We are seeking a Major Gifts Officer to join our Philanthropic Services team. The incumbent will report to the Chief Revenue & Business Development Officer.
This is a full-time, exempt position at our Santa Barbara office.
Please review our Job Description below, before applying.
See the bottom of our ad for information regarding benefits!
The successful candidate will have demonstrated success in solicitations over $50,000 to high net worth donors. Candidates will be detail-oriented and committed to meeting tight deadlines. Preference will be given to those with a strong major gifts history, bachelor’s degree and/or relevant work experience. Applicants must be passionate about the work of the Santa Barbara Foundation when communicating with prospects, donors, trustees and staff and value being a part of an organization committed to teamwork and inclusion.
The Major Gifts Officer (MGO) will work with the Philanthropic Services team to meet the organization’s bold agenda through transformational philanthropy. The MGO will play a key role in developing a Major Gifts Program that will emphasize engagement. The goal of the Major Gifts Program is to identify prospects determined to have the major gifts capacity ($25,000 to $500,000 over five years) and increase the number of larger gifts to the foundation, including multiyear pledges. The MGO will also promote the organization to corporations and foundations, and will work with the Chief Revenue and Business Development Officer (CRBDO) on outreach and relationship-building with these groups.
- Achieve annual fundraising and activity goals by soliciting gifts of $25,000 and higher from donors and prospects.
- Manage portfolio of approximately 150 prospect donors:
- Create and maintain a moves management plan for each donor that will serve as a foundational communication, cultivation, solicitation, and stewardship plan for that individual. Execute the plan on a timely basis so individuals are retained and upgraded.
- Make 10-20 personal acquisition/cultivation/ solicitation contacts and visits per week to prospective donors.
- Prepare written proposals, informational materials, endowment agreements, gift illustrations and other materials needed to secure major gifts.
- Work with staff to secure appropriate project information, including budgets, and create offers, proposals and asks that will be used with persons on the portfolio to secure gifts.
- Work with staff to attain strong understanding of the SBF and its services. Use this information to identify programs and projects that would attract gift support from individuals, corporations and foundations.
- Maintain working knowledge of planned giving vehicles, identify and contact planned giving prospects, and act as a source of information for interested donors.
- Recommend and assist with involving the CEO, board members, program staff or other key influencers in cultivating, soliciting and stewarding donors.
- Work closely with the CRBDO to develop new ideas and innovative approaches to major gift fundraising.
- Complete periodic reports as required by management that accurately reflect caseload activity and performance.
- Attend required meetings and events, and participate in committees as requested.
- Participate in professional development activities and maintain professional affiliations.
- Travel regularly to develop and strengthen prospect relationships.
- Keep Outlook calendar populated and updated, as per SBF’s standard.
- Other duties as assigned.
- A strong commitment to the Santa Barbara Foundation’s mission.
- A demonstrated ability to cultivate relationships including gift solicitation.
- An understanding of major gifts fundraising and campaign fundraising.
- Superior written and verbal communication skills.
- Detail-oriented and committed to meeting tight deadlines.
- Exceptional interpersonal skills: the ability to effectively work and interact respectfully within a diverse and inclusive environment, including internally amongst staff and externally in the broader community.
- The ability to develop relationships with high net worth individuals in a broad range of professions.
- Deep personal integrity and strong work ethic.
- Experience working with volunteers and a proven track record of collaboration in a team environment.
- The ability to travel and attend functions during and after normal business hours.
- Demonstrated success in solicitations over $50,000 to high net worth donors.
- Proficient in MS Office and experience with constituent relationship management programs, preferably Raiser’s Edge and Blackbaud products.
- A bachelor’s degree is required for this position as is four years of extensive experience in fundraising or a related field/equivalent combination of related education and experience.
- General office environment
- Dog-friendly office (well-behaved pets, only)
- Significant telephone and computer work (repetitive movement – typing)
- Frequent sitting, standing, walking, climbing stairs, bending and occasional lifting of light loads (10lbs.)
- Frequent travel primarily within Santa Barbara County to our satellite office, donors’ homes, or to off-site event locations.
- Regular travel, via car as a driver or passenger, within Santa Barbara County.
- Intermittent travel outside of the county via car, plane or train.
At SBF, we value wellness and offer a very generous benefits package, including: up to 15 days of PTO in the first year of employment, sick time, 401K with 4% matching in the first year and an additional 6% of profit sharing after one year anniversary, fully paid medical and ancillary benefits, massages and more!
All applicants are required to submit both a resume and cover letter to firstname.lastname@example.org.
No calls, please.