EDUCATION:
• Bachelor’s degree
EXPERIENCE:
• Demonstrated experience, success, and progressive responsibility in fundraising with a minimum of three to five years’ experience
• Proven track record of closing five-figure+ gifts
CERTIFICATIONS, LICENSES and SPECIAL SKILLS DESIRED:
• Proficiency in database management, Microsoft Office Suite, and other computer skills, as required
• Advanced fund development and major gifts training a plus
GENERAL REQUIREMENTS:
• Passion for Samaritan House’s mission to fight poverty and lift lives in San Mateo County
• Exceptional ability to understand the needs and motivations of others, find common ground and synthesize information into compelling narratives
• Ability to set goals strategically and oversee execution
• High level of discretion and ethical approach to fundraising
• Proven ability to interact and influence philanthropic leaders
• Experience motivating and collaborating with high-profile volunteer leadership and senior executives
• Ability to work cross-functionally with various internal and external constituents of diverse backgrounds
• Ability to organize and complete multiple tasks simultaneously with close attention to detail and prioritization to meet deadlines
• Excellent written and verbal communication and presentation skills
• Ability to work from a dedicated home office, which allows for private and confidential conversations on remote work days
• Valid driver’s license & insurance and/or reliable transportation required for out-of-office travel as required by the position
• Demonstrated ability to exercise appropriate and sound judgment with tact and diplomacy both under normal and stressful situations
• Positive and resilient attitude with ability to maintain grace under pressure, excel and contribute to a collegial and friendly working environment. Have a sense of humor and a collaborative spirit
• Ability to deliver solutions-based approach to problem solving in a timely manner. Ability to be creative and show initiative
• Ability to follow Agency Policies and organize required activities according to Samaritan House policies, procedures and best practices, which include any related federal, state, or local agency requirement
• Ability to work flexible schedules, including evenings, holidays and/or weekends as needed
Essential Functions of the Position
- Hold a portfolio of 120-140 donors. Initiate, deepen, and maintain strong relationships with donors – identifying prospects and cultivating, soliciting, and stewarding existing and new major donors. Regularly reach out to and meet with portfolio donors. Develop new creative ways to involve donors in ways meaningful to them and to Samaritan House.
• Create a plan for each donor in assigned major gifts portfolio that will serve as a foundational communication and marketing plan. Faithfully and on a timely basis, execute that plan, so that individuals on the caseload are retained and upgraded. Re-evaluate and adjust plans as necessary throughout the year.
• Maintain accurate and up-to-date donor records in the fundraising database, and track progress using reports, records, and pipelines.
• Support execution of small-group donor events, in-person tours, and virtual experiences to further engage major donors.
• Strategize with Senior Major Gifts Officer and individual giving team to engage and qualify new major gifts prospects throughout the year.
• As needed, support senior staff members and executive team on direction and execution of their portfolio work.
• Under the direction of the Senior Major Gifts Officer, execute annual year-end major gifts campaign.
• Represent Samaritan House at key local and virtual events.
• Prepare strategy, briefing and debriefing materials for face-to-face meetings with donors.
• Establish and maintain strategic relationships with colleagues in Development & Communications, Programs, and Finance.
• Perform other duties as related or assigned, including special projects and possible management of interns or other voluntary staff.
• Attend trainings and meetings as needed.
• Report and complete any necessary incident reports within 24 hours. Review the incident report(s) and discuss with Supervisor, as needed
• Other duties as assigned.
San Mateo, CA 94403