Planned Giving and Major Gifts Officer
The Planned Giving and Major Gifts Officer is an integral member of the Philanthropy Team. S/he will be responsible for the generation of new planned gift expectancies and the continuing cultivation of previously established planned giving relationships. S/he will also be responsible for managing and cultivating relationships with existing major gift prospects, as well as identifying new prospects who can give at the $10,000+ level. The strong candidate will possess proven front line fundraising experience, a thorough knowledge of planned giving and major gift options, and an ability to empathize with donors and clearly communicate our organization’s mission. S/he will be expected to energize team members, persuade prospects and persevere to the close of the gift. This position will work closely with other members of the Philanthropy Team and other members of the organization.
- Develop and implement a comprehensive plan for identifying, cultivating, and soliciting planned and major gift prospects.
- Initiate contact with prospects, develop appropriate cultivation strategies, complete successful solicitations, maintain stewardship contacts and strengthen relationships with those who have committed to planned or major gifts.
- Develop personalized strategies and cultivation/education plans for communicating with individuals about planned giving or major gift opportunities.
- Partner with Marketing to develop and execute a comprehensive planned giving and major gift marketing programs using multiple channels to promote gift opportunities.
- Work to identify donors who might be good candidates for blended gifts.
- Maintain and manage a portfolio of a minimum of 85 prospects.
- Remain up-to-date in the planned giving and major gift fields by attending webinars, educational meetings, and conferences.
- Manage a portfolio of prospects and donors throughout their gift cycle.
- Responsible for meeting and reporting on key performance indicators on a weekly basis, preparing prospect contact reports, and entering contact information into CRM in a timely manner.
- Provide exceptional stewardship of donors after a gift has closed, including recognition, communication, and reporting on impact of gift.
- Work with various MDA functions to identify programs and initiatives that may be of funding interest to potential individual prospects.
- Deliver organized, structured, and persuasive presentations, using effective written and verbal communication.
- Perform other duties or special projects as needed.
- Drive: Motivated to meet and exceed fundraising goals and quotas. Establish and maintain collaborative relationships with sponsors to meet business objectives.
- Initiative: Measure self against a standard of excellence. Undertake self-development activities and learn new skills, seek increased responsibilities and ask for and offer help when needed. Demonstrate the ability to work independently and collaboratively with a variety of personalities and leadership styles.
- Communication Skills: Clearly and persuasively communicate, including public speaking; listen and seek clarifications; participate in meetings; write clearly and informatively.
- Professionalism: Work well in a fast-paced environment; treat others with respect and consideration; accept responsibility for own actions. Understand business implications of decisions, align work with strategic goals, complete administrative tasks and develop strategies to achieve organizational goals.
- Flexibility: Able to multitask in a changing work environment. Manage competing demands and unexpected events. Willing to change approach to best fit the situation.
- Dependability: Follows instructions, takes responsibility for own actions; keeps commitments.
- Bachelor’s degree and 4+ years of demonstrated fundraising or business development experience with a track record of successfully meeting quotas and surpassing expectations or equivalent combination of education and work experience in sales and/or fundraising. Experience with major and/or planned giving preferred.
- Proven history of building strong relationships with donors or customers, leading to successful outcomes.
- Ability to close five and six figure individual gifts.
- Ability to work independently and have high personal expectations of work product.
- Ability to travel throughout assigned territory (up to 50%) as well as work evenings/weekends as necessary. Use of personal vehicle in the course of employment is needed to travel throughout the territory. Valid driver’s license required.
- Strong computer skills and ability to use existing technology to achieve desired results.
MDA is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
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