What are the responsibilities and job description for the Generosity Officer (New England Region), Application Close: Open until filled position at United Church of Christ, National?
GENERAL PURPOSE OF POSITION:
Assist the Director of Philanthropy, the Development Strategist, OPTIC team and volunteers in carrying out the major gift program/planned giving program of the national setting of the United Church of Christ; holds primary responsibility for the solicitation of individual gifts of $10k or more for the UCC. This position will be charged to identify, cultivate, solicit, and steward 75-100 prospects and donors, concentrating on one of the identified Regions of the UCC., partnering with other staff and conference offices and local churches as appropriate. This position will require both electronic and direct face-to-face solicitation and stewardship, with an expectation of travel.
The Generosity Officer will be responsible for the New England Region and will need to reside in the region.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
- Prepare and implement a strategic plan for the cultivation and solicitation of an assigned portfolio.
- Meet with planned giving prospects and take strategic steps to move them through the gift cycle of identification, qualification, cultivation, solicitation and stewardship. Solicit planned gifts as assigned.
- Work collaboratively with staff of the national setting, conferences and congregations to acquire knowledge needed to feed prospect pipeline, build donor relationships, and solicit gifts.
- Participate actively in weekly prospect review meetings to share and request ideas for cultivation and solicitation strategies for campaign, restricted and unrestricted gifts.
- Collaborate with the Development team to ensure timely and accurate acknowledgements, solicitation and cultivation mailings, event invitations and database entries.
- Track, evaluate, and analyze planned giving and major gifts activities through donor database and provide reports as requested.
- Assist in the preparation and editing of publications for planned giving. This includes donor recognition in marketing materials.
- Work collaboratively with Generosity Officers and leaders throughout the national setting to appropriately cultivate and steward donors.
- Participate actively in staff meetings and retreats as needed.
- Serve as thought leader in professional development and provide training where necessary.
- Willingness to update donor information within donor database.
- Research donor prospects using Internet and other prospect research tools.
- Review articles and attend webinars about donor cultivation, retention, and stewardship and planned giving.