Saint Paul & Minnesota Foundation

ORGANIZATION
Saint Paul & Minnesota Foundation
POSITION
Director of Investor Relations
BRIEF
Ballinger Leafblad is pleased to conduct the
search for Director of Investor Relations at
Saint Paul & Minnesota Foundation, a
community foundation in Saint Paul,
Minnesota.
APPLICATION DEADLINE: July 12, 2021
www.ballingerleafblad.com
ORGANIZATIONAL OVERVIEW
With roots in Saint Paul since 1940 and partners across the
state, Saint Paul & Minnesota Foundation is Minnesota’s
largest community foundation and the partner of choice for
thousands of donors, professional advisors, nonprofits and
community organizations.
The Foundation's highly skilled team supports more than 2,000

charitable organizations and donor funds, including F. R.
Bigelow Foundation and Mardag Foundation. In keeping with
their mission to share knowledge and resources to benefit the
communities they serve, they work consistently to further
their three strategic goals:
• Inspire Generosity
• Advocate for Equity
• Invest in Community-Led Solutions
The Foundation brings together donors, nonprofits and
2020
community members to address some of the biggest problems
facing Minnesota communities. Their partners are change
agents, and together they invest for good to make a lasting
impact in their communities. AT A GLANCE
9,028 $1.7b 17 $101M

Grants Given Charitable Assets Community Grants Given
Affiliates
2
OUR ASPIRATION OUR PURPOSE VALUES
We envision an equitable, just and We inspire generosity, We Listen

vibrant Minnesota where all advocate for equity and We Innovate and Learn
communities and people thrive invest in community-led Community is our Compass
solutions. We Commit to Equity
We Nurture Philanthropy
ORGANIZATIONAL OVERVIEW, cont.
THE FOUNDATION'S INTERNAL COMMITMENT TO EQUITY

"Strengthened by a deeper understanding of the many facets
of identity, we seek to dismantle the belief in a hierarchy of
human value. We work toward a community and culture
where everyone experiences justice and equity. As part of our
commitment to equity, we host equity-oriented events and SERVICES & PROGRAMS
activities for our staff. These events empower our staff to INSPIRE GENEROSITY
individually and collectively grow toward our organizational Donors
value of committing to equity." Putting the donor at the center, the Foundation provides
personalized service, customized philanthropy, robust donor
CULTURE resources and learning opportunities designed to increase
A collaborative, innovative and employee-centric culture donor impact. Partnering with the Community Impact team,
permeates the Foundation. This has never been more evident Philanthropic Services ensures donors have access to
than now, in 2021, as a new hybrid model of work is being community expertise and charitable opportunities statewide.
established with flexibility at its core. A personally and
professionally nurturing environment, the Foundation Professional Advisors
empowers staff and teams to grow, evolve, and define the The Foundation provides relationship-based services and
workplace norms that best enable their success. expert advice. They have experience partnering with
professional advisors, accountants, attorneys, financial
planners, nonprofit advisors, wealth managers, insurance
agents and other advisors across Minnesota to maximize their
clients’ philanthropic giving.
3
SERVICES AND PROGRAMS, cont’d.
ADVOCATE FOR EQUITY

Facing Race East Metro Pulse
The Facing Race is just one example of the Foundation’s equity East Metro Pulse is a perception survey that measures
work in the community. Established in 2007, the Facing Race community vitality and quality of life in Dakota, Ramsey and
awards were created to celebrate and honor individuals working Washington counties. East Metro Pulse provides valuable data on
the health and vitality of the East Metro and ensures that
to eliminate racism and its effects throughout Minnesota. Facing
grantseekers, community leaders, policymakers and others have
Race is part of the Foundation’s ongoing commitment to racial
access to comprehensive and meaningful data about the region.
equity.
The results of East Metro Pulse help the Foundation better
Narrative Change understand community strengths and opportunities for growth.
Racial narrative change is the intentional transformation of
stories to more fully and accurately represent the world. Our
current narratives fail to tell all of our stories. These incomplete
stories impact how we see the world and interact with one
another. The Foundation invests in organizations deeply
engaged in this work.
INVEST IN COMMUNITY-LED SOLUTIONS

