Director, Individual & Planned Giving

About the role

The Director, Individual & Planned Giving Directs And Executes The Comprehensive, Strategic Fundraising Plan To Support Institutional Funding Priorities And College Goals, Including Annual And Endowed Student Scholarships, Endowed Faculty Chairs, Academic Program Support, Capital Projects, And Special Programs Benefiting Students, Faculty, And The Community. Manages The Individual And Planned Giving Team, Leading All Aspects Of Individual And Planned Giving, Including Annual Funds, Alumni Relations, Leadership Annual Giving, Major And Planned Giving, Philanthropy Programs, And Outreach.

Responsibilities

• Ensures Individual and Planned Giving development strategies reflect integrity, best practices, and established ethical principles of philanthropy.
• Manages a portfolio of leadership annual and major gift donors and prospects, meeting annual goals for contacts, proposals, and contributions.
• Collaborates with the Chief Advancement Officer (CAO) to develop and implement annual and multi-year fundraising plans that support college goals.
• Supervises staff responsible for Individual and Planned Giving programs including annual fund/alumni, leadership annual giving, major and planned giving, volunteer leadership, stewardship, and special fundraising initiatives.
• In partnership with the Director, Donor Relations and Experiences, the Director, Individual and Planned Giving follows the Donor Relations practices and tracks activity in Valencia’s CRM. Collaborates and coordinates with Donor Relations and Experiences team on engagement planning, recognition, impact reporting, stewardship events, and creating follow-up plans.
• Uses data-driven metrics to monitor and evaluate development processes and performance outcomes and tracks Pipeline, Prospect, and Opportunity Management in Valencia’s CRM.
• In collaboration with the CAO, closely manages the major gifts program and its core processes, including pipeline development, prospect qualification, and moves management, and communicates progress toward philanthropic goals with the CAO.
• Represents the Foundation at community events, often occurring in the early mornings, evenings, and weekends.
• Collaborates with Valencia College community relations and marketing teams to ensure alignment of communications plans with goals and adherence to Valencia standards.
• Recommends, updates, implements, and monitors advancement policies and procedures relating to individual and planned giving.
• In collaboration with the CAO, develops and manages fundraising and campaign budgets.
• Performs other related duties as assigned.

Qualifications

• Preferred Responsible Three to five (3-5) years of progressively responsible and relevant fundraising experience at a college or comparable nonprofit organization to include such things as securing leadership-level gifts; developing and executing successful capital, major gifts and comprehensive campaigns; and managing, coaching and motivating teams to achieve strategic goals and performance objectives.
• Preferred Education & Field of Study: Master’s degree from a regionally accredited institution.
• Preferred Type of Experience: Experience in leading institutional change or in building a new organization.
• Preferred Licenses/Certification: Certified Fund Raising Executive or Advanced Certified Fund Raising Executive designation.

Skills and Abilities

• Knowledge of philanthropic principles, strategies, reporting and evaluation, and the capacity to participate in all aspects of the gifts cycle, from identification to solicitation and stewardship.
• Ability to provide an effective work approach that favors innovation, communication, collaboration, strategic thinking and performance results.
• Knowledge of marketing, public relations, and special-event planning methods and techniques, as they support and enhance relationship building and portfolio management efforts.
• Skill in effectively communicating with and presenting to – interpersonally, verbally and in writing – a wide range of individuals, organizations, and constituencies.
• Ability to effectively work independently, and with teams and partners.
• Ability to organize, prioritize and make decisions.
• Ability to research, analyze and evaluate.
• Ability to engage groups and facilitate meetings, events, and partnerships.
• Ability to design, implement and manage multiple projects, while leading assigned staff, partners, and volunteers.
• Flexibility to identify, capture and implement new opportunities to engage constituents.
• Ability to work with alumni, students, and staff, as well as others within the community.
• Strong leadership skills with the ability to persuade and influence.
• Ability to build, train, empower, encourage, and assess teams, while also actively participating in a comprehensive development program.
• Ability to handle staff and donor interactions with respect, professionalism, sensitivity, integrity, and ethics.
• Proficiency with Raiser’s Edge donor wealth engines and other relevant technology.
• Ability to prepare, recommend and manage the advancement budget and resources.