The College of Charleston
Charleston, South Carolina
Director of Donor Relations
Posting Details
POSTING INFORMATION
Internal Title
Director of Donor Relations
Position Type
Classified
Faculty / Non-Faculty / Administration
Non-Faculty
Pay Band
7
Level
5
Department
University Events, Advancement Communications and Donor Relations
Job Purpose
The Director of Donor Relations is responsible for designing, implementing and executing a comprehensive, strategic donor relations program that recognizes and retains all donors and celebrates the impact of philanthropy at the College of Charleston. Works closely with executive leaders, deans, athletics and other campus departments to oversee a coordinated system to properly document and acknowledge gifts to the College, deliver consistent fund status reports and help create strategic opportunities to encourage future philanthropy. Manages efforts to celebrate and involve donors through special events and giving societies. Also collaborates with campus departments that administer scholarships, including Financial Aid, Financial Services, Registrar, Admissions and academic units.
Minimum Requirements
Bachelor’s degree with a minimum of three years of experience directly related to duties described. Thorough understanding of the role of donor relations in complex organizations, preferably within higher education. Strong track record of working with volunteers, donors and senior administrators. Candidates with an equivalent combination of experience and/or education are encouraged to apply.
Required Knowledge, Skills and Abilities
Superior organization and prioritization skills, with the ability to successfully manage multiple high priority projects in a timely manner. Demonstrated focus on details, quality assurance, and results. Excellent verbal and written communication skills. Proactive; decisive; consultative. Ability to work collaboratively with a wide range of individuals. Keen appreciation for donor preferences and perceptions. Experience in managing personnel and budgets. Familiarity with Raisers Edge preferred.
Additional Comments Regarding Position
Required to work some evening and weekends during peak times. Possibility for limited travel.
Special Instructions to Applicants
Please submit resume, cover letter, references, and a writing sample you believe conveys your abilities to perform the duties described in the position description. Please complete the application to include all current and previous work history and education. A resume will not be accepted nor reviewed to determine if an applicant has met the qualifications for the position.
*Salary is commensurate with education/experience which exceeds the minimum requirements.
Offers of employment are contingent upon a successful background check.
All applications must be submitted online https://jobs.cofc.edu .
Salary
*$66,821 - $78,343
Posting Date
04/25/2024
Closing Date
05/09/2024
Benefits
Insurance: Health/Dental/Vision
Life Insurance
Paid Leave: Sick/Annual/Parental
Retirement
Long Term Disability
Paid Holidays
Free CARTA Bus Service
Employee Tuition Assistance Program ( ETAP )
Employee Assistance Program ( EAP )
Full Benefits Package – Click Here
Open Until Filled
No
Posting Number
2024066
EEO Statement
The College of Charleston is an Affirmative Action/Equal Opportunity employer and does not discriminate against any individual or group on the basis of gender, sexual orientation, gender identity or expression, age, race, color, religion, national origin, veteran status, genetic information, or disability.
Quicklink for Posting
https://jobs.cofc.edu/postings/15387
Job Duties
Job Duties
Activity
Provides leadership and execution in the management and expansion of the College’s Donor Relations program. Develops and enhances the stewardship and recognition protocols for all individual and organizational donors. Leads efforts to steward donors and help communicate the impact of philanthropy at the College. Works with Senior Director of Annual Giving to craft stewardship communications for annual donors. Create custom stewardship plans for high-level donors.
Essential or Marginal
Essential
Percent of Time
45
Activity
Supervises and evaluates Assistant Director of Scholarships and Donor Relations and Stewardship Officer. Ensures that the team’s efforts are aligned with the broader department and division goals and follow best practices as outlined by CASE and ADRP standards.
Essential or Marginal
Essential
Percent of Time
20
Activity
Works closely with campus departments that administer scholarships and awards, including Financial Services, Financial Aid, Admissions, Registrar and schools to track the awarding of scholarships. Oversees activities that encourage communication channels between recipients and donors. Ensures that communications and data are properly managed to include confidentiality, Federal and CofC policies (i.e. FERPA ), and stewardship standards according to CASE . Provides regular fund reports to scholarship, endowment and major gift donors. Ensures accuracy and efficiency of record systems and develops protocols for use of information.
Essential or Marginal
Essential
Percent of Time
20
Activity
Works closely with the Sr. Director of Advancement Communications to develop a broad-base stewardship communication plan for all donors as well as produce donor communication materials designed to acknowledge, thank and celebrate high-level donor support, including Momentum, Endowment Reports, Endowment Fund reports, Restricted Fund reports. Leads in the production of donor acknowledgments, providing content, data, formatting and execution.
Essential or Marginal
Essential
Percent of Time
15
Apr 25, 2024
Full time
Director of Donor Relations
Posting Details
POSTING INFORMATION
Internal Title
Director of Donor Relations
Position Type
Classified
Faculty / Non-Faculty / Administration
Non-Faculty
Pay Band
7
Level
5
Department
University Events, Advancement Communications and Donor Relations
Job Purpose
The Director of Donor Relations is responsible for designing, implementing and executing a comprehensive, strategic donor relations program that recognizes and retains all donors and celebrates the impact of philanthropy at the College of Charleston. Works closely with executive leaders, deans, athletics and other campus departments to oversee a coordinated system to properly document and acknowledge gifts to the College, deliver consistent fund status reports and help create strategic opportunities to encourage future philanthropy. Manages efforts to celebrate and involve donors through special events and giving societies. Also collaborates with campus departments that administer scholarships, including Financial Aid, Financial Services, Registrar, Admissions and academic units.
Minimum Requirements
Bachelor’s degree with a minimum of three years of experience directly related to duties described. Thorough understanding of the role of donor relations in complex organizations, preferably within higher education. Strong track record of working with volunteers, donors and senior administrators. Candidates with an equivalent combination of experience and/or education are encouraged to apply.
Required Knowledge, Skills and Abilities
Superior organization and prioritization skills, with the ability to successfully manage multiple high priority projects in a timely manner. Demonstrated focus on details, quality assurance, and results. Excellent verbal and written communication skills. Proactive; decisive; consultative. Ability to work collaboratively with a wide range of individuals. Keen appreciation for donor preferences and perceptions. Experience in managing personnel and budgets. Familiarity with Raisers Edge preferred.
Additional Comments Regarding Position
Required to work some evening and weekends during peak times. Possibility for limited travel.
Special Instructions to Applicants
Please submit resume, cover letter, references, and a writing sample you believe conveys your abilities to perform the duties described in the position description. Please complete the application to include all current and previous work history and education. A resume will not be accepted nor reviewed to determine if an applicant has met the qualifications for the position.
*Salary is commensurate with education/experience which exceeds the minimum requirements.
Offers of employment are contingent upon a successful background check.
All applications must be submitted online https://jobs.cofc.edu .
Salary
*$66,821 - $78,343
Posting Date
04/25/2024
Closing Date
05/09/2024
Benefits
Insurance: Health/Dental/Vision
Life Insurance
Paid Leave: Sick/Annual/Parental
Retirement
Long Term Disability
Paid Holidays
Free CARTA Bus Service
Employee Tuition Assistance Program ( ETAP )
Employee Assistance Program ( EAP )
Full Benefits Package – Click Here
Open Until Filled
No
Posting Number
2024066
EEO Statement
The College of Charleston is an Affirmative Action/Equal Opportunity employer and does not discriminate against any individual or group on the basis of gender, sexual orientation, gender identity or expression, age, race, color, religion, national origin, veteran status, genetic information, or disability.
