Concord, NH

Program Director, Endowment for Health

The Organization
The Endowment for Health is a 501(c)(3) private foundation whose mission is to improve the health and reduce the burden of illness for the people of New Hampshire – especially the vulnerable and underserved. Using a proactive field building approach, the Endowment furthers its mission through community building, convenings, grantmaking and strategic investments.

Position Overview
The Endowment for Health, in Concord, New Hampshire, is seeking a passionate, curious Program Director to advance its mission, with a primary focus on Health Equity as defined through a racial justice lens.

The Program Director will be the principal interface with the Endowment’s community partners in the Health Equity priority area and will be responsible for developing and sustaining partnerships with grantees, stakeholders, policy decision makers and other funders. The Program Director will participate in the development and implementation of the overall program of the Endowment and will be responsible for supporting equity related efforts in all facets of the Endowment’s work.  The Program Director will report directly to the President and will work collaboratively with Endowment staff, Board, Advisory Council, funding partners and community stakeholders to ensure program activities are aligned with the Endowment’s strategic vision.

This full-time position is based in Concord, NH. Qualified candidates must be able to work effectively with a small, dedicated and collegial team-oriented staff.

Essential Job Functions

Direct the planning, design, implementation and evaluation of major Endowment for Health targeted initiatives using strategic grants, convenings, and other field building practices to transform systems and advance public policies to improve the health of New Hampshire people. Participate in the overall organizational development of the Endowment and provide an active presence in NH, regionally and nationally regarding assigned targeted initiatives, health and health care in general and philanthropy.

Key  job responsibilities include:

  • Develop, implement and sustain the goals and strategies of assigned Endowment targeted initiatives in the context of the overall Endowment strategic plan and needs of the field.
  • Develop collaborative relationships with potential grant applicants, contractors and others regarding assigned targeted initiatives and the associated field, and to help build capacity in health related nonprofits to develop effective grants to achieve goals and strategies of the field.
  • Provide leadership as needed to effectively achieve the goals and strategies of assigned targeted initiatives.
  • Support applicants, grantees and contractors through consultation, site visits, peer networks, meetings, and/or education/training/technical assistance as needed.
  • Manage resources and identify opportunities for effectively supporting a targeted initiative for building the field, transforming systems and advancing public policies to improve the health of New Hampshire people.
  • Work with grantees, contractors and staff to monitor and evaluate the performance and progress of each grant to ensure consistency with the conditions of the award and to support the successful achievement of the desired grant outcomes.
  • Work as a catalyst and facilitator in the development and implementation of effective public policy to support targeted initiatives and achieve the mission of the Endowment.
  • Undertake special studies/projects as requested by the President.

Qualifications:

  • BA/BS minimum. Masters preferred
  • Demonstrated commitment to health equity and racial justice
  • At least 5 years of relevant experience in community based health issues
  • Knowledge of community-based health issues and/or program development with non-profit organizations
  • Experience with non-profit organizations regarding program strategy development and program management, grantseeking, budget preparation and management
  • Experience in philanthropy is desirable, but not required
  • Excellent interpersonal skills especially relationship management skills
  • Excellent oral and written communication skills including public communication skills
  • Skills in networking/collaboration and leadership are desired
  • Ability to participate in a team-oriented environment
  • Ability to manage multiple tasks
  • Ability to work independently and use sound judgement in decision making, problem solving and allocating time
  • Computer skills in word processing and spreadsheets required
  • Experience with social media desired
  • Curiosity, passion and commitment to excellence
How To Apply
Send a résumé and cover letter in confidence by March 4, 2016 to Cheryl Dempsey: cdempsey@endowmentforhealth.org

New York, NY

Partner Relations Director, The Edna McConnell Clark Foundation

The Organization
The Edna McConnell Clark Foundation (EMCF) seeks to transform the life trajectories of vulnerable and economically disadvantaged youth. We make large, long-term investments, frequently partnering with other funders, and promote effective public and private support of nonprofits with a potential for growth and compelling evidence that they can help more young people become successful, productive adults.

Foundation staff members work as a team to help youth-serving organizations build their organizational capacity and evidence of effectiveness so they can expand and sustain at greater scale programs that make a real and enduring difference in young people’s lives. This work includes actively searching for prospective grantees; conducting rigorous due diligence assessments of organizations’ strengths, weaknesses, and capacity for and commitment to growth; supporting the development and implementation of grantee business and evaluation plans, and performance measurement and management systems; managing highly engaged relationships with grantees and providing them with additional support; and reporting on our investments in organizations.As they perform these and other tasks, the Foundation expects employees to uphold its core values of humility, belief in people, pragmatism, trust, and high standards.

Position Overview
Position Profile

Reporting to the Managing Director, with guidance and direction from the Director of Communications, the Partner Relations Director is responsible for the strengthening and upkeep of co-investment partner and other relevant relationships by leading the coordination and management of communications for the Foundation’s new initiative, and by supporting the Managing Director and President with partner relationship management as needed.

Largely an internally-facing, exempt-level role, he/she is responsible for creating and implementing a relationship building and management strategy, focused on directing and managing the creation and flow of communications and other engagement opportunities with current and prospective partners. He/she works closely with the Managing Director, Director of Communications and President to ensure his/her work aligns with and carries out the initiative’s overall strategy.

Primary Responsibilities

The director develops and implements a comprehensive strategy for building and maintaining stronger relationships with prospective and current partners. This includes directing and managing the scheduling, tracking, forecasting and initiating of communications-related needs for the initiative, and maintaining a shared calendar to keep others informed and ensure coordination with other plans. It also includes developing, managing and tracking initiative related documents, written communications and other forms of current and prospective partner engagement. The director writes and tracks correspondence, proactively drafts memos, board meeting agendas, meeting minutes and other communications in anticipation of or follow up to meetings and calls. He/she also drafts, updates and maintains investment recommendations, memos, pipeline summaries and other documents developed by the initiative’s senior managers, and collaborates with EMCF’s grants manager on grants management documents and communications, such as grant award letters, etc.

