National Philanthropic Trust
Regional Director of Development - Mountain West
National Philanthropic Trust, Jenkintown, Pennsylvania, United States, 19046
Regional Director of Development - Mountain West
Become a Part of the NPT Team
National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. NPT was founded in 1996. Since that time, we have raised more than $45.6 billion in charitable contributions and currently manage $24.9 billion in charitable assets. We have made more than 600,000 grants totaling more than $23.6 billion to charities all over the world. We rank among the largest grantmaking institutions in the United States.
Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally known experts in philanthropy and business.
At National Philanthropic Trust, we foster a welcoming environment for all. People are valued and respected for who they are-with opportunities to bring their entrepreneurial spirit and talents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes National Philanthropic Trust one of the most rewarding places to work.
What You'll Do:
This role proactively implements fundraising plans and drives business development for National Philanthropic Trust, focusing on attracting new donor-advised fund accounts and contributions. You'll build and manage relationships with financial, legal, and tax professionals, create engaging presentations, and offer technical expertise to secure new donations. You'll have an assigned territory and live in or near Denver, Salt Lake City, or another major city in the Western U.S. Willingness to travel.
Salary range: $165,000-$175,000 plus a 25% annual discretionary bonus
Duties/Responsibilities:Strategic Planning and Implementation:
Collaborate with development leadership to develop and execute annual business plans focused on maximizing donor growth and fundraising success.Relationship Management:
Cultivate and manage a network of professional advisors (attorneys, financial advisors, CPAs, wealth advisors, etc.) through various channels like email, phone, mail, and in-person meetings. Maintain a robust pipeline of potential donors.Philanthropic Partnership:
Partner with NPT's financial service partners to provide consultative support to their advisors on incorporating donor-advised funds into their clients' financial plans.Presentation Expertise:
Create and deliver compelling presentations tailored to various audiences, including institutional clients, investment, tax, and legal professionals, and prospective donors.Complex-Asset Contributions:
Collaborate with NPT specialists and legal counsel to support donors and their advisors in making charitable gifts of illiquid and complex assets.Communication and Outreach:
Disseminate relevant materials to advisors and existing donors, ensuring effective communication and engagement.Client Support:
Collaboratively resolve escalated inquiries and address service needs from donors and advisors regarding their donor-advised funds.Performance Measurement:
Define key performance indicators in collaboration with senior leadership to track progress and ensure successful program execution. Monitor and report on relationships and project milestones.Business Development and Marketing : Participate in new business meetings and contribute to marketing and communications initiatives aimed at driving business growth.Project Support:
Assist with strategic projects designed to grow the organization and support the development team's efforts.Market Expertise:
Stay informed of current trends and developments in the donor-advised fund, fundraising, and planned giving landscape, including competitor activity and industry advancements. Become a subject matter expert and a center of influence in your territory.
What You Bring
In addition to the necessary skills and experience to perform the responsibilities outlined above, there are several traits that a successful Regional Director of Development will possess.
Technical:
Bachelor's degree required; advanced degree preferred or equivalent experience.Seven to ten years of experience in professional philanthropy, financial services, or law.Chartered Advisor in Philanthropy (CAP), Certified Fund-Raising Executive (CFRE), or Advanced Certified Fund-Raising Executive preferred.Deep understanding of the philanthropic landscape, including planned giving and the high-net-worth (HNW) community.Excellent project management skills, including the ability to multi-task and prioritize effectively.Proficiency in Microsoft Office suite (particularly Excel and PowerPoint) and Salesforce CRM software.Strong presentation, public speaking, and business management skills.
Ideal Candidate Traits:
Mission-driven:
Passionate about the mission of National Philanthropic Trust and committed to making a positive impact.Entrepreneurial:
Proactive and resourceful, with a strong desire to drive results.Creative : Able to develop innovative solutions and approaches to fundraising and relationship management.Effective Communicator:
Excellent communication skills, both written and verbal, with the ability to translate complex information into clear and concise presentations.Self-motivated:
Highly motivated and results-oriented, with a strong work ethic.Integrity:
Exceptional integrity and ethical conduct.Good Judgment:
Possess excellent judgment and decision-making skills.Flexible and Adaptable:
Able to adapt to changing priorities and thrive in a dynamic environment.Strategic Thinker:
Able to move with ease from details to the big picture; connecting next actions to organizational goals and vision. Superior track record of creative, strategic thinking.Collaboration:
Highly skilled in collaboration and navigating professional environments.