Quicklink for Posting
https://jobs.cofc.edu/postings/15387
Job Duties
Job Duties
Activity
Provides leadership and execution in the management and expansion of the College’s Donor Relations program. Develops and enhances the stewardship and recognition protocols for all individual and organizational donors. Leads efforts to steward donors and help communicate the impact of philanthropy at the College. Works with Senior Director of Annual Giving to craft stewardship communications for annual donors. Create custom stewardship plans for high-level donors.
Essential or Marginal
Essential
Percent of Time
45
Activity
Supervises and evaluates Assistant Director of Scholarships and Donor Relations and Stewardship Officer. Ensures that the team’s efforts are aligned with the broader department and division goals and follow best practices as outlined by CASE and ADRP standards.
Essential or Marginal
Essential
Percent of Time
20
Activity
Works closely with campus departments that administer scholarships and awards, including Financial Services, Financial Aid, Admissions, Registrar and schools to track the awarding of scholarships. Oversees activities that encourage communication channels between recipients and donors. Ensures that communications and data are properly managed to include confidentiality, Federal and CofC policies (i.e. FERPA ), and stewardship standards according to CASE . Provides regular fund reports to scholarship, endowment and major gift donors. Ensures accuracy and efficiency of record systems and develops protocols for use of information.
Essential or Marginal
Essential
Percent of Time
20
Activity
Works closely with the Sr. Director of Advancement Communications to develop a broad-base stewardship communication plan for all donors as well as produce donor communication materials designed to acknowledge, thank and celebrate high-level donor support, including Momentum, Endowment Reports, Endowment Fund reports, Restricted Fund reports. Leads in the production of donor acknowledgments, providing content, data, formatting and execution.
Essential or Marginal
Essential
Percent of Time
15
Please use Google Chrome or Mozilla Firefox when accessing Candidate Home. By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spirit at its best. Are you ready to be part of the world's largest humanitarian network? Join us—Where your Career is a Force for Good! Job Description: WHY CHOOSE US? As one of the nation’s premier humanitarian organizations, the American Red Cross is dedicated to helping people in need throughout the United States and, in association with other Red Cross networks, throughout the world. When you join our team, you have a direct impact on a meaningful mission, and you can help save lives every day. If you share our passion for helping people, join us in this excellent career opportunity. Work where your career is a force for good. We are committed to the diversity of our workforce and to delivering our programs and services in a culturally competent manner reflecting the communities we serve. Our work environment is collaborative, respectful, and inclusive with a focus on building allyship and a culture of belonging that empowers all team members. Come to learn, grow, and succeed while sharing your passion for making a difference. The Red Cross supports a variety of cultural and community resource groups for employees and volunteers. From the Ability Network, our Asian American & Pacific Islander Resource Group, the Latino Resource Group, and Red Cross PRIDE, to the Umoja African American Resource Group, our Veterans+ Resource Group, and the Women’s Resource Group, these networks provide connections, mentoring and help give voice to important concerns and opinions. At the American Red Cross, your uniqueness can shine! WHAT YOU NEED TO KNOW: The Regional Philanthropy Sr. Partner will identify, engage, cultivate, solicit, and steward current and prospective Regional donors in expanding their financial support of the work of the American Red Cross. Manage assigned portfolio of donors, sponsors and prospects to meet monthly, quarterly and annual revenue a goals. As required, serve as operational resource to less experienced team members to ensure consistent and effective implementation of donor development plans. May lead team in planning and implementing fundraising strategies. Provide support, development and/or leadership guidance to all volunteers. Perform all duties and responsibilities in compliance with standard operating procedures and other applicable Federal, State and local regulations. Candidates can work anywhere in the Northern California Coastal Region of American Red Cross or its surrounding counties. This is a hybrid work position which includes a mix of virtual and in-office work. The position also requires frequent travel for face-to-face meetings with donors, staff and other constituents. WHERE YOUR CAREER IS A FORCE GOOD: 1. Develop and execute ongoing Regional strategy for qualifying donors to ensure retention, growth of donor contributions as well as recapture from previous donors. Work collaboratively with other departments and fundraising staff to create customized solicitation strategies matching the objectives of the organization and interests of the donor/prospect. May lead team in planning and implementing fundraising strategies. 2. Manage assigned portfolio of donors and prospects with intent to form deep relationships. Responsible for minimum annual fundraising goal tied to segmented or blended portfolio as specified in performance standards, including both renewable gifts and new incremental revenue. Develop donor management plans for entire portfolio resulting in strategic, knowledgeable and complex asks. Solicit assigned donor portfolio through face to face visits, including preparation of personalized materials. Revenue target may increase due to major domestic disasters. Serve as mentor/informal leader to less experienced team members and operational resource in the areas of retention and strengthening donor relationships. 3. Implement a program/activity to identify, cultivate, solicit and steward donors at the $5,000 level or higher, with an emphasis on maximizing revenue for the American Red Cross. Work with leadership volunteers to identify and cultivate appropriate donors and partner with assigned Gift Planning staff to solicit giving prospects among identified donors. Update donor records in region and/or district database and Salesforce.com following donor contacts. May lead team(s) in planning and executing against prospecting development programs. 4. Develop ongoing relationships, cultivate, solicit and steward support of major donors from individuals, corporations and foundations to meet annual fundraising goals within the region. Support volunteer leaders in peer-to-peer outreach, (if appropriate) using giving societies such as the Tiffany Circle Society as a key program. Assist corporations in achieving their goals in strengthening their brand, marketing, and employee engagement. Articulate Red Cross programs, listen to corporations’ needs and align programs to their interests. Prepare grant proposals, and engage foundation staff and board members to cultivate and solicit support for the American Red Cross. 5. Participate in disaster relief fundraising projects as appropriate. May oversee and have responsibility for staff development. 6. Recruit, develop and work with field staff and volunteers. WHAT YOU NEED TO SUCCEED: Bachelor's degree required. Advanced degree is highly desirable. Minimum 7 years of fundraising leadership experience or equivalent combination of education and related experience required. A current valid driver's license and good driving record is required. Ability to relate well and work effectively with multiple constituencies and audiences. Excellent interpersonal, verbal and written skills. Knowledge of office systems: MS Office preferred and fundraising database systems (e.g. Raiser’s Edge, Salesforce.com). Ability to work on a team within a collaborative environment and ensure the highest customer service orientation. Requires frequent travel within the Region. Occasional travel within the Division and to Washington, DC. * Combination of candidate’s education and general experience satisfies requirements so long as the total years equate to description’s minimum education and general experience years combined (Management experience cannot be substituted). Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 30 pounds. Depending on work assignment, may require ordinary ambulatory skills sufficient to visit other locations. The work environment will consist of moderate noise (i.e. business office with computers, phones and printers, light traffic). The employee must have the ability to work in a small cubicle and have the ability to sit at a computer terminal for an extended period of time. Overall mobility is essential. May also include driving a vehicle and working under challenging conditions. WHAT WILL GIVE YOU THE COMPETITIVE EDGE: Knowledge of current trends in philanthropy Collaborative leader who focuses on accuracy, consistency and best practices Great interpersonal skills, commitment to the cause and adaptability. Expertise with Northern California funding community highly desirable. BENEFITS FOR YOU: We take care of you, while you take care of others. As a mission-based organization, we believe our team needs great support to do great work. Our comprehensive benefits help you in balancing home and work. With our resources and perks, you have amazing possibilities at the American Red Cross to advance the learn. • Medical, Dental Vision plans • Health Spending Accounts & Flexible Spending Accounts • PTO + Holidays • 401K with 5% match • Paid Family Leave • Employee Assistance • Disability and Insurance: Short + Long Term • Service Awards and recognition • Pay for Performance • Compensation: The salary range for this position is $112,000.00 + incentive ranges from 3.75%-11.25% of your base salary. * Note that American Red Cross salaries are aligned to the specific geographic location in which the work is primarily performed. Other factors that may be used to determine your actual salary may include your specific skills, how many years of experience you have and comparison to other employees already in this role. *LI-POST Apply now! Joining our team will provide you with the opportunity to make a difference every day. The American Red Cross is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Interested in Volunteering? Life’s emergencies don’t stop, and neither do American Red Cross volunteers, who represent more than 90 percent of our workforce to help prevent and alleviate human suffering. You can make a difference by volunteering in a position that appeals to you and allows you to use your unique skills and talents. The Red Cross relies on generous volunteers who give their time and talent to help fulfill our lifesaving mission. Visit redcross.org/volunteertoday to learn more, including our most-needed volunteer positions. To view the EEOC Summary of Rights, click here: Summary of Rights
