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Job Announcement: Manager of Major Gifts and Planned Giving

Job Announcement: Manager of Major Gifts and Planned Giving

Kappa Alpha Theta Foundation
Indianapolis, Indiana

OVERVIEW

Kappa Alpha Theta Foundation, Indianapolis, IN, seeks a Manager of Major Gifts and Planned Giving to build upon the success of its recent capital campaign, leading staff and volunteers to expand individual major and planned giving fundraising efforts. The successful candidate will assess, cultivate, solicit, and steward major gifts for Kappa Alpha Theta Foundation in order to advance the organization’s strategic fundraising goals. This position will also be responsible for assisting in the development, design, and implementation of a comprehensive and strategic major and planned giving program to be implemented by staff and volunteers. She/he will report to the Executive Director.

POSITION SUMMARY

Primary responsibilities will include:

  • Working with the Executive Director to design and manage the organization’s major gifts and planned giving initiatives to meet the organization’s programmatic and financial goals, as guided by Theta Foundation’s Fund Development Plan;
  • Working with the Executive Director to ensure strategy is in place that enables prospects capable of major and planned gifts to be cultivated and solicited in an appropriate and deliberate manner;
  • Building and enhancing relationships with prospects, both directly and indirectly through the Foundation President, Board members, Executive Director, Foundation staff, fundraising volunteers, and Fraternity and FHC partners;
  • Managing ongoing reporting and acknowledgement processes to measure progress toward major and planned giving fundraising goals and to ensure timely and accurate stewardship and tracking of gifts;
  • Developing, implementing, and managing strategies for identifying, researching, cultivating, soliciting, and stewarding major donors and prospects, and personally managing a portfolio of 75-100 high-level donors/prospects;
  • Managing prospect research for major gift potential;
  • Managing a donor recognition system, including event and communication tactics;
  • Managing reporting and tracking to meet internal planning and management needs and external compliance requirements;
  • Coordinating the design, marketing, implementation, and monitoring of the organization’s planned giving/bequest program in accordance with fiscal and legal requirements;
  • Designing, implementing, and managing cultivation and stewardship activities for organizational special events, including, but not limited to, Grand Convention;
  • Serving as a spokesperson for the organization and frequently communicating with a variety of audiences about the mission of Kappa Alpha Theta Foundation (requires some travel within the United States);
  • Identifying, developing, and mentoring development volunteers and staff;
  • Adhering to the highest ethical standards.

QUALIFICATIONS

Education and Training:

  • Bachelor’s degree required
  • Completed fundraising courses and seminars preferred
  • CFRE designation considered an asset
  • Membership in Association of Fundraising Professionals and/or National Association of Charitable Gift Planners considered an asset

Experience:

  • Minimum of five years of related experience, preferably in fundraising
  • Prior experience managing a team of volunteers and/or staff preferred
  • Demonstrated effectiveness in securing current and deferred gifts
  • Experience in planning and documenting deferred gifts
  • Capital or comprehensive campaign experience preferred
  • Prior experience with a membership-based association and/or in the field of higher education considered an asset

KNOWLEDGE, SKILLS, & ABILITIES

Knowledge:

  • General knowledge of the principles and techniques of fundraising required
  • General knowledge of donor motivations and engagement strategies required
  • Thorough knowledge of how to develop major gifts preferred
  • Working knowledge of charitable tax legislation, estate/tax laws, and other pertinent regulations/legislation
  • Working knowledge and passion for women’s education and leadership development

Skills:

  • Excellent written and personal communication skills
  • Excellent organizational skills and attention to detail
  • Excellent time management skills
  • Strong knowledge of word processing, database, and spreadsheet programs
  • Research background a bonus

Abilities:

  • Ability to travel independently and to visit prospects as needed
  • Ability to adapt quickly and to plan for and manage multiple projects while working in a fast-paced environment
  • Ability to deal comfortably with a wide variety of subjects, projects, staff, and volunteers
  • Ability to relate to major gift donors and prospects, instilling confidence in the goals and work of Theta Foundation
  • Ability to work as a member of a team while independently carrying out development objectives
  • The work includes writing, packaging, and designing proposals, approaching prospective donors, negotiating support, and providing ongoing stewardship. These tasks involve considerable creativity in identifying the motives of potential donors and anticipating their interests in the preparation of proposals and structuring of projects, as well as the skillful negotiation of terms.

ABOUT THETA FOUNDATION

Kappa Alpha Theta Foundation is a 56-year-old organization that is dedicated to securing and managing resources for the educational, leadership, and philanthropic programs of Kappa Alpha Theta Fraternity and for the scholastic, professional, and service pursuits of its members to help them reach their fullest potential and make a difference in the world. Though located on the northwest side of Indianapolis, Indiana, Theta Foundation has over 8,000 annual donors and hundreds of program recipients located nationwide. Kappa Alpha Theta Foundation is a 501(c)(3) not-for-profit organization with an annual operating budget of approximately $1.3 million and an endowment of approximately $29 million. The staff includes seven full-time employees located in Indianapolis, and one full-time employee and numerous volunteers located in different regions of the United States. Theta Foundation staff work in collaboration with both staff and volunteers from affiliate organizations Kappa Alpha Theta Fraternity and Fraternity Housing Corporation (FHC). The organization is governed by a 13-member Board of Trustees that is active and engaged, reflecting a diverse range of expertise and perspectives. Kappa Alpha Theta Foundation is respected among fraternal foundations as a leading fundraising and grant-making organization, strengthened by sound fiscal management and a solid history of successful and impactful programs.

WHAT TO EXPECT AT THETA FOUNDATION

Theta Foundation is a growing and vibrant organization where staff work in a fast-paced and collegial work environment with personnel from affiliate organizations. Theta Foundation offers a competitive salary and excellent benefits, including health insurances (medical, vision, and long-term disability); a retirement plan with an employer match; and vacation/personal leave.

Salary for this full-time position is commensurate with experience. This position is based in Indianapolis, IN, and requires travel throughout the United States.

APPLICATION PROCESS

Kappa Alpha Theta Foundation is an Equal Opportunity Employer. Prospective employees will receive consideration without discrimination because of race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.

Interested candidates should email their resumes, salary requirements, and cover letters describing their qualifications and interest in the position to Kristen Kaiser, Executive Director, at kkaiser@kappaalphatheta.org. Please include “Manager of Major and Planned Gifts” in the email subject. Resume review will begin immediately. We thank you for your interest in career opportunities with Theta Foundation. Only those candidates selected for an interview will be contacted.

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