Development Officer, Major & Institutional Giving

We need to output HTML fragment with sections: About the role? Actually we have Position Summary, Key Responsibilities, Minimum Required Education and Experience, Competencies, Working Conditions/Work Schedule, Physical Working Requirements, Travel. Also maybe Benefits? Not present. Pay? Not present. Schedule? Not present (though Working Conditions/Work Schedule includes schedule). We should include sections only if real content. We must not repeat job title as heading. Use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. We need to preserve all substantive information, remove boilerplate (EEO etc). The opening paragraph about equal employment opportunities is boilerplate; remove. Also mission statement? "Our Mission Our Children’s Trust empowers..." That's substantive? It describes mission; could be part of About the role? Might be considered background. We can include as a paragraph under maybe "About the Organization" but not required heading. Since we only output sections when we have heading. Could embed mission in a

  before first heading? The instruction: Output ONLY the HTML fragment — no /. It didn't forbid having stray paragraphs before headings. But better to include them under a heading like "About the Organization" if content exists. However we have no explicit heading for that. Could treat "Our Mission" as a heading? Not in allowed list. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we must map content to those headings. "About the role" could include position summary and mission? Probably Position Summary fits About the role. So we will put Position Summary under

  About the role

  . Then Responsibilities under

  Responsibilities

  with lists. Then Requirements/Qualifications? We have Minimum Required Education and Experience (that's qualifications) and Competencies (skills). Could combine Requirements and Qualifications? The instruction: use headings for those categories if content exists. We have both Minimum Required Education and Experience (qualifications) and Competencies (skills). We'll output

  Qualifications

  for education/experience, and

  Skills

  for competencies. Also we have Working Conditions/Work Schedule (schedule) and Physical Working Requirements and Travel. Could combine into Schedule? But schedule is about work hours; we have that. Physical Working Requirements maybe not a standard heading; we could omit if not matching allowed headings. Travel could be part of Schedule? Not exactly. But we could create a

  Schedule

  that includes work schedule, travel, physical requirements? However instruction: never create Pay/Schedule/Benefits sections unless posting actually states them. It does state Working Conditions/Work Schedule (includes schedule) and Travel. So we can create Schedule section containing both work schedule and travel and physical requirements? Might be okay but risk of mixing unrelated. Better to create separate sections if they match allowed headings: Schedule (yes), maybe Benefits (no), Pay (no). Physical Working Requirements not in list; we could drop it? But we must preserve ALL substantive information. If we drop it, we lose info. Could we incorporate physical requirements into Schedule section as a paragraph? That would still preserve info. The instruction: "Prefer a few substantive sections over many thin ones." So we can combine into Schedule section. Thus sections: About the role, Responsibilities, Qualifications, Skills, Schedule. Now we need to format lists. Responsibilities: The posting has bullet points under Key Responsibilities with subheadings: Major Gifts and Donor Portfolio Management, Institutional Giving and Foundation Relations, Strategic Market and Donor Development, Leadership, Board, and Volunteer Engagement, Donor Communications and Fundraising Materials, Fundraising Operations and Collaboration. Each has multiple sentences. We need to turn each duty into
• . Could treat each sentence as list item. But we need to preserve all substantive information; we can break into list items per bullet point (the sentences). We'll create a
  with
  • for each responsibility sentence. Similarly for Qualifications: Minimum Required Education and Experience: list of options. Could be a
    with each option as
    • . Skills: Competencies list: each bullet as
    • . Schedule: We'll have paragraphs for work schedule, travel, physical requirements. Now we need to strip boilerplate: The initial EEO paragraph, also the line "This job description is not designed to cover..." maybe boilerplate; remove. Also "As the development team grows..." is substantive (leadership expectation). Keep. Now produce HTML. Let's craft. First, About the role: include Position Summary and maybe Mission? The mission statement is about organization; could be included as part of About the role. We'll add a

      with mission. Position Summary text: "The Development Officer, Major & Institutional Giving will play a key role in growing sustainable philanthropic support for Our Children’s Trust by cultivating, soliciting, and stewarding individual donors, family foundations, institutional funders, and high-capacity prospects. Working closely with the Senior Director of Donor Development and organizational leadership, this position will manage a portfolio of donors and prospects, support foundation and institutional funder relationships, develop individualized engagement strategies, and help move supporters toward deeper investment in OCT’s youth-led, science-based constitutional climate litigation. This role will focus on relationship-based fundraising across both individual and institutional giving, including donor cultivation, solicitation, stewardship, proposal development, funder communications, grant reporting, donor briefings, and moves management. The position requires excellent relationship-building skills, strong writing and communication abilities, sound judgment, comfort with complex legal and climate issues, and the ability to translate OCT’s litigation, youth leadership, and trauma-informed approach into compelling philanthropic opportunities. As the development team grows, this position is expected to assume increasing responsibility for supervising and mentoring development staff, coordinating day-to-day fundraising workflows, and helping strengthen development systems and processes. OCT has a strong preference for candidates based on the West Coast or in another strategic donor market, but location is not an absolute requirement. The right candidate will bring demonstrated fundraising success, strong donor instincts, and the ability to travel for donor meetings, funder engagement, organizational events, and litigation-related opportunities." We'll put that in