Feb 14, 2024
Please use Google Chrome or Mozilla Firefox when accessing Candidate Home. By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spirit at its best. Are you ready to be part of the world's largest humanitarian network? Join us—Where your Career is a Force for Good! Job Description: WHY CHOOSE US? As one of the nation’s premier humanitarian organizations, the American Red Cross is dedicated to helping people in need throughout the United States and, in association with other Red Cross networks, throughout the world. When you join our team, you have a direct impact on a meaningful mission, and you can help save lives every day. If you share our passion for helping people, join us in this excellent career opportunity. Work where your career is a force for good. We are committed to the diversity of our workforce and to delivering our programs and services in a culturally competent manner reflecting the communities we serve. Our work environment is collaborative, respectful, and inclusive with a focus on building allyship and a culture of belonging that empowers all team members. Come to learn, grow, and succeed while sharing your passion for making a difference. The Red Cross supports a variety of cultural and community resource groups for employees and volunteers. From the Ability Network, our Asian American & Pacific Islander Resource Group, the Latino Resource Group, and Red Cross PRIDE, to the Umoja African American Resource Group, our Veterans+ Resource Group, and the Women’s Resource Group, these networks provide connections, mentoring and help give voice to important concerns and opinions. At the American Red Cross, your uniqueness can shine! WHAT YOU NEED TO KNOW: The Regional Philanthropy Sr. Partner will identify, engage, cultivate, solicit, and steward current and prospective Regional donors in expanding their financial support of the work of the American Red Cross. Manage assigned portfolio of donors, sponsors and prospects to meet monthly, quarterly and annual revenue a goals. As required, serve as operational resource to less experienced team members to ensure consistent and effective implementation of donor development plans. May lead team in planning and implementing fundraising strategies. Provide support, development and/or leadership guidance to all volunteers. Perform all duties and responsibilities in compliance with standard operating procedures and other applicable Federal, State and local regulations. Candidates can work anywhere in the Northern California Coastal Region of American Red Cross or its surrounding counties. This is a hybrid work position which includes a mix of virtual and in-office work. The position also requires frequent travel for face-to-face meetings with donors, staff and other constituents. WHERE YOUR CAREER IS A FORCE GOOD: 1. Develop and execute ongoing Regional strategy for qualifying donors to ensure retention, growth of donor contributions as well as recapture from previous donors. Work collaboratively with other departments and fundraising staff to create customized solicitation strategies matching the objectives of the organization and interests of the donor/prospect. May lead team in planning and implementing fundraising strategies. 2. Manage assigned portfolio of donors and prospects with intent to form deep relationships. Responsible for minimum annual fundraising goal tied to segmented or blended portfolio as specified in performance standards, including both renewable gifts and new incremental revenue. Develop donor management plans for entire portfolio resulting in strategic, knowledgeable and complex asks. Solicit assigned donor portfolio through face to face visits, including preparation of personalized materials. Revenue target may increase due to major domestic disasters. Serve as mentor/informal leader to less experienced team members and operational resource in the areas of retention and strengthening donor relationships. 3. Implement a program/activity to identify, cultivate, solicit and steward donors at the $5,000 level or higher, with an emphasis on maximizing revenue for the American Red Cross. Work with leadership volunteers to identify and cultivate appropriate donors and partner with assigned Gift Planning staff to solicit giving prospects among identified donors. Update donor records in region and/or district database and Salesforce.com following donor contacts. May lead team(s) in planning and executing against prospecting development programs. 4. Develop ongoing relationships, cultivate, solicit and steward support of major donors from individuals, corporations and foundations to meet annual fundraising goals within the region. Support volunteer leaders in peer-to-peer outreach, (if appropriate) using giving societies such as the Tiffany Circle Society as a key program. Assist corporations in achieving their goals in strengthening their brand, marketing, and employee engagement. Articulate Red Cross programs, listen to corporations’ needs and align programs to their interests. Prepare grant proposals, and engage foundation staff and board members to cultivate and solicit support for the American Red Cross. 5. Participate in disaster relief fundraising projects as appropriate. May oversee and have responsibility for staff development. 6. Recruit, develop and work with field staff and volunteers. WHAT YOU NEED TO SUCCEED: Bachelor's degree required. Advanced degree is highly desirable. Minimum 7 years of fundraising leadership experience or equivalent combination of education and related experience required. A current valid driver's license and good driving record is required. Ability to relate well and work effectively with multiple constituencies and audiences. Excellent interpersonal, verbal and written skills. Knowledge of office systems: MS Office preferred and fundraising database systems (e.g. Raiser’s Edge, Salesforce.com). Ability to work on a team within a collaborative environment and ensure the highest customer service orientation. Requires frequent travel within the Region. Occasional travel within the Division and to Washington, DC. * Combination of candidate’s education and general experience satisfies requirements so long as the total years equate to description’s minimum education and general experience years combined (Management experience cannot be substituted). Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 30 pounds. Depending on work assignment, may require ordinary ambulatory skills sufficient to visit other locations. The work environment will consist of moderate noise (i.e. business office with computers, phones and printers, light traffic). The employee must have the ability to work in a small cubicle and have the ability to sit at a computer terminal for an extended period of time. Overall mobility is essential. May also include driving a vehicle and working under challenging conditions. WHAT WILL GIVE YOU THE COMPETITIVE EDGE: Knowledge of current trends in philanthropy Collaborative leader who focuses on accuracy, consistency and best practices Great interpersonal skills, commitment to the cause and adaptability. Expertise with Northern California funding community highly desirable. BENEFITS FOR YOU: We take care of you, while you take care of others. As a mission-based organization, we believe our team needs great support to do great work. Our comprehensive benefits help you in balancing home and work. With our resources and perks, you have amazing possibilities at the American Red Cross to advance the learn. • Medical, Dental Vision plans • Health Spending Accounts & Flexible Spending Accounts • PTO + Holidays • 401K with 5% match • Paid Family Leave • Employee Assistance • Disability and Insurance: Short + Long Term • Service Awards and recognition • Pay for Performance • Compensation: The salary range for this position is $112,000.00 + incentive ranges from 3.75%-11.25% of your base salary. * Note that American Red Cross salaries are aligned to the specific geographic location in which the work is primarily performed. Other factors that may be used to determine your actual salary may include your specific skills, how many years of experience you have and comparison to other employees already in this role. *LI-POST Apply now! Joining our team will provide you with the opportunity to make a difference every day. The American Red Cross is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Interested in Volunteering? Life’s emergencies don’t stop, and neither do American Red Cross volunteers, who represent more than 90 percent of our workforce to help prevent and alleviate human suffering. You can make a difference by volunteering in a position that appeals to you and allows you to use your unique skills and talents. The Red Cross relies on generous volunteers who give their time and talent to help fulfill our lifesaving mission. Visit redcross.org/volunteertoday to learn more, including our most-needed volunteer positions. To view the EEOC Summary of Rights, click here: Summary of Rights
Rhode Island School of Design
Providence, Rhode Island
Rhode Island School of Design (RISD) is actively seeking a Senior Planned Giving Officer to join its Institutional Advancement Department. This role executes the strategic planned giving vision to further RISD’s priorities by helping donors achieve their charitable and financial goals. This position participates in the management, administration, marketing and strategic direction of the Office of Planned Giving as it pursues ambitious fundraising outcomes and plays an important role in overseeing the day-to-day operations of the Office of Planned Giving and securing significant revenue for the College and Museum. The Senior Planned Giving Officer devises personalized engagement plans to identify, cultivate, solicit, and steward a portfolio of approximately 75 high-potential prospects while leveraging RISD cultivation opportunities, presenting gift opportunity proposals that may include cash and creative giving vehicles, addressing a donor’s overall philanthropic goals in plain language, and supporting the mission and goals of the College. This position also completes complex gift arrangements, working with donors and their professional advisors. It may facilitate and consult on close gifts of non-liquid and alternative assets, oversees the estate administration and settlement to facilitate realized bequests in a timely and efficient manner; manages the processing and administration of RISD’s gift annuities, pooled income funds, and charitable trusts; manages the gift annuity registration process in new states and maintain compliance in existing states; and organize and conduct internal training on charitable planning tools that will assist philanthropy officers and RISD Fund Officers, volunteers, and senior staff.