Become a Part of the NPT Team
National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. NPT was founded in 1996. Since that time, we have raised more than $45.6 billion in charitable contributions and currently manage $24.9 billion in charitable assets. We have made more than 600,000 grants totaling more than $23.6 billion to charities all over the world. We rank among the largest grantmaking institutions in the United States.
Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally known experts in philanthropy and business.
At National Philanthropic Trust, we foster a welcoming environment for all. People are valued and respected for who they are-with opportunities to bring their entrepreneurial spirit and talents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes National Philanthropic Trust one of the most rewarding places to work.
What You'll Do:
This role proactively implements fundraising plans and drives business development for National Philanthropic Trust, focusing on attracting new donor-advised fund accounts and contributions. You'll build and manage relationships with financial, legal, and tax professionals, create engaging presentations, and offer technical expertise to secure new donations. You'll have an assigned territory and live in or near Denver, Salt Lake City, or another major city in the Western U.S. Willingness to travel.
Salary range: $165,000-$175,000 plus a 25% annual discretionary bonus
Duties/Responsibilities:Strategic Planning and Implementation:
Collaborate with development leadership to develop and execute annual business plans focused on maximizing donor growth and fundraising success.Relationship Management:
Cultivate and manage a network of professional advisors (attorneys, financial advisors, CPAs, wealth advisors, etc.) through various channels like email, phone, mail, and in-person meetings. Maintain a robust pipeline of potential donors.Philanthropic Partnership:
Partner with NPT's financial service partners to provide consultative support to their advisors on incorporating donor-advised funds into their clients' financial plans.Presentation Expertise:
Create and deliver compelling presentations tailored to various audiences, including institutional clients, investment, tax, and legal professionals, and prospective donors.Complex-Asset Contributions:
Collaborate with NPT specialists and legal counsel to support donors and their advisors in making charitable gifts of illiquid and complex assets.Communication and Outreach:
Disseminate relevant materials to advisors and existing donors, ensuring effective communication and engagement.Client Support:
Collaboratively resolve escalated inquiries and address service needs from donors and advisors regarding their donor-advised funds.Performance Measurement:
Define key performance indicators in collaboration with senior leadership to track progress and ensure successful program execution. Monitor and report on relationships and project milestones.Business Development and Marketing : Participate in new business meetings and contribute to marketing and communications initiatives aimed at driving business growth.Project Support:
Assist with strategic projects designed to grow the organization and support the development team's efforts.Market Expertise:
Stay informed of current trends and developments in the donor-advised fund, fundraising, and planned giving landscape, including competitor activity and industry advancements. Become a subject matter expert and a center of influence in your territory.
What You Bring
In addition to the necessary skills and experience to perform the responsibilities outlined above, there are several traits that a successful Regional Director of Development will possess.
Technical:
Bachelor's degree required; advanced degree preferred or equivalent experience.Seven to ten years of experience in professional philanthropy, financial services, or law.Chartered Advisor in Philanthropy (CAP), Certified Fund-Raising Executive (CFRE), or Advanced Certified Fund-Raising Executive preferred.Deep understanding of the philanthropic landscape, including planned giving and the high-net-worth (HNW) community.Excellent project management skills, including the ability to multi-task and prioritize effectively.Proficiency in Microsoft Office suite (particularly Excel and PowerPoint) and Salesforce CRM software.Strong presentation, public speaking, and business management skills.
Ideal Candidate Traits:
Mission-driven:
Passionate about the mission of National Philanthropic Trust and committed to making a positive impact.Entrepreneurial:
Proactive and resourceful, with a strong desire to drive results.Creative : Able to develop innovative solutions and approaches to fundraising and relationship management.Effective Communicator:
Excellent communication skills, both written and verbal, with the ability to translate complex information into clear and concise presentations.Self-motivated:
Highly motivated and results-oriented, with a strong work ethic.Integrity:
Exceptional integrity and ethical conduct.Good Judgment:
Possess excellent judgment and decision-making skills.Flexible and Adaptable:
Able to adapt to changing priorities and thrive in a dynamic environment.Strategic Thinker:
Able to move with ease from details to the big picture; connecting next actions to organizational goals and vision. Superior track record of creative, strategic thinking.Collaboration:
Highly skilled in collaboration and navigating professional environments.