community foundation of southeastern massachusetts position

COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS
POSITION OVERVIEW
PRESIDENT
The Board of Directors of the Community Foundation of Southeastern Massachusetts seeks a hands-on
executive with leadership experience in non-profit organizations, or preferably Community Foundations,
to lead the Community Foundation by promoting and stimulating philanthropy for community related
goals, fostering public awareness of the Community Foundation and facilitating partnerships with other
local agencies. The President serves as the public leader in fulfilling the mission of the Community
Foundation, which is to mobilize philanthropy by matching donors and resources with community needs
for the benefit of our region.
The Community Foundation of Southeastern Massachusetts (Foundation)
The Foundation is a tax-exempt public charity founded in 1995 to improve the quality of life in
Southeastern Massachusetts by facilitating, advising, convening and/or responding to critical community
issues. The Community Foundation offers donors, both individuals and organizations, flexibility in
fulfilling their philanthropic goals. Individuals, families, businesses, and organizations create permanent
charitable funds that help their region meet the challenges of changing times. The Foundation invests
and administers these funds, with assets pooled for investment purposes. Individual funds in turn make
grants benefiting charitable organizations in Southeastern Massachusetts.
While the Foundation’s primary grant-making focus is the SouthCoast communities of Greater New
Bedford, Greater Fall River and Southern Plymouth County, the Foundation serves 41 cities and towns
throughout Southeastern Massachusetts. Since 2005, the Foundation has distributed more than $20
million in grants and scholarships, with $3.5 million awarded in the most recent year. These distributions
come from 225 funds with total assets of $33.5 million that support youth programs, expand economic
opportunities, increase educational attainment, promote sustainability, invest in the creative economy
and, through the Women’s Fund, improve the economic status of women and girls.
The Foundation also facilitates community initiatives by partnering with and convening other agencies
and groups. Recent initiatives include the Early Literacy Initiative, the SouthCoast Youth Alliance, and
the Education Roundtable.
With 2015 marking the 20th anniversary of the Foundation, the Board believes the Foundation is well
positioned to continue to vigorously pursue our vision of a better quality of life for our region. For
example, as a leader in education, the Foundation manages 75 education funds, including 5 local
educational foundations, 62 scholarship funds, and 15 educational funds for individual schools and
programs. The Foundation sponsors AHA! (Art History Architecture), which organizes the monthly arts
and culture nights in New Bedford and now in Fall River as well. One of the flagship funds at the
Foundation is SEEAL (the Southeastern Environmental Education Alliance), whose mission is to support
its partners’ capacity to provide quality environmental education and stewardship in our region. The
Foundation also focuses on building the capacity of other non-profits in the region by providing training
and technical assistance.
Finally, the Foundation provides professional advisors and their clients a range of giving options and
professional oversight to help donors meet their philanthropic and financial goals. The Foundation staff,
the Investment Committee of the Board and the contracted Investment Managers all work together to
help donors maximize their funds and leave a lasting legacy.
More information is available at the Foundation’s website, www.cfsema.org, and an overview of the
Foundation is attached.
The Position of President
The President provides executive leadership and oversight in the direction and administration of the
Foundation. The President operates under the general direction of the Board of Directors within the
policies and procedures established by the Articles of Incorporation and Bylaws and in accordance with
applicable federal, state and local laws. The President also serves as an ex-officio Board member and
the principal advisor to the Board of Directors.
The President is responsible for promoting and stimulating development of philanthropy in the region
by developing relationships with present donors, seeking potential donors, fostering public awareness
and understanding of the Foundation, and participating in and supporting the work of other community
groups and agencies. The President is also responsible for working with the Board of Directors to
update the Strategic Plan and oversee the execution of the Plan. The most recent plan had a three-year
timeframe and was developed in 2012 so that the next President will have an opportunity to update the
Plan with the Board. The themes of the current Plan include increasing the asset base and the number
of invested funds, improving brand recognition and awareness, and improving education opportunities
in the region.
Roles and Responsibilities
1. Leadership and Vision
Provide leadership by demonstrating good judgment, being an effective communicator, working
well with staff, donors and community leaders, building consensus among staff and
representatives of community agencies, providing appropriate guidance and oversight, and
being able to motivate individuals.
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Provide executive leadership to Foundation staff and representatives of community
organizations.
Provide oversight and direction for written communication, including website, social media,
brochures and newsletters.
Facilitate the development of and updates to the Strategic Plan.
Evaluate operations, services and programs in view of regulatory requirements, donor and
community needs and the goals set forth in the Strategic Plan.
Responsible for all aspects of the Foundation’s overall operating performance.
Establish effective and collaborative relationships with the Foundation’s Board of Directors,
Committee members, donors and community leaders.
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Prepare Board meeting materials, minutes and agendas in a timely and thorough manner to
ensure full participation at meetings. Provide on-boarding assistance and education to new
Board members.
2. Community Relations
Establish strong working relationships with other community leaders to promote the image and
goals of the Foundation and to facilitate other community efforts to benefit the region.
