Major Gifts Officer

2 weeks ago

San Rafael, United States Canal Alliance Full time

Description:
**About the Organization**

Canal Alliance exists to break the generational cycle of poverty for Latino immigrants and their families by lifting barriers to their success. Canal Alliance is a nonprofit champion of immigrants who are challenged by a lack of resources and an unfamiliar environment. Every day, we educate, empower, support, and partner with motivated immigrants to best meet all their unique needs—from putting food on the table, to becoming American citizens, to learning English, to graduating from college, and gaining quality, career-path employment.

Canal Alliance strives for a trauma-informed collaborative and inclusive culture. We invest in high quality services, professional development, and work-life balance.

**Position Summary**

**Primary Responsibilities**

**_ Major Gifts Program_**
- Develop and manage a portfolio of between 110 and 125 major donors and prospects, each capable of giving 10K+ annually, including identification, cultivation, solicitation, data tracking, and stewardship.
- Develop individualized cultivation, ask, and stewardship plans for each major donor; train and support other front-line fundraisers on the Development Team to do the same
- Serve as the agency’s lead front-line fundraiser by directly engaging current and potential donors with the goal of increasing financial support, major gifts, and planned gifts for Canal Alliance while building long-term relationships and meeting annual revenue targets.
- Assist and support the Chief Executive Officer (CEO) and Chief Development Officer (CDO) to manage their donor portfolios. With advice and guidance from the Major Gift Officer, the CEO and CDO are each responsible for maintaining relationships and stewarding 20-30 of Canal Alliance’s top donors. The Major Gifts Officer supports their efforts by producing thorough research on giving capacity, developing a personalized engagement strategy, keeping the CEO and CDO on track with each of their assignments using Moves Management tactics, and ensuring that the CEO and CDO have pertinent information on each individual’s giving history, program preferences, and all previous organizational relationships.
- Provide support to the CDO and CEO in recruiting, motivating and training Board members for major gift activities.
- Engage and support Board members who elect to take on donor stewardship relationships, ensuring they have relevant and up-to-date information on each of their assigned names, have access to current and inspiring program information, stories and printed materials, and are provided with periodic suggestions for outreach touches.
- Qualify major donor prospects from the annual fund, the mid-level program and through wealth screening and other sources.
- Partner with members of the Development Team to develop and execute special events and tailored experiences for current major donors and new prospects.
- Manage major donor communications in collaboration with the communications and marketing team.
- Work closely with the Marketing and Communications and Institutional Giving Teams to prepare effective funding proposals, reports and customized collateral for individual donors and prospects.
- Oversee the accurate implementation of data entry practices and reporting relating to current major donors and prospects in Salesforce.
- Serve as an ambassador and spokesperson for Canal Alliance’s mission and programs in the community and elsewhere by participating in meetings, events and other convenings to establish strategic relationships with potential donors and partners.

**_ Planned Giving Program_**
- Support the design, launch and implementation of a comprehensive planned giving program to include individual and mass market communications and solicitation strategies.
- Manage planned gift communications in collaboration with the communications and marketing team.
- Oversee the accurate implementation of data entry practices and reporting relating to current planned gift donors and prospects in Salesforce.
- Manage and report on planned gift metrics to include the number of new, confirmed planned gift commitments, number of face-to-face planned giving conversations with qualified prospects, and number of communications about planned gift options included in donor and general communications.

**_ Fundraising Planning & Monitoring_**
- Provide input on preparing and implementing the annual Development Plan; participate in drafting annual fundraising revenue projections for major and planned gifts based on historical performance, current capabilities and capacities, and future economic trends.
- Implement fundraising and financial development goals and strategies for Major Gifts and Planned Gifts.
- With the CDO, develop, monitor and report on annual budget and performance targets to ensure that goals for major donor engagement, revenue, donor numbers, donor retention, and other critical metrics are met.

**Requirements**:

- Minimum of 3 to 5

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