Schaumburg Business Association

Major Gifts Officer

Posted: 08/25/2019

PURPOSE:

The Major Gifts Officer is to secure funds for the organization by managing a group of assigned and qualified donors (caseload) assuring that as many as possible are retained as continuing donors to the organization and are upgraded in their giving of time and contributions. The MGO provides the opportunity for donors to receive recognition and increase future giving opportunities. The MGO will collaborate and engage with fundraising partners throughout the organization, including the Board, Executive Director and Leadership Team to advance relationships with prospects and supporters.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The list of essential duties and responsibilities, as outlined herein, is intended to be representative of the task to be performed. The omission of an essential function does not preclude management from assigning duties not listed herein is such duties are a logical assignment to the position.

  1. Will qualify a caseload of donors from a larger group of donors to the organization.
  2. Will create individual goals for each person on his or her caseload based on the donor’s history of giving and the organization’s knowledge of that donor’s potential.
  3. Will create a 12-24-month strategic plan for each donor that will serve as a foundational communication and marketing plan for each person on the caseload.
  4. Will faithfully and on a timely basis demonstrate excellent decision making and problem-solving skills while executing plans so individuals on the caseload are retained and upgraded.
  5. Will partner with program and the communications department to secure appropriate project information, including budgets, required to do necessary analysis and recommendations of offers, proposals and asks that will be used with persons on the caseload to secure gifts.
  6. Will develop strong working relationships with Adult and Children’s services, ChildBridge Center for Education, Rec Center, Center for the Arts, Horticulture Center and other internal programs to aid in developing proposals and asks.
  7. Will develop strong working relationships with external corporations and professional associations.
  8. Will create monthly reports as required by management that accurately reflects caseload activity and performance.
  9. Will perform other major donor activities as may be required.
  10. Will be responsible for reporting to the Board of Directors and the Leadership Team as needed, on the status of caseload, strategic plan and gifts received or pledged.
  11. Will be responsible for managing the annual budget for his/her major gifts department.
  12. Maintains annual American Heart Association certification in First Aid and CPR, if required for the position.
  13. Successfully completes Little City Foundation required training, re-training, and any additional training as required by Little City Foundation policies and practices, or as assigned by his or her immediate supervisor
  14. Other duties as assigned.

Performance Accountability - will be measured by:

  • Ability to qualify donors from the larger pool of organizational donors that meet the major gift criteria.
  • Ability to create reasonable financial goals for each donor which is based on their giving and their potential.
  • Ability to create a personal contact and ask plan, that takes into account the individual donor’s interest, motivations, giving patterns and ask preferences, for each donor on his or her caseload in a timely and cost-effective manner.
  • Ability to retain and upgrade donors.
  • Ability to secure project and organization information and create and write effective offers, proposals and asks. Ability to secure information that can be sent back to donors to report on how their money was used.
  • Ability to create timely reports that reflect caseload performance.
  • Ability to manage people, process, deadlines and budget while adhering to the policies and procedures of the organization.
  • Ability to get along with peers, subordinates and management and maintain a positive and constructive attitude while solving problems. Ability to be a team player and protect the mission, goals and values of the organization.
Qualifications

A Bachelor’s Degree is required. An advanced degree and/or certified designation is also required. A minimum of eight years in fundraising with successful cultivating and soliciting experience. Direct donor contact and relationship management is a must. Proven progressive measurable success in all aspects of fundraising as evidenced by capital campaigns, major gifts, annual renewal programs, and planning giving initiatives. MGO must have successful experience in managing donor stewardship and facility to develop and maintain a strong presence in the philanthropic community. Must have the social skills and proclivity to apply effectively to engage community residents, community leaders, as well as active and prospective donors. Excellent written, oral and interpersonal skills; with experience writing proposals or grants. Knowledge of planned giving vehicles preferred. Ability to work independently, as well as in a team environment.

PHYSICAL REQUIREMENTS & WORK ENVIRONMENT:
While performing the duties of this job, the employee is subject to sitting for prolonged periods; frequently walks, stands, grasps, lifts, holds, or feels objects; occasionally stoops, kneels, crouches, or crawls. Extended use of computer and typing is required. The employee frequently is required to use manual and finger dexterity and eye-hand coordination when working and handling office equipment. The employee is subject to assist and support up to 25 pounds with varying amounts of assistance on a reoccurring basis. The employee is required to have corrected vision and hearing within normal range and the ability to operate office equipment. No occupational exposure to blood, body fluids, communicable diseases or other potentially infectious substances (Category I). Typical office environment. 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.


Disclaimer: The intent of this job description is to provide a representative level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.