Job Title: Major Gifts Officer, Central States, USA
Division: The Rotary Foundation, Fund Development
Reports to: Manager of Major Gifts
Rotary is 1.2 million inspired business and professional leaders, in 35,000 Rotary clubs and more than 200 geographical areas united daily across cultures and occupations addressing illiteracy, disease, hunger, poverty, and lack of clean water. The fervent idea exchange celebrates diverse perspectives and facilitates positive change. Passion and engagement abound at Rotary International. In exchange for hard work and dedication, our employees are rewarded with competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. We offer all this and more. Come join us. Visit www.rotary.org to learn more.
Rotary’s commitment to diversity
One of Rotary’s values is diversity, which we define as embracing diversity in thought, culture, and perspective. As such, we welcome and encourage highly-qualified candidates with diverse experiences and backgrounds to apply.
The Major Gifts Officer is part of a team of professionals whose primary responsibility is the identification, cultivation and solicitation of individual prospects capable of giving in excess of US$50,000. The Major Gifts Officer for RI Zone 30 will secure major gifts from Rotarians and others who live within a defined territory which consists of the states of Indiana, Kentucky, Tennessee, and Alabama and portions of southern Ohio and northern Mississippi. Although The Rotary Foundation headquarters is located in Evanston, IL, this position may be housed in Evanston or where the Major Gifts Officer resides within the assigned region of RI Zone 30, preferably in a metropolitan area.
Bachelor’s degree or equivalent work/life experience; CFRE and/or advanced degree preferred.
Knowledge and Skills
- Excellent communication skills (including listening) coupled with strong writing and presentation skills.
- Ability to interact with high-level donors and volunteers while advancing individual relationships resulting in philanthropic contributions.
- An ability and willingness to learn quickly Rotary’s history, mission, demographics, programs, departments, and volunteer structure in order to persuasively articulate how The Rotary Foundation distinguishes itself from other charities.
- One to two years of prior major gift, planned giving or stewardship experience is preferred.
- Ability to work collaboratively with colleagues in a team environment while also being comfortable with qualitative and quantitative evaluation.
- Personally maintain and staff a portfolio of key major gift/planned giving prospects with a capacity to make gifts of US$50,000 and more by maintaining frequent communication with prospects as part of a contact management system. Responsible for a portfolio of approximately 100-150 major gift/planned giving prospects within a defined territory.
- Average between 10 and 15 face-to-face meetings per month with prospects through identification, cultivation and stewardship visits.
- Average 20 stewardship and/or cultivate phone calls per month.
- Conduct or manage 20 or more major gift solicitations annually.
- Maintain performance standards and workflow processes established as part of a contact management system.
- Gather, record and properly store information about prospects and donors utilizing Raiser’s Edge.
- Follow department strategy to use demographic overlay information for major gift identification, qualification, cultivation and solicitation.
- Lend support to the appropriate Annual Giving Officer(s) to encourage and secure major gifts for the Annual Programs Fund.
- Work closely with Planned Giving colleagues to identify and solicit planned gifts and understand the principals and techniques associated with planned giving and financial and estate planning.
- Participate in the development of department objectives and strategies and develop tactics to meet individual and group goals.
- Travel and work with volunteer committees on Annual Fund and Endowment Fund development matters at Rotary Institutes, districts and other Rotary meetings, as assigned.
- Develop and administer appropriate cultivation/stewardship events as needed, including estate planning seminars and major gift prospect functions.
- If regionally based, maintain a productive home office and regular communication with colleagues, donors and prospects as the position will be housed where the Major Gifts Officer resides and will adhere to the Rotary International Telecommuter Agreement.
Minimum five years of relevant experience in fund development, sales and marketing, or other related fields.
Budget preparation and compliance in preparing the section budgets under supervision of the section manager and ensures that expenditures are in compliance. Prepare and submit expense reports as needed.
Frequent travel, including weekends, within assigned geographic territory is required. If the position is based regionally, periodic travel to Rotary International headquarters in Evanston, Illinois is also required.
All Rotary Foundation areas, especially Polio, Development and Partnerships.
Close and regular contact with major donors. Extensive contact with Senior Rotary volunteers such as Trustees, Directors, Endowment/Major Gift Advisers, Regional Rotary Foundation Coordinators, District Governors and their district fund-raising committees.
Computer competency with all Microsoft Windows software, database management, and Raiser’s Edge.