The Cleveland Museum of Natural History

Individual Philanthropy and Planned Giving Officer

 

The Cleveland Museum of Natural History (CMNH), founded in 1920, is located in the heart of University Circle, five miles east of downtown Cleveland, Ohio. Considered among the top 10 institutions of its kind in North America, the Museum offers an incredible visitor experience, attracting roughly 275,000 visitors a year. There are more than 140 public education programs and over 80,000 students served annually. The Museum employs approximately 160 people.

Building on its strong foundation of excellence in education and research, the Museum is poised to transform itself. CMNH will invite and engage a broader audience in the exploration of science and the natural world by revolutionizing the way it presents natural history. The Museum has currently launched a comprehensive campaign to support a dramatic renovation and expansion of its facilities and exhibits. This ambitious plan will position the Museum to play a leading role in regional and national efforts to improve science education and increase scientific literacy.

Summary: Reporting to the Campaign Director, the Individual Philanthropy and Planned Giving Officer is expected to be a highly energetic professional with the ability to engage campaign donors, work with high-level volunteers and implement planned giving strategies. Job duties include identification, cultivation, solicitation and closure of six and seven figure major gifts to meet the fundraising goals and objectives established for the Museum. S/he will work closely and collaboratively with the Museum team to assure that fund-raising opportunities are maximized.

Essential Duties and Responsibilities:

1. Works closely with key internal constituencies to match potential donors’ interests with funding opportunities and implement a strategic series of interactions that will lead to successful solicitations.

2. Provide strategic direction for planned gifts to the Museum, including but not limited to, bequests, gift annuities, remainder trusts, and gifts of real estate. Collaborate with Campaign Director on identifying, cultivating, and securing planned gifts and expanding the Legacy Society.

3. Identifies, cultivates and manages a defined portfolio of 200 major gift and planned giving prospects and donors with high giving capacity.

4. Conducts a minimum of 120 personal visits annually to cultivate and solicit prospects and close gifts.

5. Create proposal and report documents for fundraising efforts.

6. Works closely with the CEO, CDO and Directors of Campaign & Development and prepares materials for prospect solicitation process.

7. Contributes ideas and strategies for overall Development Program and other duties as assigned.

 

Education and/or Experience:

Bachelor’s degree required; advanced degree preferred (J.D., MBA) . Preferably 5-8 years of fundraising experience is required with a minimum of two years planned giving

Knowledge of estate planning, including wills, trusts, and estate and gift tax laws. Proven success in closing complex planned gifts.

Knowledge of fundraising and fundraising laws and regulations, including fundraising best practices.

Knowledge of the legal recordkeeping requirements for fundraising and documenting major and planned gifts.

Knowledge and understanding of how to implement department strategy and managing through growth and change.

Knowledge of CRM software such as Altru, Tableau, MailChimp, and other donor database software.

Proficient knowledge of Microsoft Office products to include Word, Excel and PowerPoint.

 

Other Qualifications:

Excellent verbal and written communication skills.

Excellent organizational, analytical and problem solving skills.

A passion for science, nature and conservation.

Self-motivated and self-directed.

Must have a demonstrated success in achieving fundraising goals and managing high-level donor relationships.

Possessing a proven ability to present complex information in a clear and compelling manner is essential.

The capacity to clearly comprehend and communicate the Museum’s mission, goals and ongoing initiatives is required.

Ability and comfort in researching and analyzing large groups of data to uncover major giving prospects.

Ability to work with an interdisciplinary professional team.

Ability to exercise initiative and good judgment in anticipating problems before they arise.

Ability to effectively coordinate and track multiple projects simultaneously, prioritize, work well under pressure with a high degree of accuracy, and meet stringent and overlapping deadlines.

 

The successful candidate must be a strategic thinker, effective in moving strategic agendas, politically savvy, ensure the utmost discretion in all matters, as well as possess an ability to work well with all levels of management, both internally and externally, be flexible in nature, have sound judgment with a collaborative style that fosters teamwork and cooperation beyond the immediate team to the broader organization.

