Key Facts

Remote From:

Full time

English

Hard Skills

Planned Giving Portfolio Management Fundraising Proposal Writing Prospect Management Fundraising Fundraising Online Communication Stakeholder Engagement

Other Skills

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Stewardship
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Time Management
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Teamwork
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Strategic Thinking
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Goal-Oriented
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Detail Oriented
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Relationship Building
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Creativity

Roles & Responsibilities

Experience managing a portfolio of major gift prospects and donors, including identifying, qualifying, cultivating, soliciting, and stewarding gifts
Ability to conduct donor meetings across in-person, virtual, phone, and written formats and develop individualized solicitation and stewardship strategies
Proven track record of meeting goals for outreach, visits, asks, and dollars raised, with ability to travel locally and nationally as needed
Familiarity with fundraising practices, moves management, drafting major gift proposals, and using a CRM to document activities; knowledge of compensation structures, assets, and liquidity events relevant to philanthropy

Requirements:

Manage a portfolio of approximately 125+ major gift prospects and donors, building strong relationships and securing major gifts
Conduct in-person, virtual, phone, and written donor visits to cultivate and solicit gifts
Develop and implement individualized solicitation and stewardship strategies to ensure College engagement and repeat giving
Draft major gift proposals and related donor materials in partnership with internal stakeholders, and follow internal processes for documenting activities, meetings, moves, and outcomes in the College's CRM; support institutional campaigns, special initiatives, and fundraising events as assigned

The American College of Financial Services

E-learning

About The American College of Financial Services

In this age of personal, purposeful service, your success requires you to embrace client complexities, grow your network and influence, support communities, and champion causes you care about. Founded nearly a century ago, we are the nation's largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College delivers leading certificate, designation, continuing education, and graduate degree programs. Our portfolio of applied financial knowledge also includes innovative consumer financial education programs, and our faculty represents some of the foremost thought leaders in the financial services industry. If you want to make real change and have an impact on your life and the financial lives of others, you've come to the right place. Over 200,000 alumni have achieved more with us — now it's your turn. #ExpandYourOpportunities with The American College of Financial Services.

Company type: SME

Industry: E-learning

Founded: 2018

Company size: 201 - 500

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Job description

The Major Gifts Officer (MGO) is responsible for identifying, qualifying, cultivating, soliciting, and stewarding a portfolio of major gift prospects and donors. Managing a portfolio of approximately 125+ prospective donors, the MGO will design and execute individualized cultivation, solicitation and stewardship strategies to secure gifts of $100,000 and above. Working as part of a collaborative Advancement team, the MGO builds strong relationships with individuals capable of making leadership annual, major, and planned gifts in support of The College’s mission, strategic priorities, and Centers of Excellence.

Essential Duties and Responsibilities

Manage a portfolio of approximately 125+ major gift prospects and donors building strong relationships and major gifts.
Conduct in-person, virtual, phone, and written donor visits to cultivate and solicit gifts.
Develop and implement individualized solicitation and stewardship strategies to ensure College engagement and repeat giving.
Meet defined goals for outreach, visits, asks, and dollars raised.
Identify and qualify annual donors for entry into the Second Century Society and Investor’s Club pipeline.
Travel locally and nationally to identify, qualify, cultivate, solicit and steward major and planned giving prospects within assigned portfolio.
Collaborate with Advancement colleagues, volunteers, faculty and staff, and Center leadership to support strong cultivation through stewardship strategies.
Utilize research, data analysis and other insights to inform the appropriate solicitation level and opportunity that is tailored to the prospect’s philanthropic goals.
Draft major gift proposals and related donor materials in partnership with internal stakeholders.
Follow all internal processes for documenting activities, meetings, moves, and outcomes in The College’s CRM system.
Support institutional campaigns, special initiatives, and fundraising events as assigned.
Attend College events including events hosted by the Advancement and Alumni Relations Division as well as institutional events as needed.
Design and execute creative strategies and moves management plans for major gift prospects; Fluency in compensation structures, assests, and liquidity events relevant to philanthropy.