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Mid Level Chartered Advisor In Philanthropy Jobs

ICBD

Philanthropy Associate

Fort Lauderdale, FL · On-site

... in multiple states and other various behavioral healthcare businesses. What You'll Be Doing ... Partner with legal and accounting advisors to ensure regulatory compliance * Track goals, KPIs, and ...

ifaw

Mid-Level Engagement Coordinator

Yarmouth Port, MA · On-site +1

This position can by hybrid based in Yarmouth, MA or Remote in the US IFAW's mid-level program is a ... Identify donors who demonstrate readiness for portfolio assignment or increased philanthropic ...

ISSAC Corp

Be Seen First

Mid Level Net Developer

Monument, CO · On-site

$100K - $130K/yr

Location: This is a 100% On-Site position in Colorado Springs, CO. * Clearance: An Active Secret ... Seeking a mid-level Software Developer to become a key member supporting the US Army Space and ...

Astrion

Datalinks Test Engineer - Mid-Level

FL · On-site

... TGBC is chartered to support. * Design, coordinate, document, and brief test equipment ... Advise the government in decision making relevant to lead command responsibilities and to assigned ...

National Philanthropic Trust

PA

$110K - $120K/yr

Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund.

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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.

Philanthropy Associate

ICBD

Fort Lauderdale, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Job description

Philanthropy Associate - ICBD
Fort Lauderdale, Florida
About ICBD Holdings
ICBD is a successful, fast-growing company with the culture of a start-up but the resources and experience of an established firm. We offer comprehensive marketing, IT, HR, and accounting solutions exclusively to other assets that share common control within the healthcare sector. Our premiere suite of companies includes an industry-leading, fast-growing autism care/ABA therapy provider with clinics in multiple states and other various behavioral healthcare businesses.
What You'll Be Doing
  • Support execution of the Foundation's mission, strategy, and annual giving plan
  • Coordinate board meetings, including agendas, materials, minutes, and resolutions
  • Maintain foundation records, filings, and compliance documentation (e.g., 990-PF)
  • Partner with legal and accounting advisors to ensure regulatory compliance
  • Track goals, KPIs, and annual philanthropic priorities
  • Manage the full grant lifecycle from intake through reporting
  • Maintain accurate grant tracking systems and documentation
  • Draft grant agreements and monitor active grants
  • Research potential grantees and emerging philanthropic trends
  • Prepare summaries and recommendations for family and board review
  • Cultivate relationships with nonprofit leaders and community stakeholders
  • Represent the Foundation professionally in all communications
  • Coordinate site visits, community events, and partnership meetings
  • Collaborate internally to highlight philanthropic impact and outcomes
  • Maintain digital and physical records related to philanthropy
  • Track charitable budgets and disbursements with accounting
  • Prepare briefings, correspondence, and progress reports
  • Support special initiatives such as scholarships or signature giving programs
  • Assist with next-generation family engagement in philanthropy

Requirements
  • 3+ years of experience in philanthropy, nonprofit management, or grantmaking
  • Working knowledge of private foundation operations and compliance
  • Strong organizational, analytical, and communication skills
  • High degree of discretion, professionalism, and emotional intelligence
  • Proficiency with Microsoft Office and grant or donor management systems

Benefits
  • Three weeks of paid time off to start
  • 100% company-paid medical insurance plan option
  • Dental, vision, long-term disability, and life insurance
  • Generous 401(k) match

ICBD Culture
ICBD is a supercharged environment committed to positively impacting its team members through collaborative support behind our philosophy: "Empowering Your Ambition." Our team members provide a highly supportive, high-performance work environment.
If you're ready to take on a challenging and rewarding role that will make a real impact on the success of our organization, we want to hear from you! Apply today and become a part of our dynamic team!

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