Colorado Nonprofit Association

Director of Donor Funds and Legacy Giving

Reports to: Vice President of Philanthropic Services

Department: Philanthropic Services

Average hours per week: 40

FSLA Status: Exempt

Rose Community Foundation seeks a Director of Donor Funds and Legacy Giving to oversee, steward and grow Rose Community Foundation’s portfolio of donor-advised funds and legacy donors and collaborate with the philanthropic services team to optimize and enhance gift acceptance, donor relationships, engagement opportunities, stewardship and learning opportunities. This position is a member of the Philanthropic Services department and reports to the Vice President of Philanthropic Services.

Personal Characteristics

The ideal candidate is a relationship builder with strong organizational skills. They can successfully steward and develop different constituencies of Rose Community Foundation: prospective donors, existing fundholders, legacy donors and professional advisors. The candidate understands the nuances and trends of philanthropic giving and the reasons underlying donors’ philanthropic intent. They are an excellent listener and at the same time, have an ability to facilitate strategic philanthropy conversations with donors and – when appropriate – multiple generations of a donor-advised fundholder family. The candidate enjoys connecting with external audiences. They can work both collaboratively and individually as an integral part of the philanthropic services team.

Across our team, we value humor, humility and self-awareness, empathy, and strong personal and professional integrity and ethics. Rose Community Foundation strives to continually evolve and has an organizational orientation towards growth and learning, so we look for team members who demonstrate flexibility and a growth mindset. This role will contribute to a positive work environment, finding personal and professional alignment with the Foundation’s mission to advance inclusive, engaged and equitable Greater Denver communities and consistently demonstrating the Foundation’s culture and values of justice, equity, diversity and inclusion, empathy, generosity, community and transformation through collaboration.

Duties and Responsibilities

Direct the Foundation’s donor-advised fund program

• Lead the donor-advised fund team to develop donor engagement programs and resources; enhance stewardship, advising and reporting practices; and create synergies between the Foundation’s community impact and donor grantmaking teams

• Ensure high stewardship and advising standards for all donor-advised funds

• Ensure accurate and up-to-date documentation, including succession plans, for all funds

• Individually steward a large portfolio of donor-advised fundholders providing research, advising, and meeting facilitation

Direct the Foundation’s legacy giving program

• Build and maintain relationships with all Rose Community Legacy Circle members and ensure ongoing legacy donor stewardship

• Identify and solicit new legacy commitments for the Foundation, with an emphasis on legacy gifts in support of the Foundation’s unrestricted endowment

• Work with legacy donors to support gift planning and gift structure, and steward and facilitate the Foundation’s receipt of matured bequests

• Ensure accurate and up-to-date records and documentation for all legacy gifts

New fund and donor cultivation

• Collaborate with Foundation colleagues to identify and cultivate prospects for annual fundraising, donor-advised funds and legacy gifts, broadening and diversifying the people and communities engaging with the Foundation

• Oversee donor-advised fund and legacy gift pipeline development and donor moves management strategies

• Lead professional advisor relations as a source of new donor, fundholder and legacy referrals

Other major responsibilities

• Collaborate across departments to engage donors in pooled fund, impact investing and aligned funding opportunities to enhance and grow the Foundation’s grantmaking into the community

• Collaborate across departments to develop and maintain data-informed practices and internal and external reporting

• Work with the Vice President of Philanthropic Services and the Chief Financial Officer to solicit, review, structure and accept gifts of complex assets, including due diligence, consultation with legal counsel, and review by the Foundation’s Gift Acceptance Committee

• Maintain awareness of legislation, regulation and tax-code changes affecting philanthropy in general and donor-advised funds and planned giving in particular; and keep the Foundation’s leadership team informed of changes in an effort to enhance philanthropic services strategies and ability to accept gifts

• Provide input and ideas for strategic communications and thought leadership that further goals to attract, educate, activate and engage donors

Supervision

The Director of Donor Funds and Legacy Giving currently has two direct reports, supervising the Philanthropy Advisor and the Donor and Fund Services Coordinator.

Qualifications, Experience and Skills

Required:

• At least seven years of professional experience

• Minimum five years of experience in major gifts or gift planning at a nonprofit or community foundation

• Experience working with and stewarding high net worth individuals and families

• Experience developing fundraising strategies, including donor prospecting, pipeline development, and donor stewardship

• Understanding of community foundations and their unique role in place-based philanthropy

• Strong facilitation skills, highly detail-oriented with excellent verbal and written communication skills

• Strong professional discretion and judgement and understanding of confidentiality with respect to donors, fundholders and prospects

• Proven track record of working effectively across different settings, communities and issues with people of diverse backgrounds, perspectives and cultures

• An understanding of diversity, equity and inclusion principles and practices and a commitment to incorporating them into internal and external work

• Skilled with technology, particularly Microsoft Office Suite, Microsoft Teams and Zoom

• Valid Driver’s license and proof of COVID-19 vaccinations 1 and 2

Preferred:

• Bachelor’s degree and/or equivalent life and professional experience

• Experience with or knowledge of donor-advised funds

• Knowledge of the Jewish community in the Greater Denver region

• Understanding of the nonprofit sector and community issues in the Greater Denver region

• Understanding of values-based philanthropy

• Experience with professional advisors in business development

• Experience with or knowledge of donor prospecting software

Workplace

Fully renovated office with a collaborative environment located in a building with a café, gym, secure indoor bike parking, covered employee parking and convenient access to parks and trails. We operate on a structured hybrid model where staff work in the office/community at least three days per week and have the option to work remotely up to two days per week. Please note that the Foundation expects all team members to be fully vaccinated (including boosters, if eligible) against COVID-19.

Diversity, Equity and Inclusion

Rose Community Foundation believes in the importance of diversity, equity and inclusion (DEI). The Foundation is committed to equal employment opportunities and prohibits the unlawful discrimination against applicants or employees based on race, color, national origin, ancestry, creed, religion, sex, age, disability, genetic information, veteran status, sexual orientation, marital status, gender identity or any other characteristic protected by federal, state or local law.