Reporting to the Development Director and as a member of the Development team, the full-time Major Gifts Officer is responsible for maintaining and growing a solid base of individual donors. This position is primarily responsible for identifying, cultivating, soliciting, and stewarding major gifts through F2F visits and events. Will manage a portfolio and retain, and increase, donor support moving them up the ladder of support.
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Direct reports:Â None
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MAJOR GIFTSÂ (90%)
- Identify, qualify, cultivate, solicit, close and steward major gifts through direct personal contact and visits
- Execute moves management approach to your portfolio and develop custom strategies for each donor to generate new and higher levels of giving, recording detailed relationship activities in CRM system (Altru)
- Manage a portfolio of 100+ individuals building and maintaining strong relationships leading to increased giving—re-acquire past donors and acquire new donors
- Offer tailored giving options that align with donor interests and financial goals
- Organize and support donor recognition events and legacy society gatherings.
- Coordinate an effective program for recognition, involvement, and stewardship of major and special gifts
- Meet annual goals for meaningful connections, solicitations, closed gifts, amount raised
- Work with Board, staff, and volunteer committee to achieve fundraising goals
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PLANNED GIVINGÂ (10%)
- Play an active role in the planned giving program by identifying and cultivating potential planned gift donors
- Support the collaboration with legal, financial, and estate planning professionals to facilitate planned gifts
- Assist in the development of planned giving collateral
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These job responsibilities represent only the essential and most significant duties of the position.
This job description does not exclude other work assignments, directives and responsibilities not mentioned herein.