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Major Gifts Officer
2 months ago
The Major Gifts Officer is responsible for building long-term relationships with donors, prospects, and partners of OMSI to accomplish the mission and drive forward the 20-year vision for supporting science learning in communities across the state and region. To do so, they will fully embody OMSI's values as a collaborator, value learning, foster a sense of belonging amongst colleagues and partners, and steward their relationships with donors and other connections to evolve OMSI for future generations. This position will work as a member of the highly collaborative Development team to create, implement, and evaluate strategies and efforts to achieve annual financial goals and multi-year fundraising campaigns. They will play an important role in developing a strong community centered philanthropic culture in the development department and across the organization.
Essential Duties and Responsibilities:
- Develops and engages a portfolio of approximately 125 current and prospective individual donors (giving mid $1,000+ to major-level gifts $20,000) with a focus on qualification, cultivation, solicitation, and stewardship;
- Prepares and implements engagement strategies and tactics, with emphasis on in-person meetings, for current and prospective donors to solicit, close, and steward major gifts;
- Uses data Salesforce tracking systems and "moves management" to increase giving across the portfolio over time;
- Integrates planned giving opportunities into conversations with prospects and donors;
- Tracks progress against annual and multi-year goals and benchmarks;
- Collaborates with Development of Director and Development Team to identify and qualify new and lapsed donors for integration into gift officer portfolios;
- Works alongside the Director of Development and Development Operations Manager to facilitate smooth transitions to managed portfolios for qualified donors;
- Maintains donor records in Salesforce in a detailed and timely fashion to departmental standards and protocols in quality and quantity of information;
- Participates in planning, executing, and evaluating OMSI's cultivation, fundraising, and stewardship events, including the annual Gala, to support organizational fundraising goals;
- With the Director of Development and Stewardship and Events Manager, creates, implements, and evaluates stewardship strategies for the Emeritus Board and/or JC Stevens Legacy Society as assigned by the Director of Development.
- This position is exempt, paid salaried;
- This position is regular full-time scheduled for 40 hours/week;
- Requires working onsite at the museum location;
- Requires occasional travel around and outside of the Portland Metro area;
- Requires working on some weekends, holidays, and/or evenings.
- Physical Demands: 60% sitting, 25% standing, 15% lifting/carrying 50;
- Ability to push or pull carts and other equipment for food/drink deliveries up to 250
- Vision Demands include:
- Close vision (clear vision at 20 inches of less)
- Distance vision (clear vision at 20 feet or more)
- Ability to adjust focus (ability to adjust the eyes to bring an object into sharp focus)
- Environmental Demands include:
- Outdoor Weather Conditions
- Noise Levels include:
- Quiet (examples: library, private office)
- Moderate (examples: business office with computers and printers, light traffic)
Secondary responsibilities include-but are not limited to-the following:
- Attends events and provides on-site assistance at events as necessary;
- Participates in team and museum-wide meetings and projects;
- Supports individual donor strategy and planning across all portfolios;
- Participates in museum wide meetings and projects;
- Supports fundraising and fundraising events in other lines of development revenue
- Assumes other responsibilities and tasks assigned by the Development leadership team.
REQUIREMENTS:
- Business Practices:
- Ability to model and support a positive team dynamic with paid and unpaid staff;
- Ability to meet goals while balancing often overlapping and time-sensitive deadlines;
- Ability to adhere to confidentiality, protocol, and community agreements;
- Demonstrated ability to pivot between individual and team work;
- Exercises sound judgment while upholding high integrity and ethical standards;
- Excellent organizational, analytical, and problem solving skills;
- Excellent attention to detail with a high degree of accuracy;
- Proficient in Microsoft Office, including Word and Excel, with experience working with spreadsheets and databases.
- Donor Stewardship and Philanthropic Landscape Knowledge:
- Developed knowledge of Portland's philanthropic landscape to engage in donor stewardship;
- Ability to work with a CRM (Customer Relationship Management) and/or database system;
- Proficient with Google Suite and Microsoft Office, and the ability to effectively utilize spreadsheets and databases;
- Knowledge of the principles, practices, and techniques surrounding a prospect management/moves management program in a complex development operation;
- Effective at building and maintaining strong relationships with people of diverse talents and backgrounds, with an emphasis on relationship stewardship and advancing diversity, equity, and inclusion through a racial equity lens.
- Experience in Salesforce or other database program;
- Excellent oral and written communication skills in a non-English priority language in Oregon.
REQUIREMENTS:
- 5 years of cumulative experience with increasing responsibility:
- Demonstrated experience closing gifts;
- Demonstrated donor relations, portfolio management, and stewardship experience;
- Demonstrated experience working with the public, in both formal and informal settings;
- Worked collaboratively with both small and large teams/departments across an organization;
- Demonstrated experience working in a fast-paced environment, often with stringent and overlapping deadlines.
- Demonstrated experience or ability to work effectively with people of diverse backgrounds and talents in professional work environments.
- Experience with planned giving;
- Experience working with volunteers.
REQUIREMENTS:
- Pre-employment checks, such as criminal background checks and reference checks.
- Valid driver's license.
- Multiple health plans (OMSI pays 86% of employee premiums)
- 403(b) retirement with employer match eligibility
- 2 weeks of vacation per year
- 2 weeks of sick time per year
- 12 personal / cultural days (PTO) per year
- Free annual OMSI Family Membership
- Reciprocal Employee Attractions Pass (REAP)
- Inclusion-centered professional development opportunities
- Employee-led rewards and recognition program
- Discounts on summer programs for employee's children