Major & Planned Giving Officer (Advancement)/Career Opportunity

$130,000 - $130,000/Yr

Chautauqua Institution - Chautauqua, NY

Full-time - Mid Level

Remote - Chautauqua, NY

Educational Services

About the position

The Major and Planned Gifts Officer is a key member of the Advancement team at Chautauqua Institution, responsible for identifying, cultivating, and soliciting donors to enhance philanthropic resources. This role involves managing a portfolio of major and planned gift donors, developing marketing strategies, and coordinating fundraising efforts to support the Institution's initiatives and endowment growth.

Responsibilities

• Manage a portfolio of 120 major and planned gift donors and prospective donors.
• Identify, qualify, cultivate, solicit, and steward supporters, including planned giving donors.
• Engage with donors through face-to-face or video visits, email, and phone calls.
• Develop written proposals, gift illustrations, and other donor communications as needed.
• Assist in developing and executing planned giving marketing strategies.
• Coordinate activities among Advancement and Institution leadership and program staff.
• Document donor contacts in Raiser's Edge and provide regular reports on activity.
• Support the Planned Giving Advisory Council as needed.
• Participate in donor events as required.
• Assist in developing the annual budget for the major and planned gifts team.

Requirements

• Bachelor's degree or equivalent experience.
• Five or more years of experience in prospect management, donor cultivation, and solicitation or comparable experience in estate, tax, or financial planning.
• Experience with Raiser's Edge or other CRM software.
• Experience with Crescendo or PG Calc planned gift illustrating software.
• Thorough knowledge of gift planning techniques and principles.
• Experience identifying, cultivating, and directly soliciting major and planned gifts.
• Understanding of tax guidelines governing charitable gifts.
• Ability to interact effectively with volunteers, leaders, and program partners.
• Ability to oversee multiple projects and discern complex interests quickly.
• Technical proficiency with basic office software (e.g., Office 365, Raiser's Edge, and gift illustration software).
• Experience guiding and motivating volunteers.

Nice-to-haves

• Doctorate or better in a relevant field.

Benefits

• Compensation starting at $120,000, with potential up to $130,000 based on experience.
• National health insurance network with Highmark.
• Flexible spending or health savings account options.
• Dental and vision insurance.
• Complimentary life insurance and wellness incentives.
• Employee assistance program.
• Supplemental life insurance and long-term disability options.
• Discretionary employer retirement plan contribution (10% of gross compensation).
• $500 referral bonus for employee referrals.