Ability to work evenings and weekends, and travel required.

The Cleveland Museum of Natural History is an EQUAL OPPORTUNITY, ADA EMPLOYER and a SUBSTANCE-FREE WORKPLACE

APPLY

OhioHealth

Philanthropy Advisor

 

JOB SUMMARY
This Philanthropy Advisor is responsible for philanthropic giving at OhioHealth Hospice and for creating and implementing a fundraising plan that achieves local goals and priorities while remaining consistent with and supporting the system-wide foundation strategy. This position offers the fundraiser incredibly meaningful work, serving some of our most vulnerable patients and their families. Our ideal candidate will have not only fundraising experience, but also planned giving experience. We offer some of the most competitive salaries in Central Ohio along with bonus opportunities.

MINIMUM QUALIFICATIONS
Bachelor’s Degree
5+ years Fundraising experience

5+ years Planned Giving experience

SPECIALIZED KNOWLEDGE

Working knowledge of Raisers Edge. Experience with a large complex healthcare organization or higher education. Previous experience with capital campaigns, major gift, planned giving and management in healthcare philanthropy.

RESPONSIBILITIES AND DUTIES

50%
Fundraising– Manages a portfolio of major gift prospects for the respective area. Implements effective process to move prospects through cycle of philanthropy. Coordinates and collaborates with system-wide philanthropy team to assist in implementation of fundraising programs, including annual fundraising; Corporate and foundation fundraising; Grateful patient programs; Planned giving; and events. Manages capital campaigns and/or collaborates on related system wide Foundation campaigns.

20%
Development Board Relations – Serves as a Foundation liaison with the assigned development board; provides a link between care site or service line plans and initiatives with overall system fundraising strategy. Identifies potential board members and engages current board.

10%
Care site Strategy – Serves on executive team related to area of service. Develops a fundraising strategy and plan for assigned area that supports the Foundation’s overall fundraising strategy and objectives. Provides input and support to system-wide fundraising strategy and planning.

10%
External Relationship Management – Develops relationships with the philanthropic and business communities associated with the area of service. Manages and cultivates relationships to achieve the full fundraising potential of the community. Supports the Foundation and system leadership in relationship building. Participates in community events to represent the organization and to build relationships.

10%
Leadership – Coordinates and collaborates with Foundation and other system-wide teams e.g., marketing, finance to develop and implement fundraising programs and practices. Recruits, trains, and manages volunteer teams. Leads others to solve complex problems. Works independently, with guidance in only the most complex situations. May lead functional team or projects.

 

Apply

 

Licking County Foundation

Donor Services Officer

Background

The Licking County Foundation helps people leave a lasting legacy to the community.  We are many causes and generous donors with one common desire:  to improve the lives of the people in our own backyard.  Established over 60 years ago, the Foundation has grown to more than $100 million in assets through generations of gifts made by compassionate donors.  Investing in our home has changed the lives of countless people by providing resources to a neighbor in need, helping a student achieve their dream of college, enhancing the beauty of our parks, supplying books to encourage an early love of reading, and much more.  Licking County Foundation serves Licking County, Ohio with offices located in downtown Newark.  For more information, please visit www.thelcfoundation.org.

Position Summary  

The Donor Services Officer is responsible for providing exceptional customer service and for deepening the relationships with new and existing Foundation donors.  Additionally, this staff person assists donors in achieving their philanthropic goals by helping facilitate their giving and by providing services to enhance the impact of their current and legacy giving.  The Donor Services Officer reports to and works closely with the Director on the creation and implementation of the Foundation’s donor, fund advisor and professional advisor education and engagement strategy, including the development of new programs, services, communications materials and outreach.  Additionally, the Donor Services Officer supports the Director’s donor engagement efforts by managing ongoing relationships with select donors who require grantmaking services and in-depth nonprofit research.  The primary focus of this position will be donor services duties.

