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Mid Level Chartered Advisor In Philanthropy Jobs

Sun Health

Director of Philanthropy

Surprise, AZ · On-site

Master's degree and/or Certified Fund-Raising Executive (CFRE) certification Chartered Advisor in ... Skill level as typically achieved through five years of major and planned gift/ fundraising or ...

Sun Health

Director of Philanthropy

Surprise, AZ · On-site

$95K - $105K/yr

Master's degree and/or Certified Fund-Raising Executive (CFRE) certification Chartered Advisor in ... Skill level as typically achieved through five years of major and planned gift/ fundraising or ...

Sun Health

Director of Philanthropy

Surprise, AZ · On-site

$95K - $105K/yr

Master's degree and/or Certified Fund-Raising Executive (CFRE) certification Chartered Advisor in ... Skill level as typically achieved through five years of major and planned gift/ fundraising or ...

PeaceHealth

Prog Dir Complex & Legacy Giving

Vancouver, WA · On-site +1

$102K - $183K/yr

Identifies, cultivates, and closes principal level bequests, charitable trusts, IRA/DAF strategies ... Preferred: within 2 years Chartered Advisor in Philanthropy Skills * Interpersonal skills to ...

PeaceHealth

Prog Dir Complex & Legacy Giving

Vancouver, WA · On-site

$102K - $183K/yr

Identifies, cultivates, and closes principal level bequests, charitable trusts, IRA/DAF strategies ... Preferred: within 2 years Chartered Advisor in Philanthropy Skills * Interpersonal skills to ...

Carson Group

Private Client Services Financial Planner

$77K - $104K/yr

Additional professional credential such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Juris Doctor (JD), Chartered Advisor in Philanthropy (CAP ® ), or similar credential ...

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How much do mid level chartered advisor in philanthropy jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for mid level chartered advisor in philanthropy in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What are some common challenges faced by mid-level Chartered Advisors in Philanthropy when balancing donor intent with organizational goals?

Mid-level Chartered Advisors in Philanthropy often navigate the delicate balance between honoring donor intentions and aligning them with their organization's mission and priorities. This can involve complex conversations with donors to clarify their goals, as well as working closely with nonprofit leadership to ensure gifts are used effectively and transparently. Advisors must be adept at building trust, managing expectations, and finding creative solutions that satisfy both parties. Strong communication and negotiation skills are essential for resolving potential conflicts and fostering long-term donor relationships.

What are the key skills and qualifications needed to thrive as a Mid Level Chartered Advisor in Philanthropy, and why are they important?

To thrive as a Mid Level Chartered Advisor in Philanthropy, you need a solid understanding of philanthropic planning, tax strategies, and nonprofit regulations, typically supported by a CAP (Chartered Advisor in Philanthropy) designation and relevant financial or legal background. Familiarity with financial planning software, donor management systems, and compliance tools is essential. Strong interpersonal skills, ethical judgment, and the ability to communicate complex concepts clearly are crucial for building trust with clients and stakeholders. These skills and qualities are vital for creating effective philanthropic strategies that align donor goals with impactful charitable outcomes.

What does a Mid Level Chartered Advisor In Philanthropy do?

A Mid Level Chartered Advisor In Philanthropy (CAP) is a professional who helps individuals, families, and organizations plan and implement charitable giving strategies. They work with clients to identify philanthropic goals, select appropriate giving vehicles, and coordinate with legal and financial advisors. CAPs ensure that charitable donations are tax-efficient and align with the donor's values and long-term objectives. At the mid level, these advisors often manage client relationships, conduct research on philanthropic opportunities, and help structure complex gifts or legacy plans.

What is the difference between Mid Level Chartered Advisor In Philanthropy vs Financial Advisor?

AspectMid Level Chartered Advisor In PhilanthropyFinancial Advisor
CertificationsChartered Advisor in Philanthropy (CAP)Series 7, Series 66, CFP
Work EnvironmentNonprofit organizations, wealth management firms, philanthropic consultingFinancial planning firms, banks, independent practices
Industry UsageFocuses on charitable giving, estate planning, and philanthropy strategiesFocuses on investment, retirement, and personal financial planning

The Mid Level Chartered Advisor In Philanthropy specializes in advising clients on charitable giving and estate planning, often working within nonprofit or wealth management settings. In contrast, a Financial Advisor provides broader personal financial planning services, including investments and retirement planning. While both roles require financial knowledge, the CAP credential emphasizes philanthropy expertise, making it distinct in focus and client engagement.

