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Chartered Advisor In Philanthropy Jobs (NOW HIRING)

Third Way

Senior Philanthropy Advisor

Washington, DC · On-site

$90K - $110K/yr

Since our founding in 2005, we have served as a critical bulwark against political extremism by ... Third Way is seeking a Senior Philanthropy Advisor to partner with the Senior Director of ...

Solomon Page

Program Associate

Manhattan, NY · On-site

This is an ideal role for candidates seeking hands-on experience in philanthropy, nonprofit ... researchers, advisors, and other senior stakeholders. * Attend board meetings, site visits ...

GiveWell

Senior Philanthropy Advisor

GiveWell's mission is to help people in need as much as we can by researching the most cost ... The Role GiveWell is hiring a Senior Philanthropy Advisor to manage and advise a portfolio of our ...

Denver Health

Philanthropy Advisor II

Denver, CO · On-site

$77K - $115K/yr

As an Advisor II, Philanthropy in Annual Giving at Denver Health Foundation, you will co-lead innovative annual giving efforts that connect donors to meaningful opportunities across the organization ...

Wells Fargo

Senior Philanthropic Advisor

San Francisco, CA · Hybrid

$160K - $161K/yr

In addition to serving as a strategic philanthropic advisor, this role leads operational support for fiduciary professionals administering a portfolio of sophisticated client relationships and ...

Deloitte

Tax Manager - Tax Exempt

Costa Mesa, CA

$119K - $156K/yr

Through Deloitte's Global Center for Excellence in Philanthropy, tax, audit, and consulting ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to perform job ...

Deloitte

Tax Manager - Tax Exempt

Seattle, WA

$126K - $165K/yr

Through Deloitte's Global Center for Excellence in Philanthropy, tax, audit, and consulting ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to perform job ...

Deloitte

Tax Manager - Tax Exempt

Costa Mesa, CA · On-site

$119K - $156K/yr

Deloitte's Global Center for Excellence in Philanthropy ("GCEP"): This is a cross-functional team ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to perform job ...

Deloitte

Tax Manager - Tax Exempt

San Diego, CA

$117K - $154K/yr

Through Deloitte's Global Center for Excellence in Philanthropy, tax, audit, and consulting ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to perform job ...

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How much do chartered advisor in philanthropy jobs pay per year?

As of Aug 23, 2026, the average yearly pay for chartered advisor in philanthropy in the United States is $72,888.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $84,000.00 per year, depending on experience, location, and employer.

What is a chartered advisor in philanthropy?

A Chartered Advisor in Philanthropy (CAP) is a professional who specializes in philanthropic planning, helping individuals, families, and organizations create effective charitable giving strategies. They provide expertise in tax-efficient giving, estate planning, and nonprofit funding to align philanthropic goals with financial and legacy objectives. CAP advisors often work with high-net-worth donors, foundations, and nonprofits to maximize the impact of charitable contributions while ensuring financial sustainability.

What does a chartered advisor in philanthropy do?

A typical day for a Chartered Advisor In Philanthropy involves meeting with clients to understand their charitable goals, collaborating with attorneys or tax professionals to design giving strategies, and researching philanthropic vehicles that maximize impact and tax benefits. Advisors also spend time preparing proposals, reviewing financial and legal documents, and staying updated on changing laws or regulations affecting charitable giving. The role often includes educational outreach or presentations to community groups and may require coordination with nonprofit organizations. This variety ensures each day brings new challenges and opportunities to make a meaningful difference for both clients and the causes they support.

What skills and qualifications are needed to be a chartered advisor in philanthropy?

To thrive as a Chartered Advisor In Philanthropy, you need strong expertise in charitable planning, tax strategies, estate planning, and a relevant designation such as the CAP® certification. Familiarity with financial planning software, donor management systems, and compliance tools is common in the field. Exceptional interpersonal skills, discreet communication, and a consultative approach set candidates apart. These abilities are essential in building trust, facilitating complex philanthropic arrangements, and achieving impactful giving outcomes for clients.

