Major and Planned Giving Officer

POSITION SUMMARY:

The Major and Planned Giving Officer cultivates relationships with current and prospective major donors to increase their involvement and support of TPT's services and mission. Managing a tiered portfolio of donors giving $10,000+ annually, this position is responsible for cultivating, soliciting and stewarding major and planned gifts. The Major and Planned Giving Officer interacts closely with other members of the Giving Team to collaborate on donor development around planned gifts, increased annual support, and gifts to special campaigns. The role helps drive strategy around individual donor cultivation and moves management and ensures exceptional record keeping in the CRM. The position will travel throughout the Twin Cities metro area and other local markets to visit donors and attend events as required.

Compensation: $85,000 to $95,000 annually in addition to company provided benefits.

Hybrid Work Environment: Candidates must live in or be willing to relocate to the Twin Cities Metro area and report to onsite office a minimum of three days per week.

MAJOR AREAS OF RESPONSIBILITY:

Donor Relations (95% of time)

• Consistently meet or exceed revenue goals established for the portfolio.
• Manage a portfolio of 150 major donors and prospects ($10,000+) to qualify, cultivate, solicit, and steward supporters.
• Identify donors' passions and interests, build relationships, and leverage those relationships into meaningful support opportunities.
• Create proposals for general operating, endowment, campaign and planned gifts, including blended asks.
• Collaborate in efforts to research new major donors.
• Utilize research to qualify and cultivate new major donors.
• Works within the CRM to track and manage donor touchpoints and assist in analyzing data to inform and prioritize individuals and strategies
• Aide in the development and implementation of donor strategies and communication.
• Actively participate in the creation and execution of fundraising activities and events, including station tours, donor visits and events hosted by the Development Team.
• Meet individual goals as well as helping the team reach group revenue goal.
• Communicate the value and impact of TPT while representing the TPT brand to our community.

Other Duties as Assigned (5% of time)

• Participate as an active member of the Advancement Team.
• Consistently act as an internal and external ambassador for the Giving Team
• Contribute to shared goals and collaborate with colleagues on achievement of priorities.
• Complete other tasks as assigned.

QUALIFICATIONS:

Required Experience

•  4 years combination of education and successful work experience may be considered, in lieu of a Bachelor's degree.
• 4-7 years of fundraising experience with a demonstrated record of accomplishment of developing and closing major and planned gifts (value of $5,000).
• 4-7 years of successfully working within a CRM on managing donor touchpoints and communications.
•  General knowledge of planned giving strategies and tools.

Preferred Experience

• 7+ years of fundraising experience with demonstrated record of developing and closing major and planned gifts with a value of $10,000+.
• 7+ years of managing donor touchpoints and cultivation strategies within a CRM
  • Experience working in a public media setting.
• Experience raising funds for a campaign.

Education

• CFRE preferred

Knowledge, skills and abilities

• Proficiency managing a CRM to maximize relationship management.
• Ability to use discretion when handling and communicating sensitive information
• The ability to create high-quality donor relationships with excellent interpersonal, written and verbal communication skills, and a dedicated customer service focus.
• The ability to work independently and motivate self to achieve success by taking initiative and being detail oriented.
• Strong analytical and computer application skills: Microsoft Office Suite – Outlook, Word, Excel, OneDrive, Teams.
• Strong problem solving, organizational and time management skills.
• Ability to work collaboratively and communicate effectively with all team members.
• Commitment to advancing Inclusion, Diversity, Equity and Accessibility (IDEA) priorities within the organization.
• Ability to travel to locations in the greater metro area on a frequent basis, partake in some evening and weekend hours for meetings and events. Occasional travel out of the state.