Executive Director, Foundation

2 weeks ago

Washington, United States Finseca Full time

Job Summary: Leads Finseca’s Foundation contributed revenue and fundraising efforts. Executes strategies to attract, retain and grow financial support for the Finseca Foundation. Promotes understanding of the Foundation mission, its value to the industry and the impact of donor contributions. Works closely with the President and Board of Trustees and serves as liaison to all Fundraising Committees. Works with Finseca departments and committees to develop programs and research that aligns with Finseca Foundation pillars- build professional opportunities and create pathways to financial security.


Duties & Responsibilities

Development and Fundraising

  • Execute strategies to achieve annual revenue goals, including, Fundraising goals, New contributor goals, and Contributor retention goals.
  • Research, identify, contact and recruit prospective donors through stronger penetration of current markets, entrance into new markets and new fundraising initiatives.
  • Establish relationships with important stakeholders for purposes of maintaining donor contributions and recruiting new donors.
  • Expanding company match program and increasing company match donations.
  • Contact lapsed contributors to re-engage them with the Foundation.
  • Build and manage the planned giving program.
  • Build a major gifts program including identification, cultivation and solicitation of major donors.
  • Develop, execute, and maintain a grant program including identification of opportunities, proposal writing, and reporting requirements.
  • Manage and develop fundraising budget.


Donor Stewardship

  • Track, analyze and provide reports for fundraising initiatives, giving trends, contributor status and new market opportunities.
  • Manage the processes for acknowledgement, appreciation and recognition of contributors.


Conferences and Events

  • Coordinate Foundation and fundraising activities at Finseca and partner community events


Marketing and Communications

  • Execute a tiered strategy for ongoing communications to engage and retain donors
  • Work with Markets and Communications team to highlight the work of the Finseca Foundation
  • Create and distribute Finseca Foundation Annual Report.


Research and Programs

  • Work with volunteer committees to identify new research needs.
  • Engage partner organizations to further both Foundation pillars.
  • Manage volunteer programs with partner organizations.
  • Manage all aspects of Finseca Foundation research from idenfication, to funding, to information gathering, research and production of final research products to be distributed to memebership


Operations

  • Manage Finseca Foundation databases
  • Manage Finseca Board of Trustees, meetings and communications


Board and Volunteer Management

  • Develop and execute a strategy to recruit, develop and support fundraising volunteers.
  • Create opportunities for Finseca members to volunteer with partner organizations


Skills & Experience

  • 3-5 years of professional experience in fundraising and/or business development
  • Understanding the financial security industry (life insurance, annuities, disability, retirement, long-term care) is preferred.
  • Association industry or nonprofit background preferred
  • Embraces the mission of the Finseca Foundation
  • Excellent verbal and written communication skills.
  • Strong member service ethic.
  • Strong interpersonal skills with a demonstrated ability to build positive, professional relationships.
  • Excellent organizational, planning, and project management skills.
  • Has proven success as a self-starter with excellent judgment and careful attention to detail, adaptable, organized and able to manage multiple projects and tasks successfully.
  • The ability to work collaboratively and persuasively with key internal and external stakeholders.
  • Exceptional ability to be nimble, flexible, and responsive.
  • Exceptional problem-solving ability – both systematic and data-driven analysis.
  • Proficiency in Salesforce, Microsoft Office applications, and other related technology solutions/tools/software.
  • Experience with fundraising CRM technologies is preferred.

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