      . Now Responsibilities: We'll create a

      with each duty sentence. Let's extract sentences from each subsection. Major Gifts and Donor Portfolio Management: - Manage a portfolio of individual donors, family foundations, institutional funders, and high-capacity prospects, with responsibility for qualification, cultivation, solicitation, stewardship, and revenue growth. - Develop individualized donor and funder strategies using moves management principles, philanthropic interests, giving history, capacity, and engagement opportunities. - Grow revenue by retaining existing supporters, increasing giving where appropriate, and identifying new major gift and institutional funding opportunities. - Prepare for and participate in donor and funder meetings, solicitations, briefings, and follow-up communications. - Build a robust planned giving program with donor education, marketing and stewardship to build long-term legacy support. - Maintain accurate donor records, contact reports, next steps, and portfolio activity in Neon or other donor management systems. - Monitor donor trends, engagement opportunities, and portfolio progress, and make recommendations to strengthen fundraising performance. Institutional Giving and Foundation Relations: - Support and manage relationships with foundation, family foundation, and institutional funders in collaboration with the Senior Director of Donor Development and organizational leadership. - Draft and coordinate proposals, concept notes, grant reports, letters of inquiry, funder updates, and other institutional giving materials. - Track grant deliverables, reporting deadlines, funding restrictions, and stewardship obligations to ensure timely and accurate follow-through. - Work with program, legal, finance, and operations staff to gather information needed for proposals, reports, budgets, and funder communications. - Help identify new institutional funding prospects aligned with OCT’s litigation, youth engagement, trauma-informed care, education, communications, and organizational priorities. Strategic Market and Donor Development: - Build and deepen relationships in priority donor markets, with a preference for West Coast engagement and flexibility to pursue other strategic markets where the candidate brings strong relationships or opportunity. - Identify opportunities for donor and funder cultivation through litigation milestones, youth leadership moments, organizational updates, events, board connections, and partner engagement. - Coordinate donor stewardship and cultivation opportunities that advance fundraising goals and deepen connection to OCT’s mission. Leadership, Board, and Volunteer Engagement: - Support the Senior Director of Donor Development, Executive Directors, Founder, board members, and other organizational leaders in donor and funder cultivation, solicitation, and stewardship. - Prepare donor and funder briefings, talking points, reports, and development updates for leadership, board members, and other key stakeholders. - Support engagement opportunities for board members, volunteers, and ambassadors who can advance OCT’s fundraising efforts. - Assist with Development Committee activities and volunteer fundraising initiatives as assigned. Donor Communications and Fundraising Materials: - Develop fundraising materials and donor communications, including proposals, appeals, acknowledgments, donor updates, impact reports, pitch materials, institutional funder updates, and stewardship resources. - Maintain a strong understanding of OCT’s legal strategy, case developments, youth leadership, and organizational priorities in order to communicate effectively with donors and funders. - Translate complex legal, climate, constitutional, and youth-centered work into clear, compelling, and funder-appropriate language. Fundraising Operations and Collaboration: - Use donor data and reporting tools to support portfolio management, track progress toward fundraising goals, and evaluate donor and funder engagement strategies. - Collaborate with Operations and Finance on donor data, gift tracking, grant coding, CRM processes, fundraising systems, and alignment with finance systems as needed. - Support annual fundraising initiatives, donor acquisition, renewal, retention, sustaining donor efforts, planned giving, and corporate or philanthropic partnerships where aligned with development strategy. - Maintain accountability and compliance with applicable fundraising ethics, regulations, confidentiality expectations, grant requirements, and organizational policies. - Provide supervision, coaching, and project management for development staff, interns, consultants, and contractors, as assigned, while helping establish effective fundraising systems and workflows. Now Qualifications: Minimum Required Education and Experience options: - 7 years of fundraising experience - Associate’s degree and 5 years of fundraising experience - Bachelor’s degree and 3 years of fundraising experience - Master’s degree and 2 years of fundraising experience We'll list as
      • . Skills (Competencies): - Demonstrated success cultivating, soliciting, and stewarding donors, funders, or high-capacity prospects. - Experience managing a donor or funder portfolio and using moves management practices to grow engagement and revenue. - Strong writing skills, including experience drafting proposals, funder updates, donor communications, reports, or other fundraising materials. - Strong relationship-building skills and the ability to work effectively with donors, funders, board members, volunteers, organizational leaders, and colleagues. - Ability to translate complex work into clear and compelling donor- and funder-facing communications. - Experience using donor databases or CRM systems to track activity, manage portfolios, and support fundraising strategy; experience with Neon is a plus. - Strong organizational skills, attention to detail, and ability to manage multiple relationships, deadlines, proposals, reports, and priorities. - Ability to exercise discretion, sound judgment, and confidentiality in donor, funder, and organizational matters. - Commitment to OCT’s mission, youth-centered advocacy, climate justice, and trauma-informed organizational practices. - Ability and willingness to travel for donor meetings, funder engagement, events, and organizational priorities, especially in priority donor markets. Now Schedule: We'll include work schedule, travel, physical requirements. Work is primarily performed in a standard office setting. Work is primarily performed Monday through Friday during regular business hours; however, evening and weekend hours may be necessary dependent upon case activity, deadlines, and workload. Physical Working Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations will be provided to the extent possible and appropriate in the event of ADA qualifying disability. - Prolonged periods of sitting at a desk and working on a computer. - Ability to occasionally lift and carry up to 20 pounds. Travel: Some