Philanthropic Advising Officer

Coastal Community Foundation of SC•North Charleston, SC

1d•$65,000 - $75,000

About The Position

The Philanthropic Advising Officer serves as a trusted philanthropic advisor and relationship manager, cultivating, stewarding, and expanding relationships with current and prospective donors, fundholders, families, businesses, and community stakeholders. Reporting to the Director of Philanthropic Advising, the Officer manages a portfolio of donor and fundholder relationships, provides strategic philanthropic guidance, develops charitable investment opportunities, and helps donors align their philanthropic goals with community needs and Foundation initiatives. The role has particular emphasis on Beaufort, Hampton, Jasper, and Colleton counties. The Officer works across departments to provide an exceptional donor experience, grow charitable assets, deepen donor engagement, and advance the Foundation’s mission throughout Coastal South Carolina. The successful candidate takes a relationship-centered approach to philanthropy, demonstrates donor service excellence, and represents Coastal Community Foundation in the communities it serves. The position requires a bachelor’s degree and at least five years of relevant experience in philanthropy, fundraising, donor relations, financial services, nonprofit leadership, or a related field. Regular travel throughout the Foundation’s service region is required.

Requirements

Bachelor’s degree.
At least five years of experience in philanthropy, fundraising, donor relations, financial services, nonprofit leadership, or a related field.
Demonstrated success cultivating and stewarding philanthropic relationships and securing significant charitable commitments.
Exceptional relationship-building, networking, and interpersonal communication skills.
Strong fundraising and donor cultivation experience, including familiarity with moves management principles.
Excellent written, verbal, presentation, and facilitation skills.
Ability to manage multiple priorities with attention to detail and reliable follow-through.
Strong organizational, analytical, and problem-solving abilities.
Demonstrated ability to build trust with donors, families, volunteers, nonprofit leaders, and colleagues.
Proficiency with Microsoft Office Suite and constituent relationship management systems such as CommunitySuite.
Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
Commitment to the Foundation’s mission, vision, values, and strategic priorities.
Ability to sit and work at a computer for extended periods, communicate frequently, travel regularly throughout the service region, and occasionally lift and transport materials weighing up to 20 pounds.

Nice To Haves

Knowledge of charitable giving vehicles, scholarship funds, planned giving, and philanthropic advising principles.
Experience working with high-net-worth individuals, families, businesses, and community leaders.
Knowledge of community foundations, donor-advised funds, scholarship funds, endowment building, and planned giving vehicles.
Professional credentials such as CFRE, CAP®, CFP®, CPA, JD, or related certifications.

Responsibilities

Manage an assigned portfolio of fundholders, donors, and prospective donors as the primary relationship manager.
Provide personalized philanthropic advice that aligns donor interests, charitable goals, and values with community needs and Foundation priorities.
Develop and implement strategies for donor cultivation, engagement, stewardship, and solicitation.
Understand donors’ objectives, family interests, philanthropic priorities, and charitable aspirations, and guide them toward opportunities for charitable impact.
Facilitate donor meetings, educational experiences, community engagement opportunities, site visits, and strategic introductions.
Ensure donor engagement and fund activity remain aligned with donor intent, fund agreements, Foundation policies, and regulatory requirements.
Connect donors with grantmaking, leadership, and community impact opportunities, including opportunities related to the Foundation’s Pillars of Impact.
Identify, cultivate, solicit, and steward investments in charitable funds and Foundation programs and initiatives.
Build and maintain a pipeline of qualified prospects and philanthropic opportunities.
Collaborate with Foundation leadership and philanthropy colleagues on major gifts, blended gifts, and charitable investment strategies.
Represent Coastal Community Foundation at community events, civic organizations, donor gatherings, and Foundation-sponsored activities.
Build knowledge of regional issues, nonprofits, community needs, and Foundation initiatives to connect donors with meaningful opportunities.
Help increase awareness, visibility, and utilization of Foundation services throughout the region.
Collaborate across Philanthropy, Grantmaking Community Leadership, Finance, and Marketing & Communications to provide a seamless donor experience.
Support donor stewardship programs, educational events, donor recognition, engagement opportunities, and fundraising initiatives.
Support fundraising campaign cultivation, solicitation, and stewardship by identifying prospective donors and aligning interests with campaign priorities.
Participate in cross-functional teams, collaborative projects, and Foundation-wide initiatives.
Maintain accurate and timely donor interaction, stewardship, opportunity, and prospect records in CommunitySuite.
Prepare donor briefings, relationship strategies, and reports, and use data and performance metrics to assess portfolio activity and identify engagement opportunities.
Maintain confidentiality and respond promptly and professionally to donors, fundholders, nonprofit organizations, and community stakeholders.
Stay current on philanthropy and fundraising trends and maintain knowledge of Foundation programs, policies, and priorities.
Participate in Foundation meetings, training, professional development, and organizational events.