Associate Vice President for DevelopmentCompany: Hampton Roads Community Foundation
Date Posted: February 23, 2018
Position: Associate Vice President for Development
Functional Area: Development
Supervisor: Vice President for Development
Established: February 15, 2018
The Associate Vice President for Development (AVP-D) works closely with the Vice President for Development VP-D) in providing leadership for a comprehensive asset development program that advances the vision and mission of the Hampton Roads Community Foundation (HRCF). The program is built on the exceptional execution of donor prospect identification and research, donor cultivation and stewardship, and relationship building with professional advisors. In addition to managing a personal portfolio of donor prospects, the AVP works with Foundation’s Community Leadership Partners (CLP), a giving circle whose signature piece is a small hands-on grantmaking component that has historically focused on small non-profits that are not typically competitive for HRCF’s larger grantmaking program. She/he also manages the Education Improvement Scholarships Tax Credits Program that the Foundation participates in through the Commonwealth of Virginia. Finally, the AVP is the lead Development staff for the Foundation’s organizational endowment program and regional affiliates. The Associate Vice President for Development reports directly to the Vice President for Development.
Duties and Responsibilities
Planning and Management
- Works with the Vice President for Development on the Foundation’s asset development program through a carefully articulated five-year development strategy that is based on the Foundation’s recently adopted 2018-23 Strategic Roadmap.
- Through established strategies in the development field, manages a working portfolio of 150 prospective donors. Such strategies address prospect identification and qualification, cultivation and solicitation, and stewardship.
- Maintains a current working expertise in such areas as state and federal income taxes, estate giving, and the overall legalities of charitable giving.
- Works with the Vice President for Grantmaking on the management of the CLP.
- Oversees the Foundation’s Education Improvement Scholarships Tax Credits Program, ensuring compliance with governing policies and procedures, statutes and laws, guidelines and regulations of the Commonwealth of Virginia and the Internal Revenue Service.
Prospect Cultivation & Stewardship
- Builds and maintain relationships with estate and financial planning professionals, conducting at least 25 face-to-face visits per year.
- Conducts prospect research.
- In collaboration with the VP-D, cultivates on-going personal relationships with both current and prospective members of the Foundation’s Legacy Society, ensuring a sufficiently robust program that keeps them engaged in the Foundation, its benefits and good work.
- Works closely with HRCF’s donor engagement team on implementing a donor engagement plan that provides customized services for and meaningful relationships with donors.
- Identifies non-profit prospects and subsequently deploys an appropriate strategy for educating them about the Foundation’s endowment services and affiliate programs; provides prompt and accurate responses to information requests from nonprofits and their boards.
- Identifies private foundation prospects and subsequently deploys an appropriate strategy for educating them about the benefits of converting their assets to such HRCF vehicles as donor-advised funds; includes in their education a review of other HRCF support available to such organizations.
- With the Director of Donor Services, hold at least five meetings per year with HRCF organizational fundholders to review the status of their funds.
- Fields inquiries about the Foundation’s planned giving options from prospective donors and their representatives, current donors, and professional advisors.
- As directed, represents the Foundation on the Hampton Roads Gift Planning Council, Association of Fundraising Professionals, Financial Planning Association (FPA), Hampton Roads Business OutReach (HRBOR), and other organizations deemed to advance the HRCF brand, vision, and mission.
- Participates in the Foundation’s special recognition events for professional advisors, donors, and members of The Legacy Society.
- Helps coordinate development-related special events.
- Is an active participant of the President’s staff, attending bi-weekly meetings and serving on ad hoc committees and task forces as assigned.
- Contributes to HRCF publications and other printed materials by providing data, reports, content, and proofreading as needed.
- Represents HRCF and/or its President at various meetings and events which may occur during or outside of normal work hours.
- Performs additional duties as assigned.
- Bachelor’s degree from a regionally accredited institution.
- At least five years of successfully progressive experience, specifically as a development officer, trust officer, or estate planning professional.
- Excellent computer skills, with proficiency in Microsoft’s Word, Excel, and Outlook, and relational database programs.
- Professional and personal ethical standards above reproach.
- Demonstrated ability to maintain strict confidentiality, be the consummate professional, and use good judgment at all times.
- Demonstrated predisposition to the principles of good customer service, both internally and externally.
- Exceptional written and oral communications skills.
- Strong interpersonal skills, with the ability to communicate effectively with such diverse constituencies as donors, board members, nonprofits, and the public.
- Accredited professional certification in the areas of fundraising and/or financial and estate planning.
- Experience working with Salesforce or equivalent customer relationship manager (CRM) programs.
- Familiarity with gift planning concepts and planned giving techniques.
- Demonstrated understanding of and sensitivity to the ethical issues inherent in negotiating major outright and deferred gifts as a representative of a community foundation.
- Familiarity with Southeastern Virginia and, in particular, non-profit organizations serving Hampton Roads.
Periodic Position Review
This position has been restructured from an existing executive position (Vice President for Regional Outreach) upon the incumbent’s retirement. The resultant new job description was developed by the Vice President and approved by the President on February 15, 2018.
TO APPLY FOR THIS POSITION
Submit a cover letter, résumé and salary requirements online at hamptonroadscf.org.
Please do not mail, fax or email your résumé.
Review of applications will begin on March 12, 2018, and will continue until the position is filled.