Charitable Advisors LLC
  • 13-Jul-2018 to 11-Aug-2018
  • - Bosma Enterprises
  • Indianapolis, IN, USA
  • Full Time

Primary responsibilities include the overall management of the major gifts program, which is charged with managing relationships and securing support from donors who are capable of making gifts of $5,000 to $1M. This individual will develop and implement a plan for major gift fundraising. The Major Gifts Officer will work closely with fundraising staff and key stakeholders within Bosma Enterprises to build a strong base of individual donors making gifts of $5,000+ to the Bosma Visionary Opportunities Foundation. This officer must be able to work independently while also working as a member of the Bosma Visionary Opportunities Foundation. The Major Gifts Officer candidate will be an individual with a rich development background, who has had progressive and successful development experience in major gifts and who has a strong track record of successful management. The ideal candidate cares deeply about mentoring gift officers and the development profession and has worked in higher education.
 
Job Duties and Responsibilities:
The essential functions of the Major Gifts Officer consist primarily of, but are not limited to, the following responsibilities:
• Secures up to $250,000 in individual gifts from donors on an annual basis through identification, cultivation, and solicitation of donors, making individual personal "asks" for philanthropic support.
• Manages a portfolio of 50-100 mid-level to major gift donors and report on ongoing process and cultivation of individual relationships.
• Manages and implements strategies for solicitation of 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.
• Manages and tracks the activity of identifying, cultivating, and soliciting donors through reporting on activity in the Salesforce, CRM.
• Manages a moves management process to systematically research, qualify, cultivate, and steward donors supporting the Bosma Visionary Opportunities Foundation.
• Manages newly designed and existing programs designed to recruit and retain high-level donors to Bosma Visionary Opportunities Foundation.
• Conducts systematic prospect research on prospective donors and match connections with other Bosma key stakeholders to develop strong donor relationships.
• Develops strong working relationships with internal staff within the Bosma Visionary Opportunities Foundation and Bosma Enterprises to enhance opportunities to engage with prospective donors.
• Develops a case for support so that individuals "buy into" the vision/mission/goals of BVOF and understand with sufficient effectiveness to secure gifts and pledges of $5,000 or more.
• Builds a strong individual giving circle of mid-level donors ($500-$5,000) to further engage donors in the work of Bosma Enterprises and the Bosma Visionary Opportunities Foundation.
• Builds a recurring monthly donation program for individual donors with an incentive-based plan to further engage them in the organization.
• Assists in raising funds via sponsorships through the corporate partnership program (Business Honor Roll) for special events: Dining in the Dark, Bosma Visionary Golf Classic, and The Thomas C. Hasbrook Award Luncheon.
• Assists in building a Culture of Philanthropy at Bosma Enterprises through engaging employees in the work of the Bosma Visionary Opportunities Foundation through training and development in basic principles associated with general fundraising techniques.
 
Qualifications
 
Education and Experience:
• Bachelor's Degree or equivalent combination of training and experience.
• 5-7 years of individual major gift fundraising, preferably in a non-profit organization and two or more years of management experience.
• Master's degree in non-profit management, business or public administration and management, preferred.
Specific Required Skills:
• Must have strong written and verbal communication skills.
• Must be able understand the needs and interests of major donors in order to develop relationships between them and the organization.
• Must have a strong fundraising background and experience cultivation prospective donors to become long-time donors to a non-profit organization.
• Must have a solid understanding of fundraising and all aspects of individual fundraising from annual fund to planned giving strategies and techniques.
• Interest in all aspects of human services and a dedication to promoting BVOF's fundraising priorities through developing excellent working relationships with organization key stakeholders.
• Demonstrated success in cultivating gifts of $5,000 from individual donors in the Indianapolis community.
• Demonstrated leadership and the ability to successfully manage multiple projects.
• Ability to manage a portfolio of donors and report on ongoing process and cultivation of individual relationships.
• Ability to participate in all aspects of the gift cycle:(1) to initiate contacts with potential major donors; (2) to develop appropriate cultivation strategies for them, including working with volunteers; (3) to move potential donors in an appropriate and timely fashion toward solicitation and closure; (4) to make solicitations when appropriate; (5) to maintain stewardship contacts with donors.
• Ability to bring connections within the philanthropic community and individual circles to the organization to help meet its fundraising goals and objectives.
• Ability to see and understand the objectives of BVOF and fundraising strategies and to integrate the major gifts program with those objectives.
• Ability to initiate, analyze, monitor, evaluate and alter strategic advancement plans and report on ongoing process.
• Excellent oral, written, interpersonal, and analytical and organization skills required.
• Knowledge of tax laws that impact charitable giving, personal assets and estates.
 
General Required Skills:
• Must be able to travel locally (State of Indiana).
• Must have a driver's license.
• Ability to work independently with little supervision
• Ability to problem-solve, think critically, and maintain composure in high pressure situations
• Ability to present information concisely and effectively, both verbally and in writing
• Ability to organize and prioritize work and projects
• Ability to meet deadlines
• Ability to take initiative and ownership for the completion of work product
• Database management experience – Salesforce preferred
• Proficiency in Microsoft Word, Excel and PowerPoint
• Excellent interpersonal and communication skills
• Strong editing and written skills
• Precise attention to detail
• Strong contributor in team environments
 
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