HOW YOU WILL IMPACT OUR MISSION The Senior Individual and Planned Giving Officer is responsible for managing a portfolio of prospects to secure financial resources to meet SDZWA's immediate and long-term priorities; this position will work closely with the philanthropy team, volunteers, and committee members, as well as donors and prospects. This position reports to the Director of Corporate and Foundation Relations. WHAT YOU WILL DO
Manages dedicated portfolio of 125 donors and prospects
Identifies, qualifies, cultivates and solicits donors for gifts of $100,000 and up
Maintains continuous relationships with prospects/donors
Provides complex interpretation regarding fund raising and planned gift vehicles
Collaborates and liaises with volunteers such as committee members
Recommends specific designation and level of gift for solicitations
Meets financial goals of campaign with respect to individual and planned gifts
WHAT WE ARE LOOKING FOR
The position will have an emphasis on government grants and corporate and foundation fund raising. A successful candidate will have demonstrated experience in government grant and corporate and foundation fund raising, including prospecting for opportunities, effectively discerning "matches" between the funder's guidelines and potential donors, possessing strong skills in cultivating donors, grant writing to the funder's specifications, and following through with post-grant reports and stewardship strategies. A finalist would be equally comfortable making a face-to-face request for funds as well as crafting a persuasive written grant application. A successful candidate would be an approachable team player for the Corporate, Foundation, and Government Grants team and the Philanthropy team and have the ability to meet ambitious financial goals. Candidates are encouraged to submit a cover letter and writing sample with their application.
JOB EXPERIENCE
Experience in fundraising
Experience in the development field
EDUCATION AND CERTIFICATIONS
Bachelor's degree in business administration or a related field or equivalent specialized training
Current valid California Driver’s license in good standing
SKILLS AND KNOWLEDGE
Solicitation strategies
Fundraising
Moves Management
Estate planning methods and specific planned giving techniques.
Tax aspects of gift plans.
Communicate effectively (verbal and written)
Develop cultivation strategies
Write and track proposals
Meet short and long-range goals
Work with teams and effectively with others
Analyze and utilize database information
