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Supervised by: Managing Director of Philanthropic Services
Status: Full-time, salaried, exempt
Location: Chicago, IL
Strategic Philanthropy, Ltd., (www.stratphilanthropy.com) is a global philanthropic advisory firm headquartered in Chicago. Since 2000 the firm has been at the forefront of helping individuals, families, and family-owned businesses plan, assess, and manage their charitable giving. Working in partnership with the clients’ legal and financial advisors, the firm provides high-touch, customized support to ensure that donors can feel more confident in their charitable giving and know that their philanthropic dollars are effectively spent and generating meaningful outcomes.
Firm Culture
Strategic Philanthropy, Ltd. is a boutique consultative environment with a collaborative approach to client services. The firm is deeply committed to diversity as well as promoting human rights and delivering services that reflect excellence and best practices in philanthropy. A balanced work and personal life is deeply ingrained in the company and reflected in the hybrid work schedule.
Position Overview
The Philanthropic Associate works closely with lead advisors and other members of the client services team to support client engagements. The position requires strong analytical and organizational skills and the ability to work well in a team environment. Responsibilities include:
Conducting research and developing landscape and opportunity analyses to surface potential strategies and organizations clients may support
Reviewing and developing write-ups on proposals and grant reports
Preparing for client meetings
Contributing to firm-wide knowledge management through research, writing, and developing presentations
Specific Responsibilities
Sit in on client meetings to share information, take notes, and write meeting summaries
Conduct issue area research and prepare reports to help clients understand the landscape, determine their giving strategies and identify organizations
Review client grantmaking histories and prepare reports to help clients better understand their strategies and impact
Participate in planning and strategy meetings for client engagements and for the firm
Assist in grant cycle activities, including developing requests for proposals and guidelines for clients giving activities, reviewing grant proposals, analyzing financials, participating in site visits, summarizing proposal highlights, and making recommendations
Assist in survey design and analysis of survey data, both quantitatively and qualitatively
Assist with the preparation of reports, correspondence, presentations, and proposals by formatting, proofreading, and copy-editing
Assist with logistics coordination for client meetings and participate in preparing for and conducting grantee convenings
Research and write articles or issue papers for publication or for the Firm’s website, and for use in any marketing, outreach, or educational activities conducted by the Firm
Develop and maintain accurate and accessible files and documentation
Respect the sensitivity and confidential nature of all work and client relationships
Adhere to the company’s values proposition
Represent the company in a professional manner
Other duties as assigned
Position Requirements
Bachelor’s degree (masters preferred)
2+ years of hands-on experience in the foundation or non-profit world in a project management, grants management, or program development position
Demonstrated knowledge of the field of philanthropy and grantmaking
Experience with information management and report writing
Able to work in person at least two days per week
Excellent written and oral communication skills, strong attention to detail, the ability to problem-solve, be creative, and self-sufficient, work independently and as part of a team, and enjoy a learning environment
Compensation
Starting salary is $65,000-$75,000, predicated on experience
Health insurance, disability, term life, catastrophic insurance, and a 401K plan for qualified employees
Generous PTO including a winter holiday break
Apply on our Join Our Team page.