The director oversees and coordinates the initiative’s quarterly board meeting materials development, and board book production. He/she monitors and tracks the progress of board book components and proactively engages others to ensure accurate and timely completion. The director ensures materials are well-written and without error, developing them as needed, and working with the Senior Editor to ensure high quality and accurate documents and consistency across the book. He/she manages the assembly and distribution of the board book to partners in print and electronic formats.

In support of the Managing Director and President, the director, attends and contributes to partner and initiative-related internal meetings, developing rapport and acumen in order to communicate more independently with partnership stakeholders going forward. He/she also leads research on prospective partners, and other initiative related matters, making recommendations to the Managing Director, Director of Communications and the President as appropriate.

The director manages and coordinates the initiative’s quarterly and annual performance report development, production and distribution. He/she also manages marketing/collateral materials that support ongoing partner recruitment, making recommendations and executing updates to the writing and design. He/she contributes to the development of a robust private online partners’ portal, manages the portal operations, including posting new content, managing user permissions, etc., with the position possibly evolving to oversee public-facing web properties representing the initiative.

Qualifications

The Partner Relations Director must have excellent interpersonal skills and be able to represent the Foundation in alignment with its core values and culture. He/she should be passionately driven by issues affecting young people and social justice, and have the capacity to work with diverse peers, trustees, consultants, advisers, grantees and communities. As a member of the partnership team, the director will find him/herself in an environment of ambiguity and discovery as the new initiative is explored and developed, but also of highly structured processes drawn from the Foundation’s work and experience.

Ideally he/she will have an undergraduate or graduate degree with at least 10 years of hands-on management and professional experience in the field of communications and/or client relations management (such as with donors or investors). This should include developing and implementing communications plans, creating, and implementing online portals and websites, producing publications and reports, and interacting directly with clients. Familiarity with nonprofit/business strategy and management is desired.

The director will have a strategic and highly rigorous professional approach, balanced by a flexible, empathetic and genial demeanor that is responsive to the needs of partners, teammates and grantees. Experienced in a client-facing role, he/she must be able to plan and predict how best to engage current and prospective partners. With exceptional oral and written communications skills, and significant experience in the field of communications, he/she will contribute and present in group settings that may include Partners, senior executives and boards of directors.

He/she must have excellent organizational and project management skills, including a very strong attention to detail and the ability to manage and prioritize multiple tasks in a fluid, dynamic environment while continuing to meet deadlines. Experience in managing projects through time sensitive and at times short deadlines while maintaining a strong attention to detail, a positive attitude and producing effective, professional and timely results is required.

A hands-on self-starting performer with a high energy level, the director must be able to get work started and move it forward though information, details and decisions may still be in process or incomplete. He/she will be skillful at thinking independently while understanding the need for collaboration and leadership’s endorsement of final results. Using sound judgment and discretion, s/he will seek and carefully consider input and feedback from others, listen well and make sometimes difficult decisions independently, while relying on his/her collaborative leadership ability and aptitude to contribute as needed either individually, as a team leader or a participant.

The director will have strong computer skills with extensive knowledge of Microsoft Outlook, Word, Excel and PowerPoint, the ability to master new software quickly and familiarity with online content management systems (CMS). Experience with Microsoft Dynamics CRM and SharePoint is a plus. He/she will also be skilled at drafting agendas, letters and memoranda, creating clear, succinct documents and report content, as well as proofreading materials.

Salary & Benefits

Salary is commensurate with knowledge, skill and experience and is expected to fall in the $110k to $125k range with the potential for an annual incentive award. The Foundation offers an exceptional benefits package that includes medical, dental, vision, 403b retirement plans and generous time off.

How To Apply
For consideration, applicants must include a writing sample along with their resumes, cover letters and salary requirements to EMCFcareers@emcf.org. Include “Partner Relations Director” in the subject line. The writing sample should be 2 to 4 pages and reflect the abilities and style the candidate would apply to this work.

No phone calls or in-person applications, please. The Edna McConnell Clark Foundation is an equal opportunity employer.

Portland, Oregon

Charitable Gift Planner, The Oregon Community Foundation

The Organization
The Oregon Community Foundation (OCF) is the largest charitable foundation in Oregon and one of the nation’s largest community foundations by asset size. It serves diverse urban and rural communities across a state measuring more than 100,000 square miles. OCF is a publicly supported nonprofit corporation.  It administers charitable funds created by individuals, families, businesses and organizations to support the community causes they care about.  Funds are established through gifts and bequests of varied sizes. OCF makes grants or other distributions from the funds to other qualified charitable organizations principally in the state of Oregon. OCF currently manages over 1900 charitable funds with assets of over $1.5 billion and makes annual awards of over $80 million in grants and scholarships. The foundation has a staff of 85, and maintains its headquarters in Portland with regional offices in Bend, Eugene, Salem, Coos Bay and Medford, Oregon.

Position Overview
We have a ful/l-time opportunity in our Portland office for a full-time Charitable Gift Planner. This position reports to the Sr. Philanthropic Advisor and works in the Development department.Job SummaryThe Charitable Gift Planner at The Oregon Community Foundation (OCF) will develop and maintain relationships with donors and prospective donors in metro Portland and the North Coast to help them achieve their philanthropic goals using the resources that are available through OCF. The successful candidate will have experience crafting programs to educate and engage professional advisors on charitable topics with the ultimate goal of familiarizing them with OCF’s work. This position will also have responsibilities related to carrying out specific projects embedded within OCF’s strategic plan and will be based in OCF’s Portland office.

Essential Duties and Responsibilities

• Meet with donors and prospective donors to create donor-centered gift plans that will help them reach their philanthropic goals.

• Serve as a resource to donors, prospects, and professional advisors.

• Design and implement a comprehensive outreach strategy for professional advisors in the Portland Metro Area and the North Coast. Successful candidate will serve as project manager for a strategy that will include both individual and group outreach efforts and that will divide a portfolio of professional advisors among colleagues in OCF’s Portland office.