Major Responsibilities

Donor Services:

**Develop and implement a customer service program which serves all donors to the Foundation and fund advisors for various Foundation funds, including but not limited to, donor advised funds, community charitable funds, designated agency funds, agency funds and project funds.
**Provide each donor and fund representative with integrated, high quality administrative, financial, and grantmaking services.
**Support the Director in creating donor (fundholder) visitation schedules to understand what they want from the Foundation, how the Foundation can engage them further and provide them with what they need.
**Support the development and maintenance of individual plans for donors and prospective donors.  Help plan and orchestrate donor meetings, appropriate donor recognition and provide follow-up support and integration of new donors and their funds.
**Ensure donors receive quality service and information.  Respond to donor requests for information about grantees, fund balances, fund administration, and policies governing funds at the Foundation.  Look for ways to increase the amount of philanthropy through the Foundation.
**Work closely with grantmaking staff to identify opportunities to leverage additional donor support including events, receptions, issue forums and site visits.

Donor Engagement and Retention:

**Assist with the development and implementation of annual donor engagement programs and events (education, appreciation, etc.).
**Educate donors/fund advisors in the use of the Foundation’s online services.
**Work with grantmaking staff to develop and maintain a knowledge base of current trends and activities within the community that relates to the nonprofit sector and the community at-large.
**Develop and maintain a knowledge base of the basic mechanisms (and associated tax benefits) by which donors may contribute to the Foundation, and keep abreast of significant legislative and regulatory changes that affect charitable giving.

Development Services, Communications, Public Relations and Outreach:

**Work with the Director to implement a communications/public relations plan for the Foundation that builds its brand and strategic positioning.
**Maintains and updates email, mailing and media list.
**Assists in writing press releases, Foundation’s newsletter, and contributes to website content.
**Uses social media to implement communication strategy.
**Works with Director on development of the annual report.
**Executes positioning tactics through the development of tools that inform and promote fund types.
**Assist in the preparation and implementation of events for donors, professional advisors and other key relationships for the Foundation.
**Work with Program Officer to research organizational, mission-related, financial and strategic information relating to area nonprofits.

Essential Qualifications, Skills and Experiences:

**Bachelor’s Degree is required.
**Minimum of three years of experience working with a grantmaking organization or successful related experience in a nonprofit organization or philanthropic endeavor.
**Excellent computer skills; proficiency in the use of Microsoft Office (Word, Excel, PowerPoint, Outlook, Acrobat, etc.); and experience with donor/grants database programs.
**Knowledge of website and social media management.
**Must be technologically savvy—a quick learner of new software programs; and must have a demonstrated ability using technology as a tool to streamline responsibilities.
**Experience with data management.
**Knowledge of the Licking County area, its nonprofit landscape, business and community leaders, and philanthropic and civic organizations.
**Excellent organizational skills, prioritization, and self-motivation skills.
**Excellent verbal, listening and written communication skills.
**Excellent spelling/grammar/proofreading/math skills.
**Strong business acumen and nonprofit knowledge.
**Strong personal relationship-building skills with ability to make an “ask”.
**Good public speaking ability.
**Well-developed research skills; the ability to synthesize new information readily.
**Ability to communicate well with diverse constituencies.
**High level of interpersonal skills, with customer service experience in handling confidential and sensitive customer information desired.
**Ability to manage multiple projects, meet deadlines.
**Ability to work within a team structure.
**Excellent judgment, flexibility, good humor, and initiative.

Compensation

Full-time; salaried; exempt position.  Annual salary range is $45,945 to $57,431.  Salary for this position will be commensurate with the selected candidate’s work experience and qualifications.  The Foundation offers a comprehensive benefits package.

Application Process

Interested candidates should submit a resume and cover letter to Connie Hawk, Director, at [email protected].  Electronic submissions are preferred.  All submissions are confidential.  Applications will be accepted until February 3, 2020. 

