10 hours

Director, Principal Gifts

ideastream
Cleveland, OH 44115
Position Title: Director, Principal Gifts

Department: Development and Communications

Reports to: Chief Development Officer



Position Summary:



Reporting to the chief development officer, the director for principal and planned giving activities. This position is responsible for securing individual gifts or blended gifts to include the ideastream Legacy Society. This includes discovery, cultivation, solicitation, and stewardship strategies for a portfolio of at least 100 planned gift and major gift prospects with a focus on gifts at $25,000 and above; the identification and qualification of new prospects; and the management and implementation of assigned fundraising projects.



Essential Duties and Responsibilities



Identifies principal gift prospects, qualifies their giving potential, assesses the appropriate interest match, and develops and implements strategies to optimize gift closures.

Manages a portfolio of at least 100 principal gift prospects.

Works to develop cultivation, solicitation, and stewardship strategies for top prospects, and move those relationships/gift conversations forward.

Manage gift planning and consultation with donors, advisors and development staff for principal and planned gifts

Manage and collaborate with development staff for written proposals, information materials, endowment agreements, and other materials to secure simple and complex planned gifts including documentation of pledges, bequests, and other estate gifts

Serve as the liaison to the communications team for writing, editing and coordinating publications and digital marketing materials promoting major and planned giving

Works with Chief Development Officer to execute strategies to ensure successful achievement in both unrestricted operating revenue and commitments to the ideastream endowment

Performs other duties as assigned.





Qualifications



Knowledge/skills/aptitudes:



Demonstrated creative problem solving

Demonstrated ability to work independently and to meet project deadlines

Proficiency in MS Office Suite including Word, Excel and Power Point

Excellent oral, written communication and interpersonal skills

Demonstrated success in securing major gifts $25,000+ and bequests

Demonstrated ability to problem solve and participate as an effective team member.

Ability to handle competing priorities in a complex development environment.

Excellent organizational skills, oral/written communication skills and interpersonal skills

Working knowledge of database relational software.

In-depth knowledge of planned giving is preferred

Education:

A BA/BS degree in relevant field required

A Masters/Advanced degree and an understanding of tax law as it relates to charitable giving Fundraising certification, preferred

Essential Physical Demands and Working Environment

Ability to see, communicate, hear and utilize electronic communication devices. Ability to drive to offsite locations and donor homes as needed.

Essential Physical Demands and Working Environment

Ability to see, communicate, hear and utilize electronic communication devices. Ability to drive to offsite locations and donor homes as needed.
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Categories

  • Legal
  • Marketing

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Director, Principal Gifts

ideastream
Cleveland, OH 44115

Share this job

Director, Principal Gifts

ideastream
Cleveland, OH
US

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