Position: Major Gifts Officer Status: Full Time
Department: Advancement Location: Charlotte, NC
The Major Gifts Officer will report to the VP of Advancement and his/her primary responsibility will be to raise new funds/revenue for the organization by prospecting, cultivating and securing leadership level donations from Charlotte-Mecklenburg individual donors while managing ongoing a group of assigned new qualified donors so as to ensure new major gift donors are sustained (retention) and upgraded in their giving and involvement with the organization over time. The Major Gifts Officer is expected to be out of the office making calls for the majority of the work week.
The role includes, but is not limited to, the following ongoing primary fundraising responsibilities centered around Donor Identification, Cultivation, Solicitation, and Stewardship:
- Donor Identification. Will require seasoned experience and resourcefulness to utilize various community resources, tools and his/her network of local contacts to prospect and qualify new potential donors for the organization. This includes reviewing and/or preparing an analysis of factors that assess a prospect’s ability to give to the organization (capacity) and willingness to do so (affinity) and developing individual goals and a development plan for each potential donor. The development plan will serve as the foundational solicitation, communication and marketing plan for each donor. Major Gifts Officer will be responsible for prioritizing leads/prospects for cultivation based upon this information.
- Cultivation. Responsible for leading the cultivation effort, building valuable relationships with major gifts prospects/donors; may at times work with the VP of Advancement and Executive Director, as needed, depending on development plan for each case. Will have primary responsibility for executing each prospect/donor’s plan on a timely basis so individual gifts are secured and individual donors are retained and/or upgraded over time.
- Solicitation. Responsible for moving prospects in the donor pipeline through the donor fundraising cycle; determining and making the right ask at the right time for the right prospect. Includes creating proposals and asks, incorporating an appropriate case for support to secure gifts.
- Stewardship: Working with the CIS Advancement Team, will have the responsibility to continue the relationship after the first donation and steward the donor in order to retain and increase support and engagement.
- In addition, Major Gifts Officer will prepare monthly reports as required by VP of Advancement that accurately reflect prospect/donor and cultivation activity as well as progress toward performance goals.
- Must have proven track record, experience and ability to:
- Create reasonable financial goals for each donor based upon donor’s giving history and potential; create a personal contact and ask plan that takes into consideration the individual donor’s interests, motivations, giving patterns, and ask preferences; and execute plan in a cost-effective and timely manner.
- Secure project and organization information in order to create and write effective proposals and asks and/or provide donor with appropriate follow up information on impact.
- Manage process, deadlines and activity while adhering to the policies and procedures of the organization and maintaining a positive and constructive attitude.
- Represent the organization, its brand, mission, values and goals with the highest level of integrity when engaging with the community.
- Record notes, data and other relevant prospect/donor profile information into the donor database with accuracy and timeliness. (Some self-training required using Webinars, guides, etc. in the event Blackbaud Raiser’s Edge experience is limited.)
Working Relationships – This position will work to develop and maintain effective working relationships with the following:
- Communities In Schools Advancement Team
- Communities In Schools Leadership and Executive Teams
- Communities In Schools Staff
- Communities In Schools Board of Directors
- Extended Charlotte-Mecklenburg community, particularly individuals with capacity for giving
The statements contained herein describe the scope of the responsibility and essential functions of this position, but should not be considered to be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload. Other duties may be assigned by Leadership as required.
Physical Demands: 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit; use hands to handle, feel and keyboard; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; stoop, kneel, or bend. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close and distance vision.
- Bachelor's Degree in fields related to, readily adaptable to, or associated with Business and/or Project Management, Sales and/or Fundraising, Resource Development, Client/Donor Relationship Management, or other related area.
- Extensive familiarity with fundraising - Minimum of five (5) years of proven major gifts fundraising experience; candidate will have encountered various fundraising situations and understands how to apply that experience for the benefit of this organization.
- Exemplary communicator – Must have successful track record and excel as an intermediary between the organization and major gifts prospects via oral and written interactions including conducting solicitation presentations. Strong communication skills required, including a high-level skill in written as well as verbal communication.
- Must possess strong project management and sales or fundraising cycle skills and be a self-starter, well organized, detail-oriented, and able to effectively work independently and within a team framework in a fast-paced environment.
- Must be computer literate in using Microsoft Office, particularly PowerPoint and Excel, and Raiser’s Edge donor software proficiency a plus.
- Must have exceptional interpersonal skills and an ability to build and maintain strong relationships while fostering a spirit of collaboration with internal colleagues within and across teams as well as external donors, Board members, and other community leaders.
- This position does require a valid driver’s license with an acceptable driving record.
Candidates well qualified for this role will possess the following skills:
- Ability to be flexible in a work environment often filled with ambiguous situations, numerous projects running concurrently, and limited resources.
- Ability to manage time, paperwork, and people effectively in a high multi-task environment while spending most of time embedded externally in the community.
The Major Gifts Officer, in conjunction with the Advancement Team and Executive Director, is responsible for raising new revenue and sustaining and upgrading donations for the purpose of fulfilling the organization’s mission in the community. By planning, developing, prospecting, cultivating, soliciting and stewarding donors, CIS and this position will seek to secure funds and resources to ensure that the annual fundraising goals, mission and values of the organization are realized. This position is critical to the success of the organization in meeting annual fundraising goals as well as the goals of its Strategic Plan 2020.
Starting Salary: $50,000. - $60,000.