Horizons Foundation

Chief Philanthropy Officer

THE ORGANIZATION

Horizons Foundation has been dedicated to serving, funding, and helping to lead the LGBTQ community for 40 years. Established in 1980 as a San Francisco–based community foundation, Horizons’ mission statement reads:  

 

As the world’s first community foundation of, by and for LGBTQ people, Horizons invests in LGBTQ nonprofits, strengthens a culture of LGBTQ giving, and builds a permanent endowment to secure our community’s future for generations to come.

 

Last year, Horizons distributed grants totaling $4M to hundreds of nonprofits throughout the country, with more than half supporting organizations in the foundation’s San Francisco Bay Area home. Grants are awarded principally to LGBTQ nonprofits and LGBTQ-focused programs at non-LGBTQ-specific organizations. Horizons is also a national leader in LGBTQ philanthropy and was recently recognized as one of the LGBTQ movement’s “Top 10” funders by the national advocacy group Funders for LGBTQ issues. In addition, through its donor-advised fund (DAF) program, Horizons makes grants to non-LGBTQ nonprofits in the Bay Area and throughout the country.

 

In 2016, aware of the continuing challenges faced by the LGBTQ community as it seeks a world in which all LGBTQ people live fully and freely, the foundation undertook the most ambitious fundraising campaign in its history. To date, Horizons’ Now and Forever campaign has raised over $105M, including $3.7M in outright gifts from a broad base of donors that has enabled the foundation to increase its programs, capacity and breadth of services to the community. The campaign also achieved another milestone, identifying over $100M in future legacy gifts as part of efforts to build its permanent endowment and ensure long-term support of organizations in the region.

THE POSITION

The Chief Philanthropy Officer (CPO) position offers a rare opportunity for the right candidate to make a profound and lasting impact on the LGBTQ community in the Bay Area and beyond. As a member of the senior management team, the CPO will play an integral leadership role within the organization and work closely with the president, board, CFO, and Vice President of Grants and Programs to develop and implement the foundation’s strategies and initiatives. The CPO will lead a four-member development and philanthropic services team responsible for designing and implementing fundraising strategies that increase revenues from private sources, as well as grow Horizons’ Donor-Advised Fund (DAF) program and its highly active legacy (planned) giving program.  

 

Horizons’ DAF program currently includes 150 funds, with significant future growth anticipated. The CPO will work closely with donors who have established DAFs to help them realize and develop their philanthropic visions. Horizons’ legacy giving program is a recognized leader in the Bay Area community and the national movement for LGBTQ rights. The program lies at the core of the foundation’s long-term vision and strategic plan for the LGBTQ community. As with the DAF program, the CPO will work regularly with individual donors in developing and structuring what Horizons calls their “Legacies of Pride.”

 

The CPO will oversee the foundation’s educational and community-building programs among both donors and professional financial-planning and estate-planning advisors, as well as serve as one of the foundation’s important external voices.

 

The CPO role is an outstanding opportunity for an exceptional and strategic fundraiser who thrives in an entrepreneurial environment and who can continue to build a comprehensive 21st century development program for an organization with strong recent growth and a powerful long-term vision for the LBGTQ community. The CPO will be responsible for managing and strengthening the key functional components of the foundation’s fundraising program, including annual, major and planned giving, institutional giving, events and development operations, including donor recognition and stewardship. Internally, they will oversee efforts to build a true culture of philanthropy within and for Horizons.

 

The CPO will lead a team that includes: Director of Individual Giving and Director of Philanthropic Services (direct reports), as well as the Corporate Relations and Events Manager and the Development Operations Manager.

 

RESPONSIBILITIES

Annual Fundraising

  • Develop and implement comprehensive and diverse strategies to grow and sustain Horizons’ revenue base and meet its private fundraising goals

  • Work in close partnership with the president, board and volunteer committees to build the organization’s philanthropic capabilities. In collaboration with the Director of Individual Giving, staff existing and recruit new members of the development committee, providing fundraising counsel and direction

  • Oversee the foundation’s annual fundraising campaign, securing support from individuals, corporations, foundations, events, and other sources

  • Strengthen Horizons’ major gifts program by ensuring best practices and systems in order to build a robust prospect pipeline and increase the number of engaged donors capable of giving annual gifts of $10K+

  • Oversee and market Horizons’ planned/legacy giving program in order to increase the pipeline of deferred gifts/bequest intentions

  • Strengthen and build relationships with institutional funders, particularly diversifying and increasing support from corporations and increasing outreach to foundations

  • Conduct a strategic review of Horizons’ program of annual events. Plan and manage internal and external fundraising and cultivation events.

