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Senior Philanthropic Advisor
The candidate will working some of the university’s highest potential prospects and donors. Working with the Vice President for Strategic Initiatives and Global Principal Gifts, this position will be responsible for securing and stewarding philanthropy from assigned individuals and families believed to be capable of making $5M and above gifts in support of Case Western Reserve’s institutional priorities and to work with the president, provost, senior vice president for university relations and development, senior development officers, and school and college deans and administrators to further develop prospect and donor relationships. Will be expected to work collegially, and in partnership, with university-based colleagues. Will advisor, serve and counsel the Senior Vice President of University Relations and Development, the President’s Office, and the executive team of University Relations and Development in a continuing effort to translate general objectives into specific principal giving plans and programs that will address established global fundraising goals. Manage a portfolio of high potential individual and family prospects and donors through the identification, qualification, cultivation, solicitation and stewardship cycles. Build relationships with a diverse population that will lead to $5M+ solicitations that match institution’s top priorities. Develop long-term and short-term principal and planned giving strategies in alignment with the strategic priorities of the university working in collaboration with the leadership of University Relations and Development division and the university’s president and provost. Provide strategic counsel to and work in partnership with the president, senior vice president, vice president, deans and school-based development offices, faculty, alumni and stakeholders of the univeristy to raise principal and planned giving support for priority programs, centers and departments. Serve as a senior staff member to counsel and advise the president, senior vice president, and vice presidents on philanthropic legal affairs, and policy and tax issues concerning university’s fundraising program. Must have at least 15 years of estate, tax, and legal experience working closely with clients to manage their estate and tax situations. JD degree required. Working knowledge of gift planning to include bequests, charitable gift annuities, charitable remainder trusts and charitable lead trusts are required. Excellent relationship management skills and ability to engender trust are required. Ability to handle sensitive and confidential information with discretion and judgment are required. Ability to be self-directed as well as succeed and thrive in a collaborative team environment are required. Ability to lead, inspire, and motivate others and assume leadership role on a team when appropriate are required. Effective written and verbal communication skills, including active listening are required. Effective public speaking and group presentation skills are required. High sense of accountability for achieving results are required. Understanding of community foundation and philanthropy processes are required. Ability to organize multiple tasks and projects as well as prioritize tasks within projects are required. Ability to interact with colleagues, supervisors, and customers face to face are required. Ability to meet consistent attendance are required. Computer proficiency (including Microsoft Office) and the ability to learn new programs are required.

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