In consultation with the Senior Executive Director, Major + Planned Gifts and Vice President of Institutional Advancement, and in collaboration with other Planned Giving Officers, the Senior Planned Giving Officer identifies and develops marketing strategies for Planned Giving work. It serves as an educational and consultative resource aiding frontline fundraisers, leadership and volunteers in executing planned giving techniques and strategies for their assigned prospects, as appropriate. Maintains knowledge of relevant tax law and estate consequences of complex gift vehicles and how they can be used to advance RISD’s fundraising efforts.
Knowledge/Skills/Experience
Ability to work and communicate effectively with a broad spectrum of divisional and institutional colleagues, within an environment that values diversity, equity, and inclusion.
Program strategy development and execution experience. Individual and team success in securing and maintaining 6+ figure accounts and/or philanthropy.
Demonstrated ability in prospect identification, relationship building, strategizing, and solicitation of charitable planned gifts or similar estate planning experience.
Must possess an understanding of and practice in higher education industry standards, best practices, and reporting as defined by the National Association of Charitable Gift Planners (CGP), the Council for the Advancement and Support of Education (CASE), and the Voluntary Support of Education (VSE).
Demonstrated knowledge in estate planning techniques, tax law, and the general body of statutory, regulatory, and case law regarding planned gifts. Ability to work collaboratively with RISD and external accounting, finance, and legal counsel.
Familiarity with Planned Giving platforms such as Pentera, FreeWill, or others.
Proven ability to manage complex organizational relationships and work effectively with executive leadership.
Excellent verbal and written communication and presentation skills. Demonstrated ability to write and present persuasively.
Strong organizational skills.
Demonstrated effectiveness in outreach to volunteers and other fundraising partners.
Bachelor’s degree in relevant field required.
Minimum of seven years’ experience in fundraising or working with high-net-worth individuals through a family office, private banking, financial services, financial planning or related professions.
Preferred Qualifications:
Advanced degree in relevant field, (business administration, tax or law) or rigorous professional designation (Certified Financial Planner ™(CFP), CPA, securities license) and/or designation as Chartered Advisor in Philanthropy ® preferred.
Experience in developing and marketing charitable gift arrangements and working with marketing vendors preferred.
Interest/experience in art and design is desirable.
RISD recognizes diversity and inclusivity as fundamental to its learning community and integral to an art and design education. We welcome candidates whose experience has prepared them to contribute to our commitment to diversity and excellence. RISD is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, genetics, or any other protected characteristic as established by law.
Mar 24, 2023
Full time
Rhode Island School of Design (RISD) is actively seeking a Senior Planned Giving Officer to join its Institutional Advancement Department. This role executes the strategic planned giving vision to further RISD’s priorities by helping donors achieve their charitable and financial goals. This position participates in the management, administration, marketing and strategic direction of the Office of Planned Giving as it pursues ambitious fundraising outcomes and plays an important role in overseeing the day-to-day operations of the Office of Planned Giving and securing significant revenue for the College and Museum. The Senior Planned Giving Officer devises personalized engagement plans to identify, cultivate, solicit, and steward a portfolio of approximately 75 high-potential prospects while leveraging RISD cultivation opportunities, presenting gift opportunity proposals that may include cash and creative giving vehicles, addressing a donor’s overall philanthropic goals in plain language, and supporting the mission and goals of the College. This position also completes complex gift arrangements, working with donors and their professional advisors. It may facilitate and consult on close gifts of non-liquid and alternative assets, oversees the estate administration and settlement to facilitate realized bequests in a timely and efficient manner; manages the processing and administration of RISD’s gift annuities, pooled income funds, and charitable trusts; manages the gift annuity registration process in new states and maintain compliance in existing states; and organize and conduct internal training on charitable planning tools that will assist philanthropy officers and RISD Fund Officers, volunteers, and senior staff.
In consultation with the Senior Executive Director, Major + Planned Gifts and Vice President of Institutional Advancement, and in collaboration with other Planned Giving Officers, the Senior Planned Giving Officer identifies and develops marketing strategies for Planned Giving work. It serves as an educational and consultative resource aiding frontline fundraisers, leadership and volunteers in executing planned giving techniques and strategies for their assigned prospects, as appropriate. Maintains knowledge of relevant tax law and estate consequences of complex gift vehicles and how they can be used to advance RISD’s fundraising efforts.
Knowledge/Skills/Experience
Ability to work and communicate effectively with a broad spectrum of divisional and institutional colleagues, within an environment that values diversity, equity, and inclusion.
Program strategy development and execution experience. Individual and team success in securing and maintaining 6+ figure accounts and/or philanthropy.
Demonstrated ability in prospect identification, relationship building, strategizing, and solicitation of charitable planned gifts or similar estate planning experience.
Must possess an understanding of and practice in higher education industry standards, best practices, and reporting as defined by the National Association of Charitable Gift Planners (CGP), the Council for the Advancement and Support of Education (CASE), and the Voluntary Support of Education (VSE).
Demonstrated knowledge in estate planning techniques, tax law, and the general body of statutory, regulatory, and case law regarding planned gifts. Ability to work collaboratively with RISD and external accounting, finance, and legal counsel.
Familiarity with Planned Giving platforms such as Pentera, FreeWill, or others.
Proven ability to manage complex organizational relationships and work effectively with executive leadership.
Excellent verbal and written communication and presentation skills. Demonstrated ability to write and present persuasively.
Strong organizational skills.
Demonstrated effectiveness in outreach to volunteers and other fundraising partners.
Bachelor’s degree in relevant field required.
Minimum of seven years’ experience in fundraising or working with high-net-worth individuals through a family office, private banking, financial services, financial planning or related professions.
