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    Asset Development Director - London, United Kingdom - Michael Page (UK)

    Michael Page (UK)
    Michael Page (UK) London, United Kingdom

    3 weeks ago

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    Description
    Our client is an independent charity driven by a mission to make philanthropy more convenient and efficient for donors.

    Our client is affiliated with one of the largest providers of donor-advised funds in the United States and our client's offering allows donors to make irrecoverable charitable contributions, receive immediate tax benefits, and then recommend grants from the fund over time.

    For many HNW / UHNW individuals a DAF is an alternative to setting up their own charitable trust or foundation.

    This role sits within the Development team and is focused predominantly on fundraising, working primarily through private client advisors to raise the profile of donor-advised funds and attract donor-advised fund assets
    This fundraising role proactively implements business development plans for our coient by focusing on attracting new donor-advised fund accounts and contributions
    As Director of Development, you will work within the wider Development team to build and manage relationships primarily with private client advisors (legal, tax, and wealth management professionals) and with donors directly
    You will also work to increase the visibility of our client and donor-advised funds and provide the highest level of private client service to our client's donors and their advisors
    Meet and exceed annual fundraising goals by securing contributions from new and existing donors
    Build a network and establish relationships with intermediary private client advisors (legal, tax, and wealth management advisors) to enhance the profile of our client and the use of DAFs
    Provide seamless, integrated and holistic guidance to private client advisors and donors
    Provide relationship management to high net worth prospects and donors to drive loyalty, secure gifts and increase contributions
    Work collaboratively with all internal teams to deliver the highest level private of client service
    Proven private client service and relationship management experience
    Strong interpersonal and communications skills and demonstrated ability to deliver highly personalised service to HNW clients and their advisors
    Fundraising experience, in a donor-advised fund environment or elsewhere. Private sector fundraising /asset raising experience considered
    Motivated by helping donors structure their assets for charitable purposes
    Knowledge of giving vehicles available to achieve a donor's charitable objectives (e.g. private foundations/charitable trusts, donor-advised funds, and social impact investing vehicles)
    Understanding and experience with HNW wealth and estate/wealth transfer planning
    Knowledge of charitable planning for tax purposes
    Knowledge of illiquid asset donations (e.g. private equity/hedge fund interests)
    Knowledge of investment products targeted towards HNW individuals, including alternative investments, hedge funds, and private equity
    Experience using CRM systems such as Salesforce
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