Job Details

Director of Philanthropy

  2020-06-23     HeartMath Institute     Boulder Creek  

Director of Philanthropy


HMI has developed reliable, scientifically validated tools since 1991 helping people reduce and avoid stress while experiencing increased peace, satisfaction and enjoyment. Research at the HeartMath Institute shows that, adding heart to our daily activities and connections produces measurable benefits to our own and others’ well-being. HeartMath Institute Research Center is based in Boulder Creek, California.


The Director of Philanthropy is a new position within our organization, providing a powerful platform for the successful candidate to build a comprehensive and innovative philanthropy program based on their experience and best practices and those already in place.

The role of the Director of Philanthropy is to develop, establish, and carry out an effective multiyear fundraising program in support of the on-going programs, projects and activities of the organization.

The Director of Philanthropy oversees the Philanthropy efforts of the HeartMath Institute (HMI) with a goal of bringing in $1,000,000+ per year in support of the mission and vision of the organization. The Director will work with all levels of staff, the Board of Directors, customers, members, large donors, corporations, foundations, and the general public.

The Director of Philanthropy position is an opportunity for a fundraising professional looking to expand and develop their career in a successful professionally managed and governed non-profit organization.

The Director of Philanthropy position is based out of the organizations Boulder Creek headquarters, part virtual office can be considered once established, and will include major donor engagement and travel.


The Director of Philanthropy is responsible for raising $1,000,000 in donations each year by developing and retaining donors by creating a multi-year fundraising strategy that includes, but not be limited to:

  • Major Gifts
  • Monthly and annual giving
  • Foundations and Corporate Giving
  • Planed/Legacy Giving programs


In collaboration with HMI Executive Team, creates and executes a fundraising strategy to meet overall business goals and objectives to include:

  • Designs, implements, and coordinates all fundraising programs relating to current and deferred gifts including the following, and, adjusts strategies based on testing and metrics to maximize results: a. Annual Giving
    1. Major Gifts
    2. Planned/Legacy Giving
    3. Capital Campaigns
    4. Corporate and Foundation Grants
    5. Special Events
  • Adjusts strategies based on testing and metrics to maximize results.

Develops, manages and maintains procedures and standards, gift acceptance policies, internal controls, and schedules for fundraising.

Designs, implements, and coordinates all aspects of donor recognition and awards programs. Forecasts and budgets personnel, equipment, materials, space, finances, and other requirements to support the efficient and successful fundraising efforts of the Office of Philanthropy.

  • Recruits new personnel as required in coordination with the Executive Team.
  • Recruits, manages, and coordinates the development of volunteer leadership in all areas of fundraising.

Supervises Philanthropy staff of two (one is a volunteer).

Manages the organization and maintenance of donor records and files as necessary including the management of donor-specific software systems.

Coordinates and works closely with the Executive Team on matters relating to major gift cultivation, solicitation, and stewardship.

Researches, explores, designs, and manages an educational program for donors members, volunteers and the general public regarding the benefits of including charitable giving in their financial and estate plans.

Stays informed and updated in the development of changes in tax law as well as new and complex financial vehicles relative to planned giving and estate planning.

Consults, collaborates, and cooperates with all members of the HMI Management Team, other staff, and the Board of Directors as needed.

Provides training, coaching and support to other directors, managers, the Board, select volunteers and staff regarding fundraising and their respective roles in successful efforts.

Represents the organization at public and organizational functions and one-on-one meetings.

Builds and maintains relationships with key members of the community.

Provides analysis, reviews and reports on effectiveness of giving programs and initiatives. Other duties as assigned.


Daily and through training period:

  • Katherine Floriano, Executive Vice President, Office of Philanthropy

Bi-monthly, Leadership Team including:

  • Sara Childre, President/CEO
  • Katherine Floriano, Executive Vice President, Office of Philanthropy
  • Rollin McCraty, Vice President, Director of Research
  • Brian Kabaker, Director of Education and CFO


Minimum of Master Degree or Bachelor’s from an accredited university in Business Administration, Non-Profit Administration, Marketing, Communications, Public Relations or related area of study. Bachelor degree can be acceptable with Advance degree in Philanthropy, or related field.

Minimum of 7 years’ experience in fundraising with ability to demonstrate success in overseeing successful fundraising programs, proven ability to cultivate and solicit major gift donors at the $100,000 or more level.

Demonstrate knowledge of social media, digital and emerging online channels.

Strong attention to detail and the ability to quickly understand and remember details about donors.

Strong work ethic and self-discipline to work independently, excellent organizational, interpersonal, verbal and written communication skills are essential.

Ability to handle multiple projects and tasks simultaneously.

Ability to speak effectively before constituents or groups of employees of organization.

Ability to solve practical problems & deal with a variety of concrete variables in situations where only limited standardization exists.

Excellent phone and people skills.

Proficient personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc. Ability to use MS Word, Outlook, Excel, NetSuite, etc.

No criminal record. Prior data entry experience required. Prior experience with Excel and Word software a plus. Prior Accounting and cash handling experience a plus.

The physical demands, work environment factors, and mental functions described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the Employee: is regularly required to stand, walk, sit, use hands to finger, or feel; frequently required to talk or hear; must occasionally lift and/or move up to 25 pounds. There are no special vision abilities required for this job.


The noise level in the work environment is usually moderate.


While performing the duties of this job, the employee is regularly required to use interpersonal skills.

Frequently required to compare, analyze, communicate, coordinate, instruct, compute, synthesize, evaluate and negotiate. Occasionally required to copy and compile.


  • Well lighted, heated and air conditioned office setting with adequate ventilation.
  • Job requires weight to be lifted Up to 25 lbs. under 1/3 of time.
  • Physical Activity level: Light physical activity performing non- strenuous daily activities of an administrative nature
  • Manual Dexterity: Sufficient to reach/handle items & work with fingers
  • Vision requirements:

Ø Close vision (clear vision at 20 inches or less Ø Color vision (ability to identify & distinguish colors).

  • Ability to adjust focus (to adjust eye to bring an object into sharp focus)
  • Noise: Moderate noise (examples: business office with computers and printers & light traffic
  • Travel: Varies depending on activity


  • Salary is based on skills and experience
  • Vacation 10 to 30 Vacation days (starting with 10) per year
  • Personal days per year: 8 per year
  • Holidays: 11 per year
  • Option to purchase healthy balanced lunches
  • Vision Insurance
  • Health Insurance (35% HMI contribution)
  • Life Insurance
  • Training in the HeartMath System
  • Inner Balance Trainer or emWave Heart Rhythm Coherence Feedback Monitor


Thank you for your interest in The Director of Philanthropy Position.  For consideration, please submit your cover letter, resume and writing sample to Katherine Floriano at

Interviews will be held by phone as first step. Thank you for your interest in The Director of Philanthropy Position. Please submit your cover letter, resume, and writing sample to Katherine Floriano at

HeartMath is an equal opportunity employer. It is the policy and practice of HMI to decide all matters relating to employment solely on the basis of the applicant’s ability to perform the essential functions of the position. HMI ensures equal employment opportunities regardless of race, creed, sex, color, national origin, religion, age, or handicap. Any individual needing assistance in making application for opening should contact Katherine at 831-338-8500.

Do not contact this company in solicitation of any product or service.

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