How much do Chartered Advisors In Philanthropy make?

Chartered Advisors in Philanthropy typically earn between $70,000 and $150,000 annually, depending on experience, location, and the organization they work for. The role often requires advanced knowledge of charitable planning, estate planning, and financial advising, which can influence compensation levels.

How to be a Chartered Advisor In Philanthropy?

To become a Chartered Advisor In Philanthropy, candidates typically complete a specialized education program in philanthropy, demonstrate relevant professional experience, and pass a certification exam administered by the American College of Financial Services. Maintaining the credential often requires ongoing education and adherence to ethical standards in charitable advising.

Is philanthropy a high paying job?

Chartered Advisors in Philanthropy typically earn moderate to high salaries depending on their experience, client base, and the organization they work for. While some roles in philanthropy can be well-compensated, many positions focus on service and may offer lower pay compared to other financial or consulting careers. Certification and specialized knowledge can influence earning potential in this field.
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Infographic showing various Chartered Advisor In Philanthropy job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $72,888 per year, or $35 per hour.

Senior Philanthropy Advisor

Third Way

Washington, DC • On-site

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Job description

Third Way is a national think tank and advocacy organization that champions moderate policy and political ideas. Since our founding in 2005, we have served as a critical bulwark against political extremism by advancing values-driven, reform-oriented solutions on the defining issues of our time. Our work is grounded in the mainstream American values of opportunity, freedom, security, and democratic capitalism, and we advocate for the vital center across seven major areas: climate and energy, economy, education, health care, national security, politics, and social policy.
Third Way is seeking a Senior Philanthropy Advisor to partner with the Senior Director of Philanthropy and Philanthropy Advisor to maintain and grow a portfolio of aligned and engaged donors for the Climate & Energy program, in support of it's policy and communications initiatives.
As the Senior Philanthropy Advisor, a typical day might include...
  • Donor Portfolio Management
    • Maintaining and growing a dynamic major gifts portfolio of individual and institutional donors.
    • Developing and executing tailored stewardship plans to deepen relationships and maximize potential.
    • Tracking donor interactions, pledges, renewals, and ensure timely follow-up and recognition.
  • Prospect Identification and Cultivation
    • Proactively identifying new funding prospects through research, network cultivation, and partnership opportunities.
    • Developing and implementing cultivation strategies to convert prospects into active donors.
    • Collaborating with program and senior leadership to align funding opportunities with donor interests.
  • Proposal and Report Development
    • Drafting compelling proposals, grant applications, and pitch materials that clearly articulate the organization's mission and impact.
    • Drafting and/or reviewing high-quality donor reports and updates to communicate outcomes and impact of funded projects.
  • Donor Communications and Materials
    • Creating and overseeing the production of donor-facing materials, including impact reports.
    • Ensuring consistency of messaging and branding across all donor communications.
  • Donor Engagement and Events
    • Planning and executing donor cultivation and stewardship events.
    • Coordinating logistics, develop invitations and materials, and ensure follow-up communications with attendees.
    • Representing the organization at relevant conferences and donor networking opportunities.
  • Intern Management
    • Supervising and mentoring development interns, providing guidance on projects and professional growth.
    • Overseeing intern recruitment, onboarding, and intern development and support.
    • Fostering a collaborative and supportive team culture within the development department.

Salary Range: $90,000 - $110,000, annually
At Third Way, we are committed to non-discrimination and fair pay practices. The final starting salary offer will be determined based on your experience and qualifications.
Competencies:
  • Written Communication
  • Problem Solving
  • Critical Thinking
  • Interpersonal skills
  • Analytical & Research Skills
  • Knowledge Management
  • Accountability for Self
  • Respectfulness

This might be the job for you, if you have...
  • A basic understanding of federal climate and clean energy policy, and a desire to help address climate change;
  • A minimum of 5-7 years of experience in fundraising, donor portfolio management, donor engagement, or related fields;
  • Demonstrated ability to write clearly on complex topics for an audience of non-experts;
  • Interest in working in a successful major gift fundraising program;
  • A graduate degree or an undergraduate degree in a relevant field plus exceptionally relevant work experience.

