DIRECTOR / SENIOR DIRECTOR OF PHILANTHROPIC ENGAGEMENT

TheMiamiFoundationisbuildingthehomebaseforgenerosityandcommunityimpactinGreaterMiami.Since 1967, The Foundation has invested over $900 million to strengthen our community in partnership with more than 1,000 partners and over 60,000 donors.

By accelerating leadership, generosity, and a sense of belonging across Miami, we inspire people to become changemakersandcreatewaysfordonors,nonprofits,leaders,andlocalstoworktogetheronsolutionsfor our community.

AtTheMiamiFoundation,everyonehasaroletheycanplayincreatingathrivingGreaterMiami.

PositionOverview

TheDirector/SeniorDirectorofPhilanthropicEngagementwillleadTheMiamiFoundation’seffortstobuild and deepen relationships with professional advisors and grow the Foundation’s legacy and planned giving programs.

Thisisahighlyrelationship-drivenroleforsomeonewhothrivesonbeinginthecommunity,buildingauthentic connections, facilitating conversations, presenting to groups, and creating opportunities that lead tolong-term philanthropic partnerships.

Theidealcandidateisaconfidentandengagingconnectorwhocanwalkintoaroomofestateattorneys, wealthadvisors,financialprofessionals,accountants,andothercommunityleadersandquicklyestablish credibilityandrapport.Thispersonshouldbenaturallycurious,comfortableinitiatingconversations,and skilledatturningrelationshipsintomeaningfulopportunities.

Whileknowledgeofplannedgivingandphilanthropyisimportant,TheMiamiFoundationisopentocandidates who bring strong relationship-building, business development, networking, presentation, or professional-advisor experience and have the ability and interest to learn the technical aspects of philanthropy and charitableplanning.

The Director/Senior Director reports to the Vice President of Philanthropy and works closely with the Foundation’sCEO,LeadershipTeam,BoardofTrustees,philanthropyteam,donors,andexternalprofessional advisors.

KeyResponsibilities ProfessionalAdvisorEngagement

• Serveasaprimaryrelationshipmanagerforprofessionaladvisors,includingestateplanningattorneys, trust officers, wealth managers, financial advisors, accountants, family office professionals, andphilanthropicconsultants.
• Build, expand, and manage The Miami Foundation’s professional advisor network.
• Develop meaningful relationships with advisors and their firms that position The Miami Foundation as a trusted resource for charitable planning and community impact.
• Proactively identify and cultivate new relationships with centers of influence throughout Greater Miami.
• Create opportunities for advisors to learn about The Foundation, its services, philanthropic resources, and community impact.
• Organize and facilitate educational programs, networking events, roundtables, presentations, and other advisor-focused experiences.
• Represent The Miami Foundation at professional, civic, philanthropic, and community events.
• Develop strategies to turn advisor relationships into referrals, donor introductions, philanthropic partnerships, and long-term engagement.

Legacy&PlannedGiving

• LeadtheFoundation’slegacyandplannedgivingstrategy.
• Identify, cultivate, solicit,andstewarddonors interestedincreatinglong-termphilanthropicimpact.
• Grow the pipeline of documented estate commitments and other deferred gifts.
• Work with donors and their advisors around bequests, beneficiary designations, charitable trusts, donor-advised fund succession planning, and other planned giving opportunities.
• Partner with internal teams, attorneys, financial professionals, and other advisors to facilitate complex charitable gifts.
• Steward existing legacy donors and create meaningful engagement opportunities for members of the Foundation’s legacy community.
• Oversee the administration and stewardship of realized bequests and estate gifts in partnership with legal, finance, and operations teams.
• Maintain accurate documentation, tracking,reporting,andstewardship oflegacycommitments.
• Stay current on trends in estate planning, wealth transfer, charitable tax strategies, and planned giving.

