Philanthropy Officer, Individual & Planned Giving

    • Job Tracking ID: 512400-764519
    • Job Location: Milwaukee, WI
    • Job Level: Mid Career (2+ years)
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: March 24, 2021
    • Years of Experience: 2 - 5 Years
    • Starting Date: ASAP
    • Average Weekly Hours: Full Time Exempt
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Job Description:

Job Summary:

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 goals.

Responsibilities:

  • 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 preparation, etc.
  • 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 and organizations.
  • 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.

Physical Demands:

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.

Work Environment:

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.

Experience and Skills

Education and/or Certification Requirements:

  • A Bachelor’s degree from an accredited college or university preferred.

Skills and Experience:

  • A minimum three years of experience in a nonprofit or sales environment, specifically with experience with personal solicitations and/or direct involvement with annual fundraising.
  • Demonstrated successful experience in securing major gifts/planned giving fundraising and developing strong relationships with donors.
  • Technology and computer literacy is essential. Applicant must be proficient in Microsoft Office programs and fundraising database experience (e.g., Raiser’s Edge NXT) is preferred.
  • The ideal candidate will be an entrepreneurial, self-motivated professional with the understanding and knowledge of trends in individual giving and insight into donor motivations. Applicants should be able to think and act independently and creatively to significantly broaden the organization’s relationships with individual donors and have the ability to work with colleagues across the organization, including executive staff and Board of Trustee members, and to establish and foster relationships that encourage a collaborative work environment.
  • Valid WI driver’s license, good driving record, and meet State required automobile insurance minimums.



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