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Development Officer for Individual Giving

Job Details

1st Shift - West Palm Beach, FL
Full Time
$55,000.00 - $65,000.00 Salary

Description

Position Title:

Development Officer for Individual Giving

Reports to:

Director of Individual Giving

Department:

Development

Updated:

6/23/2023

Job Purpose

The Development Officer for Individual Giving is a member of the Individual Giving team and oversees gift stewardship, solicitation, and reporting programs that enhance and strengthen the relationships between major donors and the Museum. This frontline fundraising position supports the Museum’s unrestricted and restricted annual giving from individuals, including the Chairman’s Circle and Curatorial Friends Groups, and provides critical support to the Director of Individual Giving (DIG) and Museum Leadership to identify, cultivate, solicit, and steward significant major gifts from individuals at the local and national level. The individual is responsible for sustaining positive and rewarding relations between the Museum and its donors; working with Development Leadership to determine the best strategies for effective stewardship of donors; maintaining an ongoing and active network with internal and external constituencies; and overseeing and managing the facilitation of all recognition activities.

The Development Officer for Individual Giving oversees the Development Associate (DA) to manage the processes for database management, gift entry, creation of solicitations and major gift reporting, and maintenance of stewardship plans and prospect pipelines for new and existing major donors, among other responsibilities.

Essential Duties and Responsibilities

Responsibilities include, but are not limited to:

  • Work with the Director of Individual Giving (DIG) and larger Major Gifts team to create and implement fundraising efforts and set and achieve annual operating fundraising goals by managing all stewardship functions for major gifts, planned giving, and annual giving, including Chairman’s Circle and Curatorial Friends Groups.
  • Collaborate with the DIG and Development Leadership Team to pursue strategies to engage, cultivate, and solicit prospects and current donors / members in order to secure gifts for the Museum’s highest priorities, including gifts of art (Visionaries Fund) and planned gifts (R.H. Norton Society).
  • Engage in high-level interactions and solicitations with donors and prospects individually and with DIG. Debrief and manage follow up activity, documenting interactions in Altru. This role will be responsible for managing donors beginning at the $10,000 level and will work with the DIG to identify work plan with donors at the $25,000 level and above.
  • In partnership with Development Associate (DA), create and implement standards for recording all donation information and maintaining communication records with donors in Altru. Establish and advance information tracking processes for gift entry, acknowledgement, recognition, on-going communications, and continued cultivation of past and current donors to enhance their relationship with the Museum and increase the likelihood of continued contributions.
  • In collaboration with Membership and Marketing teams, work with the DIG and DA to refresh and execute the Museum’s annual fund initiatives on a yearly basis. Manage monthly queries and data collection for annual fund support renewal solicitations, to be reviewed with DIG. In collaboration with the DIG, create individual stewardship and solicitation plans for annual fund donors of $10k and above. Oversee review process for monthly annual fund solicitations prepared by the DA.
  • Collaborate with other Major Gifts team members (Individual and Institutional Giving teams), to build annual impact and endowment reports that will be shared with major gift donors, as well as funding briefs for initiatives in need of support on an annual basis. Collectively build query processes and systems to extract pertinent data and synthesize into tailored reports that reflects the impact of a major donor’s contribution to the Museum over a fiscal year.
  • Oversee the DA and their management of:
    • Gift entry for unrestricted and restricted annual giving, ensuring timely, thorough, and transparent tracking and reporting of gift and revenue data.
    • Monthly and weekly reporting pertaining to major gifts $5k and above, including pledges and upcoming renewals of Curatorial Friends and Chairman’s Circle renewals prepared by Membership team.
    • Advancing data collection process for major donor prospect research in collaboration with appropriate team members
    • Trustee financial correspondence, including but not limited to monthly tracking of Trustee dues, Trustee giving summaries, pledge reminder follow-up, and Development dashboard
  • Work with DIG to create annual expense projections for Individual Major Gift areas and set revenue goals and necessary expenses for Individual Major Gift areas, including Chairman’s Circle, Curatorial Friends, Trustee Giving, and Individual Giving.
  • Alongside the Development Officer for Institutional Giving, manage donor recognition efforts for the Development department, including donor walls, website, and credit lines. Work with the larger Major Gifts team to track annual support and set credit language for all program areas. Work with Marketing & Communications, LCE, and Curatorial, to oversee annual donor wall updates and proofing of all front-facing Museum materials to ensure donors are properly recognized.

Qualifications

Skills, Knowledge, and Abilities:

  • BA required and 5+ years of relevant work experience preferred
  • Proficient in Microsoft Office applications, including database management. Proficiency with Blackbaud donor management software products a plus (Altru and Raiser’s Edge)
  • Excellent written and verbal communication skills with the ability to interact and integrate with a wide range of individuals
  • Experience working with external stakeholders such as consultants, partner organizations, and members of the community
  • Enthusiastic and outgoing personality with high level of customer service/sales skills
  • Capable of maintaining confidentiality and exhibits a high level of professionalism and tact
  • Ability to convey a positive and professional image, especially in high-pressure situations
  • Demonstrate the highest level of personal and ethical standards
  • Organized self-starter with analytical, creative, and detail-oriented abilities capable of multi-tasking and exceling in a fast-paced environment
  • Demonstrates strong business acumen and ability to collaborate while also working independently
  • Schedule flexibility; ability and willingness to work nights and weekends and travel as needed

Physical Requirements

  • The person in this position must be able move about inside and outside the office; to frequently communicate with managers and employees, ability to access and operate computer and other office equipment; and ability to lift, move or carry up to ten (10) pounds.

Note: Nothing in this job description restricts management’s rights to assign or reassign duties and responsibilities to this job at any time.

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