Job Description
TITLE: Major Gifts Officer
DEPARTMENT: Fund Development
REPORTS TO: Chief Fund Development and Strategy Officer
STATUS: Regular, Full-Time
FLSA STATUS: Exempt
GRADE: 14
WAGE RANGE: $115,415 - $125,599/year
GRANT FUNDED: No
UNION POSITION: Yes
LOCATION: 145 Taylor Street, San Francisco CA 94102
SCHEDULE: Hybrid; 3 days onsite, 2 days remote
Summary The Major Gifts Officer reports directly to the Chief Fund Development and Strategy Officer (CFDSO) as part of a six-person Fund Development team. The Major Gifts Officer will contribute to the department’s revenue goals and is responsible for creating and implementing a comprehensive major donor ($1,000+) and planned giving program, as well as a coordinated stewardship program for all individual donors.
Essential Duties
DEPARTMENT: Fund Development
REPORTS TO: Chief Fund Development and Strategy Officer
STATUS: Regular, Full-Time
FLSA STATUS: Exempt
GRADE: 14
WAGE RANGE: $115,415 - $125,599/year
GRANT FUNDED: No
UNION POSITION: Yes
LOCATION: 145 Taylor Street, San Francisco CA 94102
SCHEDULE: Hybrid; 3 days onsite, 2 days remote
Summary The Major Gifts Officer reports directly to the Chief Fund Development and Strategy Officer (CFDSO) as part of a six-person Fund Development team. The Major Gifts Officer will contribute to the department’s revenue goals and is responsible for creating and implementing a comprehensive major donor ($1,000+) and planned giving program, as well as a coordinated stewardship program for all individual donors.
Essential Duties
- Establish, maintain and grow a comprehensive major donor and planned giving program, with a focus on current donors of $500+ annually and identifying lower-level donors with capacity for increased gifts and planned giving.
- Develop and actively maintain a portfolio of at least 100 individual donors and prospects at the $1,000 and up level, in coordination with the CFSDO.
- Provide timely and accurate support to the CEO and the CFDSO for major gifts solicitations, including conducting donor research, preparing meeting strategies and ensuring prompt follow up and documentation.
- Serve as a key strategic partner in the planning and execution of multiple annual fundraising events, ensuring the events are leveraged for donor identification, cultivation, and stewardship.
- Implement and oversee a coordinated stewardship program that ensures consistent, timely, and high-quality acknowledgement and engagement for all individual donors, regardless of giving level.
- Develop and execute data-driven strategies to identify, qualify, cultivate, solicit and steward major donors using the donor database and other organizational resources.
- Contribute to the design and execution of program-aligned major giving initiatives by providing insight, research, and strategy recommendations.
- In close collaboration with the CFSDO, lead major and planned giving cultivation, solicitation, and stewardship activities, ensuring all actions meet organizational expectations and advancement goals.
- Establish and maintain a systematic, organization-wide planned giving program in partnership with the CEO, CFSDO, and external consultants, ensuring consistent processes, donor education, and pipeline development.
- Other duties as assigned.
- Ability to effectively manage time (schedules, deadlines, etc.) and paper (forms, documents, etc.).
- Ability to follow directions and work independently.
- Excellent interpersonal and organizational skills.
- Ability to operate office equipment such as personal computers and calculators.
- Ability to coordinate eyes, hands, and fingers in performing word processing, writing, reading, and similar tasks.
- Ability to lift 15-20 pounds.
- Visual acuity is necessary to review documents.
- Hearing acuity sufficient to use telephone and communicate with tenants, and staff.
- Ability to perform sedentary to light physical work involves sitting most of the time.
- Ability to engage with donors in a professional and approachable manner, with attire appropriate to each setting, and to foster a welcoming environment for all.
- Ability to work in an office environment.
- Ability to travel to various Bay Area sites as needed.
- Ability to add, subtract, multiply, divide, and calculate decimals, ratios, percentages, and fractions.
- Ability to calculate weights and measures.
- Ability to comprehend and correctly use fund development data within Microsoft Word and Excel.
- Ability to communicate effectively with residents, coworkers and staff at all levels, residents, government officials, both verbally and in writing.
- Ability to keep abreast of changes in policy, regulations, methods, operations, etc. as they apply to compliance and occupancy procedures and activities.
- Bachelor’s degree or equivalent professional experience.
- Three to five years of non-profit fundraising, specializing in major and planned giving experience.
- Demonstrated track record of successfully closing major gifts, including both outright and planned contributions.
- At least three years’ experience in developing a systematic program that builds and sustains strong and lasting relationships with donors.
- Experience with fundraising database software, preferably Raiser’s Edge.
- Knowledge of and experience with individual donor and planned giving strategies.
- Experience with program-based targeted campaigns.
- Familiarity with marketing and public relations strategies.
- Familiarity with San Francisco’s philanthropic community.