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Leadership Gifts Officer

Company: Newport Mansions
Date Posted: November 2, 2017

Leadership Gifts Officer-( Full Time)

The Leadership Gifts Officer is responsible for the generation of major gifts in the $25,000 to $1,000,000 range from individuals in support of the Preservation Society’s highest organizational priorities. Working with the Director of Development and CEO, the Leadership Gift Officer will develop and manage a portfolio of major gift prospects; develop and execute solicitation strategies; identify cultivation and events for major donors; engage volunteers and trustees in major donor cultivation and solicitation; work toward a goal of 50 major donor solicitations per year. Hour are M-F 9- , with some evenings and weekend hours required.

Primary Duties & Responsibilities: 

Personal Solicitations: Develop and manage an active portfolio of 100+ qualified major gift prospects, developing appropriate individual solicitation strategies for each prospect.

  • Personally visit major gift prospects to cultivate, solicit and close major gifts in the $25,000 - $1,000,000 range. This will involve both local and some national travel.
  • Conduct a minimum of 8 substantial personal visits per month with a goal of soliciting 50 prospects per year for a major gift.
  • Develop an excellent working knowledge of organizational activities and priorities in order to maximize connections between the Preservation Society and the giving interests of prospects.
  • Time Allocation: 30%

Cultivation & Stewardship: Ensure proper and appropriate cultivation and stewardship events for major donors, primarily in Newport but also Palm Beach, Boston, NYC and Washington DC.

  • Enhance donor stewardship through major donor events and a formal major donor recognition program.
  • Coordinate annual major donor dinner and summer cultivation and stewardship events (summer lecture dinners, private tours.)
  • Attend programs and general activities of the Preservation Society.
  • Time Allocation: 20%

Prospect Management: Formulate and implement solicitation strategies for each prospect utilizing appropriate moves management techniques.  

  • In conjunction with Development staff, maintain a comprehensive prospect and donor “moves management” system in Raiser’s Edge as it relates to the major gifts program.
  • Create robust solicitation strategies in collaboration with volunteer solicitors and staff.
  • Generate timely and thorough post-call reports recorded in Raiser’s Edge.
  • Time Allocation: 15%

Proposal Development: Prepare a wide range of correspondence, proposals, case statements and other written materials for the cultivation and solicitation of major gifts. Work in conjunction with the grant writer on templates for key projects and organizational priorities.

  • Time Allocation: 10%

Volunteer Solicitors: Engage volunteer solicitors to advance cultivation and solicitation of major donors in support of the Preservation Society’s mission.

  • Work with volunteer leaders to identify and develop individual cultivation and solicitation strategies.
  • Prepare volunteers, and accompany them if appropriate, on donor visits. Debrief with volunteers and plan next steps.
  • Update volunteer solicitors regularly on progress toward goals.
  • Time Allocation: 10%

Annual Plan and Budget: Develop a written annual plan to include, financial goals, budget, timelines and accountability that are both challenging and realistic to achieve consistent and successful growth in major gifts.

  • Review and revise plan annually.
  • Time Allocation: 5%

Reporting: Provide major gifts status update in bi-weekly department reports to CEO.

  • Time Allocation: 5%

Planned Giving: Stay abreast of planned giving methods and changes in tax laws as they apply to charitable giving.

  • Time Allocation: 2.5%

Requirements:

Qualifications:

  • Proven ability to solicit and close individual leadership gifts in the $25,000 to $1 million range.
  • Ability to relate to major gift prospects and donors, instilling confidence in the work and goals of the Preservation Society.
  • Proven ability to effectively prepare and successfully motivate volunteers to achieve fundraising goals.
  • Ability to make professional and engaging presentations at meetings and events.
  • Ability to foster effective working relationships within a team environment.
  • Ability to multi-task in order to successfully coordinate multiple projects and shifting priorities.
  • Demonstrated time management skills necessary to establish and meet deadlines.
  • Knowledge of professional standards for Fundraising & Development Professionals.
  • Ability to maintain confidentiality and discretion at all times.
  • Ability and willingness to travel on a regular basis.

Education &Experience:

  • Bachelor’s Degree
  • 7+ year’s successful experience in Major Gifts fundraising.
  • 3+ year’s successful experience with volunteer fundraising boards and committees.
  • Working knowledge of major gifts strategy utilizing “Moves Management.”
  • Working knowledge of planned giving techniques and vehicles.
  • Strong writing and speaking skills to clearly articulate the needs and the mission of the Society and, communicate to all levels of the organization.

 

Please email a cover letter and resume with contact information for professional references to humanresources@newportmansions.org, or mail to 424 Bellevue Avenue, Newport, RI 02840.