facilitates gatherings/ events to inform, connect, and engage Fundholders. Other responsibilities may be added at the discretion of the Charitable Funds Services Director.

This position reports to Charitable Funds Services Director.

Results–based Responsibilities:

Fundholders’ Philanthropy Services and Experience

• Execute superior leadership in managing portfolio of charitable Funds by knowing donors’ philanthropy plan (Values 360) in order to craft innovative strategies to increase their capacity to tackle issues/opportunities and ensure effective community investments are made with their Fund.
  
  
• Demonstrate our unique consultative philanthropy service strategies that speak to the heart of each Fundholder by learning about each Fundholder, researching and linking philanthropy opportunities to their values and interests, and educating on philanthropic trends.  Embrace communications strategies appropriate for each Fundholder.  
  
  
• Instill pride in our Fundholders of their philanthropy and grow interest, excitement, and inspire investments in solutions by providing consistent communication to demonstrate the difference their philanthropy makes.  This includes confirmation of grants processed, providing grant progress updates/reports, site visits, sharing photos and stories, and ensuring appropriate recognition of fundholders in grantee newsletters, annual reports and website, etc.
  
  
• Create a sense of community for Foundation donors by helping them forge relationships with each other to impact community issues. Shift relationships from one of perceived solicitation to collaborative investing in solutions. This is achieved by initiating and/or coordinating fundholders for experiences that inform, educate and engage with the Foundation’s work which includes, site visits, roundtables, and other educational programs.
  
  
• Maintain effective, accurate and efficient grants management and data for portfolio by managing grants and related correspondence, payments, report tracking, proper coding, and data analysis of portfolio activity.
  
  
• Advance the leadership agenda of the Foundation by being proactive in identifying strategies and by handling special assignments as directed by the Charitable Fund Services Director.

Qualifications/Skills

• Bachelor’s degree, master’s preferred.
• 5-7 years of high-level relative work experience with concentration on business development/sales, development and stewardship of major gifts, project development and management, customer service or personal account management.
• Demonstrated ability to create and implement strategies that lead to improved organizational effectiveness and/or community impact; ability to build solid trusted relationships, possess impressive communication skills that can influence decision-making and engage clients at various levels.
• Experience working with volunteers.

To apply, send your vover letter and resume to CFMresumes@cfbroward.org.