A Director of Principal Gifts has specific responsibility for assigned gift prospects with a focus on those with the ability to make gifts of $1 Million or more.
Develops a personal relationship with these donors in order to qualify, cultivate, solicit, steward and close gifts to support the Colonial Williamsburg Foundation.
As a senior development officer, the Director of Principal Gifts plays a key role in developing strategies for and ensuring the success of the overall fund-raising program.
Reports to the Vice President of Development on the entire range of development activities of the Foundation. Assumes other responsibilities as assigned.
Responsibilities and duties include:
Establishes and maintains a results-oriented program of gift prospect qualification. Focuses on direct personal contact with donors and prospects through telephone calls, all types of correspondence, and personal visits (both on and off-site). This donor and potential donor engagement requires frequent national travel and working on evenings and weekends. This role is responsible for achieving both quantitative and programmatic goals each year.
Manages specific objectives with particular attention to (a) the audience to be qualified, and (b) the number of personal contacts to be made both on-site and off, and (c) gift and pledge results.
Ensures assigned principal gift activity is focused on institutional priorities. Guides communications with educational leadership throughout the Foundation to ensure the quality, accuracy and timeliness of principal gift initiatives and proposals in assigned portfolio of donors.
Manages a portfolio of 100 – 200 principal, major, and planned giving prospects with a focus on prospect qualification, cultivation, solicitation, gift closure and stewardship.
Develops and implements strategies for the personal management of approximately 50 principal gift donors/prospects capable of support in the $1 million plus range. Maintains tracking of assigned prospects.
Makes recommendations for President’s and Vice-President’s solicitation priorities including gift solicitation strategies and recommended timing for proposals.
Assists in preparing development-related travel plans and/or on-site donor contact for senior leadership.
Increases principal prospect pool by regularly working with research staff to identify additional prospects.
Collaborates and partners with colleagues in Principal Gifts, Major Gifts, Planned Giving and the Annual Fund to identify, engage, invite, and steward donors.
Establishes and maintains productive working relations with donors, potential donors, and colleagues.
Solicits prospects through personal meetings, alone or with senior leadership, including senior volunteer leadership, and/or the professional staff in major gifts, planned giving, and corporate and foundation relations.
Develops strategies for and reports on substantive contacts with prospects. Creates next step strategies and maintains accurate and meaningful records of donor relationship status.
Prepares comprehensive short- and long-range plans, including plans for travel and proposals for strategic events, in pursuit of their annual goal. Plans will include a clear statement of objectives including timelines and follow-up activities.
Participates in and assists, as needed, in managing the annual meetings of the three special donor societies and the Goodwin Society.
Assists in identification and training of major gift fundraisers.
Overnight travel required. Evening and weekend obligations and assignments are routine.
Is easy to work with, does high quality work, and keeps their agreements.
If serving in a lead or senior role, may perform the following duties:
With senior leadership, initiates operating plan for principal gifts program, including both broad and specific campaign strategies. Serves as chief strategist for principal donor/prospect solicitations.
Staff the President’s Council. This includes for example: working with President Council chairs to maintain communications with membership throughout the year; establishing agenda for the President’s Council meetings; taking and appropriately distributing notes from the meetings.
Successful candidate will have a high degree of interest in associating with a non-profit educational institution, especially with a focus on American history, appreciate the importance of philanthropy, have a strong understanding of the relationship fundraising process and how it supports the mission of Colonial Williamsburg, and be strongly motivated.
Possess the ability to speak and write eloquently about the importance of Colonial Williamsburg’s mission and programs.
Must have an in-depth knowledge of the development process with special focus on principal gift fundraising techniques.
Demonstrated success in fundraising including face-to-face solicitation of cash gifts.
Be sensitive to the motivations of donors who support the Foundation
Enjoy communicating and interacting with donors in writing, by telephone, and in person.
Be a good listener, use excellent judgment, and be responsive to the needs and interests of donors.
Be able to handle confidential material with tact and discretion, be willing to adapt to changing work priorities and to work non-standard hours including weekends and evenings as needed.
Demonstrated creative problem solving and strategic abilities.
Ability to successfully navigate and thrive in a complex institution.
Ability to manage multiple projects simultaneously and work autonomously under pressure of deadlines.
Evidence of initiative, diplomatic skills and energy, with a history of working effectively as part of a team.
Demonstrated success in personally cultivating, soliciting, closing and stewarding major gifts of $1 million or more from individuals and institutional donors.
Intellectual depth and maturity to gain the trust and confidence of senior leadership, Foundation staff and key constituents, including especially donors and prospects.
Proven ability to exercise independent judgment and to plan and execute projects in conjunction with peers and colleagues and work areas such as The CW Fund, Development Services, Donor Arrangements, Cultural Expeditions and Events area, and office of the VP of Development.
Excellent analytical skills; proven strong communication, organizational and interpersonal skills.
Proficiency in Microsoft applications including Word and Excel.
Ability to quickly possess or rapidly acquire a detailed knowledge of Colonial Williamsburg and the workings of the organization
Above generally gained through a four year bachelor’s degree plus eight years’ experience performing similar work to include fundraising experience with a museum, historic agency or university with a budget in excess of $20 million.
Be willing to travel up to 60% of the time.
Must also possess a valid driver’s license and have an acceptable driving record based on Colonial Williamsburg’s criteria.
Experience with Millennium fundraising software and/or museum experience.
Experience as the primary fundraising officer for an institution and capital campaign experience.
Intimate knowledge of Colonial Williamsburg, its mission, programs and personnel.
Additional Salary Information: Salary commensurate with experience.
About Colonial Williamsburg Foundation
About Colonial Williamsburg Foundation
Established in 1926, the Colonial Williamsburg Foundation has been a center for history and citizenship. Encouraging national and international audiences to learn from the past through the preservation, restoration, and presentation of eighteenth-century capital of Williamsburg, Colonial Williamsburg is dedicated to cultural and historical authenticity on-site and online through the study, interpretation and teaching of America’s founding principles.
The Colonial Williamsburg Foundation is led by President and CEO Mitchell Reiss and governed by a Board of Trustees that includes Fortune 500 CEOs, a Supreme Court Justice, business and civic leaders, philanthropists and scholars.
The Foundation, with an annual budget of more than $220 million employs more than 3,000 employees and volunteers. It is a not-for-profit entity that operates a not-for-profit educational institution and a for-profit enterprise, “the Company.”
The Foundation operates three world-class museums whose collections enhance and enrich the guest experience beyond the living history of the Historic Area. Currently, the Art Museums of Colonial Williamsburg is underg...oing a multi-million dollar expansion project to showcase more of the collection and enhance space for programs and events.
• DeWitt Wallace Decorative Arts Museum houses the Foundation’s renowned collection of British and American fine and decorative arts dating from 1600 through 1830
• Abby Aldrich Rockefeller Folk Art Museum is the oldest institution in the United States dedicated solely to the collection and preservation of American Folk Art
• Bassett Hall, a two-story, eighteenth-century frame house which sits on the 585 acres near the colonial capitol; the Williamsburg home of Mr. and Mrs. John D. Rockefeller Jr.