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Provide leadership in convening other agencies towards common community goals.
Actively participate in community activities to raise awareness of the Foundation as an
option for donors to meet their philanthropic goals.
Partner with other organizations to strengthen their expertise as viable non-profit agencies.
3. Philanthropy, Fund Development and Oversight
Provide oversight and direction in raising funds to support the operations of the Foundation and
to attract new donors and funds and to service existing donors and funds. Serve as the liaison to
the Investment Committee of the Board and the professional Investment Advisors.
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Organize annual fundraising appeals in conjunction with the Development Committee of the
Board to ensure sufficient funds to run the operations of the Foundation.
Work with the Investment Committee of the Board and the professional Investment
Advisors to develop and update investment and spending policies and maintain an
administrative fee structure that is competitive and sufficient to fund operations.
Lead fundraising efforts to ensure sufficient operating funds and to secure more endowed
funds to grow the total assets under management.
Provide oversight and direction to staff and the Investment Advisors to ensure regular and
timely reporting of investment results and fund balances.
4. Operations and Management
Develop, implement and maintain the infrastructure of the Foundation to ensure efficient
operations, effective reporting of fund activity, break-even financial results, and achievement of
the goals set forth in the Strategic Plan.
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Oversee and direct the day-to-day operations of the Foundation, including oversight for the
Foundation’s office and building.
Manage the Foundation staff, including the evaluation of staff to enhance their skills and
opportunities for professional development, while promoting a team approach to problem
solving and a positive work environment.
Provide oversight to develop the annual operating budget and ensure financial controls are
in place to ensure integrity and accuracy of reported results.
Evaluate opportunities for both expense control and revenue enhancement.
Ensure policies and procedures are in compliance with federal and state guidelines for
Community Foundations and non-profit organizations. Ensure the Foundation maintains its
accreditation.
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Collaborate with staff and others to ensure policies and procedures reflect best practice,
take advantage of available technology and promote the growth of the Foundation.
Ensure all staff is competent in the software and technology needed to support the
operations of the Foundation.
Qualifications and Relevant Past Experience
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Progressive leadership and executive experience in a Community Foundation or similar non-profit
organization with a minimum of 7 years in leadership positions.
Bachelor’s degree required.
Demonstrated willingness to lead by example, coach and mentor others.
Experience and a proven track record in successful fundraising efforts including grant writing,
planned giving and major gifts.
Knowledge of and experience in the regulations and guidelines for non-profit charitable
organizations, with experience in Community Foundations a plus.
Knowledge and experience in finance, the development of budgets, management of donor funds
and an understanding of investment strategies and gift vehicles.
Experience in running a small staff with a hands-on approach as needed to ensure priorities and
deadlines are met within limited resources.
Experience in community activities and relations including strong communication skills, relationship
and partnership building skills, and negotiation and listening skills.
Ability to bring together diverse groups with competing needs and agendas.
Proficient with digital technology, computers and software to ensure activities take advantage of
current technologies.
The salary range for this position is $100,000 to $130,000.
Application Instructions:
Please email your cover letter and resume to [email protected] We are only considering
applications that are submitted via email. Please name your documents as follows: LAST NAMERESUME and LAST NAME-COVER LETTER.
Applications are due by April 15.
The Community Foundation of Southeastern Massachusetts is committed to the principles of equal
employment opportunity and to compliance with all federal, state, and local laws concerning employment
discrimination, including the Americans with Disabilities Act. To this end, the Foundation ensures equal
opportunity to all employees and applicants regardless of race, color, age, gender, sexual orientation,
religion, marital status, national origin or ancestry, citizenship, lawful alien status, physical, mental, and
medical disability, veteran status or liability for service in the United States Armed Forces.
The Community Foundation of Southeastern Massachusetts is an Equal Opportunity Employer.
Community Foundation of Southeastern Massachusetts
Overview as of January 1, 2016
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Established in 1995
Serves 41 communities in Southeastern Massachusetts
Board Chair: Seth Garfield
President: Craig Dutra
Standing Committees and Chairs:
Development - Peter C. Bullard
Finance - Mary Louise Nunes
Investment – Eric Strand
Scholarship – Seth Garfield
225 Funds and $34 million in assets
More than $23 million in grants and program support distributed since 2005
Over $3 million in grants, scholarships and program support awarded in 2015
Major Funds:
Acushnet Foundation Fund
Polaroid Fund
Hawthorn Medical Associates Fund
Henry Crapo Foundation Fund
Jacobs Family New Bedford High Schools Scholarship Fund
James Arnold Fund
MacLean Children’s Fund
Rainy Day Fund
Gosnold Fund
Types of Funds
Donor and Committee Advised
Field of Interest
Named Discretionary
Designated
Organizational Endowment
Scholarship
Flagship Funds
AHA! (Arts History and Architecture)
SEEAL (Southeastern Environmental Education Alliance)
Women’s Fund of Southeastern Massachusetts
Capacity Building Programs and Resources
Grants Library
Individual technical assistance to non-profits
New Bedford Education Roundtable