Major & Planned Gifts Officer

Full Time, Exempt

POSITION DESCRIPTION

JOB TITLE: Major & Planned Gifts Officer

CREATED: November 2022

LOCATION: West Lafayette, IN area

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.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

To be successful in this role, an individual must be able to perform in a satisfactory manner the essential functions and responsibilities listed below. 

  • 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

To perform this job successfully, an individual must have the following education and/or experience unless otherwise noted below.

  • 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

The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. 

  • 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

The physical demands described here are representative of those an individual must meet to successfully perform the essential functions of this job. 

  • 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

Apply Here

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