Major Gift and Planned Giving Officer

1 month ago

King of Prussia, Pennsylvania, United States The American College of Financial Services Full time
The Major Gift and Planned Giving
Officer meets with donors and prospects to qualify, cultivate,
solicit, and steward planned and major gifts, working as part of a
collaborative team across The College.

The position will personally engage
and solicit donors and prospects through meaningful in-person,
virtual, phone, and email contacts with a goal of increasing
membership in The College's President's Circle. The position
will work in partnership with the Alumni Relations Manager and
Assistant Vice President, Advancement Operations to improve
constituent records, data integrity, and reporting. The
position will play an integral part in planning, launching, and the
success of an upcoming capital campaign in partnership with both
internal partners and an external contractor. The position
supports the Centers of Excellence in fundraising, events, and
stewardship.

Duties and Responsibilities:

Major Giving

Manage a portfolio of annual
and major giving donors and prospects with the goal of initiating a
first gift, upgrading annual gifts, and soliciting major
gifts.
Collaborate with Advancement and
Alumni Relations colleagues and volunteers to achieve unrestricted
and Center dollar goals.
Adhere to the best practices of moves
management and The College's Gift Acceptance Policy.
Serve as an active prospect
identifier, identifying donors for personal visits, and qualifying
annual donors for the major gift pipeline.
Establish annual performance and
financial goals for major giving in collaboration with the
front-line Advancement team and consistent with The College's
strategic priorities and fundraising goals.

Planned and Estate Giving

Manage the planned giving platform,
Crescendo, including the design and delivery of a monthly
eNewsletter for our Planned Giving donors, and an annual survey to
key constituents. Manage the planned giving website.
Serve as the Planned Giving point of
contact for realized estate gifts, charitable gift annuities
serviced through PGCalc, and ongoing planned gifts.
Identify opportunities for estate
gifts and work with donors and prospects in documenting their
legacy gifts to The College.
Establish annual performance and
financial goals for planned and estate giving in collaboration with
the front-line Advancement team and consistent with The College's
strategic priorities and fundraising goals.

Responsibilities:

Planning and leading your major
giving program.
Researching major gift donor
prospects.
Identify and actively solicit and
manage a portfolio of prospects, including developing and
implementing internal strategies and external meetings, and
collaborating with internal stakeholders.
Growing relationships with major gift
donors. Drafting major gift proposal documents in partnership with
Legal Counsel
Developing a donor solicitation
strategy for major gift prospects.
Designing and operating a donor
stewardship program in coordination with the Director of
Advancement Communications and Advancement Associate -
Stewardship.
Tracking and assessing major gift
fundraising metrics in partnership with Assistant Vice President,
Advancement Operations.
Working collaboratively with The
College's various councils and volunteers on fundraising.
Develop and maintain excellent
collaborative relationships with College faculty and staff,
including Center leadership teams, and subject matter experts to
better understand the needs and impact of The College.

Qualifications

Bachelor's degree required, and a
minimum of four years of progressive major gift fundraising
experience with a proven ability to engage individuals and secure
commitments at the five- and six-figure levels.
Chartered Advisor in Philanthropy
designation preferred.
Proven successful experience in
fundraising, inclusive of direct interactions with donors.
Strong project management
skills.
Ability to evaluate, interpret, and
present complex information effectively in professionally prepared
documents or presentations. Must have a demonstrated
attention to detail to achieve high accuracy.
Experience working with
administration and faculty.
Experience working with vendors and
consultants.
Knowledge of and interest in
financial services and philanthropy.
A passion for serving the needs of
underserved communities, economic justice, closing the racial and
gender wealth gap, and the power of philanthropy to change the
world.
Strong verbal and written
communication skills required.
Comfortable working in a team
environment, but also must be disciplined to work
independently.
Demonstrated skills in Microsoft
Office Suite, with a proficiency in Excel, PowerPoint, and
Zoom
Ability to track contacts and moves
in a database. Raiser's Edge experience preferred.
Knowledge of general office
equipment, including use of laptop computers required.

The
College provides an award-winning culture and offers a competitive
total compensation package that includes:

Lucrative Time Off Days PTO, Paid Family
Medical Leave, 11 Paid Holidays)
Retirement Savings Plan with Supplemental
Contribution and Match
Tuition
Remission and Reimbursement
Medical, Dental, Vision, and Wellness
Benefits
Company-paid Short Term and Long-Term
Disability
Flexible, hybrid, and remote work
schedules

Salary Grade Minimum: $78,800.00

The
starting base salary is determined based on a variety of factors
including but not limited to experience, education, internal
equity, departmental budgets, qualifications, licenses, specialty,
and training.

In policy and practice, we encourage
diversity and provide equal employment opportunities to all
individuals based on job-related qualifications and ability to
perform a job. We are committed to maintaining a welcoming and
inclusive environment.

The
American College of Financial Services is committed to applying
financial education through teaching, research, and innovation in
program delivery and design. As a nonprofit, accredited education
institution, our courses are researched and written by a faculty of
the nation's top thought leaders in personal finance. To learn
more, visit The American College.

The
American College of Financial Services is an E-Verify
Employer.

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