Charitable Advisors LLC
  • 17-Nov-2017 to 16-Dec-2017
  • - Indianapolis Symphony Orchestra
  • Indianapolis, IN, USA
  • Full Time

The Director of Major and Planned Gifts will work closely with the Vice President of Development in managing the major and planned gifts programs at the ISO. This position is responsible for developing and managing all activities related to the cultivation, solicitation, and stewardship of our major and planned gift donors, ensuring that these donors are inspired by the ISO's mission and engaged in supporting the organization.

The Director of Major and Planned Gifts manages their own portfolio of approximately 150 donors ($1,000+ annual gifts), and is responsible for prospect research, presentation materials, and activities to cultivate, track, and solicit donors, with the expectation that this person will increase the major and planned gift activity at the ISO. He/she will work with the artistic staff, learning community staff, and finance staff to develop strategic and targeted giving opportunities for major donors. He/she will also work closely with the Director of Development Operations on prospect research and portfolio development.

This Director must be able to work independently while also working as a member of the ISO development team.  He/she will be an individual with a rich development background, who has had progressive and successful development experience and is committed to the arts.

REPRESENTATIVE DUTIES AND RESPONSIBILITIES:
• Qualify and cultivate prospective donors.
• Responsible for annual revenue goals associated with donor portfolio, and for establishing and meeting new planned giving metrics.
• Develop and propose strategies for solicitation of planned and major gifts, including: determining ongoing relationships with prospect/donor; recommending specific purpose and level of gift; identifying those to be involved in cultivation and subsequent solicitation; assuring that solicitations are carried out.
• Actively participate as a member of the Individual Gifts team within the development department, and help drive individual giving strategies in partnership with all team members.
• Supervise the Gift Officer to ensure effective coordination of effort with individual donors and to reinforce the prospect relationship continuum.
• Responsible for oversight of the ISO's planned giving program, including management of The Lynn Society, promotion of planned giving opportunities, and solicitation and cultivation of prospective and current planned giving donors.
• Participate, as required, in Development team efforts including solicitation strategy teams for key prospects and internal planning efforts.
• Support Special Fundraising events as needed, as directed by the Vice President of Development.
• Attend events throughout the season encouraging the development of relationships with the ISO's donors and potential donors, and assist with donor relations events such as Founders' Room, Kroger Symphony on the Prairie table hosting, etc.

QUALIFICATIONS:
• Passion for the arts and the mission of the ISO and a dedication to promoting the ISO's fundraising priorities.
• Bachelor's Degree required; Masters Degree in Nonprofit Management or Arts Administration preferred, or equivalent combination of training and experience. 
• Minimum of four years experience in nonprofit major gifts and planned giving fundraising, or with proven major gift experience, capacity to learn and implement a complex planned giving program.
• Proven experience cultivating, soliciting, and stewarding donors resulting in significant gifts.
• Experience managing employee performance and professional development.
• Superior interpersonal, oral, and written communication and presentation skills with the ability to represent the ISO's mission and interests to a diverse group of people.
• Working knowledge of planned giving and tax laws associated with planned gifts.
• Experience with project management; ability to establish and monitor priorities, remain flexible, meet deadlines, and have fun.
• Ability to handle calmly and efficiently situations ranging from routine to highly complex.
• Demonstrated ability to multi-task and work successfully in a fast-paced environment with a high degree of attention to detail and minimum supervision.

WORKING CONDITIONS:
• Frequent weekend and evening responsibilities.
• Must be able to travel around the region.
• Regularly sits at a desk or computer workstation.
• Frequently moves about the office to collaborate with colleagues.
• Bending, stooping, walking on uneven surface off-site.
• Occasionally lifts, carries, or otherwise moves and positions objects weighing up to 35 pounds.

TECHNICAL PROFICIENCIES:
Must be at least an intermediate user of Word, Excel, Power Point, and Outlook. Must have the confidence and technical acuity to quickly learn Tessitura and prospect research programs.

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