Preferred Qualifications:
Advanced degree in relevant field, (business administration, tax or law) or rigorous professional designation (Certified Financial Planner ™(CFP), CPA, securities license) and/or designation as Chartered Advisor in Philanthropy ® preferred.
Experience in developing and marketing charitable gift arrangements and working with marketing vendors preferred.
Interest/experience in art and design is desirable.
RISD recognizes diversity and inclusivity as fundamental to its learning community and integral to an art and design education. We welcome candidates whose experience has prepared them to contribute to our commitment to diversity and excellence. RISD is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, genetics, or any other protected characteristic as established by law.
Senior Philanthropy Advisor for Economics, Business and Capital Campaign The Senior Philanthropy Advisor ( SPA ) for Economics, Business, and Capital Campaign Priorities serves as the chief philanthropy officer for Hope College’s vision for the future of Business, Economics, and related capital investment, which makes up $100 Million of Hope College’s next comprehensive campaign. It is an unparalleled opportunity to move Hope College’s outstanding reputation for business related graduates into the national spotlight. Hope College is a highly regarded source for leadership talent at corporations and businesses throughout the Midwest, and has a growing reputation across the nation. In partnership with the Vice President, Associate Vice Presidents, the Chair of Economics and Business, and the Senior Director of Donor Relations and Philanthropy Services, the Senior Philanthropy Advisor will possess an awareness of leading philanthropy industry and content-based practices to implement, assess, and refine metrics, and activities in support of capital campaign goals and priorities. The SPA reports to the Associate Vice President ( AVP ) for Principle and Planned Giving in the Division of Philanthropy and Engagement. Responsibilities Include: Strategic Planning and Management (20%)
In close collaboration with and support of the leadership in Economics & Business, and in partnership with the AVP for Principle and Planned Giving, as well as the AVP for Campaigns and Chief Administrative Officer, primary responsibilities include serving as the lead philanthropy and engagement liaison through establishing and advocating for the fundraising priorities and setting the ongoing development of annual capital and campaign goals. This includes…
Maintaining adherence to institutional policies and best practices, especially ensuring that all philanthropy and engagement goals and efforts reflect divisional culture and inclusive excellence guiding principles.
Meeting regularly to help prioritize and manage philanthropic and engagement activities of involved leadership and appropriate divisional leadership/faculty with prospects and donors.
Serving as a liaison in prioritizing and coordinating College leadership and divisional representatives through cultivating their active participation in fundraising and campaign-related activities.
Ensuring leadership for Economics and Business as well as and capital projects are provided with necessary donor, prospect, and research support materials, including the creation of proposals and related development correspondence.
Collaborating with the AVP , SPAs, and APAs from other affinities on institutionally prioritized multi-disciplinary, cross-divisional fundraising initiatives as necessary.
Seeking out and maintaining fluency with the academic, administrative, and programmatic funding priorities for Economics and Business as well as capital projects in order to effectively align those activities with potential sources of external support.
Establishing solid working relationships with department chairs, directors and administrative units and provide support with donor/campaign visits and events.
Overseeing and assisting in the development of annual budget and work collaboratively to ensure effective stewardship of resources by being fiscally responsible.
Fundraising (80%)
Ensuring fundraising goals and activity metrics are achieved both individually and divisionally, through collaboration with the AVP , Dean, SPAs, APAs, and essential partners throughout the campus community, and volunteers.
Developing and proactively maintaining a dynamic portfolio of approximately 100-150 current and potential donors within the Economics and Business constituency with the capacity to make a major philanthropic investment, defined as $50,000 or greater with a focus on six and seven figure gifts. (While SPAs should meet annual major gift proposal benchmarks, equal weight is placed on the SPA’s annual discovery efforts to develop new donors.)
Partnering with the Office of Sponsored Research and Programs to determine potential corporate and foundation opportunities.
Ensuring best practices regarding stewardship of all donors, in concert with Donor Relations, campus partners, and divisional and institutional leadership The Senior Philanthropy Advisor ( SPA ) serves as the chief engagement officer for Hope College’s Division of Social Sciences with personal responsibility for philanthropic achievement for the Division. The SPA reports to the Associate Vice President ( AVP ) in the Division of Philanthropy and Engagement.
Qualifications:
Bachelor’s degree with a minimum of seven years of progressively responsible fundraising and leadership experience, including individual fundraising or the equivalent is required.
With deference to Jerry Panas, candidates must have: impeccable integrity, active listening skills, the ability to motivate others, an unrivaled work ethic, concern for people, high expectations of themselves and others, passion for this work, exceptional energy, perseverance, and professional poise.
Commitment to the mission and values of Hope College.
Impeccable integrity, active listening skills, the ability to motivate others, strong work ethic, concern for people, commitment to culture and inclusive excellence, high in expectations of themselves and others, passion for the work of matchmaking donor and institutional needs, comfort with a multi-plexed organization and strong professional presence and poise.
Must have strong organizational, interpersonal and communication skills (verbal and written).
This position requires significant travel, including potential international travel.
Ability to work comfortably – both independently and collaboratively – in a fast-paced, creative and demanding environment that requires emotional intelligence, strong problem-solving skills, and sound judgment in decision making.
Must have computer skills, which should include CRM experience and networked information systems.
Must be able to work in a team-based environment with a mixture of staff, faculty, administration, alumni and volunteers.
Must have and maintain a valid driver’s license.
Preferred Qualifications
Master’s degree preferred.
Seasoned fundraising professional with experience working in higher education.
Experience working in a large, complex system.
Knowledge of Microsoft Office suite applications (Word, Excel and PowerPoint), databases (FileMaker and Access) and CRMs/Networked Information Systems (Raiser’s Edge).
Application Instructions:
Candidates are required to provide a Letter of Interest to the Selection Committee, a Resume and one writing sample. Please include contact information for three references. References will not be contacted until later in the interview process.
Mar 17, 2023
Full time
Senior Philanthropy Advisor for Economics, Business and Capital Campaign The Senior Philanthropy Advisor ( SPA ) for Economics, Business, and Capital Campaign Priorities serves as the chief philanthropy officer for Hope College’s vision for the future of Business, Economics, and related capital investment, which makes up $100 Million of Hope College’s next comprehensive campaign. It is an unparalleled opportunity to move Hope College’s outstanding reputation for business related graduates into the national spotlight. Hope College is a highly regarded source for leadership talent at corporations and businesses throughout the Midwest, and has a growing reputation across the nation. In partnership with the Vice President, Associate Vice Presidents, the Chair of Economics and Business, and the Senior Director of Donor Relations and Philanthropy Services, the Senior Philanthropy Advisor will possess an awareness of leading philanthropy industry and content-based practices to implement, assess, and refine metrics, and activities in support of capital campaign goals and priorities. The SPA reports to the Associate Vice President ( AVP ) for Principle and Planned Giving in the Division of Philanthropy and Engagement. Responsibilities Include: Strategic Planning and Management (20%)
In close collaboration with and support of the leadership in Economics & Business, and in partnership with the AVP for Principle and Planned Giving, as well as the AVP for Campaigns and Chief Administrative Officer, primary responsibilities include serving as the lead philanthropy and engagement liaison through establishing and advocating for the fundraising priorities and setting the ongoing development of annual capital and campaign goals. This includes…
Maintaining adherence to institutional policies and best practices, especially ensuring that all philanthropy and engagement goals and efforts reflect divisional culture and inclusive excellence guiding principles.
Meeting regularly to help prioritize and manage philanthropic and engagement activities of involved leadership and appropriate divisional leadership/faculty with prospects and donors.
