Senior Manager of Major Gifts & Planned Giving

Senior Manager of Major Gifts & Planned Giving Reports to: Director of Development Supervises: Two gift officers Classification: Exempt / Salary Type: Full-Time, Regular POSITION SUMMARY: The Senior Manager of Major Gifts & Planned Giving plays a crucial leadership role in driving individual philanthropic revenue. This individual spearheads the comprehensive strategy to grow the Leffingwell Society (major gift [...]

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AliceRome

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Senior Manager of Major Gifts & Planned Giving

Reports to: Director of Development

Supervises: Two gift officers

Classification: Exempt / Salary

Type: Full-Time, Regular

POSITION SUMMARY: The Senior Manager of Major Gifts & Planned Giving plays a crucial leadership role in driving individual philanthropic revenue. This individual spearheads the comprehensive strategy to grow the Leffingwell Society (major gift society for annual donors of $1,000 and above) by directly supervising a team of two gift officers —which includes overseeing the corporate and foundation grants portfolio as a targeted component of the team’s work—and directing the strategic assignment of donor portfolios. Furthermore, this role leads the overall strategy to grow the Nathan Frank Society (planned giving program) and manages a significant personal portfolio of major donors.

FUNCTIONS OF THE JOB:

Major Gifts & Individual Giving Leadership

• Leffingwell Society Strategy: In consultation with the Director of Development, lead the overall strategy to identify, cultivate, solicit, and steward donors to grow the Leffingwell Society ($1,000+ annual leadership giving membership program).
• Team Supervision & Grants Oversight: Lead and manage a team of two development professionals. Provide mentorship, guidance, and day-to-day oversight, including supervision of the team member managing corporate and foundation grants.
• Portfolio Oversight & Management: Oversee and strategically assign donor portfolios across the individual giving team, while personally managing a portfolio of significant current and prospective major gift donors.

Planned Giving Leadership

• Nathan Frank Society Strategy: Develop and execute the overall strategy to grow the Nathan Frank Society (planned giving program).
• Estate & Tax Planning: Utilize a understanding of tax and estate planning, including knowledge of planned giving vehicles, to secure deferred gifts.

General Fundraising & Operations

• Collaboration: Work collaboratively with the Development Team, Development Committee, and Board of Directors to identify, cultivate, solicit, and steward current and prospective donors.
• Event Fundraising: Collaborate with the Events Manager and Senior Manager of Sponsorship & Business Development to plan and execute the Hat Luncheon, the organization’s annual signature fundraising event.
• Women’s Committee Leadership: Provide guidance and direction for the Women’s Committee, an enduring group of dedicated Forest Park supporters.
• Data & Budget Management: Track and report relationship-management activity using Raiser’s Edge; manage projections and budgets related to appropriate programs.
• Donor Engagement: Meet with current and prospective donors in various locations in Forest Park, off-site, and at private residences; attend Development and organization events.
• Other Duties: Perform other duties as assigned.

POSITION QUALIFICATION REQUIREMENTS:

• Education: Graduation from an accredited college or university with a Bachelor’s degree or higher (equivalent job experience will be considered).
• Experience: Minimum of five to seven years of related experience, including supervisory experience.
• Fundraising Track Record: Proven success in major gift and planned giving fundraising.
• Technical Knowledge: Understanding of tax and estate planning, including knowledge of planned giving vehicles.
• Software Proficiency: Proficient knowledge of Microsoft Outlook & Office suite (Word, Excel, and PowerPoint) and experience with fundraising platforms/programs (e.g., Raiser’s Edge).
• Interpersonal Skills: Exceptional interpersonal and communication skills, with the demonstrated ability to build relationships with individuals from varying backgrounds.

LICENSE(S)/CERTIFICATION(S) REQUIRED:

• Valid driver’s license.

PHYSICAL WORK REQUIREMENTS/WORK CONDITIONS:

• Constantly operates computers and other office equipment.
• Frequently works in an indoor office environment.
• Occasionally required to traverse the park over uneven terrain during events.
• Occasionally lifts and moves materials up to 40 pounds.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws.

BENEFITS

Forest Park Forever offers Full-Time, Regular Employees:

• Insurance: Health, Dental, Vision, Life, Short-Term and Long-Term Disability
• Paid Time Off: Vacation, PTO, Paid Holidays
• Retirement: 401K

APPLICATION INFORMATION

Apply here: CBIZ20491:Career Search

Job Category

Development

Senior Manager of Major Gifts & Planned Giving

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Reports to:

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• Leffingwell Society Strategy: In consultation with the Director of Development, lead the overall strategy to identify, cultivate, solicit, and steward donors to grow the Leffingwell Society ($1,000+ annual leadership giving membership program).

• Team Supervision & Grants Oversight: Lead and manage a team of two development professionals. Provide mentorship, guidance, and day-to-day oversight, including supervision of the team member managing corporate and foundation grants.

• Portfolio Oversight & Management: Oversee and strategically assign donor portfolios across the individual giving team, while personally managing a portfolio of significant current and prospective major gift donors.

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Nathan Frank Society Strategy: Develop and execute the overall strategy to grow the Nathan Frank Society (planned giving program).

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This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws.

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CBIZ20491:Career Search