Jobs · OTHR · California

Major Gifts Officer

UNCF · San Francisco, CA · 2 mo ago
On-siteOTHR$105k–$118k/yrFull-time

About the role

The Major Gifts Officer (MGO) will manage a portfolio of approximately 125+ major gift donors. The MGO will be responsible for identifying strategic opportunities, developing and implementing initiatives to identify, cultivate and solicit high-net worth donors to ensure a strong base of perpetual financial support.

Primary responsibilities and duties

  • Designs and implements innovative strategies to identify, cultivate and solicit high-net worth donors for major gifts ($25K and above).
  • Identifies and rates individual major gift prospects. Obtains information concerning financial capability, special interests, giving history, and current connections to UNCF and other causes.
  • Effectively prepares meeting materials, stewardship reports and major gift solicitations including, but not limited to high-quality solicitation materials, proposals and investment decks.
  • Manages communication and donor interactions with programmatic leadership, including the President and CEO. Make direct, face-to-face solicitations (local and national), and assist the CEO, board and leadership staff with their solicitation (e.g. provide portfolio development support, strategic counsel, and help with donor communications).
  • 12 to 15 in person visits per month.
  • Analyzes prospect research with a keen understanding of moves management to steward donors towards major gifts. Utilize Raiser’s Edge to track and manage donor/prospect portfolio and monitor individual results toward fundraising goal; adhere to timely reporting of results to ensure accuracy of the fundraising pipeline and year-end projection forecasts.
  • Provides stewardship over existing and future individual major gift and planned giving donors.
  • Identifies, recruits and services volunteers. Maintains current and accurate files on all individual donors.
  • Maintains compliance with UNCF policies, procedures, rules and regulations.

Qualifications

  • Education and/or Experience: A Bachelor's degree from four-year College or university and at least 8-10 years of experience in fundraising, with 3-5 years of specific experience in cultivating individual gifts.

Competencies

  • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Analytical - Collects and researches data; Designs workflows and procedures.
  • Donor Stewardship – Ensure that a donor’s gift intentions and expectations are met within the parameters of UNCF’s Gift Policies to ensure a long-term, mutually-beneficial relationship. Manage difficult or emotional donor/prospect occurrences; Respond promptly to donor/prospect needs and requests for service or assistance; solicit donor feedback to improve service; meet commitments.
  • Ethics - Treat people with respect; inspires the trust of others; work with integrity and ethically; uphold organizational values.
  • Interpersonal Skills - Focuses on solving conflict, not blaming; maintain confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things.
  • Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.
  • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
  • Written and Oral Communication - Writes and speaks clearly, persuasively and informatively. Able to read and interpret written information. Responds well to questions; Demonstrates group presentation skills.

Compensation and benefits

  • Benefits include: Medical, Dental & Vision Vacation, Sick & Personal Leave Life Insurance (Basic & Optional) Flex Spending Accounts 403(b) Retirement Account Holiday Savings Plan Annual Incentive Pay Salary Range: $104,600 to $117,700 (Salary is commensurate with experience.)
  • This is a hybrid role: 4 days on-site and 1-day remote per week, located in UNCF’s Los Angeles Area Office.
  • Background checks required.
  • UNCF is EOE M/F/D/V

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