Overview

Major Gifts Officer Jobs in San Luis Obispo, California, USA at Association of Fundraising Professionals

Major Gifts Officer

Department:
Development

Supervisor:
Development Director

About Third Option Foundation

Founded during WWII, the CIA Special Activities Center (SAC) has shouldered an unprecedented burden in the advancement of our nation’s security. Since 9/11 alone, SAC has suffered the highest casualty rate and endured the longest continuous deployment cycle of any US military group serving overseas. However, due to the unique secrecy requirements of their covert service, officers and their families are not eligible for many of the existing private and public programs available to uniformed service members.

To fill this gap in support, Third Option Foundation was established in 2013 and today provides support programs for the officers and families of the CIA SAC including medical services, family resiliency and behavioral health services, and transition support for separating operators.

Summary

The Major Gifts Officer will work with the Development Team to achieve annual and endowment fundraising goals. The Major Gifts Officer will be responsible for managing a robust portfolio of high-net-worth donors and prospects with five- and six-figure giving capacity. The Major Gifts Officer will also work closely with the Executive Team to execute development strategies using standard operating procedures. This position is fully remote, with occasional travel required.

Donor Cultivation & Relationship Management

Work with the Development Director to plan, develop, and implement a targeted, integrated cultivation strategy for the assigned portfolio that builds a pipeline for major and planned gifts.

Manage a portfolio of 100-125 donors and prospects with major gift capacity of $25,000+.

Build and manage relationships with high-net-worth donors and prospects, demonstrating maximum discretion and professionalism.

Act as principal donor strategist for each prospect in designated portfolio including documenting a donor strategy and a relationship record of all interactions.

Assist in the development of marketing and communications products to increase awareness of giving options (including bequests, IRA/Qualified Charitable Donations, securities, real estate, charitable gift annuities, etc.) for increased annual giving and planned giving across a diverse range of donors.

Reporting & Data Management

Provide complete and accurate moves management reports including detailed call reports, revenue forecasts, data analytics, and other accomplishments.

Oversee review of donor database, creation of standard operating procedures, and data scrubbing in advance of major donor outreach efforts.

Qualifications

5+ years of major gift fundraising experience, preferably in a nonprofit environment.

3-5+ years’ experience managing CRM systems, preferably with Donor Perfect.

Exceptional oral and written communication skills.

A confident self-starter with the ability to initiate and follow through on new programs and projects.

5+ years’ experience directing or managing development department projects, including organizing and leading short/long-term inter-team tasks/projects to achieve desired outcomes.

Skilled at prioritizing short, medium, and long-term tasks and projects to ensure organizational priorities and timelines are met, including providing timely tracking and milestone reporting.

Experience planning and executing endowment fundraising.

Experience planning and executing planned giving.

Strategic, creative, and analytical skills.

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Title: Major Gifts Officer

Company: Association of Fundraising Professionals

Location: San Luis Obispo, California, USA

Category: Non-Profit & Social Impact (Community Health)

 

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