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Philanthropic Advisory information

What is philanthropic advisory?

Philanthropic advisory is a professional service that helps individuals, families, or organizations plan, manage, and maximize their charitable giving. Advisors in this field provide guidance on selecting causes, structuring donations, ensuring legal compliance, and measuring the impact of philanthropy. Their goal is to align philanthropic activities with the values and goals of the donor, while maximizing social impact and tax efficiency.

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

To thrive as a Philanthropic Advisor, you need expertise in grantmaking, financial planning, and nonprofit sector knowledge, often supported by degrees in finance, public administration, or related fields. Familiarity with donor management systems, impact measurement tools, and relevant certifications such as Chartered Advisor in Philanthropy (CAP) are typically required. Exceptional interpersonal skills, discretion, and strategic thinking help build trust and align donor goals with effective giving strategies. These skills ensure philanthropic efforts are impactful, compliant, and aligned with clients’ values and objectives.

What are some common challenges faced by professionals in philanthropic advisory, and how can they be addressed?

Philanthropic Advisory professionals often navigate the complexities of aligning donors’ values with impactful giving, which can be challenging when managing diverse client expectations. Additionally, staying updated on nonprofit sector trends and legal regulations requires ongoing research and adaptability. Building trust with clients and fostering strong relationships with nonprofit partners are key to overcoming these challenges. Regular professional development and open communication within advisory teams also help ensure effective, ethical, and innovative solutions for clients.

What is the difference between Philanthropic Advisory vs Fundraising Consultant?

AspectPhilanthropic AdvisoryFundraising Consultant
Required CredentialsBackground in nonprofit management, finance, or related fields; often advanced degreesExperience in fundraising, sales, or nonprofit sectors; certifications like CFRE are common
Work EnvironmentConsults with nonprofits, foundations, and high-net-worth individuals; strategic planning focusWorks with nonprofits or organizations to develop and implement fundraising campaigns
Employer & Industry UsageUsed by consulting firms, foundations, and nonprofits for strategic adviceEmployed by nonprofits, charities, or as independent consultants for campaign execution

Philanthropic Advisory focuses on strategic planning and high-level guidance for donors and nonprofits, while Fundraising Consultants concentrate on executing specific fundraising campaigns. Both roles require nonprofit experience but differ in scope and responsibilities.

How do you become a philanthropic advisor?

To become a philanthropic advisor, individuals typically need a background in finance, nonprofit management, or related fields, along with strong communication and strategic planning skills. Gaining experience through roles in fundraising, grantmaking, or consulting can be beneficial, and earning certifications such as the Chartered Advisor in Philanthropy (CAP) can enhance credibility. Building a network within the nonprofit and philanthropic sectors is also important for success in this role.

How much do philanthropic advisors make?

Philanthropic advisors typically earn between $60,000 and $120,000 annually, depending on experience, location, and the size of the organization they serve. Senior advisors or those working with high-net-worth clients can earn higher salaries, often supplemented with bonuses or performance incentives.

What does a philanthropic advisory do?

A philanthropic advisory helps individuals, families, or organizations develop and implement strategies for charitable giving and social impact. They assess donor goals, identify effective causes, and recommend funding opportunities, often utilizing knowledge of nonprofit sectors and grant processes. These professionals may also assist with due diligence, impact measurement, and compliance requirements.

What are popular job titles related to Philanthropic Advisory jobs?

For Philanthropic Advisory jobs, the most frequently searched job titles are:

Infographic showing various Philanthropic Advisory job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 91% Full Time, 4% Part Time, and 4% Contract. Highlights an 82% Physical, 6% Hybrid, and 12% Remote job distribution.

Director, Family Governance and Development Services

Cleveland, OH • On-site

KeyBank
Banking and Credit Intermediation • 10K+ employees
Learn more about KeyBankexternal

$128K - $268K/yr

Full-time

Re-posted 22 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

54th of 176 rated banks

Job description

Location:
127 Public Square, Cleveland Ohio
Job Summary
The Director of Family Governance and Development Services is a senior advisory leader within Key Family Wealth, responsible for the design, delivery, and evolution of family governance, legacy planning, philanthropic advisory, and family education services for ultra-high-net-worth (UHNW) clients. This role serves as the enterprise subject matter expert on family dynamics and generational wealth strategies, partnering across the Family Wealth platform to help families define purpose, strengthen governance structures, prepare future generations, and navigate complex transitions. The Director also plays a critical role in driving client acquisition, deepening relationships, and enhancing the overall client experience through differentiated advisory solutions.
Essential Functions
  • Lead delivery of family governance, legacy planning, philanthropic advisory, and family education services for UHNW clients ($25MM+).
  • Facilitate guided discovery to help families define vision, values, and long-term wealth objectives.
  • Design and implement governance structures, including family meetings, councils, and decision-making frameworks.
  • Advise on complex family dynamics, including conflict resolution and multi-generational engagement.
  • Partner with Business Advisory Services on family business transition planning, succession, and governance risk mitigation.
  • Identify and address governance gaps such as unclear roles, lack of succession planning, and competing financial priorities.
  • Develop customized philanthropic strategies aligned to family values and long-term impact goals.
  • Collaborate with Fiduciary Advisors and Family Office Directors to deliver integrated wealth and advisory solutions.
  • Serve as a trusted advisor and facilitator for family meetings and ongoing governance initiatives.
  • Drive new client acquisition and expand existing relationships through differentiated advisory capabilities.
  • Build and maintain relationships with third-party partners and centers of influence to support business growth.
  • Act as a national subject matter expert on family governance, philanthropy, and family dynamics.
  • Educate and coach advisors on governance and philanthropic capabilities to strengthen client delivery.
  • Lead program development, including vendor management and continuous enhancement of service offerings.
  • Stay current on industry trends and competitive offerings to enhance value proposition and client experience.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Bachelor's Degree (preferred)
  • Master's Degree or professional designation (e.g., JD, CPA, CFA, CFP) (preferred)
  • OR equivalent experience (required)

Work Experience
  • 10 years of experience advising ultra-high-net-worth families and/or family offices (required)

Skills
  • Deep expertise in family governance, family dynamics, legacy planning, and philanthropic strategy
  • Demonstrated success in business development, including attracting new client relationships and expanding existing engagements
  • Proven ability to operate effectively within a matrixed, team-based environment
  • Experience advising highly complex families with significant interpersonal and governance challenges
  • Strong facilitation, communication, and influencing skills across diverse stakeholders
  • Strategic advisory and consultative selling
  • Executive presence and facilitation
  • Influencing and stakeholder management
  • Emotional intelligence and conflict navigation
  • Program and partner management
  • Thought leadership and continuous learning

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
  • Occasional travel to include overnight stay.

Driving Requirements
  • Ability to occasionally operate a motor vehicle with a valid driver's license.

Work Location Category
  • Hybrid (Sales)

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/24/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
#LI-Hybrid

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About KeyBank

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Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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