Assistant Vice President , Personal & Family Philanthropy

FOUNDATION FOR THE CAROLINAS•Charlotte, NC

About The Position

The Assistant Vice President of Personal & Family Philanthropy is responsible for growing, stewarding, and retaining philanthropic assets by cultivating new fundholder relationships and managing a defined portfolio. The role advances donor retention through proactive, high-touch relationship management and leads strategic projects related to growth, stewardship, and philanthropic offerings, as identified by the Vice President, Personal & Family Philanthropy and senior FFTC leadership. The AVP also collaborates on cross-functional project teams that advance organizational priorities and enhance the donor experience. The position requires a foundation in philanthropic advising and fundraising, including familiarity with charitable vehicles, asset types, gift structures, and planning strategies. The ideal candidate uses a relationship-driven approach grounded in trust, responsiveness, and strategic engagement. Responsibilities span business development, relationship management, and marketing and strategy. The AVP develops knowledge of FFTC products and services, supports prospecting and fundholder onboarding, manages a portfolio of fund relationships, provides philanthropic counsel and stewardship, supports planned giving and succession planning, and partners with colleagues on product development, marketing, and organizational initiatives.

Requirements

At least 5 years of experience, preferably in fundraising, development, or financial services/wealth management.
Excellent computer skills, including working knowledge of Microsoft Office applications.
Initiative, attention to detail, and ability to work as a self-starter with customer-service and sales orientation.
Ability to set priorities, handle multiple tasks, and meet deadlines accurately and urgently while receiving deliverables from multiple team members.
Ability to be flexible in a work environment with challenging situations and resource constraints.
Excellent oral and written communication skills.

Nice To Haves

Bachelor’s degree preferred, with a focus in business, marketing, finance, or a related field.
Previous communications, development, or marketing experience in a corporate or nonprofit setting.
Previous experience with Blackbaud software.

Responsibilities

Develop knowledge of FFTC products and services to advise prospective fundholders about fund types, investment options, complex assets, and working with FFTC.
Contribute to product development, including new program initiatives.
Participate in prospecting and onboarding new fundholders through prospect research, proposal preparation, meetings, and follow-up.
Track and report prospect activities in the CRM database and provide strategic input on database best practices.
Identify, attend, and support FFTC-sponsored events as a prospect-generation strategy.
Execute strategic initiatives that broaden FFTC products and services.
Partner with colleagues on business development for prospective individuals and families interested in legacy giving.
Develop relationships with professional advisors as referral sources and partners, and serve as a contact for advisors seeking client information.
Manage a portfolio of fund relationships, providing customer service, day-to-day support, stewardship, philanthropic counsel, and long-range charitable planning support.
Assist the Vice President, Personal & Family Philanthropy, with relationship-management activities, stewardship functions, and programming for fundholders.
Identify cross-selling opportunities with existing clients to expand relationships.
Meet with donors to create, review, and update succession plans, including drafting and editing documents to reflect donor wishes and legacy goals.
Coordinate with Finance and Donor Operations to maintain donor documentation and implement record-keeping best practices.
Identify and advance planned-giving conversations, engaging appropriate team members as needed.
Work with Marketing & Communications to plan, create, and implement marketing for FFTC products, including website content, collateral, direct mail, advertising, and donor profiles.
Develop communications to educate prospects, clients, and professional advisors about FFTC and promote the establishment of new funds.
Serve on cross-functional strategic project teams involving areas such as investments, pricing, product development, database management, and stewardship.
Understand how Personal & Family Philanthropy business processes interrelate with other functional areas and pursue continuous improvement.