Serving as a liaison in prioritizing and coordinating College leadership and divisional representatives through cultivating their active participation in fundraising and campaign-related activities.
Ensuring leadership for Economics and Business as well as and capital projects are provided with necessary donor, prospect, and research support materials, including the creation of proposals and related development correspondence.
Collaborating with the AVP , SPAs, and APAs from other affinities on institutionally prioritized multi-disciplinary, cross-divisional fundraising initiatives as necessary.
Seeking out and maintaining fluency with the academic, administrative, and programmatic funding priorities for Economics and Business as well as capital projects in order to effectively align those activities with potential sources of external support.
Establishing solid working relationships with department chairs, directors and administrative units and provide support with donor/campaign visits and events.
Overseeing and assisting in the development of annual budget and work collaboratively to ensure effective stewardship of resources by being fiscally responsible.
Fundraising (80%)
Ensuring fundraising goals and activity metrics are achieved both individually and divisionally, through collaboration with the AVP , Dean, SPAs, APAs, and essential partners throughout the campus community, and volunteers.
Developing and proactively maintaining a dynamic portfolio of approximately 100-150 current and potential donors within the Economics and Business constituency with the capacity to make a major philanthropic investment, defined as $50,000 or greater with a focus on six and seven figure gifts. (While SPAs should meet annual major gift proposal benchmarks, equal weight is placed on the SPA’s annual discovery efforts to develop new donors.)
Partnering with the Office of Sponsored Research and Programs to determine potential corporate and foundation opportunities.
Ensuring best practices regarding stewardship of all donors, in concert with Donor Relations, campus partners, and divisional and institutional leadership The Senior Philanthropy Advisor ( SPA ) serves as the chief engagement officer for Hope College’s Division of Social Sciences with personal responsibility for philanthropic achievement for the Division. The SPA reports to the Associate Vice President ( AVP ) in the Division of Philanthropy and Engagement.
Qualifications:
Bachelor’s degree with a minimum of seven years of progressively responsible fundraising and leadership experience, including individual fundraising or the equivalent is required.
With deference to Jerry Panas, candidates must have: impeccable integrity, active listening skills, the ability to motivate others, an unrivaled work ethic, concern for people, high expectations of themselves and others, passion for this work, exceptional energy, perseverance, and professional poise.
Commitment to the mission and values of Hope College.
Impeccable integrity, active listening skills, the ability to motivate others, strong work ethic, concern for people, commitment to culture and inclusive excellence, high in expectations of themselves and others, passion for the work of matchmaking donor and institutional needs, comfort with a multi-plexed organization and strong professional presence and poise.
Must have strong organizational, interpersonal and communication skills (verbal and written).
This position requires significant travel, including potential international travel.
Ability to work comfortably – both independently and collaboratively – in a fast-paced, creative and demanding environment that requires emotional intelligence, strong problem-solving skills, and sound judgment in decision making.
Must have computer skills, which should include CRM experience and networked information systems.
Must be able to work in a team-based environment with a mixture of staff, faculty, administration, alumni and volunteers.
Must have and maintain a valid driver’s license.
Preferred Qualifications
Master’s degree preferred.
Seasoned fundraising professional with experience working in higher education.
Experience working in a large, complex system.
Knowledge of Microsoft Office suite applications (Word, Excel and PowerPoint), databases (FileMaker and Access) and CRMs/Networked Information Systems (Raiser’s Edge).
Application Instructions:
Candidates are required to provide a Letter of Interest to the Selection Committee, a Resume and one writing sample. Please include contact information for three references. References will not be contacted until later in the interview process.
Making Waves Education Foundation
Richmond, CA Hybrid
This position is perfect for an innovative fundraiser who loves building relationships and rallying others to make a powerful impact through philanthropy.
The Chief Development Officer will lead the next chapter of our organization’s fundraising efforts and will partner with teammates, board members, students, alumni, and donors to dramatically increase the number of underrepresented students in our region who achieve college and career success. The Chief Development Officer will build new networks of donors who are excited to fund our growth strategy and will steward our current donors to fund our core college access and success program that supports students from Making Waves Academy.
In the first two years, the Chief Development Officer will be responsible for:
Creating a strategy to grow and diversify our donor base,
Shaping a culture of philanthropy on our board and supporting board members to connect their networks to Making Waves programs and impact,
Building relationships with and growing funding from current donors and new networks,
Building inspiring programming that connects donors to our work, and
Achieving the annual $3.5m fundraising goal and identifying $500k in potential new funding.
This position reports to the CEO, Patrick O’Donnell, will hire and manage one full-time employee, and will have access to resources to hire consulting support as needed.
OUR COMMITMENT TO THE CHIEF DEVELOPMENT OFFICER
We are proud of the above market total rewards package to our employees in line with our guiding principles of centering transparency and equity, rewarding expertise and performance, and championing professional wellness. The Chief Development Officer is a full-time, exempt role, and will be eligible to receive:
A competitive base salary range of 146,400 – 219,600 based on requisite work experience and performance during the interview process. In line with our commitment to equity, fairness, and transparency, we have adopted a no salary negotiation policy.
Signing bonus of 5% of base salary to be paid in two installments: 50% on the first eligible payroll and 50% within 6 months of the hire date.
51 total days off per fiscal year (a combination of company-paid holidays, vacation, sick, and personal time)
100% employer paid medical (Kaiser HMO Platinum), vision, and dental benefits for the full-time staff member and a spouse/domestic partner or dependent child(ren).
Lunch on in-person days (5x a month) and free access to Grubhub+, 3% retirement match, a $750 HRA account to help fund mental health benefits, FSA for medical and childcare expenses, and an annual professional development stipend
A hybrid work environment where staff work from the office on five (5) common days a month with flexibility to work remotely otherwise. In-person meetings with donors will also be required as part of relationship building and donor cultivation and stewardship efforts. We provide a monthly wi-fi reimbursement and a home set-up stipend to set staff up to successfully work remotely.
RESPONSIBILITIES
This job description reflects Making Waves Foundation’s assignment of essential functions and qualifications of the role. Nothing in this herein restricts management's right to assign, reassign, or eliminate duties and responsibilities to this role at any time.
The Chief Development Officer’s primary responsibilities include:
Define fundraising strategy
Set a vision and strategy for fundraising at Making Waves and create annual and long-term fundraising goals across revenue streams, with a primary focus on individuals and foundations, that advance the organization’ strategic plan
Conduct a feasibility study, collaborating closely with the CEO and Board of Directors, to determine the needed board fundraising strategy to achieve our fundraising goals and advance our strategic plan
Build donor-facing programming to connect existing and potential donors to our work
Partner with the Chief Finance and Strategy Officer to set a vision for forecasting grounded in a weighted pipeline
Anticipate fundraising outcomes and create smart pivots and/or contingency plans to mitigate risk
Ensure that the organization is operating in Salesforce in ways that ensure strong data integrity and accurate reporting
Lead fundraising execution
Ensure that the organization consistently hits fundraising targets (estimated at $3.5mm for FY24).
Directly oversee a portfolio of existing donors and donor prospects, taking an active role in building relationships, expanding networks, cultivating donors, soliciting donations, and stewarding donors.
Leverage board members to actively engage their networks with Making Waves and building board members’ skill at telling our story.
Support the Foundation and Academy CEOs on the portfolio of high-profile donor relationships that they manage, and deploy them as part of a larger funder cultivation strategy
Maintaining existing funding levels for Making Waves Academy through strong stewardship of existing donors.
Leverage the Senior Leadership Team to engage their networks, cultivate and steward donors, and define donor strategy and proposals.
