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Leadership Annual Gift Officer

Position Summary

The Leadership Annual Giving (LAG) Program is responsible for the identification, qualification and solicitation of leadership annual gifts and contributes to the identification of future major gift donors.  Leadership Annual Gift Officers meet with prospective donors to identify their giving capacity and ask for donations between $1,000 and $10,000. Success of the LAG officer will be measured on his/her ability to increase annual giving and to develop a strong pipeline of major gift donors. The LAG officer will travel across the nation to meet with prospective donors. The work is highly collaborative with other development colleagues, and requires extensive one-on-one contact with alumni, donors, and volunteers.

Core Responsibilities include but are not limited to:

  1. Make assessments to qualify prospects as current major gift prospects ($25,000 or more) and collaborate with central and constituent development officers to refer prospects.
  2. Partner with the prospect research department to identify and contact individuals with capacity to make gifts at the leadership annual giving level.
  3. Contact, via telephone, email and other methods, identified prospects to secure 1:1, face-to-face visits.
  4. Conduct personal visits (15-20/month) with prospects to present leadership annual gift solicitations ranging from $1,000-$10,000 and utilize a variety of gift vehicles including multi-year pledges.
  5. Makes effective use of the university’s prospect management database to ensure appropriate management of donors, prospects, alumni and volunteers. Utilize database to create reports, spreadsheets and manage database related projects as directed.
  6. Ensure the appropriate stewardship process is in place and executed for all donors within assigned portfolio and, in collaboration with development officers, implement strategy for engagement.
  7. Work closely with all additional annual giving programs, campaigns and strategies to help understand, exhibit and ensure leadership annual giving and 1863 Circle inclusion in all channels
  8. Interact with volunteers and advisory boards as they relate to leadership annual giving.
  9. Provide regular progress reports on prospect cultivation, solicitation and referrals and complete and file reports and all contacts in the Donor Management System in a timely manner.

Requirements:                     

  • Bachelor's degree and 1-3 years professional work experience.
  • Previous cold-calling and setting appointments via phone.
  • Demonstrable proficiency with time management – juggling multiple priorities, efficient travel planning or similar experience.
  • Results-oriented, quality-driven and team oriented.
  • Ability to meet deadlines and follow through on projects.
  • Experience with building cross-functional, interdisciplinary or intra-institutional partnerships.
  • A valid motor vehicle operator's license and acceptable driving record required.

Travel:                       

  • Significant travel required.

Physical Demands:               

  • Work is primarily sedentary. Must be able to sit for long periods of time. May require occasional physical exertion such as long periods of sitting or standing; recurring bending, crouching, stooping, stretching, reaching, or similar activities.
  • Desired Skills & Experience:                                   
  • Previous sales experience preferred.
  • Experience working in development at a university or corporate organization.
  • Proven ability to communicate effectively and persuasively with a diverse donor base, university leadership partners, foundation leadership and peers through verbal and written means.
  • Service oriented approach with the ability to listen and translate the needs of the donor into action.
  • Passion and enthusiasm for the university and the mission of the foundation.
  • Driven and hard working. 
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