Full-time employment at Estes Park Center
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(last updated on April 28, 2008)
Position Title: Major Gifts Officer specializing in Planned Giving
Department: Financial Development
Status: Part-time/Non-Exempt
Reports to: Director of Financial Development
JOB SUMMARY:
This Part-time position serves the dual role of Major Gifts Development Officer and Planned Giving Specialist. As the Major Gifts Development Officer, this position will manage relationships with a select number of prospects and donors for the purpose of generating a variety of major gifts in excess of $25,000. As the Planned Giving Specialist, this position will work with the entire prospect and donor base of the Association to encourage and facilitate planned giving.
- Responsible for soliciting gifts of $25,000 and higher from donors, members, alumni, etc.
- Manage relationships with approximately 75-100 prospective donors and will be expected to identify, qualify, cultivate, solicit and steward these very important friends of the Association.
- Works collaboratively with and in support of volunteers, development staff, and all other Association representatives to cultivate and solicit donors for funding priorities.
- Monitors all prospect contacts to ensure positive and purposeful prospect and donor relations.
- Recommends and assists with programming involving the President/CEO, Vice Presidents, Board of Directors and volunteers for Financial Development.
- Must be a highly energetic professional with a track record of building donor relationships and closing major gifts and planned gifts in the six-figure range.
- Reports to the Director of Financial Development and works collaboratively and strategically with the President/CEO, other fundraising professionals, staff, and any/all outside counsel for the advancement of Financial Development.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Manage a portfolio of primary prospects and activities in the primary marketplaces.
- Travel extensively through the primary marketplaces.
- Participate in all aspects of the gift cycle:
- Initiate contacts with potential leadership and major gift donors
- Develop appropriate cultivation strategies for them, including working with volunteers
- Move potential donors in an appropriate and timely fashion toward solicitation and closure
- Make solicitations when appropriate
- Maintain stewardship contacts with donors; adhere to the highest ethical standards; demonstrate empathetic disposition, and perseverance; reflect optimistic and positive attitude, and convey sensitivity to needs of the donors - Work collaboratively with financial development officers. Offer prospect strategy and planned giving counsel to the President/CEO, Vice Presidents, Financial development staff, and all who are managing other prospects. Be a resource for development/advancement staff, from identifying potential volunteer connections to knowing about meeting and event spaces in key locations.
- Focus on securing support for a set of Association-wide priorities that include all programs, endowment, scholarships, unrestricted support, facility renovations, new facilities, and improvements.
- Provide counsel to the Director of Financial Development and Alumni Coordinator alumnae relations on outreach programming in the Major Gift Officer’s primary marketplaces.
- Serve in training and mentoring capacity for other development staff.
QUALIFICATIONS:
- Bachelor’s Degree, or equivalent
- Five to seven years successful experience in major and planned gift fundraising
· Ability to understand the needs and interests of leadership and major gift donors in order to develop relationships between donors and the YMCA of the Rockies Association
· Experience in the solicitation and facilitation of planned gifts.
- Interest in all aspects of and a dedication to promoting the Associations fundraising priorities through developing excellent relationships with all staff, donors, members, volunteers, etc.
- Demonstrated leadership and the ability to successfully manage multi-functional or diverse areas.
- Successful experience in making cold calls as well as developing cultivation and solicitation strategies.
- Must have excellent interpersonal skills and a demonstrated record of completing assignments.
- Must be willing to travel extensively.
- Must know Raisers Edge software or attain the skill base.
- Must know Crescendo software or attain the skill base.
Employees are held accountable for all duties of this job. The statements herein are intended to describe the general nature and level of work being performed by employee assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, skills and qualification required. From time to time, other duties may be assigned.