Serve as the board liaison, managing the scheduling, team preparation, and logistics of quarterly board meetings.
Collaborate across Making Waves Foundation and Making Waves Academy
Collaborate with the Director of Marketing & Storytelling to create donor-facing narratives, appeals, and stewardship.
Collaborate with Vice President of Partnerships to increase corporate funding, state funding, and earned income revenue.
Collaborate with the Chief Program Officer to translate programmatic efforts into creative, impactful appeals to prospective funders
Collaborate with the Chief Finance & Strategy Officer to create donor-facing budgets and to prepare revenue forecasting and projections
Collaborate with the Director of Product Innovation and VP of Community Development & Social Impact on funding our AI College Advisor and on government funding opportunities.
Lead, manage, and develop a high-performing and inclusive team
Partner with the Chief People & Operations Officer to hire and onboard a development support staff member
Lead team’s annual goal setting, reflection, and continuous learning
Monitor programmatic performance, assess strengths and growth areas, spot patterns, and define opportunities for action that put the team on track to achieve our student impact goals.
Set vision for and implement systems, processes, and rituals to cultivate a high performing, inclusive team (e.g., consistent 1:1 check-ins, team meetings, clear communication, etc.)
Set clear expectations for direct reports and empower them to lead with a commitment to Diversity, Equity, and Inclusion
Leverage experience and resources (e.g., team management software, MWF-sponsored management training) to build a culture of continuous feedback and development
Contribute to important cross-functional projects
Serve as a member of the Senior Leadership Team and Leadership Team
Participate in organization-wide systems, processes, and rituals (e.g., annual and quarterly goal setting, employee engagement surveys, All Hands); commit to providing feedback to improve our work in the future
Contribute to the development of a growing, fast-paced organization, including participation in events and programming as well as database and technology oversight and maintenance
Prioritize professional growth by researching, scheduling, and participating in professional development opportunities in service of your professional growth and impact on the organization
KEY EXPERIENCE QUALIFICATIONS AND SKILLS
Minimum Qualifications:
10+ years of experience in and a passion for frontline fundraising, preferably in individual and/or foundation giving
Fundraising experience that includes leading the entire donor lifecycle with individuals and institutions resulting in 5, 6, and 7-figure gifts
Experience working with boards of directors to engage the board’s networks so that the board is playing a catalytic role in the organization’s ability to fundraise.
Experience working on a development team that successfully forecasts and conducts regular progress to goal conversations
Experience managing full time staff members to strong job performance and satisfaction
Preferred Qualifications:
A working knowledge of education systems, including schools and college access, and an excitement to stay current on trends within education at the national level and local to the Bay Area
Skills you have developed and knowledge you have acquired:
An adept operator who is capable of complex project management in a relationship funnel context and is highly effective at managing others to outcomes through solid and dotted lines
A highly relational professional with the capacity to build strong, trusting relationships at both Making Waves organizations and the gravitas to compel existing and potential donors to support our work
A strategist who approaches work through an analytical lens in service of thoughtful prioritization, disciplined and purposeful pivots, and contingency planning to ensure outcomes are met
An experienced fundraising professional with the content knowledge necessary to find success in this role:
Knowledge of best practices to identify and build network maps of high wealth individuals and institutions
Full understanding of the major gift donor life cycle and a depth of knowledge to drive differentiated strategy and approach across donors
Ability to oversee team and stakeholders towards strong data integrity
Ability to lead effective forecasting and progress to goal conversations
Ability both fully own donor relationships and to support executives to fundraise efficiently and effectively
How you work and what you value:
You relate with and align with our core values (drive impact, promote equity, build community, do hard things, learn and grow)
You have a deep and authentic commitment to diversity, equity and inclusion and are eager to manage staff, serve on our leadership team, and lead our development function in ways that are fully centered on these values
You are excited to innovate, enjoy the iterative nature of that work, and are an entrepreneurial self-starter
You enjoy working on a team and will operate in ways that will build trust with teammates (integrity, reliability, empathy, etc.)
You enjoy fundraising, are driven by results, and will be satisfied in a leadership role that fully spans high level strategy to tactical execution
You have a deep belief in people and enjoy managing others and are adept at coaching and developing others to strong job performance and satisfaction outcomes
ABOUT MAKING WAVES FOUNDATION
Making Waves Foundation is an education nonprofit that supports historically underserved and underrepresented students to pursue college and career pathways that set them up for a thriving career, financial independence, and a choice-filled life.
We support Making Waves Academy (MWA), a 5-12 grade public charter school in Richmond, CA. After high school graduation, each of our students (we call them “Wave-Makers”) are invited to join our college success and early career program, where they can receive a need-based scholarship, one-to-one college coaching, and financial literacy training. Each year, we support over 1,200 students grades 5-12 and over 500 college students on their journeys to and through college. In 2020, Making Waves Foundation launched a new strategic plan to serve more students and families. We will do this by taking the best of what we’ve learned at Making Waves Academy about college access and the best of what we’ve learned at Making Waves Foundation about college success and work to increase the college attendance and graduation rate for low-income students across Contra Costa County and beyond.
RELEVANT POLICIES AT MAKING WAVES FOUNDATION
Making Waves Foundation is requiring all staff members who work on-site to be fully vaccinated against COVID-19, as defined by the CDC. Accommodations or exceptions can be requested directly to someone on the People & Culture Team for medical or religious reasons.
Making Waves Foundation strives to build a staff that reflects the cultural diversity of the communities that we partner with. Making Waves Foundation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We encourage BIPOC identifying individuals to apply.
Jan 11, 2023
Full time
This position is perfect for an innovative fundraiser who loves building relationships and rallying others to make a powerful impact through philanthropy.
The Chief Development Officer will lead the next chapter of our organization’s fundraising efforts and will partner with teammates, board members, students, alumni, and donors to dramatically increase the number of underrepresented students in our region who achieve college and career success. The Chief Development Officer will build new networks of donors who are excited to fund our growth strategy and will steward our current donors to fund our core college access and success program that supports students from Making Waves Academy.
In the first two years, the Chief Development Officer will be responsible for:
Creating a strategy to grow and diversify our donor base,
Shaping a culture of philanthropy on our board and supporting board members to connect their networks to Making Waves programs and impact,
Building relationships with and growing funding from current donors and new networks,
Building inspiring programming that connects donors to our work, and
Achieving the annual $3.5m fundraising goal and identifying $500k in potential new funding.
This position reports to the CEO, Patrick O’Donnell, will hire and manage one full-time employee, and will have access to resources to hire consulting support as needed.
OUR COMMITMENT TO THE CHIEF DEVELOPMENT OFFICER
We are proud of the above market total rewards package to our employees in line with our guiding principles of centering transparency and equity, rewarding expertise and performance, and championing professional wellness. The Chief Development Officer is a full-time, exempt role, and will be eligible to receive:
A competitive base salary range of 146,400 – 219,600 based on requisite work experience and performance during the interview process. In line with our commitment to equity, fairness, and transparency, we have adopted a no salary negotiation policy.
Signing bonus of 5% of base salary to be paid in two installments: 50% on the first eligible payroll and 50% within 6 months of the hire date.
51 total days off per fiscal year (a combination of company-paid holidays, vacation, sick, and personal time)
100% employer paid medical (Kaiser HMO Platinum), vision, and dental benefits for the full-time staff member and a spouse/domestic partner or dependent child(ren).
