Posted On: 2017-04-20
Closing On: 2017-05-05
Location: Ottawa, ON
Effective: ASAP
Website: http://www.cusointernational.org
Employment Type: Full-Time
Level: Management

Job Description

SUMMARY

The Manager, Major Gifts and Legacy Giving is responsible for major individual fundraising efforts focused on gifts in support of program priorities and legacy giving. They will implement a planned giving program, and develop and steward a portfolio of 100-125 major donors and prospects, each with the capacity to give between $2,500 and $100,000.  Areas of responsibility include moves management strategy, research and prospect identification, cultivation, proposal development, solicitation, stewardship and volunteer management.  As both a technical and subject matter expert, this position maintains current knowledge in areas related to both major gifts and planned giving.

The Manager, Major Gifts and Legacy Giving plays a critical role in the development and stewardship of current major and legacy gift donors and new major and legacy gift relationships. As a professional they know how to create opportunities to expand relationships with individual donors and are able to identify new prospective donors with an affinity to Cuso International. The Manager plays a critical role in identifying and developing key relationships on behalf of Cuso International, externally and internally, and in fostering a philanthropic culture throughout the organization. They are also the line manager of the Fundraising Officer, Special Programs. The effective leadership and strategic direction provided to this role, will develop and promote three (3) fundraising programs: volunteer fundraising program, third party and special events, and targeted initiatives and activities in support of the strategic alumni engagement program.  

KEY RESPONSIBILITIES:

Management of Major Gifts and Legacy Giving Program:

  • Leads the development and implementation of sustainable major and legacy gifts programs in order to meet organizational fundraising goals, moves management objectives, key performance indicators and other measures, with support from the Director Resource Development
  • Develops and implements strategies and plans for a rolling portfolio of 100-125 prospects each with the ability to leverage the impact of philanthropy at Cuso International and with the capacity to give between $2,500 and $100,000. Prospects include individuals, corporations and foundations.
  • Assists in developing case for support preparation and delivers presentations to prospective donors
  • Provides input on major gift/legacy giving revenue projections, forecasting and budgeting exercises
  • Participates in prospect clearance and qualification with the CEO and Director, Resource Development.  Proactively secures meetings with prospects to discuss their links, interests, and opportunities to give. Carries out targeted project and prospect research, and prepares appropriate briefing materials, “cases for support”, profiles and meeting notes including clear direction on specific next steps with each prospect. Develops proposals and financial illustrations for prospects and their advisors.  Acts as a lead or co-solicitor with volunteers or staff as assigned or required.
  • Shapes Cuso International’s $10 Million Capital Campaign and other priority objectives, in collaboration with the CEO and Director, Resource Development.  Represents major gifts and planned giving in cross-departmental working groups.
  • Builds and cultivates relationships with current and prospective donors through donor identification, research, proposal development, solicitation and stewardship activities
  • Builds relationships with program staff, volunteers and alumni in order to engage them in Cuso International’s philanthropic efforts and cultivate events sponsorship and participation
  • Maintains in-depth knowledge of Cuso International, program initiatives, and strategic directions within assigned program areas, and acts as a key information source within the team
  • Identifies marketing needs for assigned funding priorities and collaborates with communications and marketing to develop materials/collateral and other supports

 Volunteer Management:

  • Provides support to the CEO and Director, Resource Development with high value volunteers through their involvement in the donor journey
  • Leads the identification, recruitment, training, management, motivation, leadership and accompaniment of assigned high-value volunteers, including members of the external fundraising campaign cabinet

 Stewardship & Special Events:

  • Acts as the primary relationship contact to a portfolio of major gift donors, corporations, individuals, foundations
  • Coordinates applicable Cuso International departments to ensure stewardship of lead donors
  • Designs and implements effective stewardship programs for assigned donors, including relevant events and team projects

 Operational Responsibilities:

  • Develops and implements a multi-year strategic work-plan for the Major Gifts, Legacy, Volunteer Fundraising and Special Events programs
  • Ensures the effective development, management and monitoring of an annual budget for these programs and maintains strict control of all expenditures through performance-to-budget analysis
  • Contributes to the overall development, implementation and evaluation of Resource Development’s work plan, strategies, policies and procedures
  • Works with the Director, Resource Development to actively participate in the development, implementation, and evaluation of the annual operating plan
  • Ensures regular progress reports on major, legacy, volunteer fundraising and special events portfolios, and on relevant key performance indicators
  • Responsible for documenting all key development activity using Raiser’s Edge as appropriate, with particular emphasis on moves management reports and related cultivation and solicitation activity
  • Maintains up-to-date knowledge of major gift and legacy fundraising, including effective solicitation techniques, giving incentives and relevant tax issues

Line management

  • Manages the work and performance of the Fundraising Officer, Special Programs, in line with the organization’s Collective Agreement and the Cuso International HR Policies and Procedures and with the operational plan for the Resource Development team
  • Provides a strategic vision and guidance to the Fundraising Officer, Special Programs to develop and deliver core fundraising programs
  • Identifies and coordinates opportunities for professional development for supervised staff in alignment with the organization’s learning and development policies
  • Ensures compliance with organizational decisions, policies and procedures within area of responsibility

General

The Manager, Legacy Giving & Major Gifts is expected to work effectively as part of the Resource Development team and in particular to:

  • Act as back-up to the Director, Resource Development, as needed
  • Undertake specific additional responsibilities from time-to-time, as may be agreed upon with the Director, Resource Development
  • Provide support on special projects, as determined by the Director, Resource Development

POSITION QUALIFICATIONS:

Essential:

  • A relevant post-secondary degree or diploma in a related discipline, or an appropriate blend or relevant education, background and experience
  • 5 years’ experience working within a fundraising department or non-profit organization, with a focus on major gifts, midlevel and legacy giving
  • 3-5 years’ experience with Raiser’s Edge database system including the ability to generate complex reports and queries
  • Prior management experience within a results oriented team
  • Strong understanding of fundraising principles, ethics and practices and operational budgets
  • Demonstrated knowledge of methods, practices and procedures for obtaining information about the giving programs of corporations and foundations
  • Proven experience in successfully securing major gifts and stewarding donors
  • Ability to successfully juggle multi-functional or diverse duties simultaneously
  • Excellent writing skills, to diverse audiences, and the ability to make oral presentations to key individuals and groups
  • Excellent interpersonal skills, including the ability to listen, persuade and develop positive relationships with influential or high-net individuals
  • Excellent time management, planning and organization skills, and strong attention to detail
  • Proficiency with Microsoft applications and proven capabilities in exporting data in excel/access and orchestrating complex mail merges
  • Sound judgement, professionalism and discretion in dealing with confidential information and key constituents of Cuso International
  • A high degree of self-motivation, initiative and a positive work ethic

Desirable:

  • Official bilingualism (French & English)
  • Education and /or experience within the International Development sector
  • Knowledge of Cuso International mission, values and programs
  • A good understanding of the role of a volunteer in development
  • CFRE designation

How to apply!

Expressions of interest should be sent no later than May 5, 2017, 12:00pm EST, to hr.northamerica@cusointernational.org quoting reference number MMGLG-2017-08. To be considered, résumés and cover letters should clearly demonstrate that all of the essential qualifications and language requirements are met.