Major Gift Officer I - Planned Giving

We are searching for a Major Gift Officer I – Planned Giving someone who is a relationship-focused, highly organized fundraising professional who thrives in a fast-paced environment and can help grow meaningful philanthropic relationships. In this role, you’ll manage a portfolio of qualified prospects and donors with the goal of securing at least $1 million in philanthropic funds for the organization by managing a portfolio of assigned, qualified prospects and donors, to ensure their retention as continuing donors to the organization and to progressively upgrade their level of giving and involvement.

Think you’ve got what it takes?

• Raise at least philanthropic funds annually in outright and future gifts and commitments.
• Manage the health, composition and ongoing activity of portfolio of assigned qualified major gift prospects/donors
• Create and execute cultivation and solicitation strategies for portfolio prospects
• Create and execute stewardship strategies for portfolio donors
• Develop strong engagement strategies for fundraising volunteers in order to secure donor funds
• Participate in strategy sessions with colleagues on key major gift prospects
• Help drive response for Office of Philanthropy priority events and initiatives
• Record and manage donor/prospect data, activity, management and movement in fundraising technology system
• Help maintain integrity of data in fundraising technology system
• Serve as primary point person with planned giving marketing vendor and other internal and external partners
• Coordinate logistics for all planned-giving related stewardship and cultivation events
• Assess and respond as appropriate to planned giving inquiries and estate notifications
• Track pending estate gifts to ensure timely receipt by the organization
• Assist in drafting planned giving correspondence, acknowledgments, proposals and calculations
• Ability to coordinate multiple projects simultaneously, the ability to work with a wide variety of personalities, and the ability to effectively plan, set goals, execute tactics and drive for results to meet goals. Must also be a strong, positive communicator, both verbally and written, with a creative approach to building relationships. Must be a team player and collaborative contributor.

• Bachelor's Degree required
• 2 years fundraising, donor relations, sponsorships, philanthropy, events, grant development, or relationship building leading to partnerships resulting in revenue, profit, or donated funds experience required