MAJOR RESPONSIBILITIES

Essential Job Functions:

1. Plans and coordinates Federation’s major gifts strategy in collaboration with the VP Development.
2. Develop individual donor plans, along with materials, to renew and upgrade donor gifts.
3. Collaborates in developing campaign objectives, recruits and trains volunteers, coordinates campaign events, generates campaign reports, and evaluates campaign status for major gifts.
4. Participate in departmental portfolio review process and be a partner in maintaining an organized system for donor stewardship by updating constituent records, as appropriate.
5. Conduct 10-12 face to face visits per month and document all interactions in CRM, tracking moves management cycle and engagement-to-prospect-to donor journey.
6. Plans major gifts recognition society activities and stewardship.
7. Collaborates with volunteer leadership in developing donor networks.
8. Collaborates with Marketing on campaign-related collateral and event materials, ensuring timeliness, accuracy and consistency of message in all activities.
9. Plans and implements relevant meetings. Organizes attendance, logistics, agenda and materials preparation, meeting minutes and follow-up items, ensuring timely delivery and accuracy.
10. Assists with budget preparation and monitoring for major gifts and men’s philanthropy.
11. Directs new gift efforts to expand the major gifts including multi-year gifts.
12. Participates actively as a member of the campaign team.
13. Actively participates in campaign events, programs, and other associated Federation events and activities.
14. Performs other duties as assigned.

MINIMUM QUALIFICATIONS
Education: Bachelor’s degree, Master’s degree preferred.
Experience: 5+ years’ experience in financial resource development (or sales), including donor development, and preferably in the Federation system.
Other Requirements:
• Excellent communication skills in person, on the phone and in writing.
• Proficiency in all Microsoft Office products and CRM/database.
• Experience motivating and managing high-profile volunteer leadership and donors
• Ability to work cross-functionally with various internal and external constituents.
• Effectively organize, monitor, and track numerous ongoing and one-time activities, events and projects.
• Strong interpersonal relationship skills including the ability to meet, greet and educate people with confidence.
• Ability to logically solve problems with minimal supervision.
• Demonstrated ability to take initiative, work independently and be detail oriented.
• Discretion handling and communicating sensitive information.
• Willingness to work under pressure in a dynamic environment.
• A positive attitude and willingness to do whatever it takes to get the job done.
• Valid driver’s license & insurance and/or reliable transportation required for out-of-office travel as required by the position.
• Sensitivity to Jewish culture and traditions.