Major & Planned Gifts Officer
Full Time, Exempt
POSITION DESCRIPTION
JOB TITLE: Major & Planned Gifts Officer
CREATED: November 2022
LOCATION: West Lafayette, IN area or Indianapolis, IN
DEPARTMENT: Development
This position identifies, cultivates, and secures new major, planned, and capital gifts for WFYI in the West Lafayette, IN area. This position also leads the engagement and stewardship of a donor portfolio in giving.
*Candidates do not have to live in West Lafayette/Lafayette, but will need to commit to establishing a regular presence in the area, which might require commuting there 2 to 3 times per week*
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Responsible for developing and executing strategies for donor identification, qualification, cultivation, and solicitation
- Delivers outstanding service to WFYI’s donors, listeners, viewers, and users as their primary point of contact. Accuracy and timeliness are key, with a focus on balancing an exceptional customer experience with our financials, and always looking for opportunities to improve processes
- Qualifies a portfolio down to approximately 150 donors
- Conducts a minimum of 12 donor calls or virtual visits monthly
- Identifies, cultivates, and solicits planned gifts
- Ensures that donor information is entered in WFYI’s organization database in a standardized, timely and accurate manner
- Meets the goals set annually for revenue growth, expectancies secure, and number of visits
- Develops strategies that contribute to the retention of annual and planned gifts
- Works well with volunteers, foundation, and board members to ensure goals and objectives are met
- Helps coordinate, communicate, and implement major donor and planned giving donor events
- Ensure that donor and potential donor information is entered into WFYI’s organization database in a standardized, timely, and accurate manner
- Performs other duties as assigned
EDUCATION AND/OR EXPERIENCE
- Bachelor’s degree preferred
- 2+ years’ experience securing major and/or planned gifts
- History of successfully securing gifts of $1,200+
- Experience using a donor database and other donor management technology
- Salesforce CRM experience preferred
- Experience qualifying donors through the Moves Management process
- Knowledge of planned giving vehicles, principles, and best practices
KNOWLEDGE, SKILLS, AND ABILITIES
- Excellent oral, written and presentation skills
- Computer literate with demonstration of strong leadership and interpersonal skills
- Familiarity with Microsoft Teams strongly preferred
- Self-starter that enjoys fast-paced, high-energy environment
- Willing to work varied hours and attend off-site events
- Capacity to think strategically, creatively and be advantageous
- Proven ability to work with internal and external constituencies in a professional and courteous manner
- Ability to handle sensitive and confidential matter with appropriate discretion
- High energy and passion for WFYI Public Media mission and core values of operating with unquestionable integrity; collaborating with each other and with community partners’ respecting everyone; serving with humility; embracing change; delivering excellence every day
PHYSICAL DEMANDS
- Ability to interact with others, both in person and through phone, e-mail, and written correspondence
- Ability to move in and between various facilities and handle exposure to inclement weather
- Ability to operate office equipment, including computers, copiers, fax machines, and phones
- Ability to perform focused work with close attention to detail
- Ability to sit for extended periods of time and to move intermittently throughout the workday
- Good speaking and listening skills
- Must be able to lift, carry and position 25 pounds at times
- The ability to travel to WFYI's downtown Indianapolis station as needed
HOW TO APPLY
Please, no phone calls or walk-ins.