The chief advancement officer (CAO) is responsible for building a strong fundraising program that substantially increases private philanthropic support for HomeSafe. This individual will manage all aspects of the advancement department, including major gifts, annual giving, fundraising communications, staff supervision, and budgeting. As the principle individual major gifts officer, the CAO’s core responsibility is to identify, cultivate, and solicit individuals for major gifts. As a member of the executive team, the CAO is responsible for integrating fundraising into the organization’s strategy and program initiatives. As an advocate for the mission and programs of the organization, the chief advancement officer partners with the CEO in stewarding senior volunteer leaders and ensuring that influential public figures are aware of the important role HomeSafe plays in the community.
Planning and Management:
Leadership – Build and lead a strong, competent advancement team. Establish strong, trusting relationships with HomeSafe executives and program staff by cultivating a personal rapport and demonstrating a firm grasp of the critical issues facing the organization. Work to foster an atmosphere, internally and externally, of cooperation and ownership of the values, vision, and mission of the organization to reinforce a common purpose and cultivate support for advancement strategies and activities.
Office of Advancement’s Strategic Plan and Plan Implementation – Successfully implement a plan for advancement that achieves fundraising objectives, and most importantly, the financial goals established by the agency. This includes creating strategic and tactical initiatives that are effective mechanisms for fund development.
Staff Management – Develop and deploy staff by creating an effective department structure. This includes crafting effective job descriptions with performance expectations, building a cohesive team of competent professionals, providing support and training to enable staff members to succeed, providing ongoing oversight, and conducting regular performance discussions and annual reviews.
Budgeting, Reporting, and Evaluation – Develop and manage an annual budget for the advancement program. Collect qualitative and quantitative measures for each area of program activity, track key benchmarks, organize information in accessible formats, and provide regular reports to the chief executive, members of the board, and others appropriate audiences.
Policies and Procedures – Review, revise, and create (when necessary) policies and procedures for effective operation of the advancement program that ensure compliance with all IRS and legal requirements, and model best and proven practices in the advancement field.
Gift Accounting and Gift Management – Ensure that all gifts are recorded correctly and that donors receive proper and timely acknowledgement of their gifts. In addition, ensure that the gift accounting system is regularly and correctly reconciled with the general ledger. Ensure that the CRM system and protocols are well designed and records are kept well organized in one central database.
Special Events – Oversee the event staff to ensure that special events are managed properly and used effectively to cultivate, solicit and steward donors—and promote the values, vision, and mission of HomeSafe and strengthen its public profile.
Grants – Collaborate with the grant researcher/writer to integrate fundraising initiatives and ensure that they are aligned with the strategic plan.
Major Gifts –Identify, cultivate, solicit, and steward donors. Develop and implement strategies to build prospects’ trust, interest, and investment in the organization; involve key volunteers appropriately. Actively visit prospects and use special events to achieve solicitation goals in a timely manner. Effectively engage and support the chief executive and members of the board as they invest time and energy in cultivating relationships with major gifts prospects.
Planned Giving – Create and manage a program to identify, cultivate, and solicit prospects for planned gifts. Ensure that collateral materials are produced. Engage volunteers and professionals as necessary.
Annual Giving – Continue to build annual giving through growth in average size of donors’ gifts and the recruitment of new donors annually. Oversee staff to ensure that: (1) mailings are coordinated, (2) deliberate decisions are made and strategies exist for the inclusion or exclusion of major gifts prospects and donors from annual giving mailings and activities, and (3) all aspects of the annual giving campaign are well-managed.
Board Giving – Serve as liaison with members of the board. Work with the chief executive and board chair to ensure that all members are properly cultivated and solicited for gifts aligned with their means. Secure appropriate engagement of members of the board in fund development: prospect identification, cultivation, solicitation, and stewardship.
Corporate Giving – Build the corporate sponsorship and fundraising program to secure annual grant targets. Manage and grow the program.
Communications and Publications – Develop a donor-centered communication program that effectively cultivates prospects, stewards donors, and strengthens positive perceptions of HomeSafe and the value of gifts to its programs. Shape key messages through the preparation of proposals, solicitation letters, and other materials for major gift prospects; ensure that they persuasively communicate appropriate messages and are consistent with the organization’s vision and strategy.
Volunteer Recruitment and Support – Define volunteer roles and responsibilities necessary to create a vibrant and successful fundraising program. Serve as advancement liaison to the board and fundraising-related committees, providing information, perspective, guidance and training.
Cultural Awareness – Understands the work of HomeSafe, its culture, and the expectations, values, and perspectives of its staff members, leaders, and donors
Commitment – Invests in the values, vision, and mission of HomeSafe
Listening skills – Takes time to listen and respond; tunes into people
Confidence – Aware of self and others, handles criticism, accepts mistakes, strong self esteem
Integrity – Honest, forthright, positive values
Poise – Manages stress and workload, treats others without rancor, maintains composure and is polite
Efficiency – Taps into and deploys resources economically and effectively
Organization – Plans, schedules, prioritizes, anticipates, and builds scenarios
Strategic Orientation – Assimilates information and data, weighs challenges and opportunities, and sees the big picture
Knowledge and Skill Requirements
At least five (5) years of experience in major gifts fundraising with demonstrated success
At least five (5) years of experience with a range of advancement/fundraising responsibilities with demonstrated success
At least five (5) years of experience in a leadership position responsible for program management
At least three (3) years of experience managing staff members
Highly developed oral and written communications skills
Demonstrated ability to manage multiple projects
Significant evidence of consistently taking initiative to succeed at responsibilities
Demonstrated experience effectively using Raiser’s Edge or similar gift management system
Demonstrated experience crafting budgets
Familiarity with planned giving mechanisms
Knowledge and Skill Preferences
Bachelors degree from an accredited institution
At least eight (8) years of experience in major gifts fundraising with demonstrated success
At least eight (8) years of experience with a range of advancement/fundraising responsibilities with demonstrated success
At least eight (8) years of experience in a leadership position responsible for program management
At least five (5) years of experience managing staff members
Capital campaign experience
Demonstrated experience with planned giving
At HomeSafe, we have been providing hope and support to victims of child abuse and domestic violence in Palm Beach County for 40 years. Our team of professionals provides resources that enable clients to prevent family violence, to find protection from abuse, and to prepare for futures free from harm. Our mission is creating safer, more productive lives for infants, children, young adults, and families.
This is an exciting time for HomeSafe as it undergoes a strategic transformation of its residential group care program for abused children. We are in the process of building two new state-of-the-art campuses that are scheduled to open in 2021. The journey toward well-being is not easy for our children, but these new campuses will provide an environment that will help considerably in their healing process.
As HomeSafe continues to grow and evolve, there are new opportunities to cultivate philanthropic support from individuals to help those in need and secure the agency’s long-term financial health. We are seeking an experienced advancement professional to help us grow a robust program. The chief advancement officer’s primary responsibility is to identify and cultivate philan...thropic relationships with current and prospective donors and establish a robust planned giving program. This includes developing and managing a fundraising initiative to support the construction of new facilities.
The chief advancement officer position presents an extraordinary opportunity for the right individual to become a member of the HomeSafe team, given the agency’s strength and fine reputation earned from the exceptional board leadership and management’s execution of the vision. HomeSafe is accredited by the Council on Accreditation, which certifies that HomeSafe meets the highest national standards of best practice, and establishes our credibility as effective and professionally sound. In addition, we have consistently earned a 4-star Charity Navigator rating for sound fiscal management, accountability, and transparency.