Job Description
Children's Home Society of Florida
Since opening our doors in 1902, CHS became a part of Florida's history.
CHS has been committed to growing and evolving to provide the right services and solutions to address the needs of children and families throughout the changing times. Every day, our team works with parents and kids to empower them and encourage them. With innovative technology solutions and a dedicated, experienced team throughout the state, we’re changing the face of foster care and positively impacting children and families’ lives for generations to come.
Join our team to continue to do good and create history serving Florida's children and families!
The Vice President of Foundation & Planned Gifts is accountable for leading the design, development and execution of a comprehensive long-term strategy to identify, cultivate and close relationships that advance the number of endowments and planned gift opportunities in support of CHS strategic objectives and priorities. In this role, incumbent helps to ensure organizational financial sustainability by leading foundation operations, planned giving, endowment growth, charitable trusts, legacy programs, and relationships with high-net-worth donors. Overall, the Vice President of Foundation & Planned Gifts contributes to CHS’s strategic objective of reimagining what HOME means by creating spaces where every child and family is supported and has access to the opportunities they need to pursue their dreams.
WHY JOIN CHS?
- Uplifting mission-driven work culture
- Make an impact in your community and become a part of Florida's history!
- Growth and professional development opportunities
- Great benefits package, including generous paid time off and holidays
Primary Job Functions
1. Lead the design, development and execution of a comprehensive long-term strategy to identify, cultivate and close relationships that advance the number of endowments and planned gift opportunities in support of CHS strategic objectives and priorities, attaining annual fundraising goals as defined.
Strategic Development (30%)
- Partner with the CDO and the CHS Foundation Board of Directors in crafting an organizational strategy for foundation growth, endowment expansion and legacy giving, including fundraising goals and objectives.
- Serve as a senior advisor to the C-Suite and Board on charitable investment trends, gift planning strategies, and revenue forecasting.
- Identify and facilitate strategic opportunities for prospects to interact with senior CHS executives and board members.
- Serve as a key member of the Development Leadership Team, collaborating on development strategy, planning and budgeting.
- Provide learning and idea sharing opportunities with the Development Team; deliver seminars for planned gifts and estate planning.
- Participate in visioning for development initiatives, revenue diversification and philanthropic growth.
Revenue Generation & Fundraising Oversight (30%)
- Research, identify, cultivate, solicit and steward planned gift prospects through visits, calls, and direct response tools.
- Cultivate relationships with advisors (wealth influencers), such as attorneys, accountants, financial planners, brokers, and trust officers.
- Develop Charitable Gift Annuity proposals and contracts; manage matured planned gifts, including the probate process.
- Create and implement a marketing and education strategy for gift planning, working collaboratively with all fundraising channels, the marketing team, and outside consultants.
- Partner with the Development Team to build donor pipelines, with a focus on the moves management process.
- Collaborate with internal stakeholders (e.g., Marketing, Program Management, Communications, etc.) to develop collateral, organize meetings, training and recognition events that maximize impact and visibility for CHS and its foundation.
- Represent CHS at donor, community and special events, as needed.
Campaign Management Oversight (30%)
- Oversee the development and execution of campaign strategies, including capital, comprehensive, endowment and special campaigns.
- Collaborate with Campaign Director in setting and achieving campaign goals, benchmarks, timelines and budgets.
Program Administration & Reporting (10%)
- Collaborate with Finance to coordinate administration, management and stewardship of endowments, gift annuities and trusts.
- Monitor and maintain compliance with legal requirements as well as CHS policies and practices regarding risk management, donation processing and financial controls for planned giving and endowments.
- Use the CRM to document within two business days, staying current with changes while following moves management policy and practices; work closely with the Data Team to track and record gifts and donor records in the CRM system.
- Steward and prepare regular reports of impact and forecasts to internal and external stakeholders using key account metrics.
2. Recruit, develop and lead a team capable of supporting CHS performance and growth strategies (complying with COA Standard T3, when appropriate), while fostering an engaging, positive work environment.
- Recruit and supervise team members, fostering their development, including the transfer of knowledge obtained through training.
