ZipRecruiter

Log In

1

Charitable Advisors Jobs (NOW HIRING)

Waverly Advisors, LLC

Tax Advisor

Dayton, OH · On-site

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Advise clients on tax implications of estate planning, gifting strategies, charitable giving ...

Savvy Advisors, Inc.

Principal Wealth Advisor

$200K/yr

Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns ... charitable giving, and risk management * Prepare and present comprehensive financial plans that cut ...

next page

Showing results 1-20

All JobsCharitable Advisors Jobs

Charitable Advisors information

See salary details

$36K

$102.1K

$144K

How much do charitable advisors jobs pay per year?

As of Jul 1, 2026, the average yearly pay for charitable advisors in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is the difference between Charitable Advisors vs Fundraising Consultants?

AspectCharitable AdvisorsFundraising Consultants
CredentialsTypically have nonprofit or financial planning certificationsOften hold fundraising or nonprofit management certifications
Work EnvironmentWork within nonprofit organizations or as external advisorsWork with multiple clients or organizations on fundraising strategies
Employer & IndustryNonprofit sector, charitable foundationsConsulting firms, nonprofit organizations
Search & Comparison IntentUnderstanding roles in nonprofit financial planningSeeking fundraising strategy expertise

Charitable Advisors primarily focus on financial planning and strategic advice within nonprofits, often working directly with organizations or as external consultants. Fundraising Consultants specialize in developing and implementing fundraising strategies for various nonprofits. While both roles support nonprofit growth, Charitable Advisors emphasize financial and strategic guidance, whereas Fundraising Consultants concentrate on increasing donations and donor engagement.

How do Charitable Advisors typically collaborate with nonprofit organizations and donors to maximize impact?

Charitable Advisors often serve as a bridge between nonprofit organizations and donors, helping both parties clarify their goals and align strategies for maximum impact. They conduct needs assessments, facilitate strategic planning sessions, and provide guidance on effective giving strategies. Advisors also help nonprofits strengthen their operations and reporting, ensuring transparency and accountability for donors. Regular communication, relationship-building, and a deep understanding of both sectors are key elements of the role.

What are the key skills and qualifications needed to thrive as a Charitable Advisor, and why are they important?

To thrive as a Charitable Advisor, you need deep knowledge of philanthropic strategies, tax laws regarding charitable giving, and a background in finance or nonprofit management. Familiarity with donor management systems, grant tracking software, and relevant certifications like Chartered Advisor in Philanthropy (CAP) are advantageous. Strong relationship-building, ethical judgment, and effective communication skills help you guide clients and nonprofits toward impactful giving. These skills are crucial for building trust, ensuring compliance, and maximizing philanthropic outcomes for donors and organizations.

What are Charitable Advisors?

Charitable Advisors are professionals or organizations that provide guidance and support to individuals, nonprofits, or businesses regarding charitable giving, philanthropy, and nonprofit management. They may help clients design effective giving strategies, ensure compliance with legal regulations, and maximize the impact of donations. Their expertise often covers areas like tax benefits, grantmaking, nonprofit governance, and fundraising best practices. Charitable Advisors can be independent consultants, part of financial planning firms, or work within nonprofit support organizations.
More about Charitable Advisors jobs
What cities are hiring for Charitable Advisors jobs? Cities with the most Charitable Advisors job openings:
What states have the most Charitable Advisors jobs? States with the most job openings for Charitable Advisors jobs include:
What job categories do people searching Charitable Advisors jobs look for? The top searched job categories for Charitable Advisors jobs are:
Charitable Advisors jobs near you
Charitable Giving Advisor

Charitable Giving Advisor

Diocese of Venice in Florida

Venice, FL • On-site

Full-time

Medical, Dental, PTO

Posted 29 days ago

Job description

Job Title: Charitable Giving Advisor, Full-time
Reports to: Community Foundation Director
Organization: Catholic Community Foundation of Southwest Florida, Inc.
Location: Catholic Center, Diocese of Venice Inc. | Venice, FL
About Us
The Catholic Community Foundation of Southwest Florida, Inc. is a nonprofit organization dedicated to advancing the mission of Christ in Southwest Florida by helping provide support for both the immediate needs and the long-term sustainability of the Catholic Parishes, Schools and Ministries within the Diocese of Venice in Florida and beyond. We provide stewardship, support, and philanthropic services to faith-filled individuals, families, and organizations seeking to make a positive impact through charitable giving. Our mission is to foster a culture of generosity and ensure that our Catholic ministries and programs will be able to serve the community for generations to come.
Overview
We are seeking a passionate and dedicated Charitable Giving Advisor to join our team. As a Charitable Giving Advisor, you will play a critical role in helping individuals and families achieve their philanthropic goals and maximize the impact of their charitable giving within the context of our Catholic community. You will work closely with donors to provide guidance, create personalized giving plans, and promote the values of stewardship and generosity.
Job Responsibilities
    • Build and maintain relationships with current and prospective donors.
    • Conduct in-depth conversations to understand donor values, goals, and philanthropic interests.
    • Collaborate with donors to develop customized charitable giving plans that align with their values and financial objectives.
    • Provide expertise on tax-efficient giving strategies, including donor-advised funds, endowments, and planned giving.
    • Work with Catholic Parishes, Schools, Programs and Ministries to develop and manage planned giving and major gift programs.
    • Work closely with the foundation's leadership team, including the Executive Director and Board of Directors, to advance the mission and vision of the organization.
    • Collaborate with professional advisors, such as attorneys and financial planners, to facilitate charitable giving solutions for donors.
    • Develop and deliver educational materials and presentations on charitable giving topics for donors, Catholic organizations, and the community.
    • Coordinate and participate in seminars focused on estate, financial, and philanthropic planning.
    • Represent the foundation at community events and networking opportunities.
    • Implement stewardship programs to recognize and celebrate donors' generosity.
    • Coordinate donor recognition events and activities.

  • Bachelor's degree from an accredited college or university.
  • Minimum of 2 years of experience in charitable giving, fundraising, or financial planning.
  • Understanding of tax laws related to charitable giving.
  • Must be a practicing Catholic, with understanding of the Catholic faith and Catholic philanthropic principles.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain relationships with diverse stakeholders.
  • Must pass Level II Background screening.

* We offer comprehensive benefits including health, dental, short and long-term disability, Paid Time Off and 16 paid holidays in a calendar year.

Apply