Baltimore Community Foundation is a philanthropic
foundation created by and for the people of Greater Baltimore, where many
donors join together to make the region they love a better place, today and for
future generations. Our mission is to inspire donors to achieve their
charitable goals from generation to generation and to improve the quality of
life in the Baltimore region through grantmaking, enlightened civic leadership
and strategic investments. BCF’s vision is of a Baltimore that boasts a growing
economy where all have the opportunity to thrive. Our action agenda organizes
grants, initiatives and advocacy around this vision. The values that guide our
work are trustworthiness, inclusion, and entrepreneurialism.
With assets over $170 million
comprising over 800 charitable funds, BCF has granted over $392 million since
its inception in 1972 and is one of the Baltimore region’s top grantmaking
foundations. BCF makes charitable contributions to support a wide range of
issues affecting the Baltimore region, currently with a focus on investments in
two interest areas: Neighborhoods and Education. BCF
undergoes a vigorous accreditation every five years and is certified under the
Council on Foundation’s National Standards for U.S. Community Foundations.
BCF operates from the knowledge
that profound disparities in opportunity exist between people of color and
their white counterparts; and we acknowledge the historic and ongoing role that
structural racism plays in creating and perpetuating those disparities. That is
why we are committed to reducing racial disparities, identifying and combating
structural racism, and fostering more equity and inclusion through our
grantmaking, initiatives, and advocacy.
The Director of Gift Planning works closely with
the Vice President of Philanthropy to expand BCF’s relationships with current
and prospective donors and professional advisors (i.e., attorneys, wealth
advisors, brokers, life insurance professionals and accountants). The position involves working with
professional advisors to educate them about BCF’s services and charitable
giving options. The Director of Gift Planning also works closely with the Vice
President on the identification and cultivation of prospects for planned gifts
and for providing for stewardship of such gifts.
Planning – Respond to inquiries from prospects, donor representatives and
professional advisors regarding current and planned gifts. Work
collaboratively with BCF’s communication team to develop new print and
online materials about charitable giving options for prospective donors
and professional advisors. Help with professional advisor and donor
research. Draft and prepare fund agreements, obtain documentation
and work with donor services and the finance department to ensure
completion of all paperwork. Maintain a high level of expertise
regarding state and federal taxes, gift and estate giving methods and the legal
aspects of charitable giving.
- Professional Advisor Services –
Develop and hold meetings with professional advisors to educate them about
BCF. This will include large and small group sessions.
Promptly and accurately respond to professional advisor requests for
information about BCF services and charitable giving options. Expand and
update BCF’s database of professional advisors; identify new advisors and
track contacts with advisors and client referrals. Be the liaison to
company who hosts BCF’s planned giving website. Develop and maintain BCF’s
professional advisors marketing material.
Donor Prospect Management – Assume a portfolio of prospects for
cultivation and engagement with a goal of encouraging new charitable
funds, support of BCF, its grantmaking and initiatives and the development
of legacy gifts.
Acceptance – Under the direction of the CEO, Vice President of
Philanthropy and VP of Finance and Administration, engage and serve as
primary contact with legal counsel on issues related to unusual or complex
gifts. Update the gift acceptance policies as needed.
Events – Participate in recognition events for professional advisors and
legacy donors. Help design and participate in targeted prospective
donor and professional advisor educational programs. Participate in
other BCF events as needed.
- Participate in the
creation of annual development department plans, goals and strategies.
- Attend staff meetings
and serve on internal committees as appropriate.
to BCF publications and marketing materials by providing data, reports,
content and proofreading as needed.
- Represent BCF at
meetings and events which may occur during or outside of normal work hours.
- Perform additional
duties as assigned.
- Bachelor’s degree required,
and a minimum of three to five years of experience in planned giving or related
financial or legal fields.
- Advanced certification preferred
(CFP, CFRE, CSPG)
- Understanding of estate
planning, income, capital gain and estate tax issues
- Ability to initiate
conversations with professional advisors and prospective and current donors
- Ability to speak to
groups of individuals from various professions and backgrounds
- Advanced computer skills,
to include Word, Excel, Outlook and Raiser’s Edge
- High level of diplomacy
- Maintain confidentiality and use good
judgment, discretion, decision-making and professional and ethical work
standards within a fast-paced environment
- Project a positive, helpful attitude and a
commitment to customer service in all internal and external interactions
- Ability to plan, prioritize and organize
internal and external stakeholders to achieve goals
- Excellent written, oral, and interpersonal
Baltimore Community Foundation is an EEO employer - M/F/Vets/Disabled