Director of Major Giving

Organization Name

Wellroot Family Services

Location

Tucker, GA

Opening Date

June 1, 2021

Closing Date

August 31, 2021

 

Position: Director of Major Giving
Reports To: SVP, External Affairs
Department: Advancement
Location: Tucker, GA
FLSA: Exempt
Job Summary:

This position is responsible for equipping the team for significant philanthropic investments from private sources. The role includes working with the SVP of Advancement to build an aggressive, team-based strategy to acquire, expand and renew investments from partners who annually contribute four, five and six-figure commitments. Accountable to build a qualified portfolio of 100+/- donors, build a customized moves-management strategy for each relationship and generate $1M annually in unrestricted revenue. Prospects include high-net-worth families, private foundations, and government funders.

Responsibilities:
To passionately and convincingly articulate the Wellroot’s case for support in verbal and written communications
Implement and report against an annual plan consisting of giving levels, touches, communications, recognition and stewardship
Work the North Georgia market from Tennessee to Macon, Augusta to LaGrange and metro Atlanta
Build and maintain a personal portfolio of 100 +/- relationships that generate $1M annually for the Wellroot mission and ministry
Equipping the Engagement Team to raise min $400k in annual revenue from churches plus maintain an active individual portfolio and prospecting strategy
Develop gifts and grants from high-net-worth families and private foundations
Implement a customized moves management strategy for each relationship to include identification, qualification, cultivation, solicitation, stewardship and renewal
Engage executives and select Board members as peer influencers
Work with the Marketing Director to develop collateral materials including presentations, proposals, grant applications, gift agreements and stewardship reports
Set performance objectives and metrics for Wellroot major gifts and grants; gauge progress toward goals by reviewing monthly and annual reporting; monitor and provide periodic progress reports to key stakeholders
Design, vet and launch a Planned Gifts program with support from Advancement Team
Develop a government grants program, including cultivating key government relationships, researching and staying abreast of opportunities for government funding to support Wellroot’s mission, and developing applications and compelling narrative to acquire funding
Manage Portfolio expectations and deliverables across Advancement team
Oversee cross-departmental communications with the team that identifies government funding, programmatic opportunities, and tracking on grants that are received
Manage the Development Coordinator to ensure proper implementation of development database
Ensure consistency of tracking and input inside of CRM
Assist the SVP of External Affairs and the Marketing Director in the development of direct mail strategies to produce new donors, upgraded donors, and qualified major donor leads
Perform other duties as may be assigned
Supervise a team of three including, Engagement Manager, Development Coordinator and & Manager of Institutional Giving.
Team Leadership:
Work with the SVP of External Affairs to establish annual goals and performance objectives for the Engagement Managers and the Director of Institutional Giving
Work with colleagues to identify and cultivate prospective major donors and grant makers
Support and engage volunteers, including volunteer grant writers

Requirements:
Bachelor’s Degree in related field
At least 5 years’ experience in development – specifically major gift cultivation
Ability to engage in the North Georgia Methodist conference and culture
Five years of successful fundraising experience with concentration in individual major giving and private grants
Successful experience with a portfolio of 100 +/- assigned relationships
Proven track record of generating $500,000 in unrestricted revenue annually through relational fundraising, and meeting or beating an annual revenue goal
Experience with major gifts moves management. Proven ability to prospect. General knowledge of Planned Gift vehicles required
Relational fundraising experience in social service or faith-based organizations.
Experience using development database such as; Donor Perfect, Raiser’s Edge or other database
Experience managing a team of fundraisers

Skills & Attributes:
Comfortable sitting with people face-to-face and asking for a financial commitment
Demonstrated ability to close 5 and 6 figure gifts
Strong passion and affinity for Wellroot's vision, mission and constituents
Demonstrates a keen sense of curiosity for donors – seeking to “crack the code” of what compels each donor to give substantially by asking the right questions
Ability to personally adapt as needed to meet the needs of donors
Successfully aligns partner interests with our strategy and convincingly articulates the unique value proposition
Superior presentation skills, including the presence to deal effectively with diverse constituencies
Excellent communication skills, including the ability to write and speak clearly and effectively, and to listen, and an exceptional capacity to engage, inspire and persuade
A self-starter with a high level of energy, self-confidence, and a positive “can-do” attitude is essential, as is humility
Innovative and change-oriented leader, highly professional with ability and organizational expertise to effectively inspire staff and volunteers
Sincere commitment to work collaboratively with all constituent groups, including staff, board members, volunteers, donors, program participants and other supporters
Influential, credible, confident persona with strong personal stature, authenticity and executive presence
Hands-on, detail-oriented leader who will work shoulder-to-shoulder with staff and leaders
Strong analytical skills with the ability to investigate, uncover, analyze and translate data into meaningful format that can be used to drive solutions
Ability to make decisions and exercise good judgment with limited direction in a changing environment and bring order to chaos
Work Environment:

This position is located at Wellroot headquarters in Tucker, Georgia, and the work is conducted in an office setting and across the campus. Fast-paced, working with vulnerable clients. The ability to maintain a flexible work schedule which will include evenings and weekends is required. Must be able to lift up to 25 pounds.

Wellroot is an EEO employer and offers a competitive salary and benefits package that may include:
Major medical, dental and vision coverage
Paid company holidays
Generous PTO policy
Retirement plan with employer matching contribution
Salary Range: $70,000 - $80,000