Position Title: Individual & Planned Giving Officer
Reports To: Director of Development and Communications
Neighborhood House believes that communities and neighborhoods thrive when families have the opportunity to build safe, stable, and rewarding lives. That is why, for 123 years, Neighborhood House has been working alongside families to ensure that they have access to food and housing for their basic needs and education opportunities to help them achieve their dreams and goals.
Today, Neighborhood House has big dreams and we need help to achieve them. Therefore, we are adding a Gift Planning Officer to our small and mighty Development & Communications team. Over the last 3 years, we have increased membership in our leadership circle by more than 30% and we’ve seen double-digit growth in overall fundraising. In addition, we are planning and preparing to launch a capital campaign to meet the needs of our participants in the six neighborhoods we serve. We are now ready to for the next step with by enhancing and growing leadership and major gift solicitation and developing a planned giving program.
The new Neighborhood House Gift Planning Officer will be a member of our Development & Communications team so that we can create the future we envision for the organization and the families we serve. Neighborhood House has a staff of nearly 70 people, nine of them in our Development & Communications department. We are a team of dedicated professionals who are passionate about our work and the families and neighborhoods we serve. We like to roll up our sleeves and collaborate in our attempt to solve big problems. We believe that innovation and risk lead to learning and success.
Who We Are Looking For:
You care deeply about our community and the families who participate in programs at Neighborhood House, holding them in the center of all that you do. You are knowledgeable of and skilled in using equity as a process and an outcome of your work to disrupt systemic social patterns that make it difficult for families to succeed. You have a strong affinity for Neighborhood House’s strategic framework and are not only prepared, but excited to achieve this vision for and with our community.
- Effectively engage a portfolio of 100-120 individual donors with the capacity and propensity to make annual, major, and planned gifts at the $5,000 level and above. Develop and implement highly tailored engagement strategies for these supporters, be responsible for all aspects of relationship management, including cultivation, engagement, solicitation and stewardship within your portfolio.
- Working with the Director of Development, develop and implement a long-range plan to promote and solicit bequests, trusts, and other planned/deferred gifts that is coordinated with and complementary to other activities of the overall Development plan. Set and achieve goals to grow the 1897 Legacy Circle.
- Envision and, in coordination with colleagues, create regular mailings, advertising, and other promotional activities to generate leads and cultivate planned gift commitments.
- Prepare and present gift planning presentations and proposals to prospects, colleagues, boards, donors, etc. as appropriate.
- Develop collaborative relationships with other planned giving and allied professionals, such as financial planners and advisors, attorneys, and bankers from prospect/donor referrals and via local planned giving professional affiliations.
- Work with leadership giving officer, director of development, president, and the campaign planning committee to implement strategies for donors assigned to their portfolios, where appropriate.
- Qualify and cultivate key prospects through a strategic program of personal engagement, in-person visits, telephone calls, letters, emails /messages, and select events.
- Work with the entire team to meet and strive to surpass both restricted and unrestricted revenue goals. Safeguard sensitive information, and protect donor confidence.
- Maintain and provide content to update the planned giving section on the Neighborhood House website.
- Create and lead special gift planning opportunities, such as legacy challenges.
- Track portfolio activity and progress, create reports as required by management.
- Prepare written proposals, informational materials, endowment agreements, gift illustrations, and any other materials needed to secure and document major and planned gifts.
- Participate in Neighborhood House events and activities as needed.
Skills and Experiences of the Ideal Candidate:
- Skilled at successfully cultivating, soliciting, and closing major and planned gifts; managing a gift planning program.
- Ability to motivate people to increasing levels of generosity and manage multiple relationships to the point of and through solicitation.
- Strong communication skills, including written, verbal, and active listening.
- Ability and willingness to work in a complex, collaborative, consensus-driven, environment.
- Proven ability to provide strategic direction related to establishing a compelling vision for resource development initiatives.
- A commitment to a workplace that values and respects differences of race, ethnicity, age, gender, gender identity and expression, sexual orientation, religion, ability, and socio-economic circumstances; willingness to model intercultural competence.
- Three or more years in philanthropic resource development with a focus on gift planning.
- Demonstrated ability to think strategically, take initiative and use good judgment; ability to maintain confidentiality.
- Project management and organization skills; ability to manage multiple projects with attention to detail; ability to handle interruptions, maintain focus on tasks and produce timely, accurate work.
- Ability to work independently and as part of a team; comfortable working in an office environment and offsite.
- Proficiency in a language other than English, bi-lingual and bi-cultural skills strongly preferred.
- Commitment to continued professional development to strengthen capacity to work through an equity lens for social justice.
- Experience working for a human services non-profit preferred.
- Personal living/lived experience of systemic inequity/oppression
Neighborhood House is committed to attracting and retaining employees with varying identities and backgrounds.
The Neighborhood House provides equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, sexual orientation, gender identity, gender expression or any other status protected by law.