• Work closely with development team and other staff, professional advisors, donors and legal counsel to develop creative solutions that allow donors and OCF to achieve their goals consistent with OCF’s policies.

• Participate fully in promoting effective philanthropy as part of OCF’s strategic plan by working collegially with the Development team and by working across divisions to create and promote new philanthropic service opportunities for donors.

• Work closely with Finance and Fund Services Departments to transfer assets to OCF in an efficient and effective manner.

• Provide resources and guidance to ensure a highly professional, prompt and pleasant experience for donors.

• Contribute to activities that result in the smooth functioning of OCF, cooperating with other departments and individuals in furtherance of the foundation’s mission as time allows.

• Engage in special projects as assigned.

Required Skills and Knowledge

• Bachelor’s degree required.

• Seven or more years’ experience as a development officer at a complex organization.

• Knowledge of and experience with gift planning strategies for major donors, including bequests, charitable trusts, gift annuities, and other estate planning strategies as they relate to philanthropy.

• Exceptional interpersonal skills with the ability and personality to work collaboratively, accept responsibility and motivate colleagues, volunteers and donors.

• Familiarity with community foundations and/or willingness to learn the details of how community foundations function and operate.

• Extraordinary attention to detail and ability to manage multiple competing priorities with minimal supervision.

• Motivation to offer superior service to clients, with short timelines and excellent response times.

• Strong oral and written communication skills; ability to communicate clearly and persuasively.

• Proficiency in MS Windows, Outlook, Excel, Word, PowerPoint, and Internet, and experience working with an integrated database.

• A high level of integrity and demonstrated professional and ethical standards and practices.

• An ability to keep donors and their records confidential.

• A commitment to further OCF’s equity, diversity, and inclusivity mission by demonstrating a willingness to establish and maintain relationships with diverse groups of people from different backgrounds.

• Ability to articulate OCF’s mission and discuss philanthropic projects in detail.Candidate must have physical ability to:

• Speak to groups and conduct one-on-one meetings.• Attend occasional evening meetings.

• Drive long distances (up to approx. 300 miles/day on occasion).

• Occasionally lift or move objects of moderate weight (e.g., boxes of printed materials).

• Ability to sit or stand for periods of several hours at a time.

• Keyboarding proficiency and use for periods of several hours at a time.

• Valid driver’s license.

This position description reflects management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.

Compensation and Benefits

Starting Salary Range – $90,000 – $100,000 depending on experience. Excellent Benefits include choice of medical and dental plans, health savings accounts, short & long term disability, life insurance, Employee Assistance Program, professional development opportunities, pre-tax commuter benefit, cell phone stipend, 401k plan, generous paid time off, volunteer leave, flexible work arrangements.

How To Apply
OCF is committed to equity, diversity and inclusion, and seeks to build a diverse workforce to promote effective work in partnership with all communities and population groups in Oregon. We welcome a diverse pool of qualified applicants.

For each of its positions, the foundation seeks to hire staff with relevant experience, skills and aptitude; a commitment to the power of philanthropy and to be mindful of what best serves our organization and supports our mission. Our culture is guided by these shared agreements: Communicate Effectively, Value One Another, Demonstrate Accountability, Embrace Possibilities, Address Conflict and Take Action.

OCF is seeking a diverse applicant pool and encourage minorities to apply. Send resume and cover letter to HR@Oregoncf.org using the word “Gift Planner” in the subject heading. Resumes will be accepted through February 15, 2016.

New York, NY

Grants Manager, TCC Group

The Organization
TCC Group is a Certified B Corporation, founded in 1980, that provides management consulting and planning services to the social sector. Our mission is to develop strategies and programs that enhance the efficiency and effectiveness of nonprofit organizations, philanthropies, and corporate citizenship programs to achieve social impact. Our core services are strategy; foundation, program and grants management; capacity building; and evaluation.  We help clients devise strategies, implement programs, evaluate progress and outcomes, and make ongoing improvements so that they can better achieve social impact.

TCC Group has a staff of 30 professionals, headquartered in New York City, with offices in San Francisco and Philadelphia. We work in teams of consultants that are assembled to reflect the client’s consulting needs and staff’s areas of expertise. All of our consultants have at least a Master’s degree as well as practical experience working in nonprofit organizations and philanthropies. We are critical thinkers, effective communicators, skilled facilitators, and insightful strategists. We work with organizations of various sizes and lifecycle stages, in a range of sectors such as arts and culture, health and human services, education, environment, youth development, policy and advocacy, and public administration, to name a few.

Position Overview
TCC Group provides a range of management services for a number of corporate clients.  For these clients we serve as the primary grants manager, handling all grant administration and basic operational needs for foundation and corporate philanthropic giving.  We are the primary point of contact for grantseekers and the de facto staff for these clients with no professional grantmaking program or administrative staff.  We provide a range of services, customized for each client’s needs.  As part of our grants management services we lead and implement multiple processes including:

•Planning and implementation: including process development and protocol; systems and tools set up;  legal and technical compliance; timing and logistics support; core criteria development, and ongoing project management;

•Application development and processing: including developing templates for applicants, managing proposal intake and tracking, coordinating follow up with applicants, and trouble-shooting as necessary for clients and grant seekers to ensure successful application processes

•Review & Due Diligence: including reviewing applications for eligibility and compliance, conducting financial and reputational due diligence on prospective grants, designing and facilitating grant review meetings, scoring and providing preliminary recommendations as needed.

•Approval: including managing various approval level and logistics related to committee meetings, development of dockets for review, facilitating committee meetings, conducting necessary follow up, and drafting award announcements.

•Payment: including overseeing grant payment processes to ensure accuracy ; complete financial document packages prepared for internal storage and auditing; and working with appropriate client contacts to ensure timely payment and reporting needs are met.

•Reporting & Storytelling: Including ensuring timely completion of grantee reports, synthesizing key data points, and supporting overall monitoring, evaluation and communications efforts for grant portfolios.