RelationshipDevelopment&BusinessDevelopment

• Buildastrongprospectpipelinethroughnetworking,referrals,advisorrelationships,community engagement, and professional associations.
• Identify opportunities to introduce individuals and families to The Miami Foundation’s philanthropic services.
• Develop customized engagement strategies based on the needs and interests of donors and their advisors.
• Collaborate with philanthropy colleagues to transition and advance qualified donor opportunities.
• Serve as an ambassador for The Miami Foundation throughout the Greater Miami community.

Leadership&Collaboration

• Dependingonlevelandexperience,supervise,coach,anddevelopphilanthropystaff.
• Partner with the Vice President of Philanthropy on department strategy, revenue goals, and donor engagement initiatives.
• Collaborate across the Foundation to ensure seamless experience for donors and professional advisors.
• Prepare pipeline reports, relationship updates, performance metrics, and other materials for leadership and the Board.
• Identify emerging opportunities in charitable planning, wealth transfer, and professional advisor engagement.

WhatWe’reLookingFor Experience

Weareopentocandidatesfrom avarietyof backgrounds. Relevantexperiencemayinclude:

• 7+yearsofprogressively responsibleexperienceinphilanthropy,plannedgiving, wealthmanagement, privatebanking,trustadministration,estateplanning,financialservices,professional-advisorrelations, business development, or a related field.
• Demonstrated success building relationships with professional advisors, high-net-worth individuals, community leaders, or other influential stakeholders.
• Experience developing referral networks, strategic partnerships, or business relationships.
• Experience presenting to groups, facilitating events, or representing an organization publicly.
• Experience with planned giving, estate planning, charitable giving, or complex gifts is strongly valued but can be developed for the right relationship-oriented candidate.
• Supervisory experience is preferred for the Senior Director level.
• Credentials such as CAP®, CFP®, JD, or comparable expertise are helpful but not required.

Skills& Attributes

• Exceptionallystronginterpersonalandrelationship-buildingskills.
• Confident, engaging, and comfortable initiating conversations with new people.
• Ability to naturally “work a room” and build relationships.
• Strong presentation, facilitation, and public-speaking skills.
• Excellent verbal and written communication.
• Strong business development and networking instincts.
• Ability to establish credibility with sophisticated professional audiences.
• Curious, entrepreneurial, resourceful, and proactive.
• Strong emotional intelligence and the ability toreadaroom andadaptcommunicationstyle.
• Comfortable working independently while collaborating effectively with a team.
• High integrity, sound judgment, and discretion when handling sensitive donor and estate information.
• Genuine interest in philanthropy and Greater Miami’s community.

This list of essential functions is not intended to be exhaustive. The organization reserves the right to revise this positionspecificationasneededtocomplywithactualjobrequirements.Ourclient iscommittedtoequalopportunity for all, without regard to race, religion, color, national origin, citizenship, sex, age, veteran status, disability, genetic information, or any other protected characteristic, andwill make reasonable accommodations for known physical or mental limitations of otherwise qualified employees andapplicantswithdisabilities unless doing so would impose an undue hardship.

Compensation&Benefits

Commensurate with experience and qualifications, the salary range is $100,000-$130,000, with senior level candidatesexpectedtobeatthemidpointorhigher.TheFoundationoffersacomprehensiveandgenerousbenefits package, which includes medical, dental, and vision insurance; a 403(b)-retirement plan; flexible spending and dependent care accounts; a professional development stipend; paid time off; a cell phone stipend; gym reimbursement; and the opportunity to establish a Staff Donor-Advised Fund (DAF), with a modest match from the Foundation.

TheSearchProcess AlignedSolutionshasbeenretainedbyTheMiamiFoundationonanexclusivebasistoleadthissearch.Allinquiries, nominations, and applications will be held in strict confidence. To apply, or to recommend a candidate for consideration, please submit a resume and letter of interest to Ashley Gomez , Director of Recruitment and Operations, at ashley@alignedtogether.com.