Major Gift Officer - Planned Giving
Position: Major Gift Officer
Reports to: Director of Advancement
Last Updated: March 27, 2019
Job Summary: Reporting directly to the Director of Advancement, the Major Giving Officer (MGO) develops and implements solicitation programs for major gifts to New Hampton School. The MGO will identify, cultivate and solicit NHS alumni, parents, grandparents and friends who are capable of making major gifts to NHS. The MGO will create and present proposals for consideration according to donor interest and financial situation. The MGO develops and implements solicitation programs for major gifts to New Hampton School with an added focus on planned giving. The MGO will support all efforts of the $30M Bicentennial Campaign.
Job Status: This position is a year-round, full-time, exempt agreement with benefits in accordance with the Employee Handbook. This position requires travel and weekend hours as determined by the Director of Advancement.
- Work as a key member of the Advancement team, participating in regular managed prospect review meetings to identify new prospects and plan cultivation, solicitation and stewardship strategies for current capital gift prospects.
- Create and manage New Hampton’s planned giving program with other members of the Advancement team to set and achieve ambitious planned giving goals within the Bicentennial Campaign.
- Coordinate strategies for high-level volunteers and trustees where they may participate in the cultivation, solicitation and stewardship of major gifts.
- With volunteers and other staff, coordinate all strategies for annual, capital and planned giving solicitations for major gifts prospects.
- Collaborate with the Director of Leadership and Annual Giving to strategize next steps for donor movement and to find creative opportunities for cultivation and stewardship.
- Serve on relevant Bicentennial Campaign Committees through duration of the Campaign effort.
Major Gift/Planned Giving Outreach:
- Actively manage and cultivate relationships yearly with approximately 150 major gift prospects/donors as defined by their minimum rated capital gift capability of $50,000+.
- Through personal visits identify and track planned giving prospects to be solicited for estate donations.
- Create and manage a planned giving marketing calendar to better equip donors with avenues for estate donations to the school.
- Extensive travel to achieve twelve to fifteen personal visits a month.
Cultivation and Stewardship:
- Support the ongoing implementation of stewardship procedures and plans for assigned prospects.
- Cultivate relationships with constituents, regardless of giving capacity and assist Director of Alumni with Named Sports Award recognition.
- Help identify individuals for the Alumni in Residence Series, Parents Leadership Council, Alumni Council, Board of Trustees, and other leadership volunteer opportunities to better engage the NHS community.
- Screen incoming parents, organize a top 30 list to review with the Head of School and Advancement team, and implement the “new parent visit program” with an eye to leadership annual gifts.
- Work with the Director of Advancement, Admission Office and select faculty to screen current parents and conduct research to identify leadership annual donors and major gift prospects.
- Assist the Director of Advancement, Director of Leadership and Annual Giving and the Director of Alumni Relations with the Reunion giving program, especially focusing on the 45th, 50th and Manitou Circle Reunions.
Required Qualifications, Skills and Knowledge:
- Bachelor’s degree
- Significant and relevant experience with advancement work at independent school, college, or university level
- Demonstrated ability to work with prospective donors
- Ability to adapt to new software and tools related to communication
- Experience managing and working with adult and student volunteers
- Outstanding ability to manage multiple projects and meet deadlines
- Commitment to teamwork and ability to collaborate with colleagues to align advancement strategies
- Excellent written and verbal communication skills
- Warmth and sense of humor
- Standard computer skills, including email, database management, Microsoft Office Suite, including PowerPoint. Raiser’s Edge database experience preferred.
- Successfully complete a driving record check and criminal background check
Physical Work Environment:
- Must have the ability to meet the physical demands of sitting or standing for prolonged periods of time at a desk or computer workstation, and using repetitive arm, hand and finger movements as required for computer input
- Must have the ability to manage multiple projects at one time and to set priorities as needed
- Must be able to lift up to 40 pounds and other general physical labor
How to Apply: Applicants should send a resume and cover letter to Human Resource Manager Wendi Cantwell at email@example.com.