Advisor Relations Officer


Job ID:



Dallas, TX 


Financial and Accounting


per year

Employment Type:

Full time



Job Description:

JOB TITLE: Advisor Relations Officer
STATUS: Exempt
REPORTS TO: Sr. Director, Donor Relations & Fund
HOURS: Full Time
DATE: May 2017
DEPT: Relationships
CFT's Mission
CFT stimulates creative solutions to key challenges in our
community. We thoughtfully and effectively support our diverse
donors and grantees by providing exemplary service and by
demonstrating accountability. We improve lives through an
unwavering commitment to lasting impact.
CFT's Values
Enhancing the experience and impact of giving through:
1. Exemplary service;
2. Wise stewardship of resources; and as a
3. Trusted partner for community knowledge and
The Advisor Relations Officer carries out the mission of
Communities Foundation of Texas by developing prospects into donors
and by encouraging existing donors to increase their giving through
the foundation. S/he is a lead major gifts officer, managing a
portfolio of individuals, private foundations and professional
advisors. The Officer is the key liaison to, and resource for,
professional advisors (attorneys, CPAs and wealth advisors);
oversees CFT's annual continuing education seminar; and manages the
Advisory Council. The Officer serves as one of ten members of the
foundation's fundraising team.
Key Responsibilities

Serve as key liaison to professional advisors (including, but
not limited to, estate attorneys, tax attorneys, CPA's, financial,
wealth and philanthropic advisors) and to fund advisors and
successor advisors.
Work with high net worth prospects and existing donors to
establish and increase gifts to the foundation, focusing on six and
seven figure gifts.
Develop and oversee annual professional advisor continuing
education seminar and the other professional advisor series
Steward and serve as relationship manager to a cultivated
portfolio of current fundholders.
Manage the recruitment and coordination Advisory Council,
including the annual member breakfast.
Represent CFT at area trainings and events for professional
Represent the foundation externally with prospects, donors,
charitable organizations, and the community.
Maintain metrics around donor relations strategy as part of the
overall reporting of Donor Relations activity.
Represent the foundation in leadership and professional roles
for major and/or planned giving.
Keep actively informed on legal and other developments in
philanthropy and ensure that the development team is informed of
the potential impact on major gifts.
Additional responsibilities within the Relationships Department
o Educating donors about partnership opportunities
with CFT to encourage increased funding of CFT's assets;

o Partnering with outside resources in the development of
o Serving on internal CFT Committees, such as Strategy and
Employee Engagement, as appropriate.

Bachelor's degree required, and graduate study in law,
business, or other relevant fields is desirable.
At least three years of major gift fundraising experience or
the equivalent and demonstrated success in cultivating and securing
top-level gifts, or equivalent experience as a professional
Excellent communications skills - oral, written, and
presentation - are required.
Demonstrated skill in working with professional advisors to
secure major gifts.
Experience with planned giving vehicles and noncash assets a
Advanced critical thinking, analysis, problem-solving,
relationship building and negotiation skills required.
Knowledge and understanding of philanthropic interests,
charitable motivators, and financial relationships in the context
of working with high net worth individuals is desirable.
Experience in relationship management and database software is
strongly preferred.
Knowledge of the Dallas/North Texas philanthropic community -
especially professional advisors and private foundations -- is
strongly preferred.

Skills & Requirements

Proven ability to work effectively with high net worth
prospects, donors and their families, and professional advisors,
and to successfully deal with confidential, complex situations
involving coordination and consultation with internal and external
constituents, is essential.
An individual with exemplary customer service skills who will
be a strong member of the foundation's development team.
A polished, personable, and well-informed individual with the
knowledge, demeanor, maturity, and ethics to represent the
foundation effectively.
Disclaimer: The above statements are intended to
describe the general nature and level of work being performed by
employees assigned to this classification. They are not intended to
be construed as an exhaustive list of all responsibilities, duties
and/or skills required of all employees within this class.

Accommodations: Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions of
the position.
CFT's future success is premised upon delivering exemplary
service, demonstrating accountability, and producing meaningful
results. By expanding its community knowledge, committing itself to
high-quality service, and focusing its discretionary grantmaking,
the foundation can actively engage with donors and nonprofit
organizations in new ways. The result will be empowered charitable
giving and energized philanthropy that contribute exponentially to
a stronger community.
Send resume to
Organization Info
Communities Foundation of Texas

Organizational Profile