11-145 - Assistant Director of Development Department -SC/ Orange County Pool - The Salvation Army
Tustin, CA
About the Job
Its message is based on the Bible
Its ministry is motivated by the love of God
Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination
Position Summary Manage Orange County’s Mid-level fundraising program and associated staff
Manage and direct annual special fundraising events
Oversee and coordinate bi-monthly Advisory Board Advancement Committee Meetings
Aggressively pursue and secure funds, gifts in kind and volunteer labor to help support the diverse program needs of The Salvation Army in the Southern California Division
Work within assigned geographical areas to establish relationships with existing or potential donors and to develop and cultivate relationships with local corporations, churches, businesses and other organizations
Essential Functions + The DRD establishes, manages and fulfills a caseload communications plan, including individual fund-raising goals and personalized strategies, to effectively steward, educate, cultivate and solicit gifts from major donors each fiscal year, with an emphasis on gifts of $5,000 and higher
+ Manages a caseload of 125-150 assigned and qualified major donors and will maintain and seek to engage with a small additional prospective donor “watch list” as assigned, following the agreed upon communications plan that is specific to each donor and prospect and working, as appropriate, with donor leadership volunteers to secure visits with those in their peer networks who are assigned
+ Work diligently to meet territorially approved annual activity metrics and income production goals and is purposeful about every visit and communication and the desired outcome for each “touch.” + Leads in one-to-one solicitation, gift acknowledgement and stewardship communication, traveling as necessary, establishing and maintaining excellent donor relations, providing written proposals to major gift prospects as needed, and including Army and/or volunteer leadership as appropriate
+ Leads the development of team solicitation strategies and facilitates the team planning process for peer-to-peer cultivation and solicitation approaches, involving leadership volunteers and internal leadership, as deemed appropriate
Develops research and briefing memos in preparation for team discussions
Works with territorial prospect research manager and local staff who are trained to do research to develop donor profiles to inform “moves management” strategies and planning conversations
+ Meets regularly with supervisor to discuss and refine caseload plans, donor strategies, to track progress, to receive coaching, and to keep open lines of communication
+ Participates in recommended professional trainings as budget allows, conference calls with other major gifts staff, conference kindred sessions and other professional development opportunities
+ Works in close conjunction with other fund development officers, pursuing and contributing to harmonious collaboration between direct marketing, social media, foundation, corporation, and planned giving staff for optimal integrated strategies regarding major donor communications as well as overall department initiatives
+ Works in close collaboration with local officers, program, finance and fund-raising staff to present local Army resource development needs that correspond to where donors and prospects reside, while always being responsive to each donor’s interests (even if elsewhere) and attentive to fiduciary responsibilities (donor intent with gifts)
+ Works in collaboration with program, finance, development and graphic design / communications, and admin support staff to develop a portfolio of giving opportunities (cases for support) that documents funding needs in terms of real program costs, how dollars impact people, outcomes being (and which could be) achieved, shortfalls and exciting mission advancement opportunities
Presents these opportunities to donors to effectively match donor interests with Army service delivery advancement needs
+ Makes it a priority to take donors on site visits to tour Army programs and to facilitate face-to-face briefings of donors by Army leaders
+ Supports and contributes to, as requested, overall territorial policies, business practices and strategies to continually increase major gifts revenue and program growth
+ Keeps management apprised of all significant interactions, inputting contact reports to the Portfolio donor database system as required, sharing a continually updated itinerary, fulfilling all monthly and other reporting requirements, and consulting with leadership when needed to understand organizational priorities, to develop strategies that benefit both donor and the Army, and to troubleshoot challenging situations
+ Stays driven toward goals and focused on caseload, but makes effective use of volunteerism opportunities, events and other initiatives to engage with assigned donors, to bring them closer to the Army, and to deepen their awareness of the impact of our work, especially in areas of interest to them
Participates in such opportunities alongside caseload constituents
Works with other staff and leadership (including leadership volunteers) to develop new major donor / prospect cultivation events, such as private receptions, dinners in homes, or seminars, targeted toward those with high philanthropic capacity
+ Manages all office systems related to DRD duties, including maintaining updated Portfolio donor files, tracking spreadsheets, correspondence and gift acknowledgments, etc., in keeping with department policies and procedures
Documents all donor interactions through Portfolio contact reports and according to established business practices
Carries out any office and computer-related tasks important to fulfilling the goals of the position
+ Ensures excellent customer service is provided to donors through accessibility to staff and leadership (as granted), timely responsiveness, quality in all interactions and personalized communications
PAY RANGE: $110,000-$130,000/annually ADDITIONAL MANAGEMENT DUTIES: + Manage Orange County’s Mid-level fundraising staff and program + Manage and direct annual special fundraising events + Oversee and coordinate Bi-monthly Advisory Board Advancement Committee Meetings + Responsible for planning and implementing Orange County’s annual Night for Others fundraiser Working Conditions Ability to walk, stand, bend, squat, climb, kneel and twist on an intermittent or sometimes continuous basis
Ability to grasp, push, pull objects such as files, file cabinet drawers, and reach overhead
Ability to operate computer, fax and telephone
Ability to lift up to 25 lbs
Minimum Qualifications + BA in similar or related field or a minimum of two years in fundraising or fundraising management + Proven track record in major gift solicitation and major donor cultivation + Must embrace, always support and reflect well on The Salvation Army’s mission and values through one’s professional responsibilities and behavior
+ Problem solver, think strategically and creatively, and take initiative with good follow through
+ A high level of comfort with direct donor interaction is a must, including discussions of personal and family finances and asking for major financial commitments
+ Team player, able to collaborate effectively with officers, staff and volunteers for successful achievement of position and department goals
+ Experience in high-end donor cultivation strategies + Supervision and team building experience preferred Skills, Knowledge & Abilities + Driving Test and clean MVR check (if applicable)
+ If working in vicinity of children a criminal background check is required with certification for Protect the Mission policies and procedures
+ Excellent communication skills both oral and written + Ability to use Microsoft Office suite + Knowledge of The Salvation Army and its programs + Effective interpersonal, conversational and presentation skills, demonstrating emotional intelligence, situational awareness, excellent writing abilities and strong case development and pitching skills
+ Goal-orientated, with a drive to achieve goals by deadline + Able to work independently in a fast-paced environment without extensive admin support
+ Must be highly organized and able to effectively manage multiple projects and competing priorities with professionalism and grace
Qualifications Education Required + Bachelors or better Licenses & Certifications Required + Driver's License Experience Required + Ability to use Microsoft Office suite + Minimum of two years in fundraising or fundraising management Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information
41 CFR 60-1.35(c)