 

Licking County Foundation is an equal opportunity employer and actively seeks a diverse pool of candidates.  There shall be no discrimination of persons on the basis of race, age, sex, marital status, disability, citizenship, philosophy/religion, national origin, sexual orientation, political affiliation or belief with regard to hiring, assignment, promotion or other conditions of staff employment.

 

 

 

National Veterans Memorial and Museum

Membership Associate

The National Veterans Memorial and Museum (NVMM) in Columbus, Ohio, represents a national initiative of profound importance for our nation’s 20+ million living Veterans. There was previously no single monument or museum dedicated to the Veteran’s experience in the US until today. With 30,000 square feet available for exhibit space, this new institution celebrates the service and honors the sacrifice of Veterans throughout history. Envisioned by the late Senator John Glenn (1921-2016), Colonel, USMC (Retired), as a gathering place for Veterans across the country, the museum opened to the public on October 27, 2018. NVMM presents the Veteran experience through the lens of personal stories and life-changing experiences from which visitors will be inspired to learn more about our country’s history and actively engage in their communities as informed citizens. Learn more about the new home of the brave at nationalnvmm.org, and we encourage a visit to the Museum.

POSITION OVERVIEW
The NVMM seeks an energetic and engaging individual to support the Advancement Team in the cultivation, solicitation and stewardship of new museum members as well as to support the logistical fulfillment process for the membership program. The Membership Associate must have excellent communication skills, strong fundraising and/or sales skills, problem-solving aptitude, a donor-centric approach, ability to work in an evolving and fast-paced
environment, and regular weekend availability.

MAJOR DUTIES AND RESPONSIBILITIES:
• Work alongside the Visitor Services Associates during museum open hours and at special events to convey membership messaging to cultivate and solicit new members.

• Proactively promote membership value and charitable benefits to guests at every opportunity.

• Meet a monthly membership sales goal via onsite conversions.
• Provide membership representation at offsite events and outreach
opportunities.

• Positively influence the guest experience and build membership appeal by illuminating meaningful connections with museum mission, programs, and exhibitions.

• Function as the primary administrator of new member package fulfillment including printing and mailing membership cards, letters, promotional items, and member renewal/stewardship pieces.

• Provide data entry support to the Advancement Services Coordination as well as the Membership & Recognition Coordinator with membership database management.

• Collaborate with all museum staff to ensure service excellence and timely follow-up to member inquiries.

• Function as part of the Advancement Team by assisting in identifying and referring potential major donors.

CORE COMPETENCIES:
Critical core competencies for successful performance in this role are:
• Ability to communicate clearly, concisely and professionally both orally and in writing. Strong interpersonal skills a must.

• Ability to manage several projects simultaneously, prioritize and plan work activities while meeting established deadlines. Strong organizational and time-management skills.

• Ability to evaluate, interpret, and present complex information effectively in professionally prepared documents or presentations. Must possess a demonstrated attention to detail in order to achieve a high degree of accuracy.

• Proficient in the use of administrative systems software, such as Blackbaud, Raiser’s Edge, Colleague, Constant Contact, etc. Proficient with Microsoft Office suite, especially Excel, Word and PowerPoint.

• Independent and innovative self-starter who displays an ability to learn quickly and easily adapts to changing situations. Experience researching topics to gain knowledge and understanding when information gaps exist.

• Ability to collaborate effectively with colleagues within the division and other units to gain full understanding of the project and the desired outcome; ability to produce high quality and consistent results with assistance of team members; provide support to teammates involved in complex and special projects requiring additional resources and specific expertise. College and/or at least two years in providing event support. Experience working in a cultural institution is highly desired.

• Knowledge of and skill in the use of a variety of database and/or event systems to support event promotion.

• Demonstrate customer service and interpersonal skills in order to deal effectively with diverse populations and work collaboratively with colleagues to achieve the NVMM’s goals.

