Reporting to the Vice President for Advancement, the Philanthropic Engagement Officer manages a portfolio of major and principal gift prospects for cultivation, solicitation and stewardship. The Philanthropic Engagement Officer will also work closely with the Vice President, Sr. Director for Advancement, and seminary leadership to help shape and achieve fundraising success.
Job Duties and Responsibilities:
Develops and manages a caseload of 120-150 donors, primarily comprised of major and principal gift prospects with the capacity to make a gift of $25,000 and greater.
- Creates, documents, refines and executes a unique cultivation and solicitation strategy for each assigned prospect.
- Keeps leadership and Advancement team apprised of all pertinent interactions and progress to goals through: inputting contact reports into the donor database, following moves management protocols and metrics, sharing a continually updated itinerary, fulfilling all monthly outreach and reporting requirements, and consulting with leadership when needed to understand priorities and develop strategies that will benefit both donor and LSTC.
- Stays driven towards goals and focused on portfolio, while making effective use of events and other initiatives to engage with assigned donors and bring them closer to those areas of interest at LSTC.
- Prospects for new donors or opportunities for increased giving from current donors.
- Works as appropriate, with leadership volunteers to secure visits with those in their peer networks who are assigned.
- Works in close collaboration with leadership, program, faculty, finance and Advancement staff to present resource development needs that correspond to where donors and prospects reside, while always being responsive to each donor’s interests (even if elsewhere) and attentive to fiduciary responsibilities (donor intent with gifts).
- Ensures excellent customer service is provided to donors through accessibility to staff and leadership (as granted), timely responsiveness, quality in all interactions and personalized communications.
- Works diligently to meet agreed upon monthly and annual activity and income production goals and is purposeful about every visit and communication and the desired outcome for each “touch”.
- Prioritizes donor visits, traveling as necessary.
- Establishes, manages, and fulfills a portfolio communications plan, including individual fundraising goals and personalized strategies, to effectively steward, educate, cultivate, and solicit gifts from major donors each year, with an emphasis on gifts of 5 figures and higher.
- Meets regularly with the Advancement team leadership to discuss and refine portfolio plans and donor strategies, track progress, receive coaching, and keep open lines of communication.
- Works in close conjunction with other Advancement and Communications staff for optimal integrated strategies regarding major donor communications as well as overall development initiatives.
- Works with vice president and advancement team to create donor outreach strategies for assigned prospects, geographic concentrations, or other major gift initiatives.
- Other duties as assigned by supervisor.
- Passion for theological education, justice, and LSTC’s mission.
- A minimum of three years' experience in fundraising or equivalent job-related experience, with a proven track record of success and a strong working knowledge of strategy development and moves management systems in the qualification, cultivation, solicitation, and stewardship processes.
- Highly effective interpersonal, conversational and presentational skills, demonstrating an emotional intelligence and situational awareness in tandem with excellent writing abilities and strong case development and listening and communication skills.
- Demonstrated expertise in developing and maintaining positive relationships with diverse individuals, including executives, clergy, high-level volunteers, wealthy donors, internal stakeholders and leadership.
- Desire and commitment to engage in issues of justice, equity and inclusion, and a curiosity about groups and individuals with diverse backgrounds, experiences, and cultures.
- Prowess in problem-solving, strategic and creative thinking, plus taking initiative with consistent and good follow-through.
- Great comfort level with direct donor interaction is a must, including discussions of personal and family finances, faith, and asking for major financial commitments.
- Experience working independently in a fast-paced environment, with fluency in managing multiple projects and competing priorities with professionalism.
- Driven to make a difference, goal-oriented with a proven ability to achieve or exceed goals and meet deadlines.
- Career track record that shows stability with an organization and capacity to develop and nurture relationships culminating in overall success.
- Ability to travel at least 50% of the time and effectively work remotely, from the road, and in a hybrid environment.
- Raiser’s Edge / NXT experience is preferred.
- Bachelor’s Degree required.
LSTC is committed to diversity, anti-racism, and anti-oppression. Women and/or persons from historically underrepresented cultural groups are encouraged to apply. LSTC is an equal opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, national or ethnic origin, disability, marital status, veteran status, or any other occupationally irrelevant criteria.