TCC is currently seeking an experienced and versatile professional to play a lead role in our grants management work.  The position requires a mix of expertise in project and grants management, as well as detailed oriented administration. The Grants Manager will be working as part of a client services team, and will be in direct communications with clients and grant seekers.  The position demands extreme detail orientation, as well as exceptional client relations, discretion, and familiarity with nonprofit due diligence. This person must also be able to manage multiple projects and competing deadlines with the highest degree of professionalism and judgment. This position requires a hands-on analytical, detail-oriented, self-motivated manager who is able to effectively oversee all aspects of our clients’ grants operations.  He or she must be able to meet our clients competing needs while also applying field wide best practices to enhance the efficiency and effectiveness of our grantmaking services.  This individual should have experience managing others as need, as well as working independently.

Responsibilities

This position oversees and implements all grants management functions, including:  Grants management:

•Conducting ongoing grants administration as described above

•Reviewing, analyzing and summarizing grant proposals for board review; preparing grant write-ups for board dockets

•Implementing and maintaining grants management software that follows clients’ work processes while balancing the needs of program and accounting staff and regulatory compliance; assuring integrity of data

•Negotiating and facilitating sensitive issues in the grant-making process using the utmost levels of discretion

•Providing links between program, finance, information technology and other administrative staff so that all grants activities are smoothly implemented

•Training staff on both grants procedures and grants management software

•Drafting and updating grants management manuals

•Identifying professional development and training opportunities for staff and self

•Developing and overseeing standard terms and conditions for grant award letters, agreements and contracts•Undertaking special projects as assigned or initiated

Governance

•Planning board and committee meetings, in conjunction with foundation leadership (developing agendas, preparing dockets, etc.)

•Taking minutes at board and committee meetings, as needed

•Ensuring compliance with clients’ by-laws

Finance

•Working with clients’ on matters relating to 990s, audits, etc.

•Ensuring compliance with IRS regulations and foundation’s legal requirements for all grants and programs

Administration and operations, including:

Project Management

•Providing day-to-day project management with project manager and review team, as appropriate

•Developing and monitoring project work plans and budgets

•Supervising the project work of analysts, administrative assistants, and affiliates

Client Relations

•Developing and maintaining exceptionally strong relationships with clients, including email and telephone communication, and in-person meetings

Desired Skills/Background

•Education: Bachelor’s degree required

Grants Management Experience

•Knowledge and application of best practices in grant making

•Familiarity with accounting procedures and processes for structuring grants

•Understanding of current IRS regulations related to grantmaking

•Knowledge of grants management software and information technology skills

Management and Communications skills

•Exceptionally strong client relations skills, especially experience working with grantmaking committees and boards

•Ability to communicate technical, budgetary and program details to clients, grantees and applicants

•Demonstrated leadership skills and ability to manage and motivate team members

•Demonstrated experience in formulating and implementing policies and procedures

•Ability to design and implement effective workflow processes and procedures

•Capability to foster an atmosphere which recognizes and respects cultural and individual differences

Professional Experience

•A minimum of two years of relevant work experience in grants management.

•Experience using grants management software.

•Experience working directly with foundation boards and/or grants committees

Qualifications

•Excellent interpersonal, verbal and written communication skills

•Excellent attention to detail, strong project management skills and ability to meet deadlines

•Ability to manage multiple complex tasks and maintain composure under demanding conditions

•Ability to prioritize work at hand•Proven problem-solving skills and a focus on solutions

•Flexibility in approach and willingness to adapt when necessary

•Proactive and action-oriented personality; strong sense of pace and urgency

•Ability and experience working productively and proactively both independently and as part of a team

•Intermediate to advanced skills in Microsoft Office (Word, Excel, Access, Outlook, PowerPoint) and Internet search engines and databases. Technologically savvy with ability to learn new programs quickly

How To Apply
Please submit a resume and a cover letter for the “Grants Manager” position at https://jobs-tccgrp.icims.com/. No telephone calls, please. TCC Group is an equal opportunity employer.

Philadelphia, PA

Director of Development, A National Nonprofit Organization

The Organization
A national nonprofit organization, located in Philadelphia, whose mission is to empower the nonprofit arts and cultural sector with high-quality data and resources in order to strengthen its vitality, performance, and public impact. This position is based out of the organization's headquarters in Philadelphia, PA. Exceptional candidates based in other cities along the northeast corridor will be considered.

Position Overview
The Director of Development, reporting to the President and CEO, will serve as part of a high-performing five-person senior leadership team.  This individual will be responsible for developing and implementing revenue generation strategies focused primarily on institutional donors and strategic partnerships. The Director of Development will develop goals and strategies and strong donor relationships with foundations, corporations, and government grantmakers in order to expand the funding mix and increase overall revenue for the organization. S/he will oversee both contributed and earned revenue programs. S/he will also have the ability to assess the current systems and determine what changes are needed to improve the day-to-day functioning of the department and to prepare it for significant growth in the number of funder relationships.

Position Responsibilities:

·         Contribute to the development and implementation of the overall organizational strategy, business plan, policies, and budgets.

·         Support a high-performance organizational and fundraising culture, by recruiting, training, managing and developing a competent, accountable, and cohesive staff team.

·         Provide leadership and mentorship to six to eight person team including fundraising, and business development staff responsible for contributed and earned revenue generation.

·         Plan and execute the organization’s short and long-term fundraising strategies to meet goals for annual operating income, special campaign needs, and reserve funds, renewing and increasing levels of support and diversifying sources of revenue.

·         Develop and implement fundraising plans, and monitor progress towards revenue goals for local, regional, and national funding partners and corporate sponsors.

·         Manage a personal fundraising portfolio, including identifying, cultivating, soliciting (in-person contact, grantwriting, and/or contract negotiation) and stewarding donors and prospects.

·         Establish and advance relationships with private foundations, corporations, public grantmakers, and strategic business partners forging opportunities for fundraising and business ventures. Initiate individual giving program as appropriate.

