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San Francisco, CA Full Time Posted by: Fidelity Investments Posted: Tuesday, 23 February 2021
Job Description:

The Director, Philanthropic Strategies is a direct contact for ultra-high net worth (UHNW) donors who are assigned to Fidelity Charitable's Private Donor Group (PDG). PDG clients have a minimum charitable account balance of $3M. This role manages the overall Fidelity Charitable relationship with PDG donors as a philanthropic strategic partner, empowering donors to execute their philanthropic goals and optimizing the offerings with their donor advised fund. The Philanthropic Strategist provides philanthropic guidance, connection to like-minded donors working on similar causes, and a foundation for family units to build a cohesive approach to their philanthropy. We strive to ensure Fidelity Charitable is surpassing all the UHNW donors' needs.

The Expertise We're Looking For

We are seeking a confident, empathetic, and values-based philanthropic strategist to join PDG. You enjoy providing research and due diligence to match donors with the right set of nonprofits to fulfill their goals. You enjoy working over many years to build trust, community and impact. And you thrive in an environment that looks to build up the capabilities of a team to service these donors. If you enjoy exploring donor motivations and helping support their intentions to make groundbreaking grants and advance the philanthropic sector, this is the position for you!

  • Bachelor's Degree and 10+ years industry experience required;
  • Philanthropic Advice, Programmatic Foundation experience, Estate Planning, Major or Principal Gifts, Foundation and/or UHNW background required;
  • Experience in the philanthropic space, such as grantmaking strategy and support, strategic consulting and/or fundraising strategy;
  • Strong written and oral communication skills; ability to clearly and persuasively articulate complex ideas to diverse audiences
  • Track record of juggling priorities, maintaining a high level of organization and attention to detail, moving quickly from one project to another, and managing expectations/timelines to achieve results;
  • Demonstrated qualities of the highest personal and professional integrity, along with a sense of humor.
  • Ability to travel-including for donor meetings, nonprofit site visits and representation of Fidelity Charitable at outside meetings.
The Purpose of Your Role
  • The Director, Philanthropic Strategies helps develop the donor's philanthropic strategy, working with donors one-on-one to answer questions and assist in all aspects of philanthropy, whether it's helping to engage their family in giving, working through complex grant recommendations, vetting international charities, helping with contributions of complex assets, or providing resources and tools to help better navigate the philanthropic landscape.
  • Grows and retains PDG donors by providing proactive and timely information, including products and solutions, to support enhancements to the donor's account. Provides proactive and responsive communications including overseeing onboarding of new eligible accounts, annual check-ins and service strategy
  • Clearly understands and is able to position the full suite of Fidelity Charitable products and services to include Direct International Granting, Charitable Investment Advisor Program, Donor Flex, and Complex Assets and Complex Granting in order to help the donor meet their needs
  • Assists with Legacy planning (including creating alternative Legacy plans within the DAF) and family giving strategies (including facilitating family meetings)
  • Consults on domestic and international grant recommendations.
  • Provides guidance on the types of assets you may contribute
  • Represents Fidelity Charitable and the Private Donor Group as a spokesperson at national events and in face-to-face donor meetings
The Skills You Bring and the Value you Deliver
  • Strong interpersonal skills and the ability to deliver highly personalized service to clients
  • Experience with philanthropic advising, with a strong preference for individual donors
  • Creativity in offering different models for donors to make impactful grants
  • Knowledge of Fidelity Charitables products, services, and policies and procedures
  • Ability to work independently in a fast-paced environment
  • Ability to share and create best practices across a team
  • Exceptional client service communication skills; in person, written and phone
  • General knowledge of investments to provide guidance of offerings within the donor-advised fund
  • Great teammate with the ability to influence without authority!
The Value You Deliver

You will research and develop customized materials to engage high net worth donors on grantmaking. This includes participating in meetings and site visits with nonprofits, philanthropic firms and foundations. It also involves collaborating with others to design, coordinate, and facilitate learning communities that provide donors with an opportunity to share best practices, identify common challenges, and develop new practices.

How Your Work Impacts the Organization

The Fidelity Charitable Gift Fund ( Fidelity Charitable ) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization's employees and supports all of its functions: Program Development, Marketing, Service Delivery, Private Donor Group, Finance, Technology, Risk and Compliance, and Fundraising. The Private Donor Group, where this role will be based, supports our Ultra-High Net Worth Donor community with philanthropic advice to ensure that giving is transformational, while also filling our mission of making giving simple, effective and accessible. This role will work to deepen engagement with our largest donors, who often have complex granting needs, and will support the development of donor networks.

San Francisco, CA, United States of America
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2/23/2021 5:21:53 PM

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