Managing Director of Philanthropic Investments

Company: People Performance Resources, LLC
Location: Dallas
Posted on: November 13, 2024

Job Description:

Managing Director of Philanthropic Investments
Our client, Commit Partnership, seeks a Managing Director of Philanthropic Investments. Reporting to the COO, this individual is a senior level leadership role and trusted advisor, responsible for overseeing the Philanthropic Investments department. This position ensures the organization has adequate philanthropic financial resources to meet annual goals and build long-term sustainability. This role's primary purpose is to develop and execute a comprehensive, strategic plan to consistently raise, steward, and grow philanthropic investments totaling $40M + annually.
Key Responsibilities:

• Fundraising and Strategy:
  

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• Works with the CEO and COO to develop and execute long-term and annual strategic plans to secure adequate funding to meet organizational goals.
  
• Leverages organizational relationships including board members, Champions, and other investors to secure new investors.
  
• Strategically secures funding via various diverse streams, including securing new investments on a national scale.
  
• Oversees investor relations through the execution of annual investor stewardship, engagement, and communication efforts.
  
• Actively identifies and approaches new investors with compelling pitches.
  
• Pitches and closes new and renewed investments.
  
• Leads joint-venture fundraising with partner organizations, braiding and maximizing efforts.
  
• Ensures team and the organization adhere to best practices in recordkeeping, reporting, and grant management, in various systems including Salesforce, SharePoint, Teamwork, and Intacct.
  
  
• External and Internal Relationships and Presence:
  
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  • Serves as an external leader for Commit in meetings, conferences, and other external convenings with investors.
    
  • Leads investor calls, meetings, events, and experiences with great attention to detail, investor-targeted messaging, and highly professional execution.
    
  • Builds and maintains relationships with investors and other critical stakeholders.
    
  • Launches and oversees the facilitation of Commit's Investor Committee.
    
    
  • Leadership and Management:
    
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    • Serves as a key member of the executive leadership team, contributing to overall organizational strategy and decision-making.
      
    • Serves as the fiscal manager of the Philanthropic Investment department by overseeing the annual department budget creation and management of expenditures against the budget.
      
    • Serves as a conduit between executive leadership team and Philanthropic Investment team sharing information and strategy to keep team informed.
      
    • Provides leadership to a team of at least 9 members, collaborating on goal setting, offering coaching and guidance, conducting annual performance reviews, and facilitating professional development opportunities to foster individual and team growth, resulting in continuous improvement in performance.
      
    • Champions the Philanthropic Investment team standards and serves as a role model exhibiting standards and coach all team members to consistently exhibit standards.
      
    • Ability to maintain level-headedness in the face of resistance and contrary opinions.
      
      Qualifications:
      
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      • Passionate about improving our public education systems, increasing economic mobility for Dallas and the state of Texas, and holds a deep belief that EVERY student deserves access to high-quality education and the opportunity to succeed.
        
      • Proven experience in a senior leadership role, preferably in a nonprofit.
        
      • Demonstrated experience in executing successful high-net-worth fundraising strategies both in state and on a national level while meeting organizational goals.
        
      • Proven capacity to work autonomously and responsibly, while effectively collaborating with others as a valuable team player.
        
      • Ability to develop and follow through on creative and effective solicitation strategies and to motivate and generate enthusiasm for them among team members.
        
      • Ability to quickly build and continuously develop trusting relationships with funders and other stakeholders.
        
      • Ability to create and deliver highly professional, compelling presentations and facilitate investor meetings.
        
      • Excellent relationship skills, forming trust-based relationships with diverse benefactors, trustees, and other stakeholders.
        
      • Excellent communicator: builds trusted relationships and clearly articulates key value propositions, processes, and performance.
        
      • Financially astute; expert understanding of key financial and marketing metrics that drive profitability and organizational success; leveraging metrics to correct and optimize.
        
      • Independent thinker, viewed as a steward of culture, innovation, and change.
        
      • Proficiency in reading and writing in Standard English.
        
      • Effective communication skills with individuals from diverse social, cultural, economic, and educational backgrounds.
        
      • Collaborative mindset and adeptness at working in a team-oriented atmosphere.
        
      • Remain composed and open-minded when met with resistance and differing viewpoints.
        
      • Deep understanding of both the Dallas philanthropic landscape, preferred, as well as National education and economic mobility-focused funders.
        
      • Deep understanding of grant budget management and ability to build and manage complex grant budgets.
        
      • Proficient with Microsoft Office and familiar with using donor management software; proficiency with Salesforce preferred.
        
      • Operates with the utmost integrity and values consistent with True North Traits of Commit Partnership.
        
        Education and Experience:
        
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        • Bachelor's degree in non-profit management, communications, marketing, business, or other related field; Master's Degree preferred.
          
        • At least 4 years' experience leading a development team of 5+ members at a nonprofit with a budget of at least $20M.
          
        • Experience leading a fundraising team within an education-focused non-profit preferred.
          
        • Demonstrated success in securing $1 million+ gifts and fundraising strategies across all aspects of fundraising operations, including building the case, cultivating donors, and soliciting and securing institutional giving, sponsorships, membership, donor programs, planned giving, earned revenue, and new business ventures.
          
        • CFRE preferred.
          
          Along with the ability to work a hybrid schedule, Commit Partnership offers a strong benefits package, and PTO plus a rich bonus structure based on mutually agreed-upon goals and overall performance.
          For more information on Commit Partnership, please see their website: .
          EEO/ADA STATEMENT: Commit Partnership and PPR are fully committed to Equal Opportunity Employment and to attracting, retaining, developing, and promoting employees without regard to their race, gender identity (except where gender is a bona fide occupational qualification), color, religion, sexual orientation, national origin, age, genetic disposition, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal, state, or local law. Both organizations strive to provide a work environment free from discrimination and harassment and where employees are treated with respect and dignity. Our combined intention is that all qualified applicants are given equal opportunity and that selection decisions are based on job-related factors. Our mutual intent is to offer reasonable accommodation during the employment process for individuals with disabilities. If a candidate needs assistance in the application or hiring process to accommodate a disability, they may request accommodation at any time.
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Keywords: People Performance Resources, LLC, McKinney , Managing Director of Philanthropic Investments, Executive , Dallas, Texas