President and CEO - HigherEdJobs

Sterling Martin Associates has been retained by the Partnership for Philanthropic Planning (the Partnership) to search for its next
President & CEO.

Founded in 1988 as the National Committee on Planned Giving, the Partnership for Philanthropic Planning is a 501(c)(3) public charity whose mission is to help people and organizations create charitable giving experiences that are the most meaningful in achieving both charitable mission and the philanthropic, financial, family and personal goals of the donor. The Partnership achieves its mission through research, education, advocacy, community dialogue, and the setting of standards and best practices in philanthropic planning.

The Partnership's national headquarters are located in Indianapolis, Indiana, home of Indiana University-Purdue University Indianapolis (IUPUI), with which the Partnership has an independent agency relationship. The operating budget is approximately $2 million. A 19-member Board of Directors, made up of members from across the country, governs the organization; the President & CEO is a member of the Board and its Executive Committee. Partnership staff includes eight professionals.

The Partnership strives to engage all constituents in the charitable gift planning process - planned giving and major gifts professionals, nonprofit managers and trustees, financial and estate planners, trust managers, and administrators. The organization is supported by a national membership of approximately 10,000 constituents whose work involves gift and estate planning. Approximately 80% of the Partnership's members work in the nonprofit sector; the remaining 20% work in the for-profit sector. The Partnership consists of 116 chapters - known as "councils" - that are located throughout the United States.
Summary of the Position

Reporting to the Board of Directors, the President & CEO of the Partnership serves as the chief executive of the organization. As such, he or she directs all organizational activities, programs, and services in furtherance of, and compliance with policies adopted by the Board of Directors. The President and CEO is also responsible for creating project plans and management policies. As an officer of the Corporation, the President & CEO serves as a non-voting member of the Board of Directors and its Executive Committee and serves as a member of all other Partnership committees and task forces. He or she is responsible for selecting and supervising the Partnership's regular staff as well as consultants that may be engaged from time to time. The President & CEO maintains excellent working relationships with the heads of all council affiliates and related national organizations and foundations to ensure they are aware of all the services the national organization has available for their assistance and to further organizational objectives. He or she participates in public relations activities to enhance Partnership visibility and prestige and serves as the primary media spokesperson. The President & CEO represents the Partnership to legislative and regulatory bodies by serving as the organization's primary advocate. The Board also relies on the President & CEO for continuing governance development and growth.

Specific Duties and Responsibilities

Under the broad direction of the Board of Directors, the President & CEO of the Partnership for Philanthropic Planning will:

• Serve as the chief executive officer of the Partnership.
• Develop and initiate new policies, programs, and services.
• Plan, direct and implement policies and strategic plans to both internal and external audiences.
• Provide for the financial, investment, and administrative management of the Partnership; oversee budget development and implementation; oversee contract services, grants, and joint ventures.
• Supervise professional and support staff; conduct regular performance appraisals; make all decisions regarding hiring and terminations; manage activities for personnel and staff development; and create new staff positions and consolidate other positions as needed and/or necessary.
• Oversee all conferences and meetings, including the annual national conference, leadership meetings, board, committee and task force activities, and governance functions; develop plans for new meetings and gatherings, as appropriate.
• Oversee the Partnership's education programs, standards development, and ethics code for charitable gift planners.
• Oversee membership recruitment and development activities, including membership services, communications, and publications.
• Oversee and direct research activities.
• Explore and develop projects to provide revenue enhancement and diversification for the Partnership; make revenue development and expense management decisions.
• Organize and facilitate governance functions in conjunction with the Board Chair and other members of the Board of Directors.
• Envision and implement a national advocacy campaign.
• Serve as the primary spokesperson for the Partnership; supervise external relations with the media, legislators and regulators, other fundraising organizations, allied professional organizations, and the greater philanthropic sector.
• Direct strategic planning activities for all Partnership councils as requested; develop council leadership materials and provide training; present programs at council meetings and conferences.
• Design and facilitate planning processes and discussions for the Board of Directors, committees, and task forces.
• Make presentations and write articles for local planned giving councils, related professional organizations, charities, and other affiliated groups.
• Train and coach staff and volunteers on various aspects of Partnership management and governance.

Requisite Skills, Experience and Qualifications

The Partnership seeks a proven leader with the ability to think strategically, while working closely with the Board of Directors and the Partnership's members and councils. He or she will be expected to communicate well with multiple publics and successfully direct the day-by-day operations of the organization.

As such, qualified candidates will have the following minimum skills, qualifications and experience:

• Baccalaureate degree - advanced degree preferred;
• CAE certification preferred;
• Seven to ten years of association management experience - previous work with professional member or chapter-based associations preferred;
• A strong appreciation for and understanding of the collaborative processes involved in philanthropic planning and related tools and techniques;
• The stature, credibility, and poise to interact and work effectively with a Board of Directors comprised of professional gift planners from the nonprofit, as well as, the for-profit sector ;
• Significant success in managing and prioritizing all tasks associated with the management of a membership organization, including customer service, marketing and communications, membership recruitment and retention, and volunteer management;
• Exceptional management skills, both strategic and operational, with a demonstrated commitment to diversity and a record of managing a talented and diverse staff;
• Demonstrated experience as a strategic thinker and planner;
• Deep experience managing multiple projects and programs successfully;
• Demonstrated ability to manage multiple tasks, plan, organize and communicate effectively, and work with little direct supervision;
• A focus on creating a cohesive national organization, including the local councils, with a goal of working together to further the mission;
• Solid problem-solving skills involving internal constituents, volunteers, and external vendors and consultants;
• An ability to envision and implement a national advocacy campaign;
• An ability to quickly learn complex industry issues and to translate those issues into understandable subject matter for the lay person (e.g., the legislative and regulatory agendas);
• Experience working in or with the public sector - experience in government relations/lobbying on behalf of philanthropic issues is highly desirable as is having current and favorable relationships on Capitol Hill;
• Demonstrated experience in clearly and effectively articulating external messages to the public, including a track record resulting in the achievement of favorable media coverage for an industry or cause;
• Experience implementing proactive media strategies; and
• Superior interpersonal skills and the capacity to work well with people at all levels within the organization and with key external agencies and organizations.

Demonstrated experience and knowledge of fund raising at some point during the candidate's career, while not a requirement, is a plus.

In addition, the successful candidate will be dynamic and have an engaging, polished presence; team and consensus-building skills; openness and accessibility; flexibility and adaptability; an empowering style of management; an ability to multi-task and follow-through; a belief in transparency; and an understanding of philanthropy and appreciation of the role of gift planning within the sector.

As an independent agency of Indiana University-Purdue University Indianapolis, the Partnership for Philanthropic Planning is an Equal Opportunity Employer and encourages applications from candidates with diverse cultural backgrounds.

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