JOB DESCRIPTION JOB TITLE: Major Gifts Officer DEPARTMENT ...

JOB DESCRIPTION JOB TITLE: Major Gifts Officer DEPARTMENT ... JOB DESCRIPTION JOB TITLE: Major Gifts Officer DEPARTMENT ...

12.07.2015 Views

JOB DESCRIPTIONJOB TITLE:DEPARTMENT:REPORTS TO:STATUS:SUPERVISES:HOURS:Major Gifts OfficerDevelopmentChief Philanthropy OfficerExemptNo one8:00 am - 4:30 pm Monday to Friday; evenings and weekends as neededPOSITION SUMMARY:The Major Gifts Officer works closely with the Chief Philanthropy Officer and the Director of IndividualPartnerships to develop and implement strategy for individual major gift donor relationship management(manage, nurture, upgrade) to meet short and long-term goals of the department. The primary objectiveof the Major Gifts Officer is to develop long-term relationships built on a firm understanding of donorsinterests, passions and values.DUTIES AND RESPONSIBILITIES -- External focus.RELATIONSHIP MANAGEMENT AND SOLICITATION (65%) Create, integrate and implement short, intermediate and long-term individual major gifts andprivate foundation major gift donor strategies with the Director of Individual Partnerships. Develop strategic funding requests based on short, intermediate, and long-term funding goals ofthe organization for high net worth individuals (100-150k). Act as primary relationship manager for individual and private foundation prospects of $10,000or more/year to reach or exceed annual funding goals. Play lead role in soliciting and closing major gifts. Manage relationship process for individual major gift donors including prospect solicitation,briefings with primary relationship managers. Cultivate and expand current giving by planned gift donors and integrate planned gift objectivesinto major individual donor requests in collaboration with Director of Individual Partnerships.CULTIVATION AND STEWARDSHIP (25%) Plan and implement funding campaigns, events and activities (volunteer experiences, tours,receptions, etc.) for individual major gift donors using existing activities as appropriate Execute major gift materials, including briefing memos, proposals and stewardship materials Manage and coordinate volunteer donor groups to cultivate and request new giftsMONITORING AND REPORTING (10%) Monitor weekly, monthly, quarterly and annual activity to achieve major gift revenue goals Assist with review and verification of major gift donor recognition lists Track ad report relationship management activity using constituent relationship managementsystem including identification, qualification, cultivation, solicitation and stewardship ofprospective and current individual major donors Participate in regular Advancement staff and organization-wide meetings05/2012

<strong>JOB</strong> <strong>DESCRIPTION</strong><strong>JOB</strong> <strong>TITLE</strong>:<strong>DEPARTMENT</strong>:REPORTS TO:STATUS:SUPERVISES:HOURS:<strong>Major</strong> <strong>Gifts</strong> <strong>Officer</strong>DevelopmentChief Philanthropy <strong>Officer</strong>ExemptNo one8:00 am - 4:30 pm Monday to Friday; evenings and weekends as neededPOSITION SUMMARY:The <strong>Major</strong> <strong>Gifts</strong> <strong>Officer</strong> works closely with the Chief Philanthropy <strong>Officer</strong> and the Director of IndividualPartnerships to develop and implement strategy for individual major gift donor relationship management(manage, nurture, upgrade) to meet short and long-term goals of the department. The primary objectiveof the <strong>Major</strong> <strong>Gifts</strong> <strong>Officer</strong> is to develop long-term relationships built on a firm understanding of donorsinterests, passions and values.DUTIES AND RESPONSIBILITIES -- External focus.RELATIONSHIP MANAGEMENT AND SOLICITATION (65%) Create, integrate and implement short, intermediate and long-term individual major gifts andprivate foundation major gift donor strategies with the Director of Individual Partnerships. Develop strategic funding requests based on short, intermediate, and long-term funding goals ofthe organization for high net worth individuals (100-150k). Act as primary relationship manager for individual and private foundation prospects of $10,000or more/year to reach or exceed annual funding goals. Play lead role in soliciting and closing major gifts. Manage relationship process for individual major gift donors including prospect solicitation,briefings with primary relationship managers. Cultivate and expand current giving by planned gift donors and integrate planned gift objectivesinto major individual donor requests in collaboration with Director of Individual Partnerships.CULTIVATION AND STEWARDSHIP (25%) Plan and implement funding campaigns, events and activities (volunteer experiences, tours,receptions, etc.) for individual major gift donors using existing activities as appropriate Execute major gift materials, including briefing memos, proposals and stewardship materials Manage and coordinate volunteer donor groups to cultivate and request new giftsMONITORING AND REPORTING (10%) Monitor weekly, monthly, quarterly and annual activity to achieve major gift revenue goals Assist with review and verification of major gift donor recognition lists Track ad report relationship management activity using constituent relationship managementsystem including identification, qualification, cultivation, solicitation and stewardship ofprospective and current individual major donors Participate in regular Advancement staff and organization-wide meetings05/2012


BEHAVIORAL EXPECTATIONS Customer Service - demonstrate the ability to respond with urgency to the needs and requests ofothers, internally and externally and ensure a high degree of responsiveness to all donors withoutregard to their giving level. Understand the impact of their work on others. Understand safety policies and actively promote safe practices in the workplace. Maintain constructive relationships and demonstrate respect for everyone contacted. Deal constructively with conflict and focus on the situation, issue or behavior and not on theperson by diffusing situations before conflicts arise, resolving conflicts directly and activelypromoting and gaining cooperation from others. Willingness and ability to adjust to changing conditions or priorities. Take the initiative to identify and act on problems and lead by example. Consistently makedecisions that resolve problems.QUALIFICATIONS Bachelor’s degree; Advanced degree preferred; 4+ years of nonprofit fundraising experience, major gift experience preferred; Demonstrated ability to meet financial goals for major gift giving; Demonstrated ability to think strategically and creatively; Demonstrated ability to persuade others; Ability to multi-task, meet deadlines, and work with minimal supervision; Strong writing, oral and presentation communication skills; Intermediate to advanced Microsoft Office Suite computer skills; Experience with constituent relationship management system; Attention to detail and strong project management skills; Ability to work as part of a team; Professional attitude and appearance;PHYSICAL DEMANDS: Ability to sit at a desk and work on a computer Ability to travel. Ability to be on the phone frequently during the day.ORGANIZATION CONTACTS: Funders SHH Development team members SHH Executive team members SHH Management team members Board of Directors05/2012

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