Planned Gift Director - Higher Ed. jobs in San Francisco, CA

TITLE: Senior Director, Major Gifts & Planned Giving 

 DEPARTMENT: Development 

REPORTS TO:  Vice President, Development & Community Relations 

Salary Range: $110,000.00 - 130,000.00 Annually 

BENEFITS: Yes                  

STATUS: Full-time, Exempt  

CLASSIFICATION: First/Mid-level officials and managers  

LOCATION: 730 Polk Street, San Francisco                     

SUPERVISES: Development Associates, Interns, and Volunteers 

POSITION SUMMARY: 

The Senior Director, Major Gifts & Planned Giving works collaboratively with the Director, Development Operations; the Manager, Marketing & Communications; and the Manager, Grant writer; and reports to the Vice President, Development & Community Relations. This position works to secure funds for the organization by managing a group of assigned qualified donors, assuring that as many as possible are retained as continuing donors to Project Open Hand (POH) and are upgraded in their giving and involvement. 

This is an ideal position for an eager and innovative development professional who cares deeply about Project Open Hand’s mission to nourish and engage our community through nutrition and a culture of compassion. 

QUALIFICATIONS REQUIRED: 

• Bachelor's degree in business or equivalent experience in nonprofits or fundraising. 

• 5 years of proven experience managing a complex fundraising program. 
• A successful track record of personally identifying, cultivating, and soliciting donors. 
• 2-3 years of experience in collaborating with teams, cross-team operations, and managing expenses in related areas. 
• A knowledge and understanding of the funding community in San Francisco and the Bay Area. 
• Ability to travel in the 9-county Bay Area region. 

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: 

•  Lead and coordinate necessary activities in a Planned and Major Giving program to secure funds. 

• Lead and manage stewardship efforts with mid to major gift donors and identify, qualify, cultivate, and solicit these very important friends of POH. Create individual fundraising plans for each donor or prospect in portfolio. 
• Work collaboratively with and in support of volunteers, Board, and development and communications staff to cultivate and solicit donors for POH priorities. Create portfolios for and assign donors to staff, Board, volunteers. In collaboration with the CEO, develop a community affairs strategy that includes developing and/or strengthening relationships with officeholders and public agency heads and their staff, and achieving objectives for leveraging these connections to support the Project Open Hand (POH) vision and mission.  
  
  
• Prepare, lead and manage strategy for donor cultivation and stewardship events such as tours, house parties, thank you events. 
  
• Lead and manage relationships with all donor affinity groups including but not limited to: Young Professionals Council (YPC), The Supper Club, and the Alumni Board Council. 
• Manage, coordinate and participate in all aspects of the gift cycle: Initiate contacts with potential leadership, major, and mid gift donors. 
• Develop appropriate cultivation strategies for them, including working with volunteers and staff. 
• Move potential donors in an appropriate and timely fashion toward solicitation and closure using Moves Management methodology. 
• Make solicitations when appropriate. 
• Maintain stewardship contacts with donors; adhere to the highest ethical standards; demonstrate empathetic disposition, and perseverance; reflect optimistic and positive attitude, and convey sensitivity to needs of the donors. 
• Ensure coordination of marketing, fundraising, and event efforts through collaboration with the Director, Development Operations and Manager, Marketing & Communications. 

• Monitor all prospect contacts to ensure positive and purposeful prospect and donor relations. Offer prospect strategy counsel to CEO, VPs, Board and advancement staff who are managing other prospects. 
• Create monthly reports as required that accurately reflect portfolio activity and performance for all assigned portfolios to staff and volunteers. Portfolios may include those assigned to: Board, CEO, VPs, and POH staff. 
• Manage annual Board give/get campaign. 

• Serve as a visible spokesperson and advocate for POH’s mission and programs in partnership with other key staff. 
• Other duties as assigned. 

POH COMPETENCIES: 

• Team player: Demonstrates cooperative spirit, respects professional boundaries and is successful at sharing responsibilities with others 

• Self-led: Knows and completes responsibilities in assigned timelines, asks for clarifications when needed 

• Sensitive to the circumstances and needs of the critically ill and seniors, as well as people with mental health and substance abuse issues 

• Customer oriented: Works well with all customers (internal staff and external contacts), promotes a positive image of the agency and works diligently to resolve customer issues 

• Poised: able to maintain a calm, positive and constructive attitude during interactions with diverse populations, sometimes in challenging situations 

• Ethical: Honest, accountable, maintains confidentiality 

• Decisive: Thoughtful when considering options, seeks input from others, makes difficult decisions when necessary 

• Knowledgeable: Understands facets of job, keeps job knowledge current 

• Well organized: Information organized and accessible, maintains efficient workspace, manages time well 

• Professional Communicator: Excellent public speaking, written and verbal communication skills 

• Technical savvy: Skilled with computers, proficient with function appropriate technology, learns quickly, uses technology to enhance job performance with the interest and ability to learn new technology 

• Experience with customer relationship management (CRM) database required, experience with Salesforce platform preferred 

• Agile:  Able to move effectively between big picture thinking and hands-on logistics 

• Takes Initiative: Takes action, seeks new opportunities, strives to see projects to completion 

• Problem solver: Strong analytical skills and able to creatively address and solve problems 

• Leadership II: Is abreast of current projects and actively planning for the future. Leads and gains results through others through example, communication, delegation, and accountability. Is a representative of POH internally and externally 

• Motivated: Looks for opportunities to increase knowledge, works to increase responsibility, strives to achieve personal goals 

• Staff management: Delegates well, defines and enforces responsibilities and motivates staff to progress and succeed 

• Strategic Thinker: Works to establish and articulate vision, shows creativity when defining solutions 

• Results-Driven: Defines appropriate goals, works toward achieving goals, articulates vision and steps for achievement 

• Budget conscious: Ability to quantify cost and savings potential in relation to projects as well as develop and maintain a realistic departmental budget 

• Flexible and available: Must be flexible to work nights, weekends or holidays to meet demands 

• Audience engagement: Ability to effectively engage with target audience 

PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment characteristics 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 

Physical demands: While performing duties of job, incumbent is occasionally required to stand; walk; sit; use hands to handle, or feel objects, tools, or controls; reach with hands and arms; speak clearly and hear. Employee must occasionally lift and/or move up to 30 pounds unassisted. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus  

Work environment: The noise and temperature level in the work environments involved with this position vary from quiet to loud, cold to warm and will fluctuate from office location to on-site event and speaking engagement.