The Loyal Donor Officer is a member of the Loyal Giving Program Team and is responsible for the ongoing cultivation, bequest solicitation and essential stewardship of California’s 33,000+ identified, non-managed loyal donors. The Officer conducts exploratory meetings with donors for the purposes of recognizing their loyalty to The Nature Conservancy, identifying giving potential and asking for bequest commitments. The Officer keeps a portfolio of gift planning bequest prospects for future solicitation. The Officer creates ongoing opportunities for contact with current loyal donors to develop meaningful relationships through group activities such as meetings, luncheons, and field trips. They will have a goal of 30 new bequest intentions per year and $600,000 in bequest substantiations. This position can be located in San Diego or Los Angeles office.
The Loyal Donor Officer is responsible for thanking, stewarding and cultivating the loyal donor constituency in southern California to secure bequests. They will work with Loyal Giving and Marketing team members to strategically plan and execute a variety of activities to steward and solicit donors including meetings, trips, events, and other activities. The Officer will work on a variety of communication activities including providing detailed program information to loyal donors and drafting personalized correspondence and acknowledgments. The Officer uses the Conservancy’s donor database and spreadsheets to organize and update donor information, produce reports, perform analysis, and track and cultivate donors, and collaborates with Blackbaud CRM specialists to create/integrate loyal donor data requirements. They Officer actively collaborates with World Office Gift Planning and Membership direct marketing teams to coordinate the loyal donor outreach. The Officer understands the basics of planned gifts and general fundraising practices, the influencing factors on donors and the types of assets that may be used for the donor’s giving. The Officer applies this knowledge to interactions with donors and bequest asks. They actively collaborate with gift planning staff to identify leads for complex planned gifts and works with Individual Giving staff to identify potential major donors within the loyal donor pool of prospects. The Officer may work to establish a formalized recognition program for California’s loyal donors.
RESPONSIBILITIES & SCOPE
· Act independently within broad program goals to prioritize tasks in the absence of specific instructions and exercise independent judgment to identify and solve problems.
· Annual goal of 30 new bequest notifications and $600,000 in bequest substantiations.
· May identify opportunities to upgrade outright annual gifts.
· Does not supervise any staff but may manage work of peers on departmental project teams.
· Actively collaborate with northern California Philanthropy Officer, Loyal Donors and the Loyal Giving team
· Ensure compliance with TNC policies and procedures and external (donor/legal/IRS) requirements.
· Manage projects with multiple variables, set realistic deadlines, manage a timeline, and ensure accountability.
· Persuasively convey the Conservancy’s mission to diverse groups who are important to the organization’s overall prosperity.
· Travel throughout southern and central California up to 50% of time; and work overtime as needed.
· Work environment involves only infrequent exposure to disagreeable elements and minor physical exertion and/or strain.
· Work is diversified and may not always fall under established practices and guidelines.
· Work within scope of Loyal Giving Program’s strategic goals.
· Bachelor’s degree and 3 years related experience or equivalent combination.
· Experience building relationships with donors, volunteers, and staff.
· Experience generating reports, and organizing, analyzing and interpreting the data.
· Experience in managing and tracking multiple prospects and donors.
· Experience working across departments.
· Experience, coursework, or other training in fundraising principles and practices.
PREFERRED KNOWLEDGE, SKILLS & EXPERIENCE
· Ability to determine an individual’s interests, capacity and potential for helping the Conservancy meet its goals, and act appropriately to tie those interests with the Conservancy’s work.
· Working knowledge of the basics of charitable gift planning.
· Ability to implement and coordinate fundraising plans, including individualized cultivation, solicitation, and recognition plans.
· Demonstrated experience using diplomacy and tact to build strong relationships and motivate staff and donors.
· Direct fundraising experience.
· Knowledge of current trends in charitable giving.
· Strong negotiating and organizational skills.
· Demonstrate interest in environmental issues and conservation.
· Ability to utilize current technology in communication, database management and Microsoft Office suite.
Accountability for Outcomes
Pushes for excellence. Establishes challenging goals for self and others to drive performance in support of the Conservancy’s mission. Rewards behavior that achieves these standards and is aligned with the organization’s mission/ values. Takes action to address performance problems in a timely and appropriate manner.
Internal Number: 46939
About The Nature Conservancy
The California Chapter of The Nature Conservancy is hiring a Major Gift Fundraiser in Los Angeles. Guided by science, The Nature Conservancy creates innovative, on-the-ground solutions to our world's toughest environmental challenges so that nature and people can thrive together. This position is a great opportunity to join a top tier development team.