University of Minnesota Foundation Minneapolis, MN, USA
Sep 27, 2018Full time
Responsible primarily for the independent management of a dynamic portfolio of donors. Work with donors to move them through the donor commitment continuum. Identify unique, donor-specific ways to cultivate and engage donors, culminating in Major Gift solicitation. Support both annual and long-term fundraising goals of the Minnesota Landscape Arboretum Foundation, securing both annual gifts for operations and capital/endowment gifts for new projects. JOB DESCRIPTION: 75% Manage Dynamic Donor Portfolio Work independently to manage dynamic portfolio of donors within both the Arboretum's Raiser's Edge system and UMF's OMS system. Identify and match donor passions with Arboretum funding needs; develop proposals and written materials in support of specific Arboretum fundraising initiatives. Coordinate Major Gift asks so special gifts are never at the expense of annual support. Maintain a thorough working knowledge of all Arboretum gardens, programs, horticultural research and capital projects. Use this knowledge to match donor philanthropic goals with institutional needs. Coordinate with internal Arboretum experts as appropriate to identify customized Major Gift opportunities for donors. Involve experts in gift discussions as needed to maximize gift results. Identify donors who are best candidates for Planned Giving and plan appropriate strategies for long-term engagement. Utilize more complex gift structures (Challenge Gifts, Blended Gifts) to meet donor and institutional needs. Plan trips as requested to FL and/or AZ during winter months to further engage key donor prospects and conduct solicitations as appropriate. Partner with Prospect Management and Planned Giving resources at UMF as needed. Work with UMF and DO's in other units as required to coordinate gifts across units. Manage against goals agreed upon with UMF, based on the following ranges: Individual Gift Production: $750K-$2M+ Minimum Rating of Prospects in Portfolio: $50K Size of Managed Portfolio: 125 Solicitations: 15-20 per year at $50K+ with a goal of 3 at $250K Minimum # of Substantive Contacts: 125 Number of Prospects to Qualify/Disqualify: 25-50 15% Event Management Working with Donor Relations, plan and execute 5-6 Donor Spotlight events every year. These events are designed as "behind the scenes" looks at the Arboretum intended to both steward existing donors and further develop new donor-level members. As opportunities arise, use as further engagement tool for Major Gift prospects. Assist in planning and execution of Naples area reception in January. Provide support for other annual Arboretum events as needed, with a mind towards maximizing donor contact and engagement at events. 10% - Administration Provide leadership with regular reports on progress and results of the prospect solicitation process and portfolio. Maintain timely and thorough reports of all contacts. Review research reports and all available information from the University Donor Management System database and the MLA Prospect Research System on assigned donors and prospects. Work with Development/Communications Director to ensure that gifts are utilized in line with donors’ intentions.