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 Director of Major Gifts and Planned Giving

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Job DescriptionThis position is responsible for seeking out opportunities and developing and implementing initiatives to identify, cultivate and solicit prospects to ensure a strong base of ongoing financial support. The Director is entrusted with responsibility for the recognition and stewardship of individual major givers.

The incumbent sets goals, monitors work and evaluates results to ensure that departmental and operating requirements are met and are in line with the needs and mission of the organization.

ORGANIZATIONAL STATUS:

Reports directly to the Vice President of University Advancement.

Plans and directs the work of the Planned Giving/Major Gifts department staff and is responsible for establishing overall objectives and priorities for the direction of the department.

Provides interpretations and makes recommendations concerning all aspects of assigned function, indicating alternatives and solutions to the Vice President and senior volunteers.

WORKING RELATIONSHIPS:

Works directly with the Vice President and senior volunteers and staff to set Major Gifts/Planned Giving policies and priorities.  Considers and analyses the implications of proposed actions and decisions on the organization. Works with the Vice President and senior staff and volunteers to develop policies and procedures for the raising, processing and acknowledging of major and planned gifts.

Works directly with major donors and senior volunteers to further organizational and community objectives.

ROLES & RESPONSIBILITIES:

Management
  • Develops and implements an annual plan for departmental operations.

  • Participates in Management Team and with the campaign leadership as required.

  • Provides strategic information and guidance to assist in developing goals, plans, and procedures.

  • Leads and manages the affairs of the department including budgeting, program direction, supervision and evaluation of assigned staff.

  • Works with the Major Gifts Campaign Chair to reach annual goals.

  • Organizes or participates in other initiatives to promote the organization and philanthropy.

 Leadership

  • Provides effective training, support and leadership to Campaign volunteers and leaders to meet annual and long-term financial goals.

  • Actively seeks out opportunities to be involved in the community; acts as an ambassador for philanthropy.

  • Maintains and enhances the credibility of the organizations roles.

 Fund-Raising

  • Develops strategies and approaches to generate ever-higher levels of giving.

  • Forges relationships with donors and sows the seeds for annual donors to perpetuate their giving through planned gifts.

  • Ensures that all major and planned giving donors receive appropriate, consistent recognition and an accounting of the impact that their gift has on community needs annually.

  • Prospects by making personal calls on donors and their financial advisors year around to ensure a growing base of support.

 Public Relations

  • Writes and develops promotional materials such as brochures and reports to promote the organization.

  • Acts as goodwill ambassador when required.

  • Prepares and delivers speeches and presentations to service organizations, business groups and boards.

 Innovation

  • Develops innovative recognition opportunities and materials and events for continuity and donor stewardship.

  • Creates strategies to market to major donors.

  • Performs other related duties as assigned.

 CONSEQUENCES OF ERROR:

Poor leadership, inappropriate procedures, incorrect information, lack of foresight or diplomacy could adversely affect relations with donors, cause embarrassment to the organization and its senior officials and volunteers or result in a loss of credibility with the community.

QUALIFICATIONS & REQUIREMENTS:

  • University graduation in a related field or an equivalent combination of training and experience.

  • Individual must possess a minimum of 10 years combined leadership and major gift fund-raising management experience including five to eight years in a senior management capacity with a complex not-for-profit organization involving a significant number of people and organizations with diverse and varied interests and backgrounds.

  • Extensive experience working with volunteers.

  • Proven fund-raising, leadership and consensus building skills. Proven negotiation and mediation skills.

  • Able to lead and motivate groups and individuals. Able to think creatively and strategically to successfully mediate and negotiate with individuals and groups internally and externally. Able to overcome obstacles to cooperation and to foster harmonious relations.

  • Specialized knowledge related to planned giving and major gifts fund-raising. Able to work effectively with donors and professional advisors.

  • Able to balance competing priorities, complex situations and tight deadlines.

  • Excellent written, verbal and interpersonal communications skills. Ability to listen is essential. Able to ask leading questions which encourage prospects and donors to talk about themselves and their activities.

 
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