Philanthropy Officer - Special Initiatives and Engagement - Foundation - Full Time 8 Hours Day (Non-Union, Exempt)
JOB ACCOUNTABILITIES1. Special Initiatives, Signature Events & "Salon" Strategy• Intimate Gatherings: Concept and lead "salon-style" events (typically 20–50 guests) in unique private settings to spark curiosity and build relationships without immediate solicitation.• Signature Production: Manage the "critical path" for special initiatives such as the 125 Years celebration, larger signature events, overseeing everything from high-level logistics to the donor-centric run-of-show.• Guest Experience: Ensure every touchpoint—from valet to follow-up notes—reflects an "elite" standard of hospitality.• 2. Board Engagement & Leadership Support• Board Stewardship: Serve as the primary development liaison for managing and coordinating board meetings.• Meeting Management: Collaborate with executive leadership to plan and execute impactful board meetings, ensuring that philanthropic goals remain central to the agenda.• Committee Leadership: Lead volunteer committees focused on specific special initiatives or event sponsorship goals.• 3. Portfolio Management & Special Initiatives• Moves Management: Transition event attendees into long-term major gift pipelines through rapid, personalized follow-up and "discovery visits".• Strategic Storytelling: Work with marketing to create bespoke materials and "impact reports" that articulate the unique value of special initiatives to high-net-worth individuals.• 4. Budgetary Oversight & Financial Stewardship• Zero-Based Budgeting: Develop and manage comprehensive budgets for each signature event and salon, ensuring everydollar is allocated to maximize "Return on Event" (ROE).• Cost-Benefit Analysis: Evaluate vendor bids (catering, venues, AV) to balance elite quality with fiscal responsibility, ensuring donor funds are used efficiently.• Revenue Tracking & Projections: Provide real-time financial updates to leadership, tracking sponsorship pledges vs. actuals and managing event-related tax receipting.• Expense Reconcilement: Meticulously track all event-related invoices and staff reimbursements, adhering strictly to organizational audit standards.• 5. Strategic Planning & Project Management• The "Critical Path" Method: Create and maintain detailed project timelines (6–12 months out) with clear milestones formarketing, invitations, and program development.• Contingency Planning: Proactively identify risks—such as speaker cancellations or weather issues—and develop "Plan B" scenarios to ensure seamless execution.• Cross-Departmental Synergy: Coordinate with the Communications, Programs, and Finance teams to ensure event messaging is accurate and logistics are supported organization-wide.• 6. Precision Coordination & Attention to Detail• Briefing Documents: Prepare "Gold Standard" briefing memos for Board members and Executives, including guest bios, talking points, and specific "moves management" goals for each attendee.• Atmospheric Detail: Oversee the "look and feel" of meetings, gatherings, ...