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Major Gifts Officer in Dallas, TX at The Family Place

Date Posted: 7/11/2018

Job Snapshot

Job Description

The Family Place seeks an experienced and dynamic individual to plan and manage activities to meet the short and long term goals for the major gift and planning program.

Position Summary: Builds individual major gifts by cultivating and maintaining relationships with donors and donor prospects; works closely with Vice President of Development to maximize opportunities for advancement of the mission of The Family Place. 

Key Responsibilities:
•Creates major gift strategies by analyzing current donor base and by qualifying and identifying donors.
•Plans and evaluates planned giving strategies for The Family Place.
•Manages a portfolio of 100 to 140 planned giving prospects and major gift donors; helps to secure and formalize their gifts and to forge their relationship with The Family Place.• Develops strategies and executes marketing plans that include mail, web, social media and paid resources to target audiences for each type of planned gift vehicle.
•Develops strategies and executes prospecting plans to identify, research and reach out to donors for planned gifts and major gifts.
•Develops interactive stewardship program for donors; plans and manages recognition events and benefits that will help to secure the lasting commitments of donors.
•Guides the development of The Family Place planned giving procedures, best-practices and gift acceptance policies.
•Coordinates planned giving activities among development staff to ensure that messages are integrated and fundraising efforts are cooperative.
•Works with board members to secure their own planned gifts and encourages them to reach out to new planned giving prospects.
•Prepares charitable gift annuity proposals and other gift agreements.
•Responds to requests for information about planned giving; researches, writes, edits, and proofreads solicitation and acknowledgment letters.
•Maintains accurate records in the shared database of all contacts and communications.
•Assists in the preparation of presentations and grant solicitations as assigned.

Other Duties: Performs other job-related duties as assigned.

Job Requirements

Requirements: Bachelor’s degree in related field and a minimum of 4 years fundraising experience either as staff or volunteer OR 3 years of closely related experience in trust and estate planning and/or probate law and knowledge of the planned and major gift vehicles, including bequests, charitable gift annuities, charitable trusts and beneficiary designations of life insurance and retirement.
 
Licenses and Certifications: Valid Texas Driver’s License and clear driving record

Knowledge and Skills and Abilities:
•Knowledge of the planned and major gift vehicles, including bequests, charitable gift annuities, charitable trusts and beneficiary designations of life insurance and retirement plan assets.
•Experience working with planning professionals including attorneys, trust officers, accountants, and financial planners for the purposes of securing gifts.
•Experience in securing major gifts.
•Knowledge of the Dallas philanthropic community, preferred.
•Requires the intellectual and emotional depth, maturity, self-confidence and interpersonal skills to work effectively and/or interact with diverse members of community, organization and client base.
•Excellent written communication and public presentation skills.
•Ability to handle confidential materials in an ethical manner.
•Ability to work well independently as well as under supervision.
•Knowledge of Raiser’s Edge, preferred.
•Commitment to The Family Place mission and ability to articulate it required. 

Mental and Physical Abilities: Duties are usually performed seated with occasional periods of standing or walking. Limited physical effort is required associated with lifting and carrying objects (less than 25 lbs).

Working Conditions: Work may be performed, but is not limited to an office environment. Ability to work some weekends and evening hours for special projects.