Lunch on in-person days (5x a month) and free access to Grubhub+, 3% retirement match, a $750 HRA account to help fund mental health benefits, FSA for medical and childcare expenses, and an annual professional development stipend
A hybrid work environment where staff work from the office on five (5) common days a month with flexibility to work remotely otherwise. In-person meetings with donors will also be required as part of relationship building and donor cultivation and stewardship efforts. We provide a monthly wi-fi reimbursement and a home set-up stipend to set staff up to successfully work remotely.
RESPONSIBILITIES
This job description reflects Making Waves Foundation’s assignment of essential functions and qualifications of the role. Nothing in this herein restricts management's right to assign, reassign, or eliminate duties and responsibilities to this role at any time.
The Chief Development Officer’s primary responsibilities include:
Define fundraising strategy
Set a vision and strategy for fundraising at Making Waves and create annual and long-term fundraising goals across revenue streams, with a primary focus on individuals and foundations, that advance the organization’ strategic plan
Conduct a feasibility study, collaborating closely with the CEO and Board of Directors, to determine the needed board fundraising strategy to achieve our fundraising goals and advance our strategic plan
Build donor-facing programming to connect existing and potential donors to our work
Partner with the Chief Finance and Strategy Officer to set a vision for forecasting grounded in a weighted pipeline
Anticipate fundraising outcomes and create smart pivots and/or contingency plans to mitigate risk
Ensure that the organization is operating in Salesforce in ways that ensure strong data integrity and accurate reporting
Lead fundraising execution
Ensure that the organization consistently hits fundraising targets (estimated at $3.5mm for FY24).
Directly oversee a portfolio of existing donors and donor prospects, taking an active role in building relationships, expanding networks, cultivating donors, soliciting donations, and stewarding donors.
Leverage board members to actively engage their networks with Making Waves and building board members’ skill at telling our story.
Support the Foundation and Academy CEOs on the portfolio of high-profile donor relationships that they manage, and deploy them as part of a larger funder cultivation strategy
Maintaining existing funding levels for Making Waves Academy through strong stewardship of existing donors.
Leverage the Senior Leadership Team to engage their networks, cultivate and steward donors, and define donor strategy and proposals.
Serve as the board liaison, managing the scheduling, team preparation, and logistics of quarterly board meetings.
Collaborate across Making Waves Foundation and Making Waves Academy
Collaborate with the Director of Marketing & Storytelling to create donor-facing narratives, appeals, and stewardship.
Collaborate with Vice President of Partnerships to increase corporate funding, state funding, and earned income revenue.
Collaborate with the Chief Program Officer to translate programmatic efforts into creative, impactful appeals to prospective funders
Collaborate with the Chief Finance & Strategy Officer to create donor-facing budgets and to prepare revenue forecasting and projections
Collaborate with the Director of Product Innovation and VP of Community Development & Social Impact on funding our AI College Advisor and on government funding opportunities.
Lead, manage, and develop a high-performing and inclusive team
Partner with the Chief People & Operations Officer to hire and onboard a development support staff member
Lead team’s annual goal setting, reflection, and continuous learning
Monitor programmatic performance, assess strengths and growth areas, spot patterns, and define opportunities for action that put the team on track to achieve our student impact goals.
Set vision for and implement systems, processes, and rituals to cultivate a high performing, inclusive team (e.g., consistent 1:1 check-ins, team meetings, clear communication, etc.)
Set clear expectations for direct reports and empower them to lead with a commitment to Diversity, Equity, and Inclusion
Leverage experience and resources (e.g., team management software, MWF-sponsored management training) to build a culture of continuous feedback and development
Contribute to important cross-functional projects
Serve as a member of the Senior Leadership Team and Leadership Team
Participate in organization-wide systems, processes, and rituals (e.g., annual and quarterly goal setting, employee engagement surveys, All Hands); commit to providing feedback to improve our work in the future
Contribute to the development of a growing, fast-paced organization, including participation in events and programming as well as database and technology oversight and maintenance
Prioritize professional growth by researching, scheduling, and participating in professional development opportunities in service of your professional growth and impact on the organization
KEY EXPERIENCE QUALIFICATIONS AND SKILLS
Minimum Qualifications:
10+ years of experience in and a passion for frontline fundraising, preferably in individual and/or foundation giving
Fundraising experience that includes leading the entire donor lifecycle with individuals and institutions resulting in 5, 6, and 7-figure gifts
Experience working with boards of directors to engage the board’s networks so that the board is playing a catalytic role in the organization’s ability to fundraise.
Experience working on a development team that successfully forecasts and conducts regular progress to goal conversations
Experience managing full time staff members to strong job performance and satisfaction
Preferred Qualifications:
A working knowledge of education systems, including schools and college access, and an excitement to stay current on trends within education at the national level and local to the Bay Area
Skills you have developed and knowledge you have acquired:
An adept operator who is capable of complex project management in a relationship funnel context and is highly effective at managing others to outcomes through solid and dotted lines
A highly relational professional with the capacity to build strong, trusting relationships at both Making Waves organizations and the gravitas to compel existing and potential donors to support our work
A strategist who approaches work through an analytical lens in service of thoughtful prioritization, disciplined and purposeful pivots, and contingency planning to ensure outcomes are met
An experienced fundraising professional with the content knowledge necessary to find success in this role:
Knowledge of best practices to identify and build network maps of high wealth individuals and institutions
Full understanding of the major gift donor life cycle and a depth of knowledge to drive differentiated strategy and approach across donors
Ability to oversee team and stakeholders towards strong data integrity
Ability to lead effective forecasting and progress to goal conversations
Ability both fully own donor relationships and to support executives to fundraise efficiently and effectively
How you work and what you value:
You relate with and align with our core values (drive impact, promote equity, build community, do hard things, learn and grow)
You have a deep and authentic commitment to diversity, equity and inclusion and are eager to manage staff, serve on our leadership team, and lead our development function in ways that are fully centered on these values
You are excited to innovate, enjoy the iterative nature of that work, and are an entrepreneurial self-starter
You enjoy working on a team and will operate in ways that will build trust with teammates (integrity, reliability, empathy, etc.)
You enjoy fundraising, are driven by results, and will be satisfied in a leadership role that fully spans high level strategy to tactical execution
You have a deep belief in people and enjoy managing others and are adept at coaching and developing others to strong job performance and satisfaction outcomes
ABOUT MAKING WAVES FOUNDATION
Making Waves Foundation is an education nonprofit that supports historically underserved and underrepresented students to pursue college and career pathways that set them up for a thriving career, financial independence, and a choice-filled life.
We support Making Waves Academy (MWA), a 5-12 grade public charter school in Richmond, CA. After high school graduation, each of our students (we call them “Wave-Makers”) are invited to join our college success and early career program, where they can receive a need-based scholarship, one-to-one college coaching, and financial literacy training. Each year, we support over 1,200 students grades 5-12 and over 500 college students on their journeys to and through college. In 2020, Making Waves Foundation launched a new strategic plan to serve more students and families. We will do this by taking the best of what we’ve learned at Making Waves Academy about college access and the best of what we’ve learned at Making Waves Foundation about college success and work to increase the college attendance and graduation rate for low-income students across Contra Costa County and beyond.
RELEVANT POLICIES AT MAKING WAVES FOUNDATION
Making Waves Foundation is requiring all staff members who work on-site to be fully vaccinated against COVID-19, as defined by the CDC. Accommodations or exceptions can be requested directly to someone on the People & Culture Team for medical or religious reasons.
Making Waves Foundation strives to build a staff that reflects the cultural diversity of the communities that we partner with. Making Waves Foundation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We encourage BIPOC identifying individuals to apply.