Development - General, Donor Relations/Stewardship, Major Gifts
The Manager of Philanthropy provides overall direction for the major gift programs in their assigned territory that help to ensure the growth and vitality of Opportunity International. This position reports to the Senior Vice President, Philanthropy. The Manager of Philanthropy builds a portfolio of major gift prospects and donors from individuals, private foundations and organizations. This position’s duties include, but are not limited to, making personal visits and written solicitations, hosting introductory events, editing proposals and reports, timely correspondence and reporting, and initiating meetings with individuals and private foundation prospects and donors as part of their Portfolio Action Plan. The Manager of Philanthropy role will have a strong emphasis on discovering and developing new relationships and funding partnerships. In order to succeed, the Manager must be a dynamic, engaging and highly organized fundraiser who can use effective techniques and resources to articulate clear and compelling cases for supporting Opportunity International’s transformative mission.
Develop and implement a Portfolio Action Plan (including donor/prospect-specific Quarterly Strategic Moves Plans that includes the ask/invitation to give) for generating major gifts and new multi-year pledges and commitments from high-level prospects and donors within assigned region to meet/exceed set revenue goals.
Monitoring and managing Portfolio Action Plan in CRM database
Conduct in-person and virtual meetings with both existing donors and new prospects. Activity is essential to this role. There will be targets assigned based on the current portfolio and territory.
Identify, cultivate, and steward new major gift prospects and donors that meet and exceed all goals.
Maintain a portfolio of prospects and donors that generate high five, six- and seven-figure gifts from a wide range of sources including individuals, organizations, Board of Governors, churches, private foundations and in limited occasions, corporations (as approved); focusing activities and overall portfolio around donors and prospects with gift potential of $10,000 and up (targeting 175 names maximum in the portfolio for full-time position – 75 on Managed Donor List & 100 on Managed Prospect List)
Act as principal donor strategist for each prospect in the territory’s portfolio with specific responsibility to develop a written donor strategy and the recording of all donor and prospect interactions into the CRM database.
Build a strong portfolio of new prospects and donors attending to the balance between discovery, cultivation, solicitation, and stewardship.
Have a minimum of 12 face to face visits (in-person and virtual) per month with donors and prospective donors
Organize and host at least 2 events in the territory that attract new donor prospects
Manage a cost-effective budget and expenses related to fundraising
Discuss planned giving options with donors and provide materials and outside support services where needed to implement donor’s planned gift
Work closely with key area volunteers (Board members, Ambassadors Council members and Board of Governors) in support of the territory fundraising strategy.
Develop and maintain strong collaborative working relationships with other members of the Philanthropy team and overall organization; demonstrating the organization’s Core Values.
Cost-effectively utilize resources including development support staff, international visitors, events, and insight trips.
Become knowledgeable and conversant on upcoming 3-year strategic plan and campaign
Stay abreast of emerging trends in the major giving field as well as the overall economic development & microfinance industries and share those trends to the Philanthropy team.
Bachelor’s degree from an accredited college or university.
At least three to five years of demonstrated Major Gifts experience and proven success managing a $750,000 annual portfolio - growing revenues and new donors in a non-profit development role with year over year growth of the portfolio from five- and six-figure major gifts from individual donors, foundations, corporations and/or religious organizations.
Experience managing high-level, strategic donor relationships; previous experience in a corporate sales and marketing role generating new revenues would be an advantage.
An entrepreneurial self-starter with experience building new relationships from a large region while managing competing deadlines and attaining goals.
Passion for serving those living in extreme poverty around the world
Established skills developing long-term major gift donor cultivation and solicitation strategies.
Financial Acumen that includes both budgeting and key financial statements, as well as internal budgeting.
Positivity; strong interpersonal and motivational skills, including ease and skill in conveying the mission of Opportunity International to senior-level leaders from a wide variety of constituencies.
Excellent communication skills with a persuasive ability, including strong written, verbal and presentation skills that can articulate compelling reasons for supporting Opportunity International’s unique mission.
High degree of technological proficiency, including experience with CRM platforms, preferably Raiser’s Edge, and knowledge of prospective donor database.
A deep, abiding passion for the mission of Opportunity International and its commitment to economic, spiritual and social transformation.
Ability to travel up to 50% and attend program and fundraising activities on evenings and weekends. Includes 2 week-long team-building trainings at Chicago Headquarters.
About Opportunity International
Opportunity International was founded in 1971 and exists to bring about a measure of justice, dignity and purpose for families living in poverty. We do this by supporting local micro-finance organizations that provide innovative financial solutions to empower people, create small businesses and build vibrant communities. This year, we are celebrating 49 years of Opportunity.
We serve 12 million hardworking entrepreneurs in 28 countries around the world and have big plans for the world: a world without poverty where people can live with dignity and purpose. Our clients have ambitious dreams for their futures, but lack the opportunities needed to make those dreams a reality.