• Strong communication skills both orally and in writing, in order to advise management and prepare plans, reports, and other common materials.

• Ability to adapt to changes and competing priorities.

QUALIFICATIONS:
• Bachelor’s degree and minimum of two years of experience in sales,
development, advancement relations, communications and/or marketing.

• Mission-driven; passionate about the National Veterans Memorial and Museum mission.

• An understanding of and compassion for Veterans. Past military service desired, but not required.

• Proactive time management skills and the flexibility to pivot between tasks.

• This is a full-time position. Scheduled hours are a combination of open Museum and back-of-house hours Tuesday through Saturday from 9 am – 5 pm. Occasional evening hours may be required.
• Strong verbal and written communication skills and an ability to interact with persons of diverse jobs, backgrounds, and personalities.
• Donor-centric, extremely personable and polite, comfortable and friendly while interacting with the public.

• Dependability, adaptability and ability to work well with a team.

• Candidate must be able to maintain a professional manner by using tact, initiative, good judgment and confidentiality always.

NVMM APPLICATION PROCESS
The National Veterans Memorial and Museum offers a competitive salary and a comprehensive package of benefits. For consideration, please email resume to [email protected]. Be sure to include the title of the position, Membership Associate, in the subject of the email. Only selected qualified candidates will be contacted for an interview. No phone calls will be accepted.

NVMM is an equal opportunity employer and does not discriminate against any applicant for employment or any employee because of age, color sex, disability, national origin, race, religion or military veteran status.

If you’re an ambitious undergraduate or have been working for a couple of years out of college in a fundraising office, if you yearn to work with the brightest, most curious minds in health philanthropy, then we’d love you to join our team in the prestigious role of Health Giving Consulting Associate. In this role, you will make an impact from day one, continually building new skills and addressing new challenges. The experience and support you’ll receive will be second to none, and as a Health Giving Consulting Associate you’ll embark on a career path that will help you to maximize your potential with skills that are applicable to all career trajectories in the nonprofit fund development industry.

Responsibilities:

As a Health Giving Consulting Associate, your analytical, interpersonal, creative thinking, business management and leadership skills will be called upon from day one. You will begin as a generalist and be placed in the thick of the action, as you work side by side with some of the best in the hospital and healthcare fundraising business. Every day is different, but here’s just a sample of the things you can expect to experience and accomplish:

• Provide clients with powerful facts and analyses that outline solutions and drive change
• Work as a member of project teams in roles that vary according to the team’s objectives
• Take responsibility for identifying information sources, gathering and interpreting data, and presenting findings
• Interview and engage fundraisers, community leaders, clinical leaders, healthcare executives, and philanthropists
• Write original content and edit pre-written content to create compelling narratives, which include cases for support, development plans, campaign feasibility studies, strategic plans, letters, workshop presentations, and other strategy documents
• Support, prepare, and deliver webinars and training presentations • Design, maintain, and create email blasts, web-site blog posts, and social networking site content
• Travel to provide project, event, and trade show support The rewards will be unparalleled career development, influential connections, practical training, personal satisfaction, and travel.

Qualifications:

The following are general qualifications and abilities required for the consultant position at Health Giving.

• Bachelor’s degree or working toward one from a renowned educational institution
• A solid team player who’s also an independent thinker
• A robust analytical skill set, an endless curiosity, and a penchant for thinking the impossible
• Deadline-driven, organized, and able to multitask
• Strong verbal, written, and presentation skills
• A passion for professional fundraising
• An enthusiasm about learning
• An ability to write clearly and persuasively and proofread and edit
• Computer literate (MS Word, Basecamp, PowerPoint, Indesign, and Excel)
• An ability to work in a small-team environment
• Experience in nonprofit or fundraising/development related fields is a plus

If you are interested in exploring an opportunity with Health Giving, email your resume along with a cover letter highlighting your qualifications to: [email protected]. This position is physically located in central Ohio.