- Establish annual team goals and objectives; track and report results.
- Coach, support and evaluate team member performance, taking corrective action if needed.
- Deliver timely communication through regular management and team meetings.
- Implement policies and practices designed to prevent, recognize and respond to work-related stress.
- Comply and confirm compliance with the CHS code of conduct, policies, practices and legal obligations.
- Participate in succession planning to build the bench strength necessary for future talent needs.
- Develop a strong knowledge base and stay current on job-related issues, best practices, and trends.
- Participate actively in departmental meetings, training and education, as well as the quality process.
- Pick up projects on the fly; perform other duties as assigned from time to time.
Job Qualifications
Education, Licenses & Certifications:
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Required – Bachelor’s in Business Administration, Marketing, Public Relations, Sales, or related degree from accredited university
- Preferred – Advanced degree or juris doctor;
- Equivalent combination of education and experience may be considered.
Experience:
- Required – Ten plus years of experience in business development, fundraising across multiple channels or planned giving, as well as in leading development and fundraising teams.
- Required – Demonstrated success in cultivating, soliciting, and closing endowment and planned giving agreements to achieve financial goals
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Preferred – Experience developing and managing large-scale fundraising initiatives, special events, and relationships.
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Preferred – Experience developing and managing fundraising initiatives, special events and relationships; including the use of fundraising software and tools.
Competencies
Knowledge/Awareness of:
Skills/Ability to Demonstrate CHS Core Behaviors:
- Accountability. Take action to achieve desired outcomes and deliver results against stated goals; ensuring CHS strategy is responsive to client and community needs, , stewards CHS resources appropriately and adds value by creating competitive advantage for the organization.
- Business Acumen. Possess a high level of business skills, including those related to compliance, finance, human resource, and public relations.
- Change Leadership. Have courage to take risks on people and ideas, driving new approaches to improve results by transforming culture, systems or services and helping others overcome resistance to change so that CHS objectives are achieved.
- Coalition Building. Catalyze commitment across all CHS partners (including funders, providers, local, state and federal entities, etc.) to transform life trajectories and community outcomes.
- Communication. Presents ideas effectively and persuasively (orally and in writing) to individuals and groups in formal and informal settings.
- Compliance & Risk Management. Understands the applicable regulations and laws that impact the business, developing and implementing effective policies and procedures for identifying, auditing and managing compliance and minimizing risk.
- Curiosity. Exhibit a willingness to explore/reframe problems as opportunities, using good judgement to solve practical problems, while engaging in proactive and reflective decision-making.
- Personal Leadership. Exhibit a professional presence, demonstrating self awareness, caring, compassion and empathy, as well as strong interpersonal and communication skills, demonstrating unwavering Respect, Integrity and Dedication to the CHS Mission
- Philanthropy and Fundraising Acumen. Possess deep understanding of philanthropic strategy and revenue diversification, donor psychology, fundraising ethics and governance, comprehending complex philanthropy issues and developing strategies to drive appropriate outcomes.
- Relationship Building & Inclusion. Engage actively with others to forge positive, advantageous, transformational partnerships with people of different backgrounds, abilities, and perceptions, increasing diversity and promoting a sense of belonging across cultural and other groups.
- Strategic Foresight Be proactive in identifying key issues and relationships relevant to achieving a long-range goal or vision.
- Team & Organization Building. Use a flexible interpersonal style to systematically build, motivate and guide individual, team and organizational capability, instilling a culture focused on talent development and engagement.
- Vision & Purpose. Confront the complex realities of Florida’s communities and create breakthrough results using data-driven approaches.
Schedule Expectations
The incumbent will work a standard scheduled week, which may include weekends, holidays and evenings. The ability to work flexible hours is required to meet business needs. If working remotely, incumbent will be required to be available by telephone and email during specified hours. Travel will be on an as-needed basis to conduct business-related activities; may be required to work at a CHS location, when necessary.
Together, good can be done.
All applicants are subject to background screening through the Florida Agency for Health Care Administration (AHCA). For more information, visit https://info.flclearinghouse.com
