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DIRECTOR OF LEADERSHIP GIVING

Company: Ganna Walska Lotusland
Location: Santa Barbara
Posted on: February 12, 2020

Job Description:

The Director of Leadership Giving is a strategic leader and part of the senior fundraising team. The DLG will have experience with annual and campaign fundraising, with demonstrated success moving donors into a Major Gift program. The DLG develops and maintains a portfolio of planned giving donors and prospects, conducts prospect research and analysis, develops and implements marketing plans, makes face-to-face asks, and provides stewardship of existing planned giving donors. Specific Responsibilities: Oversee a portfolio of Individual and Major Gift donors to meet and exceed annual fundraising goals with year-to-year increases in unrestricted giving to close the gap between operations and reduce the draw on Board designated draw on reserves. Strategize and secure large gift solicitations (up to six figures) demonstrating sensitivity to the interests and motivations of prospects and donors, as well as a commitment and passion for the mission of Ganna Walska Lotusland. Oversee renewal solicitations of the assigned portfolio of donors. Generate written gift solicitation proposals to prospective high net worth donors. Conceptualize, develop, and execute effective strategies to practice moves management and increase fundraising results from individual and major gifts donors and prospects (donors who contribute $10,000 or more) to Ganna Walska Lotusland. Manage a portfolio of approximately 150 prospective donors. Create and maintain a moves management plan to serve as a foundational communication, cultivation, solicitation, and stewardship plan for that individual. Executes the plan on a timely basis so individuals are retained and upgraded. Make 10-20 personal acquisition/cultivation/ solicitation contacts and visits per week to prospective donors. As appropriate, identify individuals as major gift or capital prospects; solicit gifts; determine follow-up strategy. Identify and research new prospects and donors targeted for upgrade and/or renewal. Work with staff to secure appropriate program and project information, including budgets, and creates offers, proposals and asks that will be used with persons on the portfolio to secure gifts. Maintain working knowledge of planned giving vehicles, identifies and contacts planned giving prospects, and acts as a source of information for interested donors. Engage the wider community of professional advisors to engage donors and support gifts of assets. Monitor all prospect contacts to ensure positive and purposeful prospect and donor relations. Recommend and assist with involving the Executive Director, board members, program staff or other key influencers in cultivating, soliciting and stewarding donors. Use and engage pertinent staff and information to identify programs and projects that would attract gift support from individuals, corporations, and foundations. Complete monthly reports that accurately reflect activity and performance. Complete responsibilities in a timely manner consistent with organizational policy, goals, and values. Attend required meetings and events, and participate in committees as requested. Participate in professional development activities and maintain professional affiliations. Knowledge/Skills: - - - - - - - - - - - - - - - - - - - - -Computer (PC) proficiency required including Word, Excel, and PowerPoint. - - - - - - - - - - - - - - - - - - - -Donor database proficiency preferred. CFRE preferred. Proficiency with numerous computer and software applications (Word, Excel, PowerPoint, Access) Exceptional interpersonal skills and the ability to successfully interface with all levels of the organization, including staff, volunteers, docents, trustees, guests, members, and donors. Ability to prioritize and manage deadlines Exceptional organizational skills with the ability to handle multiple tasks Highly effective verbal and written communication skills Ability to analyze and assess problems and solve them quickly and efficiently Ability to make decisions and delegate Ability to respond quickly and efficiently to any personnel issues requiring investigation - Education and Experience: - Bachelor's degree and at least 5 years of experience in non-profit development, particularly in planned giving at non-profits. CFRE a plus. At least three years of fundraising or related experience with a proven record of accomplishment of soliciting and closing major gifts in the five to seven-figure range. Working knowledge of estate planning strategies and tax treatments (e.g. trusts, charitable gift annuities, and life insurance). Working knowledge of major giving strategies. Must have access to reliable transportation, a valid driving license and be available for contact by cell phone. Must maintain a professional appearance. - Lotusland will make reasonable accommodations to enable individuals with disabilities to perform the essential functions of the position. Lotusland is an equal opportunity employer.

Keywords: Ganna Walska Lotusland, Santa Barbara , DIRECTOR OF LEADERSHIP GIVING, Executive , Santa Barbara, California

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