Advisor, Philanthropic Services

Position Summary

The Advisor, Philanthropic Services is a core member of the Philanthropic Services team and the broader Partnership Services Department at Tides. The Philanthropic Services team provides integrated services for individual, family, foundation, and social change leader partners to support grantmaking, impact investing, advocacy, donor collaboration, and strategic advisory solutions. The Philanthropic Advisor manages a portfolio of partner relationships with diverse needs, interests, and values. The Advisor also provides sector knowledge and high-quality educational programming to Tides’ donor community while coaching, guiding, and building deep trust with each donor partner—ultimately leading to higher levels of giving and more strategic grantmaking.

This position will be included in the collective bargaining agreement with SEIU 1021.

Essential Duties and Responsibilities 

Partner Management

• Manages a portfolio of donors and fund partners—with a focus on donor advised funds—to strategically encourage, inform, and support their charitable giving.
• In partnership with Philanthropic Partnerships team facilitates and oversees each donor’s grantmaking, engagement with the Foundation, and legacy planning.
• Encourages enhanced giving and family philanthropy through mission development, strategy guidance, family meeting facilitation, and engaging the next generation.
• Proactively establishes short- and long-term partner engagement goals to increase strategic giving among donors, tracks and measures partner engagement activities and their outcomes.
• Leads, plans, implements, and continually refines services, programs and projects that work to streamline Tides partner solutions or meaningfully engage partners in their philanthropy, with Tides, and with other partners in ways that will maximize resources and expertise to meet community needs.
• Keeps Tides staff and partners informed of important issues affecting organizations, programs, and funding needs through meeting and communicating regularly with nonprofit leaders and other subject experts; monitors trends and policy changes affecting the philanthropic sector at large.
• Conducts site visits/zoom check-ins, organizational analysis, research projects, and other activities to support Tides efforts to build community knowledge strengthen under-resourced/under-represented groups - especially BIPOC leaders, organizations, and communities, and others that face systemic barriers to power.

Department Advancement

• Possesses a deep understanding of best practices in working with donor partners, their families, and their intermediary/gate keepers support systems; seeks to impact the sector through replicable programs that provide highly valuable, cutting-edge donor services.
• Supports the development and implementation of program wide activities as needed, including drafting relevant blogs and perspectives that highlight Tides’ work in action.
• Serves on organizational and/or departmental project teams as needed.
• Participates in onboarding and mentorship of new staff; co-develops department team building activities.

Network Engagement

• Represent Tides on a regular basis at conferences, webinars, gatherings, professional associations, and other external events.
• In collaboration with Strategic Partnerships and the Partnership Services departments, develops strategies to move partners up the ladder of engagement.
• Support proposal development as needed and based on areas of expertise and interest.
• Works cross-functionally to support networking-building opportunities and convenings, strengthening the Tides brand and point of view, as well as harnessing the wisdom and skills of our network.
• Develops and maintains broad external relations with philanthropic partners.

Knowledge, Skills, and Abilities

• Strong alignment with Tides’ Vision, Mission, and Approach and our organizational values of respect, equity, empowerment, accountability, and creativity.
• Passion for philanthropy and the nonprofit community. Significant experience as a funder or in guiding funders/donors through philanthropic giving vehicles, as well as the various laws and regulations affecting them.
• Strong knowledge of fiscal sponsorship model and other intermediary roles.
• Excellent customer service and communication skills (listening, interpersonal, oral, and written).
• Excitement for supporting disaster recovery, relief, and rebuilding programs.
• Proficient writing, editing and proofreading skills with the ability to gather and organize information appropriately and effectively, strong research and synthesizing abilities.
• Strong planning and implementation skills; excellent ability to prioritize, organize, and manage multiple competing assignments and responsibilities.
• A high degree of professionalism, confidence, and flexibility that allows for working collaboratively and effectively with clients and colleagues of diverse backgrounds.
• Excellent ability to work well in a team (and virtual) environment; ability to develop and maintain a good working relationship across departments, and with members of the nonprofit sector.
• High level of personal and professional integrity and ethics. Strong self-direction. Experience working with Google Suite, MS Office Suite, NetSuite, grants management systems, Salesforce, or other CRM platforms.
  1. Writing proposals and contributing to field by building thought leadership content pieces.

Education/Work Experience: 

• BA/BS or higher degree, or equivalent experience may be substituted for a college degree.
• 5 years of demonstrated experience working with high-net-worth individuals. Extensive experience in or with the nonprofit sector also highly desirable.

Important Information:

Any Tides Network employee who wishes to use the office or travel to the office must be fully vaccinated for Covid-19 and boosted. You are required to submit proof of vaccination to the Human Resources Department at least 2 days before your first visit to the office. Employees who do not have vaccination information on file will not be permitted in the building.

Application Instructions:

Please submit a resume and a thoughtful cover letter online. Your cover letter should express your interest in working for Tides and your qualifications for the role. You may also share your detailed LinkedIn profile with us. Tides is an Equal Opportunity employer. We value diversity and inclusion and we look forward to reviewing applications from all who are qualified to apply.

Equal Employment Opportunity:

Tides is an equal opportunity employer. We strongly encourage applications from women, people of color, and bilingual and bicultural individuals, as well as members of the lesbian, gay, bisexual, and transgender communities. Applicants shall not be discriminated against because of race, religion, sex, national origin, ethnicity, age, disability, political affiliation, sexual orientation, gender identity, color, marital status, or medical condition including acquired immune deficiency syndrome (AIDS) and AIDS-related conditions. Also pursuant to the San Francisco Fair Chance Ordinance, we encourage and will consider for employment qualified applicants with arrest and conviction records.

Applicants with Disabilities:

Reasonable accommodation will be made so that qualified disabled applicants may participate in the application process. If you seek an accommodation, please advise in writing at the time you apply.