·         Actively engage and support the President, board members, and senior staff in the fundraising process, empowering them with a compelling case for support and resources for effective solicitations.

·         Establish or further develop systems, policies, and processes to efficiently manage, monitor, evaluate, and report on grants, fundraising programs and progress. Working closely with members of the finance team, oversee grant compliance, management, and reporting.

·         Work closely with the Director of Communications and Marketing to plan and implement development communications and related marketing strategies to achieve targets and expand the donor/customer base.

·         Manage and support Development and Governance Committees of the Board, activating their networks, building a board prospect pipeline, and creating meaningful opportunities for engagement, fundraising, and advocacy.

·         In tandem with the Director of Programs, oversee the creation, management, and engagement of a National Council comprised of state-based stakeholder representatives and strategic partners.

·         Maintain professionalism in all departmental activities and outreach, representing the organization as needed before a range of public audiences, and ensuring the confidentiality of privileged information.

Critical Qualifications/Skills:

·         Bachelor’s degree required. Advanced degree preferred.

·         At least 7-10 years of progressive experience in a non-profit organization with a successful track record in fundraising, strategy development, donor communications, and partnership building. Experience in a national cultural, higher education, research, technology, or policy-oriented organization or association of a similar or larger scale, preferred.

·         A broad knowledge of development, including all aspects of institutional fundraising and grants management, with a strong background in identifying, qualifying, and developing relationships with institutional donors and prospects, as well as soliciting support. Documented success in securing six- and seven-figure gifts desired.

·         High competency and affinity for written and oral communications, with a track record of success developing a high-volume of grant proposals and requests for support, persuasive development communications, and compelling cases for support. Ability to coach and develop writing , solicitation, and negotiation skills in staff.

·         Experience developing, selecting, and implementing fundraising, policies, procedures, and systems. Familiarity with the Salesforce CRM platform a plus.

·         Strategic and adaptive thinker with a high degree of intellectual curiosity, rigor, and creativity. Must be highly motivated by a fluid, fast-paced, entrepreneurial environment and peers that embody a strong sense of drive, work ethic, and commitment to success.

·         Ability to communicate confidently and effectively with coworkers, program leaders, donors, prospects, and potential partners. Experience working directly with board leadership desired.

·         Proven ability to build strong external relationships with a variety of stakeholders.

·         Gracious, kind and approachable demeanor with the ability to connect with all constituencies and sell the mission of the organization.

·         Strong planning and leadership skills with the ability to prioritize tasks to achieve goals in a timely manner.

·         Previous management experience and ability to develop and mentor staff and board. Strong moral and ethical character, and a commitment to the mission.

 

How To Apply
To be considered for this position, please submit your resume and cover letter:

Beth Hare or Nika SmithCriterion Search Group, Inc.
Phone:  (610) 581-0590
E-mail: administrator@criterionsg.com

 

New York, NY

Senior Human Resources Specialist, The Wallace Foundation

The Organization
The Wallace Foundation is seeking a skilled human resources professional with a deep commitment to the work and values of the foundation for the position of Senior Human Resources Specialist. The position reports to the Chief Administrative Officer (CAO).

Background of the Organization

The Wallace Foundation, an independent national philanthropy with assets of $1.5 billion, traces its origins back more than half a century to DeWitt and Lila Acheson Wallace, founders of The Reader’s Digest Association. Ranked by assets, Wallace is among the 50 largest private foundations in the United States.  Its mission is to foster improvements in learning and enrichment for disadvantaged children and the vitality of the arts for everyone. The foundation has an unusual approach: funding projects to test innovative ideas for solving important social problems, conducting research to find out what works and what doesn’t and to fill key knowledge gaps – and then communicating the results to help others.

The Wallace Foundation staff works in teams that assemble the mix of expertise and perspectives it needs to design and carry out initiatives according to its approach. This means that staff members from units throughout the foundation – research, program, and communications, to name a few – regularly work together in a cross-foundation effort rather than individually in their own department. Therefore, Wallace seeks employees who are both highly skilled in their professions and able to work collaboratively with others. Wallace employees need to be able to think analytically and communicate clearly. It values the flexibility to adapt to change, a desire to learn, and the ability to work productively both on one’s own and with colleagues inside and outside the foundation.

For more information about Wallace, please visit www.wallacefoundation.org.

 

Position Overview

Position Responsibilities

The Senior Human Resources Specialist has two primary responsibilities: 1) effectively administer employee benefits plans and policies, compensation, recruitment and employee relations; and 2) support the Chief Administrative Officer in the development of HR strategies, plans, policies and programs. Employee benefit plans and policies. Ongoing administration and annual renewal of health, dental, vision, life/AD&D, and disability insurances including:enrollment/changes/terminations for staff;coordination with Finance for payroll; liaison with the benefits broker; conduct annual competitive review; and follow and share with the CAO trends and developments in the field. Ensure qualified and non-qualified plans are maintained in compliance with applicable legislation and regulations.  Specifically:

  • all required testing and reporting is completed on a timely basis;
  • all required filings are completed and filed;education for participants is ongoing;
  • support the Administrative Committee;maintain relationships with plan record-keeper, consultants, and all service providers for the plans; and
  • stay current on and update CAO on legislation, trends and developments in the field. Prepare and distribute benefit and policy communications for staff including renewal communications, policy changes, and the annual Employee Benefits Statement. Administer policies and programs, e.g., transit and parking program, tuition reimbursement, professional certification and continuing education, and leaves of absence. Carry out the day-to-day operations for Human Resources, e.g., leave administration, sign-ins/sign-outs. Assist staff in understanding and using their employee benefits. Compensation In consultation with the CAO: Contribute to the analysis of competitive compensation reviews. Coordinate the process for annual performance and salary reviews.

Recruitment

Work with the CAO to develop recruiting strategies and the approach for filling open positions, and coordinate recruiting, onboarding and orientation programs and processes. Perform other duties as assigned.

