Associate Director, Individual Giving (PCLC)
Essential Functions and Responsibilities:
- Serve as excellent customer service contact to members of the Golden Gate National Parks Conservancy, focusing specifically on Leaders Circle, Trails Forever, Presidio Tunnel Tops, and the People and Parks Forever Fund:
- Design annual strategy, develop revenue goals, and successfully generate revenue for unrestricted individual giving at the $1,000+ level (PCLC) in collaboration with the Director of Philanthropy.
- Manage portfolio of major donors for PCLC, including donor identification, strategy development, cultivation, solicitation, and stewardship
- Lead the Parks Conservancy Leaders Circle (PCLC) donor recognition program (annual unrestricted gifts from individuals of $1,000 and above), ensuring annual growth through a variety of strategies that include prospect research, direct mail, ongoing outreach, cultivation and benefit events, and maintaining a regular meeting schedule with a portfolio of donors identified as having the capacity to increase their giving. With the Director and Advisory Council members, create an individualized plan for increased cultivation, stewardship, and solicitation for approx. 150 people.
- Manage and implement Leaders Circle fundraising campaigns including acquisition, renewals, on-line giving, and gift and pledge acknowledgments.
- Serve as lead staff person in for Leaders Circle Advisory Council. Schedule meetings, draft and prepare agendas and meeting materials, and work with Advisory Council Chairs to lead quarterly meetings. Report and track detailed meeting results and provide timely follow up.
- Provide weekly gift reports and outreach to Leaders Circle Advisory Council members; Provide orientation trainings to new Advisory Council members.
- Working in coordination with events staff and Individual Giving team, manage and attend all events related to the Leaders Circle. This includes creating invitation materials, managing RSVPs, and providing timely follow-up after the event.
- In partnership with individual giving, planned giving, and events staff producing targeted prospect research, with goal of streamlining outreach and increasing financial support from existing members of the Leaders Circle, for Capital Campaigns, and Trails Forever program.
- Working in collaboration with the Director, maintain and grow Leaders Circle stewardship program, including tailored annual reporting for major donors, stewardship phone calls, targeted “interviews” and profiles for donor communications, and timely acknowledgement following events.
- Manage Annual Survey to Major Donors, with responsibility to analyze results for increased stewardship and revenue. Draft, edit, and distribute the survey through hard copy and email/online an annual survey to PCLC members. Suggest next steps for communications to major donors from analyzing results
- Implement major gift, unrestricted fundraising campaigns, including preparing and distributing:
• Attend and provide support for all Leaders Circle Advisory Council, Trails Forever meetings
• Provide financial reports for the Leaders Circle Advisory Council, , One Tam, and Trails Forever.
• Provide analysis of fundraising initiatives and progress toward goals for PCLC, Trustee Giving, Campfire and occasionally for restricted campaigns like One Tam and China Beach.
• Gift and upgrade tracking
Database Integrity and Reporting
- Gift Accounting
• Produce reports for annual audit and reporting to Sr. Director, Philanthropic Giving and Campaigns.
• Serve as contact person for all stock gifts and wire transfer procedures, tracking, entering and acknowledgments, also serving as liaison with Finance in regards to these gifts
• Prepare monthly statistical reports analyzing donor moves, upgrades, outcomes of solicitations
- Act as liaison with the Accounting Department to ensure smooth reconciliation of funds:
• Maintain written procedures
• Suggest changes in procedures as appropriate
• Work with Accounting staff to address complex gift issues
• Suggest, test, and recommend new methods for tracking and reporting in the database
- Serve as backup for online giving processes (running the connector between Convio and Raiser’s Edge), which is critical to the daily flow of gifts, and ensures timely reporting and acknowledgement of online gifts
- Work with Director and other staff to create, test, and document procedures.
- Responsible for reconciliations of Individual Giving, Operating expenses (Membership and Major Gifts) on a monthly basis.
• In partnership with other members of the Development Department, responsible for initiating, coordinating, and ensuring accuracy of annual report donor list, contact donors as needed to ensure accurate and appropriate acknowledgment, create the mailing list for the annual report, and engage appropriate staff in review.
Other duties as assigned.
Qualifications and Experience:
- At least five years of progressive responsible professional fundraising experience.
- Demonstrated working knowledge and experience with major gifts fundraising preferred.
- Demonstrated managerial talent in guiding major gifts efforts; experience recruiting, evaluating, mentoring, and developing staff.
- Proven ability to confidently guide team members in meeting fundraising goals and in managing and balancing donor and trustee relationships.
- Ability to lead and motivate others; be at ease with colleagues at all levels, executives, and community leaders, gaining their respect and confidence.
- Abide by all Parks Conservancy employee and management policies, exemplify our values, and model behaviors consistent with our Community Agreements.
- Demonstrated effectiveness in prospect identification, relationship-building, and solicitation. Ability to prioritize cultivation and solicitation strategies focusing on donor-centered philanthropy to maximize potential gifts.
- Ability to keep a sense of urgency in gift discussions; adaptable, achievement-oriented, and confident.
- An aptitude for creativity, innovation, and flexibility, including the ability to adapt in a rapidly changing environment and a tolerance for ambiguity.
- Ability to take information from many sources and distill it to core messages that are communicated succinctly to different audiences.
- Ability to speak passionately and authentically about the history, achievements, and future direction of the Parks Conservancy; ability to effectively articulate that vision to a diverse audience.
- A commitment to promoting and supporting an environment of diversity, equity, and inclusion.
- Demonstrated experience engaging and motivating groups of diverse individuals, including strong volunteer management skills.
- Superior written and oral communication skills, with exceptional attention to detail and the ability to articulate a compelling case for philanthropic support programs.
- Advanced ability with Microsoft Office suite.
- Experience with Raiser’s Edge or other relational databases preferred.
- Current California drivers’ license with clean driving record.
- Bachelor’s degree preferred.
Salary/Benefits: $88,000 to $95,000, Grade 18. Benefits include medical, dental, and vision plans; up to 3 weeks of vacation time plus holidays, personal, and sick days; Employee Assistance Program; retirement plan; employer-matched Commuter Program; employee discounts and more.