  • Build Horizons’ fundraising infrastructure to increase support, steward donors and ensure adequate operational support for fundraisers, volunteers and foundation leadership


Legacy Giving and Donor-advised Fund Programs  

 

  • Develop and implement strategies to increase the pipeline of deferred/planned gifts to ensure long-term support and build Horizons’ LGBTQ Community Endowment Fund. Oversee efforts to promote planned giving opportunities in the LBGTQ and allied communities

  • Support legacy prospects and donors by providing philanthropic advice to them and their professional advisors. Work with estate-planning attorneys and other advisors as needed

  • Together with the Director of Philanthropic Services, work with and support the board’s planned giving committee

  • Also, together with the Director of Philanthropic Services, lead, strategically market, and significantly grow Horizons’ Donor-Advised Fund program  

 

Philanthropic Education/Donor Engagement
 

  • Oversee a limited number of high-quality educational activities for donors and professional advisors

  • Oversee an exceptional and highly effective donor relations and stewardship program; create new opportunities for donor and volunteer engagement

  • Serve as an ambassador of Horizons, involving colleagues as appropriate in outreach, cultivation, and solicitation activities

 

Management
 

  • Recruit and provide leadership to the development team; motivate, inspire, manage, and develop staff, enabling them to exceed goals; advise and direct process improvement of fundraising activities

  • Lead and oversee the four–member team, which includes the directors of individual giving and of philanthropic services as well as the events and corporate relations manager and the manager of development operations

  • Work closely with the management team on foundation-wide issues and help ensure effective inter-departmental communication and the smooth running of the foundation

Strategy Formulation and Development
 

  • Serve as an active and contributing member of the senior management team. Actively participate in foundation strategic, operational, and financial planning

  • Manage the development budget. Ensure best practice use of analytics, data, and metrics to track progress and success of fundraising strategies and tactics

  • Ensure that Horizons cultivates and maintains a culture of philanthropy that encourages participation in the engagement, solicitation, and stewardship of individual and institutional donors and organizational partners

 

 

CANDIDATE QUALIFICATIONS/EXPERIENCE

 

Experience
 

  • Seven to ten years of leadership-level fundraising experience with proven success in both individual and institutional giving

  • Experience building and/or strengthening a development program and successfully raising major and planned gifts  

  • Experience leading a development program, including managing and mentoring a staff

  • Experience implementing a multi-level donor identification, engagement, solicitation, and stewardship plan as well as developing strategies and tactics to sustain and increase giving and attract new individual and institutional donors

  • Proven experience serving in the role of resource/coach/mentor to board members and colleagues and leveraging board/volunteer relationships to maximize development opportunities and strengthen capabilities in fundraising, consultation, and advocacy

 

Education

 

  • Bachelor’s degree preferred but relevant experience and track record more important.


 

COMPETENCIES/ATTRIBUTES

The successful professional will have or be:

 

  • Commitment to the mission of Horizons Foundation, its strategic vision, and the desire to support the LGBTQ community

  • Ability to work collaboratively with the president, management team, staff, and key members of the board and volunteer committees

  • Demonstrated ability to think strategically and develop actionable work plans

  • Effective communicator with excellent written and verbal communication skills

  • Open, supportive, and encouraging leadership style with the ability to create and maintain a collegial, positive and productive work environment and to motivate and mentor staff

  • Strong financial skills, including the ability to develop and review budgets and to develop management reports that present a clear financial picture of fundraising activities

  • Experience interacting with individuals from diverse backgrounds and commitment to diversity, equity, and inclusion in the workplace

  • Understanding of current trends in philanthropy and the ability to recommend new or different approaches to increase donors, contributions and identify new opportunities

  • A high level of initiative, attention to detail and strong organization skills   

  • Unquestionable integrity and commitment to professional ethics, and the ability to responsibly handle sensitive and confidential information with discretion

  • Significant level of computer proficiency, including MS Office and relational databases. Salesforce experience a plus

  • Knowledge of Bay Area and LGBTQ philanthropic communities a plus

  • Ability to occasional work evenings and weekends and to travel two to three times per year

 

 

COMPENSATION AND BENEFITS

This is a full-time, exempt position. A competitive salary and generous employee benefits package will be offered. To be considered for this position or for additional information on the opportunity, please contact or send cover letter and resume to:

David N. Randall
Principal

Randall Search Associates

415 767 3814

david@randallsearchassociates.com

Horizons Foundation is committed to diversity and invites all qualified people to apply, particularly people who identify as transgender, people of color and/or people with disabilities.