Jobs · OTHR · California

Major Gifts Officer

IDEA · Santa Clara, CA · 1 mo ago
OTHRFull-time
We need to output HTML fragment with sections only if there is real content. Use

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to parse the posting. Job title: Major Gifts Officer Status: Full-time Division: Fund Development Location: Santa Clara, CA We should not repeat job title as heading. We can include metadata like status, division, location in a short

. The role overview is prose. We need sections: About the role (role overview). Responsibilities (essential duties). Qualifications (Qualifications And Competencies). Possibly Skills (some of the competencies could be skills). But we must not create thin sections. We can combine qualifications and skills maybe. But we have to follow headings list: we can use only those headings that have real content. We have no explicit Benefits, Pay, Schedule info. So we should not create those sections. We have "Qualifications And Competencies" which includes both qualifications and skills. Could split into Qualifications and Skills sections if there is enough content. Let's see: qualifications list includes Bachelor's degree required; CFRE preferred; 5 years experience; must excel in working with high net-worth individuals; demonstrated experience; strong ability to communicate; ability to lead meetings; experience writing proposals; strong collaborative skills; confident technical proficiency in Google Workspace; familiarity with ClickUp; strong organizational and project-management skills; ability to work independently and collaboratively; understanding of key international events; strong research skills; proficiency in database and membership management; experience using Salesforce; ability to travel; availability to work evenings/weekends; must be eligible to work in US. That's a mix of qualifications and skills. Could create two sections: Qualifications (education, experience, eligibility) and Skills (communication, technical, etc.). But we need to ensure we have substantive content for each. We could do:

About the role

... role overview ...

Responsibilities

  • ... each duty ...

Qualifications

  • Bachelor’s degree required; CFRE certification preferred
  • 5 years successful fundraising experience for nonprofit organization(s)
  • Must be eligible to work in the United States

Skills

  • Ability to work with high net‑worth individuals, families and businesses
  • Prospect identification, relationship building, donor solicitation, portfolio management, stewardship
  • Strong written and oral communication, persuasive and strategic
  • Experience writing effective proposals, summaries, reports
  • Strong collaborative and team‑oriented skills
  • Technical proficiency in Google Workspace; familiarity with ClickUp or similar platforms
  • Strong organizational and project‑management skills
  • Understanding of key international and national current events affecting humanitarian aid
  • Strong research skills and proficiency in database/membership management
  • Experience with Salesforce or similar CRM
  • Ability to travel independently within region and occasionally nationally
  • Availability to work evenings, weekends, extended hours during events
We should preserve all substantive info; we must not invent or summarize away detail. We need to ensure we didn't lose any details. Let's check original responsibilities list: - Manages and grows relationships with a portfolio of major donors and qualified prospects. - Develops and implements strategies for the identification of new donors, and for the cultivation and stewardship of current donors through appropriate personalized outreach initiatives. - Implements fundraising strategies from individuals through major gift campaigns, personal cultivation/solicitation, planned giving vehicles and special events designed for individual donors. - Contributes to major-gifts strategy and develops individualized engagement plans for assigned donors and prospects in coordination with the Regional Manager and appropriate Fund Development leadership. - Develops and manages the major gifts annual operational and revenue plans in conjunction with the regional team’s annual plan. - Coordinates and liaises with other Fund Development team members, executive management, and other relevant departments regarding relationship building and donor cultivation events, including briefings, private and public presentations, and special events to provide a source of targeted funding. - Contacts and meets with prospective and current donors through personal or virtual visits, spending approximately 50% of time meeting with active and prospective donors. - Participates in and assists with the regional development strategy and community outreach. Liaises with consultants and external contacts to progress and facilitate corporate giving and like strategies. - Works closely with executive management and fund development staff to ensure that major donors are acknowledged in a personal and time-sensitive manner and receive appropriate stewardship and impact reporting. - Writes and/or edits proposals, reports, acknowledgements, briefings, and letters to donors and prospects, pledge reminder letters and other documents. - Maintains and provides accurate records of all donor-related activities, engagement strategies, opportunities, and personalized notes. - Maintain familiarity with IDEA’s current campaigns, programs, projects, talking points, and relevant humanitarian and development issues. Serves as a well-informed representative and advocate for IDEA at donor meetings, community events, fundraising activities, masajid, and other regional activities as assigned. - Performs other related duties as necessary. We need to include all these as list items. We'll condense but preserve meaning. Must not invent or summarize away detail; we can paraphrase but must keep substance. It's okay to rephrase slightly but keep meaning. We'll produce
  • ...
for responsibilities. Now qualifications: we need to include all qualifications from "Qualifications And Competencies". Let's extract: - Bachelor’s degree required; CFRE certification is preferred - 5 years successful fundraising experience for nonprofit organization(s), preferred. - Must excel in working with high net-worth individuals, families and businesses, and have the ability to compel investment in IDEA’s mission. - Demonstrated successful experience and effectiveness in prospect identification, relationship building, donor solicitation, portfolio management, and stewardship. - Strong ability to communicate (written and orally) persuasively and strategically, with tact and diplomacy as necessary. - Ability to lead face-to-face meetings and the confidence to solicit funding using effective and appropriate language. - Experience in writing effective proposals, summaries, and reports and updates for fundraising purposes. - Strong collaborative skills and ability to contribute to the team environment. - Confident and technical proficiency in Google Workspace; familiarity with ClickUp or similar platforms is preferred. - Strong organizational and project-management skills that exhibit proven ability to follow through and follow up appropriately on assignments, and that exhibit strong time management skills. - Ability and desire to work independently and collaboratively to accomplish goals and projects. - Understanding of key international and national current events/political issues that affect humanitarian aid and development work. - Strong research skills along with proficiency in database and membership management. - Experience in using Salesforce or similar fundraising database or CRM preferred. - Ability to travel independently within the assigned region and occasionally nationally as required. - Availability to work evenings, weekends, and extended hours during events and campaigns. - Must be eligible to work in the United States. Also there is a statement about IDEA values and safeguarding etc. That is boilerplate? It's about organizational values, safeguarding, code of ethics, anti-harassment. According to instructions, we should remove EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The values statement might be considered boilerplate? It's not exactly EEO but it's about organizational values. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. Values statement may be considered legal/boilerplate? It's not exactly EEO but could be considered organizational policy. Safer to remove it? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." The values statement is not exactly legal but could be considered "legal"? It's about safeguarding, code of ethics, anti-harassment. That seems like legal/policy boilerplate. I'd remove it. Also we have "Role Overview" heading in original; we will turn that into About the role section. Now we need to ensure we don't create sections with filler like "commensurate with experience". Not present. Now produce HTML fragment. We'll start with a

