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Philanthropy Officer I

Posted: 05/23/2024

Position Summary:   Responsible for developing and stewarding meaningful relationships with major donors and prospects. Manage and grow major gifts, capital campaign contributions and secure planned gifts from Unity donors in your assigned portfolio. Must be a US citizen and live in the following states listed, AZ, FL, GA, KS, NV, NC, SC, TN, TX, MO.

 

Donor engagement and relationship building is key to success in our Philanthropy work at Unity; we use a comprehensive matrix to track effectiveness including virtual visits, in-person meetings, phone calls, electronic communication, and written communication. Members of the Philanthropy Team work together with Unity leadership and Board Members to enhance the effectiveness of fundraising activities at Unity World Headquarters.

 

Essential Job Functions:

  1. Initiate contact with donors and potential donors and cultivate long-term relationships with them on behalf of the organization Participate in Stewardship activities, emphasizing results of donors’ contributions – how they are making a difference.
  2. Manage and grow a portfolio of potential, current, and lapsed donors.
  3. Plan and organize travel and philanthropy activities.
  4. Achieve a thorough understanding of the donor management database and ensure that the appropriate information is updated regularly. Continually update and monitor CRM Virtuous to evaluate fundraising strategy, donor relations and revenue streams; adjusting as necessary to ensure fundraising goals are achieved.
  5. Establish and implement plans to reach annual, capital campaign and planned giving revenue and cultivation objectives.
  6. Discuss and recommend major gifts, capital campaign contributions and planned giving ideas on the telephone, in correspondence, and in person in a professional manner, with technical accuracy.
  7. Regular and reliable attendance is required. This may be a remote or telecommute position, or a hybrid situation.
  8. Adhere to all company and departmental policies and procedures per the guidebook including all safety requirements and guidelines.
  9. Utilize electronic time management system to input time, attendance, and time off requests.

Non-Essential Job Functions:

  1. When budget permits and with permission from VP of Philanthropy attend seminars to enhance skills and learn current best practices in major gift fundraising, annual/general fund, capital campaign, gift planning, grant funding and endowment topics.

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