PURPOSE OF POSITION:
The Director of Annual Giving and Development Services is responsible for all aspects of securing annual financial support, including the development of an annual plan and management toward the goals therein. The Director also supervises a team of development services professionals, fostering the growth of best practices in supporting the areas of gift processing, data management, and donor relations. Finally, the Director serves as a partner to the major gifts and events teams, providing data and resources to ensure that prospects are moving efficiently through the relationship management cycle.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.
Committed to the vision and values of PPWI with demonstrated success in developing and maintaining interpersonal relationships with multiple constituencies including donors, volunteers, community members and staff.
- Experience creating and managing growth strategies and plans, with strong analytical skills to evaluate data, plan and make operational decisions.
- Proven relationship building and interpersonal skills, with experience planning for, managing and implementing change.
- Proven quality assurance and customer service orientation, with a continual improvement approach to leadership.
- Exceptional communications skills, adept at problem solving, with flexibility in approach.
- Demonstrated commitment to implementing best practices.
EDUCATION and/or EXPERIENCE:
- Bachelor’s degree required, advanced degree and/or CFRE certification preferred.
- Five to seven years management experience, along with experience defining, designing and managing annual giving strategies and managing an annual giving budget and revenue growth strategies.
- Must have demonstrated supervisory experience.
- Proven experience managing and monitoring budgets, ensuring quality programs while controlling expenses.
- Proven project management experience including planning, delegating, monitoring, evaluating and task facilitation.
- Experience with database and data services strategies unique to the nonprofit sector, with experience using relational database software, preferably using Raiser’s Edge.
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
The position is predominantly sedentary requiring the ability to sit, bend, stand and walk. May require occasional stooping, reaching, stair-climbing and repetitive motions of the hands and wrist related to writing and typing at an electronic keyboard. Rarely requires kneeling, pushing/pulling and repetitive motions of the feet.
Physical demands of the position necessitate hearing, talking, handling and grasping regularly. May require lifting up to 30 pounds. Specific vision conditions include close vision reading. Requires the ability to operate a computer, telephone, fax, copy machine and adding machine or calculator.
The position is generally performed in an office environment and involves frequent interruptions. The noise level is generally low. The work environment characteristics are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations, however, may be made to enable individuals with disabilities to perform said essential functions.
This position requires occasional travel statewide, therefore a valid driver’s license and auto insurance in accordance with agency liability standards is required. Must have reliable transportation.
ESSENTIAL DUTIES and RESPONSIBILITIES:
- Develop an annual plan to achieve PPWI’s revenue goals for gifts below the major gift ($10,000) level.
- Develop a calendar of direct mail and electronic solicitations and define messaging and segmentation strategies for each, in partnership with direct marketing vendor
- Partner with Chief Development Officer to integrate the plan into the overall activity and goals of the Development office.
- Develop and manage the annual giving budget, as part of the Department budget.
- Monitor the progress of the annual giving fundraising program and plan; prepare analysis and report revenue progress and projections regularly to Chief Development Officer.
- Oversee the creation, management and implementation strategies specific to a mid-level donor program.
- Direct and oversee PPWI’s program of direct mail and electronic solicitation, acknowledgement, cultivation and stewardship.
- Manage external vendor contracts and relationships including direct marketing vendor and other consultants to the program, as appropriate.
- Negotiate and manage relationship with PPFA national on-line fundraising program.
- Direct the extraction of data to support solicitations, leveraging segments to maximize direct mail outcomes, such as renewing donors, lapsed donors, etc.
- Measure and evaluate results of appeals, managing toward goals in the annual plan and course-correcting as appropriate.
- Design, implement and support system, standards and processes for high quality development services, train and monitor users, to ensure the:
- Efficient, timely and accurate processing of contributions received by PPWI from all constituent types.
- Generation of timely, proper acknowledgments.
- Timely and accurate update of constituent data.
- Preparation of management reports as well as monthly reconciliation reports.
- Maximize use of the Raiser’s Edge database and add enhancements as needed to meet the needs of staff.
- Manage the prospect research and prospect management functions for Development, including oversight of prospect research activity and direct responsibility for administration of prospect management system.
- Maintain a tracking system of all prospects and donors to help organize cultivation, solicitation, and stewardship efforts.
- Support gift officers as necessary to ensure their accurate input of completed and planned activity with prospects in their portfolio, as well as planned ask amounts and other data to support moves management.
- Schedule and conduct regular prospect management meetings to discuss all activities targeted towards top-rated prospects, introduce newly identified prospects, and fine tune each prospect’s moves management plan.
- Oversee the prospect research activity of the Database and Prospect Research Manager.
- Represent PPWI at community events as requested.
- Other duties and responsibilities as assigned.