Learning and Professional Development

Reflecting Wallace’s commitment to learning and professional development, the Senior HR Specialist will: Build knowledge base and capability to contribute to design of health and welfare, and qualified and non-qualified employee benefit plans, and performance enhancement and compensation systems. Participate on working groups, as assigned, focused on Human Resources and organizational development.

Qualifications:

  • Three – five years’ specialist experience in human resources with a concentration in benefits and compensation
  • Bachelor’s degree required; advanced degree or certifications in HR or benefits a plus
  • Sound judgment, outstanding discretion, and unwavering commitment to ensuring confidentiality in all aspects of the role
  • Strong data management and analytical thinking skills
  • Excellent communication skills, with an emphasis on writing to convey key messages to staff, simplify complex employee benefits and HR topics, and avoid jargon
  • Ability to balance the Foundation and employee interests in developing options for review and resolution of issues

Salary will be commensurate with experience. Benefits include health, dental, vision, life and disability insurance, a 403(b) Retirement Plan and Paid Time Off (PTO). The Wallace Foundation is an Equal Opportunity Employer, committed to maintaining a diverse workplace where differing perspectives are a source of strength.

How To Apply
The Wallace Foundation has retained the services of Harris Rand Lusk to conduct this search.  Inquiries, nominations, and applications may be directed in confidence to: Anne McCarthy, Senior Director/COOHarris Rand Lusk122 E. 42nd Street, Suite 3605New York, NY 10168 amccarthy@harrisrand.com Please put “Wallace Senior HR Specialist” in the subject line

New York, NY

Investment Associates, The Wallace Foundation

The Organization
The Wallace Foundation, an independent national philanthropy, traces its origins back more than half a century to DeWitt and Lila Acheson Wallace, founders of The Reader’s Digest Association. Ranked by assets, Wallace is among the 50 largest private foundations in the United States.  The Wallace Foundation’s mission is to foster improvements in learning and enrichment for disadvantaged children and the vitality of the arts for everyone. As stewards of limited resources, we seek to maximize the benefits derived from our grant dollars, so that they have an impact beyond the services we can fund directly. Our approach is to look for opportunities to develop important new insights and evidence in our areas of interest; fund real world tests of innovative concepts; and then disseminate what we have learned nationally to policymakers and those who work on the ground providing services.

At The Wallace Foundation, we work in teams that assemble the mix of expertise and perspectives we need to design and carry out initiatives according to our approach. Wallace seeks employees who are both highly skilled in their professions and able to work collaboratively with others. Wallace employees need to be able to think analytically and communicate clearly.  We value the flexibility to adapt to change, a desire to learn, and the ability to work productively both on one’s own and with colleagues inside and outside the foundation. For more information about The Wallace Foundation, please visit www.wallacefoundation.org.

Position Overview
The Wallace Foundation has an endowment of over $1.4 billion, which is diversified across a broad range of risk buckets and asset classes to achieve the Foundation’s investment goal of funding grants and operations while preserving the long-term, inflation-adjusted value of the endowment. Our Investment Policy, Investment Committee Charter and other financial and governance information can be found here on Wallace’s website.

The management of the endowment is described in the Investment Committee Charter, which includes delegated authority to the Chief Investment Officer to hire and fire investment managers within specific limits.  The Investment Team includes a Senior Officer, Officer, Associate and Assistant, all of whom report to the Chief Investment Officer.  All Investment Team members have exposure to a broad range of asset classes, although there are areas of specialization, and participate in Investment Strategy Team meetings that include the Foundation’s President.

Role

The Investment Associate contributes to the effective management of the Foundation’s endowment by providing support in these primary areas: 1) operations due diligence, which includes valuation, audit and risk control; 2) investment manager due diligence; 3) performance measurement and custodial trustee liaison; and 4) general research and administrative support.

Responsibilities

Operations Manager Due Diligence:

  • Conduct meetings or conference calls with the compliance and accounting staffs at each of our Private Funds to review their audited financial statements, valuation policies, custodians, administrators, service providers, fund terms and regulatory status.
  • Prepare an annual report on each of our Private Funds to document these reviews and to assign ASC 820 levels to each of these investments.
  • Prepare the workpapers that are needed to meet information requests that arise during the annual audit of our Investment Portfolio by our external auditors.
  • Request and analyze data annually from our Private Fund managers on their:
    • Cash inflows and outflows for the firm and the product in which we invest
    • Investment expenses, including management fees and carried interest, that are charged on a direct or indirect basis
    • Tactical risk exposures in the areas of leverage, derivative, counterparty, securities lending and currency

Investment Manager Due Diligence:

  • Provide support to the Investment Team by preparing preliminary analyses for meetings that other team members will hold with the Foundation’s portfolio managers to discuss their investment staffs, strategies, portfolio holdings, performance attribution and risk metrics.
  • Performance Measurement and Custodial Trustee Serve as the liaison with the Foundation’s external:
    • Performance Measurement service to ensure the timely flow of information needed by that service to complete monthly performance reports
    • Custodial trustee service to ensure the timely completion of assigned duties including the processing of the Foundation’s capital calls and distributions, delivery of accounting statements and processing of securities settlements

General Research and Administrative Support:

  • Provide research and analysis for Investment Committee reports and investment manager searches, as needed.
  • Process wire transfers for capital calls and distributions and handle other administrative duties when the Investment Assistant is out of the office.

Development

  • Reflecting Wallace’s commitment to learning and professional development, the Investment Associate will:
    • Build capacity and expertise in preparing Investment Due Diligence reports for current managers
    • Develop a greater understanding of endowment management

Qualifications

  • Bachelor’s degree with a concentration in investments, finance, economics or statistics.
  • One to three years’ experience performing Operations Due Diligence or other experience relevant to the responsibilities of the position
  • Excellent research and analytical skills that demonstrate an ability to analyze data and produce related reports
  • Strong quantitative skills
  • Strong written and oral communication skills
  • Interpersonal skills to work productively in a collaborative environment

Salary is commensurate with experience. Our benefits include health, dental, life and disability insurance, a 403(b) retirement plan and paid time off.The Wallace Foundation is an Equal Opportunity Employer, committed to maintaining a diverse workplace where differing perspectives are a source of strength.

