Planned Giving Council of Palm Beach County

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Charitable Giving Officer - Community Foundation for Palm Beach and Martin Counties

08/21/2019 2:48 PM | Kasie Merical


The Charitable Giving Officer is responsible for achieving development goals by creating and implementing strategies for identification and cultivation of new Community Foundation fund holders. This position is responsible for cultivating ongoing relationships with professional advisors and for (establishing new funds from) individuals, businesses, private foundations, nonprofits and civic organizations. The Charitable Giving Officer is also responsible for facilitating the annual appeal for gifts into the Operating Fund as well as securing non-cash and planned gifts. 


Accountability/Dependability |Relationship Building |Training /Presenting Information | Planning & Organizing | Results Focus & Initiative


  • Assists with the development and achievement of annual and long-range development goals.
  • Creates and implements a comprehensive prospecting plan (including private foundation outreach, professional advisor referrals, prospecting events, etc.).
  • Co-leads the anniversary campaign efforts.
  • Represents the Community Foundation throughout Palm Beach and Martin counties which will require travel and dedicating at least one day per week to an offsite visits.
  • Facilitates new funds.
  • Implements Professional Advisor outreach activities including events and monthly communication.
  • Manages the Philanthropic Advisory Council.
  • Manages prospective nonprofit funds.
  • Coordinates the annual support campaign for gifts into the Operating Fund, including direct mail, board gifts and new event sponsorships.
  • Promotes and facilitates planned gifts from new donors and professional advisors.
  • Maintains a process for tracking prospects and donor engagement activities through Community Foundation’s internal database system (Raisers Edge).
  • Works with Director of Marketing & Communications to develop strategies and supporting materials for prospects and professional advisors.
  • Ensures that the Community Foundation meets the highest standards of prompt response and accurate information to assist donors and advisors.
  • Represents the Community Foundation at a variety of community events and professional associations.
  • Conducts a minimum of five development related meetings/calls per week.


Bachelor’s degree and a minimum of five years of experience working within the professional advisor industry (tax, wealth advisory, financial planning, legal, trusts or banking) preferred although fundraising experience or business development/sales will also be considered. Knowledge of planned giving vehicles and the ability to facilitate complex gift transactions is also preferred. Demonstrated ability to raise substantial funds from individuals, businesses, private foundations and other potential contributors is highly desired.  Strong written and public speaking skills will be required.


A self-starter who enjoys cultivating new relationships; ability to gain the confidence and respect of donors and professional advisors; mature judgment; high integrity; approachable and comfortable initiating conversations with professional advisors and donors; ability to understand complex issues; creative problem solver; critical thinker; strong written communication skills and the ability to work one-on-one with donors or make a formal presentations to large groups; the ability to listen and find connections between donor needs/interests and giving strategies; experience working with volunteer committees, boards and donors; well-organized; resourceful; motivated; ability to multi-task; excellent interpersonal and customer service skills; strong computer skills; willingness to seek ongoing training and/or professional certificate(s) to maintain and improve current skills and knowledge.

Language Ability

Excellent writing, proofreading and critical thinking skills. Must have excellent interpersonal and communication skills. Ability to effectively present information to customers, clients, and other employees of the organization. Excellent telephone and customer service skills.

Cognitive Demands

Proven ability to manage multiple projects and tasks simultaneously, set priorities, handles numerous responsibilities, and work both independently and in a team environment.  Adaptable attitude, attention to detail, organized self-starter, and creative.  Able to interface well with a variety of people.  Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. 



Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee is regularly required to sit and talk or hear.  The employee is frequently required to use hand to finger, handle or feel.  The employee is occasionally required to stand and walk.  The employee must occasionally lift and/or move up to 20 pounds.  Specific vision abilities required by this job include close vision.

The Employer is an Equal Opportunity Employer.  In compliance with the Americans with Disabilities Act, The Employer will provide reasonable accommodations to qualified individuals with disabilities and encourages prospective employees and incumbents to discuss potential accommodations with the Employer.

To apply, visit our website and submit a detailed cover letter and resume summarizing your experience and qualifications to No phone calls accepted.


A network of professionals who are dedicated to creating a vibrant philanthropic community for the greater good of all.


includes non-profit executives, development directors, estate planning attorneys, tax attorneys, accountants, trust officers, financial advisors, insurance professionals, and philanthropic advisors and consultants.


6671 W. Indiantown Rd. #50-194
Jupiter, FL 33458

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