Department: Development & Communications
Reports to: Director of Individual and Leadership Giving
Classification: Full time, Exempt
The Major Gift Officer is responsible for maintaining and increasing funding from high net-worth individuals through effective identification, cultivation and solicitation.
Essential Functions of Position:
Essential Duties and Responsibilities:
- Identify, cultivate, solicit, steward and retain qualified prospects and donors. Manage a portfolio of approximately 200 qualified relationships, and apply a moves management approach to the portfolio, with a custom cultivation strategy for each donor.
- Establish a strategic and systematic focus on closing multi-year commitments from high net-worth individuals. Meet or exceed budget goals.
- Strategically engage board members, organization executives and current donors in peer-prospect identification, visits, and closings.
- Routinely network with corporate executives, and interact with high-net worth individuals for the purpose of cultivating personal relationships and developing personal giving.
- Work collaboratively with the Donor Stewardship Manager to analyze portfolios and strategize upgrades, and with Corporate Development Officers to cultivate individual gifts from corporate partner executives.
- Demonstrate a sense of curiosity for donors – seeking to “crack the code” of what compels each donor to give substantially by asking the right questions – and able to personally adapt as needed to meet the needs of donors.
- Successfully align partner interests with HEBSV’s strategy and demonstrate a strong value proposition.
- Promote and close complex sales such as campaign, endowment, and planned gifts.
- Assist with the planning and implementation of at least one recognition / cultivation event for major donors each fiscal year with specific responsibility for filling the venue and meeting event revenue goals. Additionally, assist with other HEBSV events (tours, informational activities, fundraising house parties, etc.) that could be used as tools to cultivate major donors and donor prospects.
- Guide the development of compelling proposals and oversee the development of creative presentations and reports. Coordinate benefits and recognition for individual partners.
- Bachelor’s degree
- 5 years paid nonprofit experience in individual donor development and major gift solicitation
- Experience managing a portfolio of high net worth individual donors
- Excellent writing, editing, and verbal communications skills with the ability to make dynamic group presentations
- Strong planning skills, including the ability to anticipate tasks, set priorities, meet deadlines and function smoothly under strict deadlines and shifting priorities.
- High-level computer literacy skills. Experience with donor databases, ideally Raiser’s Edge
- Strong team player who also works well independently
- The capacity to develop and maintain positive and productive relationships with donors, volunteers, Board of Directors, and staff
- Local knowledge of the Bay Area philanthropic community
- Commitment to affordable housing and to HEBSV's mission
- Full-time, flexible hours. Some weekday evenings and weekends required
Note: This document describes typical duties and responsibilities and is not intended to limit management from assigning other work as needed.
Interested candidates must submit both a cover letter and resume to Lucinda Lee O’Sullivan, Director of HR & Operations at email@example.com.