for metadata: Status: Full-time; Division: Fund Development; Location: Santa Clara, CA. We can combine:

Status: Full‑time · Division: Fund Development · Location: Santa Clara, CA

Then About the role:

About the role

... role overview ...

Role overview text: "The Major Gifts Officer manages relationships with current and prospective major donors to generate revenue and deepen support for IDEA’s mission. Reporting to the Regional Manager, the Major Gifts Officer identifies, qualifies, cultivates, solicits, and stewards donors through personalized engagement strategies, meetings, proposals, and other meaningful outreach. The role works closely with regional staff, organizational leadership, volunteers, and cross-functional departments to grow the major-gifts pipeline, strengthen donor relationships, and advance IDEA’s fundraising and community-development goals." We'll put that in a

. Then Responsibilities

Responsibilities

    with each duty. We'll need to ensure we don't miss any. Let's craft list items: - Manages and grows relationships with a portfolio of major donors and qualified prospects. - Develops and implements strategies for identifying new donors and for cultivating and stewarding current donors through personalized outreach initiatives. - Implements fundraising strategies from individuals via major gift campaigns, personal cultivation/solicitation, planned giving vehicles, and special events designed for individual donors. - Contributes to major‑gifts strategy and creates individualized engagement plans for assigned donors and prospects in coordination with the Regional Manager and Fund Development leadership. - Develops and manages the major gifts annual operational and revenue plans in conjunction with the regional team’s annual plan. - Coordinates and liaises with other Fund Development team members, executive management, and relevant departments regarding relationship building and donor cultivation events (briefings, private/public presentations, special events) to provide targeted funding. - Contacts and meets with prospective and current donors through personal or virtual visits, spending approximately 50% of time with active and prospective donors. - Participates in and assists with regional development strategy and community outreach; liaises with consultants and external contacts to advance corporate giving and similar strategies. - Works with executive management and fund development staff to ensure major donors are acknowledged personally and promptly, receiving appropriate stewardship and impact reporting. - Writes and/or edits proposals, reports, acknowledgements, briefings, letters to donors and prospects, pledge reminders, and related documents. - Maintains accurate records of all donor‑related activities, engagement strategies, opportunities, and personalized notes. - Maintains familiarity with IDEA’s current campaigns, programs, projects, talking points, and relevant humanitarian and development issues; serves as an informed representative and advocate for IDEA at donor meetings, community events, fundraising activities, masajid, and other regional activities as assigned. - Performs other related duties as necessary. Now Qualifications

    Qualifications

      with items: - Bachelor’s degree required; CFRE certification preferred. - Minimum 5 years of successful fundraising experience for nonprofit organization(s). - Must be eligible to work in the United States. But we also have other qualifications like "Must excel in working with high net-worth individuals...". That seems more skill. We'll decide to put those under Skills. Thus Qualifications only include education, experience, eligibility. That seems reasonable. Now Skills

      Skills

        with rest: - Ability to work effectively with high net‑worth individuals, families, and businesses; ability to compel investment in IDEA’s mission. - Demonstrated success in prospect identification, relationship building, donor solicitation, portfolio management, and stewardship. - Strong written and oral communication skills; persuasive and strategic messaging with tact and diplomacy. - Ability to lead face‑to‑face meetings and confidently solicit funding using appropriate language

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