 

How To Apply
The Wallace Foundation has retained the services of Harrison Stone & Associates, LLC to conduct this search.  Please direct inquiries, nominations, and applications in confidence by February 29, 2016 to: search@harrisonstone.com. Please put “Wallace Investment Associate” in the subject line.

New York, NY

Investment Officer, The Wallace Foundation

The Organization
The Wallace Foundation, an independent national philanthropy, traces its origins back more than half a century to DeWitt and Lila Acheson Wallace, founders of The Reader’s Digest Association. Ranked by assets, Wallace is among the 50 largest private foundations in the United States. The foundation’s mission is to foster improvements in learning and enrichment for disadvantaged children and the vitality of the arts for everyone. As stewards of limited resources, we seek to maximize the benefits derived from our grant dollars, so that they have an impact beyond the services we can fund directly. Our approach is to look for opportunities to develop important new insights and evidence in our areas of interest; fund real world tests of innovative concepts; and then disseminate what we have learned nationally to policymakers and those who work on the ground providing services.

At The Wallace Foundation, we work in teams that assemble the mix of expertise and perspectives we need to design and carry out initiatives according to our approach. Wallace seeks employees who are both highly skilled in their professions and able to work collaboratively with others. Wallace employees need to be able to think analytically and communicate clearly.  We value the flexibility to adapt to change, a desire to learn, and the ability to work productively both on one’s own and with colleagues inside and outside the foundation. For more information about The Wallace Foundation, please visit www.wallacefoundation.org.

Position Overview
Endowment Management

The Wallace Foundation has an endowment of over $1.4 billion, which is diversified across a broad range of risk buckets and asset classes to achieve the Foundation’s investment goal of funding grants and operations while preserving the long-term, inflation-adjusted value of the endowment.  Our Investment Policy, Investment Committee Charter and other financial and governance information can be found here on Wallace’s website.

The management of the endowment is described in the Investment Committee Charter, which includes delegated authority to the Chief Investment Officer to hire and fire investment managers within specific limits.  The Investment Team includes a Senior Officer, Officer, Associate and Assistant, all of whom report to the Chief Investment Officer.

All Investment Team members have exposure to a broad range of asset classes, and participate in Investment Strategy Team meetings that include the Foundation’s President. Officer level staff are assigned areas of specialization, which include designated Manager Focus Areas.

Role

The Investment Officer contributes to the effective management of the Foundation’s endowment in these areas: 1) investment due diligence on current and prospective managers within assigned Manager Focus Areas; and 2) risk management and analytical support.

Responsibilities

  • Investment Due Diligence on Current Managers Serve as primary contact and manage relationships with managers within assigned Manager Focus Areas. This responsibility includes conducting due diligence meetings to evaluate their strategies, portfolio holdings, performance attribution, risk metrics, staff and adherence to investment guidelines and terms.
  • Prepare written reports on manager meetings, within and outside assigned Manager Focus Areas, to inform decision-making. Investment Due Diligence on Prospective Managers Identify prospective managers working with proprietary investment manager and consultant databases and other research sources.
  • Prepare written reports on prospective managers that evaluate their strategies, portfolio holdings, performance attribution, risk metrics, staff and terms to inform decision-making.
  • Review private partnership documents and prepare subscription agreements.

Risk Management and Analytical Support

  • Analyze the risks in the Foundation’s Portfolio that are incurred at the manager level and prepare written reports to inform decision-making.
  • Prepare research and analysis for other projects as requested.

Development

Reflecting Wallace’s commitment to learning and professional development, the Investment Officer will be on a development track to:

  • Increase capacity and expertise in the selection of investment managers.
  • Develop a deeper understanding of portfolio construction and endowment management.

Qualifications

  • MBA with a concentration in investments, finance or economics or CFA
  • Three to five years’ experience preparing investment due diligence reports on managers and contributing to recommendations on selection of new managers
  • Excellent research and analytical skills that demonstrate an ability to analyze data and produce reports to guide decision-making
  • Strong quantitative skillsStrong written and oral communication skills
  • Ability to develop and effectively manage external relationships
  • Interpersonal skills to work productively in a collaborative environment

Salary is commensurate with experience. Our benefits include health, dental, vision, life and disability insurance, a 403(b) Retirement Plan and Paid Time Off (PTO).

The Wallace Foundation is an Equal Opportunity Employer, committed to maintaining a diverse workplace where differing perspectives are a source of strength.

How To Apply
The Wallace Foundation has retained the services of Harrison Stone & Associates, LLC to conduct this search.  Please direct inquiries, nominations, and applications in confidence by February 29, 2016 to: search@harrisonstone.com. Please put “Wallace Investment Officer” in the subject line.

Menlo Park, CA

Environment Program Director, The William and Flora Hewlett Foundation

The Organization
The William and Flora Hewlett Foundation, making grants since 1967 to help solve social and environmental problems at home and around the world, seeks to recruit a Program Director for the Environment Program. The Foundation concentrates its resources on activities in education, the environment, global development and population, performing arts, and philanthropy, and makes grants to support disadvantaged communities in the San Francisco Bay Area. The Foundation’s assets are approximately $9 billion, with annual grant awards totaling more than $400 million. A fourteen-member Board of Directors provides overall direction for the Foundation. For more information about the Hewlett Foundation, please visit its website at www.hewlett.org.

