Major & Planned Gifts Officer

Job Description

POSITION PURPOSE
This position identifies, cultivates, and secures new major, planned, and capital gifts for WFYI. This position also leads the engagement and stewardship of a donor portfolio in giving.  
 
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
To be successful in this role, an individual must be able to perform in a satisfactory manner the essential functions and responsibilities listed below. We will make reasonable accommodations to enable individuals with disabilities to perform these functions.

• Responsible for developing and executing strategies for donor identification, qualification, cultivation, and solicitation
• Delivers outstanding service to WFYI’s donors, listeners, viewers, and users as their primary point of contact. Accuracy and timeliness are key, with a focus on balancing an exceptional customer experience with our financials, and always looking for opportunities to improve processes
• Qualifies a portfolio down to approximately 150 donors
• Conducts a minimum of 12 donor calls or virtual visits monthly
• Identifies, cultivates, and solicits planned gifts
• Ensures that donor information is entered in WFYI’s organization database in a standardized, timely and accurate manner
• Meets the goals set annually for revenue growth, expectancies secure, and number of visits
• Develops strategies that contribute to the retention of annual and planned gifts
• Works well with volunteers, foundation, and board members to ensure goals and objectives are met
• Helps coordinate, communicate, and implement major donor and planned giving donor events
• Ensure that donor and potential donor information is entered into WFYI’s organization database in a standardized, timely, and accurate manner

OTHER FUNCTIONS AND RESPONSIBILITIES

• Performs other duties as assigned

EDUCATION AND/OR EXPERIENCE
To perform this job successfully, an individual must have the following education and/or experience unless otherwise noted below.
 
Required:

• Bachelor’s degree preferred
• 2+ years’ experience securing major and/or planned gifts
• History of successfully securing gifts of $1,200+
• Experience using a donor database and other donor management technology
• Salesforce CRM experience preferred
• Experience qualifying donors through the Moves Management process
• Knowledge of planned giving vehicles, principles, and best practices

 
KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. We will make reasonable accommodations to enable individuals with disabilities to perform these functions.

• Excellent oral, written and presentation skills
• Computer literate with demonstration of strong leadership and interpersonal skills
• Familiarity with Microsoft Teams strongly preferred
• Self-starter that enjoys fast-paced, high-energy environment
• Willing to work varied hours and attend off-site events
• Capacity to think strategically, creatively and be advantageous
• Proven ability to work with internal and external constituencies in a professional and courteous manner
• Ability to handle sensitive and confidential matter with appropriate discretion
• High energy and passion for WFYI Public Media mission and core values of operating with unquestionable integrity; collaborating with each other and with community partners’ respecting everyone; serving with humility; embracing change; delivering excellence every day

 
PHYSICAL DEMANDS
The physical demands described here are representative of those an individual must meet to successfully perform the essential functions of this job. We will make reasonable accommodations to enable individuals with disabilities to perform these functions.

• Ability to interact with others, both in person and through phone, e-mail, and written correspondence
•  Ability to move in and between various facilities and handle exposure to inclement weather
• Ability to operate office equipment, including computers, copiers, fax machines, and phones
• Ability to perform focused work with close attention to detail
• Ability to sit for extended periods of time and to move intermittently throughout the workday
• Good speaking and listening skills
• Must be able to lift, carry and position 25 pounds at times

 

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