Community Affiliates
The Foundation supports 17 local, volunteer-led foundations
through the Community Affiliates program. Every year, these
affiliate foundations grant thousands of dollars into local
communities. Community members drive the grantmaking
process of each affiliate and community fundraising and
outreach efforts helps build permanent funds to invest in their
region for years to come.
4
P R OF
N
IL
SITI O
E
DIRECTOR OF INVESTOR RELATIONS
PO
Reporting to the Chief Investment Officer (CIO), the Director of Investor Relations is a new role on the Saint Paul & Minnesota
Foundation's investment team. Working closely with investment committees and professional asset managers, the investment
team stewards $1.7B in charitable assets to support the long-term growth of the Foundation and its affiliates, The Foundation
manages over 400 nonprofit endowment funds, ensuring secure annual income and offering other investment funding, education
and capacity building resources for the 200+ nonprofits it serves.
Within this context, this highly collaborative position will serve as a vital communications link between the Foundation’s many
stakeholders and the Investment team. This role will provide subject matter expertise and serve as the primary point of contact
for internal collaborators in Marketing, Philanthropic Services and Community Relations. With core knowledge of investment
concepts and the ability to contextualize information for different audiences, this role is instrumental in telling the story of the
Investment team’s innovative approach and mission-aligned investment solutions to achieve maximum impact.
Note that this is not an analyst or fund manager role but rather a liaison who deeply understands investment principles and can
effectively communicate, on behalf of the CIO, about the Foundation’s investment capabilities, innovative funding opportunities
and impact strategy.
Essential Responsibilities
• Act as the primary liaison between the Foundation and the public on investment-related matters.
• Curate and maintain a positive public image of the Foundation’s investment solutions, approach and team.
• Meet with donors, financial advisors, non-profit endowments and prospects to effectively communicate the
Foundation’s investment capabilities.
• Present the Foundation’s investment portfolios and investment strategy in conjunction with the Philanthropic
Services team; assist with inbound request for proposals.
• Develop deep working knowledge of the Foundation’s many audiences and effectively cater investment
communications to each constituency.
• Liaise across the Foundation’s internal teams to identify and partner within the organization on mission-aligned
investment story telling.
• Analyze Foundation activities and investment approaches to continuously identify external networking opportunities.
• Attend conferences/panels on behalf of the Foundation’s investment team to further our role as a leader and
innovator in the foundation and endowment space for both traditional and mission investing audiences.
• Research and develop working knowledge of mission investing principles; assist CIO in developing and managing the
mission investing opportunity pipeline.
• Develop the Foundation’s strategy for communicating our UN PRI signatory commitments.
• Demonstrate the Foundation's core organizational values in performing all duties. 5
P R OF
N
IL
SITI O
E
DIRECTOR OF INVESTOR RELATIONS
PO
Additional Responsibilities
• Collaborate with Marketing/Communications team to update investment communication materials.
• Manage outside consulting resources to ensure successful project expectations, timelines and completions.
• Participate in communication with and sourcing of committee/board members as appropriate.
• Attend board/committee meetings across constituencies and share information on behalf of the investment team, as appropriate.
Qualifications
• Strong knowledge of investment concepts and principles, and the ability to effectively communicate complex investment and
financial information to a range of audiences.
• Familiarity with the “endowment model” of investing; donor advised funds, charitable trusts and impact investing.
• Strong business communications skills on a variety of platforms; prior experience with social media relations is helpful.
• Ability to perceive nuanced differences in individual and audience communication needs and adjust communication accordingly.
• Passion for amplifying the impact opportunities that mission based investing can unlock through compelling story telling that
inspires donors, nonprofits, philanthropic foundations and other stakeholders.
• Demonstrated ability to establish trust, credibility and influence as an individual contributor, to effectively lead initiatives, drive
results, and work cross-functionally with colleagues at all levels.
• Ability to effectively manage competing priorities, build consensus, navigate different workstyles, resolve misunderstandings, and
facilitate productive communication to ensure stakeholders are aligned and their needs are met.
• Strong analytical and proactive problem-solving skills.
• Ability to effectively collaborate with people from diverse cultural backgrounds and with a range of passions including social
justice, equity, advocacy, community collaborations and other interests.
• Commitment to a personal, ongoing journey developing cultural competency.
• Bachelor’s degree or equivalent work experience/training is required.
• Minimum of eight years' professional experience in investor relations or similar public-facing role (advising, planning, client
services, wealth management, business development, donor engagement, etc.) in a relevant industry/sector (such as investment
management, philanthropic foundations, nonprofit development, etc.)
Compensation and Benefits
The compensation for this position is $155,000-$175,000 and includes participation in the Foundation’s benefits plan which includes
ample paid time off, group health and pre-tax savings plans, and a retirement plan with generous matching funds.
We listen. We innovate and learn. Community is our compass.

We commit to equity. We nurture philanthropy. 6
WE INVITE YOU TO GET IN TOUCH.
Jen Hanlon Ash Lars Leafblad, MBA Co-

Partner Founder/Partner
651-238-6334 612-598-7547
jen@ballingerleafblad.com lars@ballingerleafblad.com
CIVIC SEARCH. REIMAGINED .
7
www.ballingerleafblad.com

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ORGANIZATION

APPLICATION DEADLINE: July 12, 2021

The Foundation's highly skilled team supports more than 2,000

The Foundation brings together donors, nonprofits and

9,028 $1.7b 17 $101M

We envision an equitable, just and We inspire generosity, We Listen

ORGANIZATIONAL OVERVIEW, cont.

THE FOUNDATION'S INTERNAL COMMITMENT TO EQUITY

ADVOCATE FOR EQUITY

INVEST IN COMMUNITY-LED SOLUTIONS

Compensation and Benefits

We listen. We innovate and learn. Community is our compass.

Jen Hanlon Ash Lars Leafblad, MBA Co-

CIVIC SEARCH. REIMAGINED .

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