The Philanthropy Officer, Individual & Planned Giving is a key
member of the Development team helping to raise the organization’s
$5M+ Annual Fund and major gifts for other special initiatives and
projects. The Philanthropy Officer will be at the forefront of
stewarding and growing key partnerships, as well as identifying new
partners in alignment with Boys & Girls Clubs’ organizational
- Actively manage a portfolio of 100 key donors and prospects who
have strong capacity and affinity to support the Clubs.
- Raise a minimum of $1M in unrestricted funding toward the Annual
Fund goal with a focus on donor retention and growth.
- Create, execute, and evaluate a personal fundraising plan for
their portfolio and refresh annually.
- Develop customized strategies and moves management plans for
the top 25 donors in portfolio.
- Incorporate planned giving asks into the overall strategy for
individual donors and trustees, as the team works toward a goal
of building the endowment from $30M to $100M.
- Engage donors in meetings; with an expectation to hold 7+ donor
meetings per week in person and/or via phone/video conference.
- Complete pre-call planner in advance of meetings to plan strategy
and capture notes and next steps in Raiser’s Edge database.
- Responsible for BGCGM’s planned giving program, including but not
limited to: the promotion of planned giving opportunities, sharing
expertise and knowledge with Development team, and the solicitation
and cultivation of prospective and current planned giving donors.
- Collaborate with Director of Development-Donor Relations and BGCGM
Trustee Council in support of fundraising activities, meeting
- Work collaboratively with peers in the Development Department
throughout the donor cycle to understand donor giving history &
interests requesting research from the Data Services & Prospect
Research Manager, preparing asks, proposals, and ensuring reporting
is completed by the Grants & Fundraising Communications Manager,
and ensuring gifts are properly processed, acknowledged, and
stewarded working with the Data Services & Prospect Research
Manager and the Development Coordinator.
- Work collaboratively within the Department to develop and refine
donor giving circle programs and ensure benefits for the donors in
their portfolio are delivered.
- Work with the Director of Development-Donor Relations to
incorporate strategies using influencers from the Development
Committee, Board of Trustees, and other volunteers.
- Meet regularly with Director of Development-Donor Relations and VP
of Development to assess account plans, review strategies and track progress.
- Work with senior leadership and the Development team, providing
background and context on partnerships and community events that may
influence solicitations and future conversations with area leaders
- Serve as spokesperson for the organization through media
interviews, public speaking, networking events, board of trustees
interactions and donor meetings.
- Demonstrate and communicate BGCGM philosophy, objectives,
standards, and programs through all methods available to members,
their parents, and the general public. Provide quality program
activities that are inclusive, welcoming, respectful, and responsive
to the diversity of members, families, and community.
The physical demands described here are representative of those that
must be met by an employee to successfully perform the essential
functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly
required to sit and use hands to touch, handle, or feel. The employee
is occasionally required to stand and reach with hands and arms. The
employee must occasionally lift and/or move up to 30 pounds. Specific
vision abilities required by this job include close vision, distance
vision, and ability to adjust focus.
The work environment characteristics described here are
representative of those an employee encounters while performing the
essential functions of this job. Reasonable accommodations may be made
to enable individuals with disabilities to perform the essential
functions. The noise level in the work environment is usually moderate.