Preserving the environment has been a cornerstone of the Hewlett Foundation’s grant making from the very beginning. To that end, the Environment Program supports groups working on land, water, and energy issues, and looks for opportunities to engage people on the ground where particular issues are unfolding. Today, the commitment is expressed through the Foundation’s investments to mitigate the most severe effects of climate change, to preserve ecological diversity in the North American West, and to enhance opportunities for Bay Area youth to experience nature and the outdoors. In 2008, the Hewlett Foundation Board approved a landmark five-year, global effort to collaborate with an international network of funders, regrantor and nonprofit organizations, and other climate leaders to strengthen philanthropy’s response to global warming. In 2013, the Foundation renewed its commitment to this Climate Change Initiative and to bringing combined expertise in climate science, public policy, economic and social development, and strategic philanthropy to bear on keeping global warming below two degrees centigrade.  The Environment Program continues to experiment, learn, and adapt as they seek to make their best contribution to a prosperous, sustainable, low-carbon future. In 2014, the Foundation likewise renewed its commitment to preserving biodiversity in the West with a focus on lands, rivers, and energy development. In 2015, the Foundation added a new California Drought Initiative to help bring about long overdue reform of California water policy.

Through its grant making, the Environment Program pursues three goals designed to protect the environment for future generations.

• Avoid the worst effects of climate change and promote prosperity and health by dramatically cutting greenhouse gas pollution and ultimately meeting all energy demand from clean and renewable energy sources.

• Conserve the ecological integrity of the western United States and Canada for people and wildlife.

• Reduce environmental problems that disproportionately affect disadvantaged communities in the San Francisco Bay Area.In addition, the Program has launched a three-year initiative to modernize state water policy to better respond to a less predictable water future.The Environment Program has a professional staff of ten and operates with an annual grants budget in excess of $130 million.  The position is based in Menlo Park, California.

Position Overview
The Program Director should ideally embody the following professional qualifications and personal attributes:

• Demonstrated record of innovative leadership within the nonprofit, philanthropic, private or public sector.

• Experience working with complex budgets, including sophisticated financial analytical skills and an interest in evaluation and performance measurement metrics.

• A proven record of success in working with government agencies at all levels and with the private sector. Experience developing and implementing public policy advocacy strategies is a plus.

• Experience building private/public partnerships and other nontraditional coalitions to produce lasting and meaningful results in the policy, private, and philanthropic sectors.

• Ability to generate and deliver clear and persuasive oral and written communications.

• Ability to inspire trust, to organize people into teams and to motivate team members to work well together.• Ability to lead and manage a dedicated professional team.

Personal Attributes

• Passionate commitment to the Foundation’s mission.

• Ability to listen to others and learn from their best ideas.

• Intellectual curiosity, coupled with an innovative and entrepreneurial drive.

• Humility and grace, flexibility, an ability to give credit and recognition to others.

• Impeccable integrity, high energy level, and the possession of a sense of humor.

Compensation

Compensation for the Program Director includes a competitive base salary, and an excellent employee benefits package.

Physical Demands/Work Environment

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

While performing the duties of this position, the employee is regularly required to sit for extended periods of time and to travel via various modes of transportation for extended periods of time.

How To Apply
Interested candidates should submit a resume and cover letter responding specifically to the experience and qualifications being sought to: Daniel Sherman, President, Explore Company at resumes@explorecompany.com.  Refer to Hewlett/EPD in the subject line.

No phone inquiries please.

The William and Flora Hewlett Foundation is an equal opportunity employer and invites individuals who bring a diversity of culture, experience and ideas to apply.All correspondence will remain confidential.

Charleston, SC

Executive Director/CEO, International African American Museum

The Organization

The International African American Museum (IAAM) seeks a visionary, entrepreneurial, globally-minded Executive Director/CEO to lead the institution. To be located in Charleston, South Carolina, the IAAM will be built on the former site of Gadsden’s Wharf, an 18th-century complex of docks where scores of thousands of Africans arrived in the United States to be sold at auction in the slave market nearby. The Museum will serve to embody the experiences of Africans in the Americas, with a specific focus on Charleston and South Carolina, where the history, culture and landscape of the city and region have been strongly shaped by the first African Americans and their descendants.The IAAM is governed by a Board of Directors composed of both local and nationally recognized leaders from the business, civic, cultural, educational, philanthropic and political sectors. In addition, it boasts a thirty member National Advisory Board composed of individuals well-known for their work in promoting civil rights, arts and culture, and equal opportunities in education, business and other related fields. Collectively they constitute a powerful voice in support of the vision of a museum that will serve as a “site of memory and a site of conscience” for African Americans, the nation, and the world.

Position Overview
The Executive Director will join the Museum at an exciting time. A total capital budget of approximately $75 million has been approved for the construction of IAAM and two-thirds of this has been raised, or is committed, from the City and County of Charleston and the State of South Carolina. An award-winning design team, which includes architect Harry Cobb of Pei, Cobb, Reef & Partners and one of the most prominent museum designers in the world, Ralph Applebaum of Ralph Applebaum Associates, is in the final stage of the design phase of the project, and completion of the building is slated for 2017.

This is an exceptional opportunity for an entrepreneurially-minded individual to take the helm of a well-conceived “start-up” enterprise and lead it to success. The Executive Director will partner with the Board of Directors of the IAAM to develop an intellectually compelling vision for the Museum; set an ambitious yet sustainable course for future resource generation; and develop an aspirational capital campaign. Working directly with former Charleston Mayor Joe Riley who will continue to champion the Museum and be an engaged fundraiser, the Executive Director will provide innovative leadership and strategic oversight in the cultivation, solicitation, and stewardship of transformational gifts to complete construction of the Museum and establish an endowment to support its future growth. Over time, the Executive Director will also recruit and retain additional talented staff for the Museum.The ideal candidate will have at least 10 years of progressive leadership experience, ideally in the cultural and/or non-profit sector. The Executive Director will have key strategic and planning skills; the proven ability to cultivate, solicit and steward large gifts; excellent managerial and team building experience; and superlative interpersonal skills with a demonstrated ability to work well with people at all levels of an organization.

Bachelor’s degree required; an advanced degree in a relevant field is preferred.

How To Apply
The IAAM has retained Isaacson, Miller to assist in this search. All inquiries, nominations, and applications should be directed in strict confidence to: www.imsearch.com/5634.
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