In the Third Way Culture, we are looking for:
  • Self-starters: People who see and seize opportunities, take risks, learn from failure, and will bring a sustained passion for our mission.
  • Collaborators: People who work in teams-sharing ideas, brainstorming, co-authoring products, and advancing its shared priorities.
  • Creators: People who foster divergent thinking; that aren't afraid to take on the orthodoxies of the left or the right. Team members come up with original insights, find unique ways to look at data, and challenge their preconceptions.
  • Results-oriented: People who function with an organizational commitment to clear objectives, ambitious timelines, accountability for results, and a focus on impact.
  • Respectful: People who embrace the diverse perspectives of everyone and foster the values of non-discrimination and inclusivity at all times.

WITHIN 1 MONTH, YOU'LL...
  • Participate in Third Way's comprehensive onboarding program. You'll learn about all aspects of Business Operations, which includes HR, Benefits, IT, Finance, and office operations.
  • Meet your Third Way Buddy, be introduced to the entire staff, and start to learn the TW's culture.
  • Learn our current processes for payroll, compliance, and labor tracking, and how you will partner with Finance and the rest of the Business Operations team on these processes.
  • Participate in weekly one-on-ones with your manager to ensure you fully understand the expectations of the job.
  • Attend weekly team meetings. You'll learn about the key goals of each program, how they're doing, what challenges they face, and how you will contribute.
  • Have familiarity with Climate & Energy program, its five Initiatives as well as its communications and executive teams.
  • Have familiarity with Climate & Energy institutional and individual donors.
  • Training for technology: Salesforce and Monday.com

WITHIN 2 MONTHS, YOU'LL...
  • Gain an understanding of each employee's role and their contribution to the organization.
  • Attend program overview sessions to learn more about each team's contribution to TW's mission.
  • Sit in on a riveting story about Third Way's history with one of the original founders of Third Way. You will learn about our successes, as well as our failures. This will also afore you the opportunity to learn about future direction.
  • Have familiarity with all active donor prospects.
  • Begin attending Initiative meetings.
  • Understand the process and participate in developing a donor report/proposal
  • Gain understanding each current donor's history with the program; review all past proposals and reports, etc.

WITHIN 3 MONTHS, YOU'LL...
  • Feel a sense of comfort and familiarity with the staff, your team, and your work.
  • Continue to attend weekly departmental meetings with a stronger understanding of your team's strategic goal.
  • Bring new ideas and suggestions to your weekly one-on-ones with your manager.
  • Attend and participate in external functions with other members of your team.
  • Complete your 90-day self-evaluation and performance review with your manager.
  • Partner with your manager to establish your long-term goals for the remainder of the year.
  • Participate in current donor/prospect meetings with Senior Director and VP as needed.
  • Lead grant report, proposal or other donor-facing materials drafting.
  • Take ownership of the Climate & Energy Program philanthropy calendar.

In addition to competitive salaries, your health and wellness is our priority. We offer a comprehensive benefits package which includes Medical, Dental, and Vision insurance; Health Reimbursement Account (HRA); and Flexible Spending Account (FSA, DCA, Parking, and Transit); Life Insurance; Accidental Death & Dismemberment Insurance; Retirement plan; Accrued Paid Sick and Vacation leave; Long-term Disability, Employee Assistant Program (EAP).
Third Way offers a hybrid work environment to support our employees' healthy work-life balance. This position is based in Washington, DC, and Third Way's in-office days are Tuesday, Wednesday, and Thursday.
Third Way is an equal-opportunity employer committed to non-discrimination. We will consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation or gender identity, or any other legally protected basis, in accordance with applicable laws.
Third Way does not provide employment-based visa sponsorship. Applicants must be legally authorized to work in the United States without current or future employer sponsorship.

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