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Director of Major and Planned Giving
2 months ago
Job Title:
Director of Major and Planned Giving
Reports To:
Chief Development Officer
FLSA Status:
Exempt
Department:
Development
Labor Status:
Non-union
Approved By/Date:
7/1/2024
About the Role
Community Servings has experienced significant growth in leadership giving since closing out a $12.2M capital campaign in 2019, now raising over $2.2M annually. The Director of Major and Planned Giving, a newly created position, will oversee the reinvention of the leadership giving program and the launch of a planned giving program. They will develop and execute an annual plan to cultivate, solicit and steward major donors. The Director of Major and Planned Giving will utilize moves management tools to increase the giving levels of existing donors and create a new pool of potential donors through research, relationship building and outreach, collaborating with the Board of Directors, Board of Advisors, Development staff, and Executive team to achieve fundraising goals for major gifts. They will hire, train and manage a team to support the program.
Essential Duties and Responsibilities
Building on the success of our current program and team, hires, trains and manages up to five new staff.
Researches, cultivates, solicits, and stewards a portfolio of major donors and other prospects to achieve annual fundraising objectives of $2M+ for major gifts.
Ensures each MGO on the team conducts a minimum of 200 visits annually with key donors and prospects.
Develops strategies to target new donors and creates a new portfolio of major donors. Works with CDO, Director of Development, MGO and CEO to develop a strategy for large gifts of $50,000 or more.
Partners with staff, Board, and other internal and external partners to set and achieve goals, produce major donor events and materials, and meet budget expectations.
Conducts weekly meetings with senior staff to review Major Donor progress and set strategy.
Works directly with donors to solicit gifts and build strong community support for programs at Community Servings.
Responsible for major donor events, and major donor activities at signature events, including planning, program and follow-up.
Identifies and implements strategies within the major donor program to involve major donors in fundraising, marketing, and volunteer activities.
Works with development administrative staff to ensure prompt acknowledgement of all gifts related to major donors.
Represents Community Servings to internal and external partners to grow and maintain key relationships.
Oversee Moves Management System for cultivating, stewarding and soliciting gifts.
Create Major Gifts Budget, income and expense projections providing monthly and quarterly updates to CDO & CEO.
Establish and market our planned giving program, The Bernie Smith Society. Cultivate and solicit members.
Collaborate with the Director of Communications to develop messaging, create collateral materials, and a meaningful donor recognition program (Annual Report, website)
Other duties as assigned.
Qualifications Required
Minimum of ten years of experience working in a fast-paced nonprofit development role with at least five years of experience personally soliciting five and six figure gifts.
Experience working in a major gifts environment that frequently utilizes special events is a plus.
Demonstrates superior attention to detail.
Operates effectively as part of a team and independently.
Demonstrates superior time management skills with the ability to work effectively under, and consistently meet, deadlines, and adapt priorities in a fast-paced environment.
Strategic mindset with an ability to think and focus on both the near- and long-term.
Comfortable with public speaking.
Available evenings and weekends for donor visits and events as needed.
SalesForce and Microsoft Office proficiency are a must.
Supervisory Responsibilities
A future team of four Major Gift and Planned Giving Officers and two Development Associates
We offer a complete benefits program including:
Medical Insurance
Life-, Short- and Long-Term Disability Insurance
Paid Vacation, Holidays, Sick Time, and Personal Time off
Flexible Spending account (Medical and Daycare)
403(b) Retirement Plan
Free Dental Insurance
Free daily community lunch
Free parking
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit and use hands to finger, handle, or feel. The employee is routinely required to stand and walk.
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