ob Summary:
The Major Gifts Officer plays a pivotal role in advancing Wellroot’s mission by building and nurturing relationships with donors who have the ability to make gifts at or above $5,000, including planned gifts. A successful candidate will have a passion for fundraising and connecting people and community resources with Wellroot toward the goal of ensuring every child has a loving, compassionate, and nurturing home. The position reports to the Director of Development and plays a critical role in helping the development team meet annual fundraising goals, while supporting the strategic objectives of the organization.
Responsibilities:
- Develop and implement strategies to identify, research, cultivate, and solicit qualified donors and prospects for major and planned gifts.
- Develop a portfolio moves management process for all major donors – including those assigned to the Director of Development, Vice President of External Relations, and President & CEO.
- Manage a portfolio of 100-125 major donors and prospects capable of making gifts of $5,000+ or planned gifts.
- Personally engage donors through face-to-face meetings, calls, and written communication.
- Conduct prospect research to identify potential major donors and develop personalized cultivation and solicitation strategies.
- Provide regular reports to the Director of Development on major gift activities and outcomes.
- Manage a strategic planned gift program in collaboration with the Director of Development.
- Cultivate relationships with attorneys, trust officers, accountants, financial planners, and other estate planning professionals regarding gift opportunities for clients.
- Create and manage a retention and acquisition strategy to leverage the Fostering Success Tax Credit with major donors.
- Prepare and deliver presentations to represent Wellroot Family Services to individuals, corporations, faith-based and community groups.
- Perform other duties as assigned.
Requirements:
- Bachelor’s Degree with 5 years of non-profit development experience, with a minimum of 2 years in major or planned gift fundraising.
- Proven history of achieving annual and long-term fundraising goals.
- Preferred experience working in non-profits supporting children, youth, and families, or faith-based organizations.
- Proficiency in using CRM or donor databases, preferably DonorPerfect, and ability to maintain electronic donor and prospect files.
- Strong skills in Microsoft Office suite (Excel, Outlook, PowerPoint, Word).
- Excellent written, verbal and interpersonal communication skills, with the ability to convey information and opportunities effectively and passionately.
- Ability to compile statistics and measure program performance.
- Collaborative, flexible, amiable, & willing to work as a team player.
- Strong attention to detail, excellent organizational, and effective time management skills.
Working Environment:
Willing to travel occasionally throughout the Greater Atlanta area and North Georgia to meet with donors. The work environment characteristics described here are representative of those an employee encounters while performing essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. May be subject to imposed deadlines. General office environment: some stress may occur in meeting required deadlines. This position uses office equipment, software systems.
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