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Mid Level Chartered Advisor In Philanthropy jobs near you
Infographic showing various Mid Level Chartered Advisor In Philanthropy job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Senior Philanthropic Advisor

Senior Philanthropic Advisor

Columbia University

New York, NY • On-site

$165K - $180K/yr

Full-time

Posted 5 days ago

Job description

  • Job Type: Officer of Administration
  • Bargaining Unit:
  • Regular/Temporary: Regular
  • End Date if Temporary:
  • Hours Per Week: 35
  • Standard Work Schedule:
  • Building: Columbia Alumni Center
  • Salary Range: $165,000 - $180,000

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting.
Position Summary
The Senior Philanthropic Advisor is responsible for providing gift planning expertise and strategy for top donors and prospects. Reporting to the Executive Director of Gift Planning, the Senior Philanthropic Advisor will have proven experience in technical areas such as estate and wealth planning, tax, illiquid or hard to value assets, complex charitable giving vehicles and structures, and the financial and personal issues affecting wealthy families. The incumbent serves as a senior subject matter expert on complex charitable gift planning matters and plays a leadership role in shaping gift planning strategy and will partner with chief development officers and prospect managers for assigned schools and units. The successful candidate will collaborate extensively with colleagues throughout Development and Alumni Relations as well as with other key stakeholders. The role exercises significant independent judgment in developing and evaluating sophisticated gift planning strategies and advising on complex gift structures that advance University fundraising priorities.
Responsibilities
Frontline Fundraising and Partnerships
  • Manage a personal portfolio of 50-75 prospective donors capable of making $1M+ planned gifts.
  • Serve as the lead gift planning strategist on principal and complex gift opportunities involving estate gifts, charitable trusts, closely held business interests, real estate, retirement assets, donor advised funds, and other non-cash assets.
  • Partner with donors' professional advisors, including attorneys, accountants, wealth managers, and family office representatives, to evaluate and structure complex charitable gifts.
  • Follow-up to assigned prospects responding to targeted marketing in areas such as bequests, donor advised fund, charitable lead trusts, and real estate.

Gift Planning Strategy and Coaching
  • Provide current expertise and counsel to the overall development program on complex technical and legal issues related to gift planning vehicles, tax implication of various gifts, federal and state legislative developments that affect charitable gifts and other relevant items.
  • Provide expert recommendations regarding the structure, feasibility, valuation, and acceptance of complex charitable gifts and collaborate with University leadership and relevant stakeholders to facilitate appropriate review and approval.
  • Lead or co-lead the development, interpretation, and implementation of policies and procedures related to complex gifts, gift acceptance, gift valuation, and gift crediting; provide recommendations on gift structures and acceptance considerations for complex and non-standard gifts.
  • Serve as a senior advisor to Development and Alumni Relations leadership and fundraising staff on complex gift planning opportunities, emerging philanthropic trends, and charitable planning strategies.
  • Develop and present gift planning trainings for fundraising staff, volunteers, and faculty.
  • Serve as primary gift planning liaison for assigned schools/divisions.
  • Provide strategic guidance that informs fundraising priorities and enhances gift planning practices across assigned schools and units.
  • Represent Gift Planning on cross-functional committees, working groups, and institutional initiatives related to complex gifts, gift acceptance, and philanthropic planning.

Minimum Qualifications
  • A bachelor's degree is required.
  • A minimum of seven (7) to nine (9) years of related work experience required in gift planning, legal, and financial or other similar settings with a focus on philanthropic planning.
  • Demonstrated experience working successfully with high-net-worth individuals and successful closure of principal level planned gifts.
  • Must possess highly developed interpersonal skills and the ability to work with a diverse population of donors and prospects.
  • Must possess excellent written and oral communication skills.
  • Mature judgment and discretion are essential.

Preferred Qualifications
  • Advanced degree strongly preferred, such as J.D., LL.M., MBA, or other relevant graduate degree.
  • Professional designation such as Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy (CAP®), Certified Trust and Fiduciary Advisor (CTFA), Chartered Financial Analyst (CFA®), or equivalent.
  • Ten (10) or more years of experience in gift planning, estate planning, charitable planning, wealth management, trust administration, or a related field.
  • Experience working within higher education, academic medicine, or another complex nonprofit environment.
  • Demonstrated success securing principal-level planned gifts and complex blended gifts involving non-cash assets and sophisticated charitable planning structures.

Other Requirements
  • Requires the ability to travel extensively to meet with donors and prospects and to participate in some weekend and evening events.
  • Subject to business needs, the Office of Alumni Relations and Development supports a hybrid work arrangement for this position. Options will be discussed during the interview process.

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