Wabash, IN Major Gifts Officer

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  • Department

    Advancement

  • Reports to

    VP of Advancement

  • Employment Status

    Full-time/Regular/Exempt

Job Summary

This person will be responsible for leading donor discipleship and generous giving initiatives.  He or she must be able to articulate White’s mission and ministry in a compelling way that reflects a deep, personal sense of connection to White’s.   Reporting to VP of Advancement, the Director of Major Gifts plays a key role in the planning and execution of programs and practices which cultivate, solicit, and steward prospective and existing donors with an emphasis on major gifts and developing planned and outright gifts that require financial and estate planning expertise in support of the organization’s capital campaign, planned giving, major gifts, and other giving programs.  Must demonstrate commitment to the founding principles of White’s as set forth by Josiah White through all of his or her work, and demonstrate sensitivity and compassion to our service population’s cultural and socioeconomic characteristics and needs.

Qualifications

This person must be a Christian with strong convictions who is also in agreement with White’s mission statement, Statement of Faith, and Code of Conduct. He or she must have a mature, vibrant faith in Jesus Christ as the center of his/her life. Must have a deep conviction that generous giving is both a primary expression of and a primary means of growth in Christian discipleship. Experience as a Christian giver (at any level) preferred. Must demonstrate the ability to integrate a vision of development as an opportunity for discipleship. In addition, through at least 5 years of prior professional experience, this person must have demonstrated success in fundraising, particularly in major gift solicitation and attainment; excellent written and verbal communication skills; strong interpersonal and relational skills enabling him/her to comfortably engage individuals of all socio-economic levels, especially people in high-wealth level; and the ability to drive progress across the agency with  self-initiative and little direction.

Primary duties and Responsibilities

Major Gifts

 

  • Participate in the planning and execution of capital campaign fundraising.
  • Create, integrate, and implement short, intermediate, and long-term individual major gifts donor strategies.
  • Develop strategic funding requests.
  • Ensure that each major donor and prospect has a clear strategy and timeline for cultivation, solicitation, and stewardship.
  • Maintain a portfolio of agreed upon number of donors and prospects for gifts of $10,000 and higher.
  • Communicate with portfolio through face-to-face solicitation and stewardship meetings, as well as in writing.
  • Conducts agreed upon number of face-to-face meetings per month with prospects for purposes of discovery, cultivation, solicitation, and stewardship
  • Support campaigns, events, and activities (volunteer experiences, tours, receptions, etc.) for individual major gift donors using existing activities as appropriate
  • Research and maintain individual donor profiles on qualified prospects and donors.
Planned Giving

 

  • Participate in the planning and implementation of strategies and activities that promote the planned giving program, convey the tax advantages, and describe how these gifts are beneficial components to financial and estate planning.
  • Cultivate and expand current giving by planned gift donors and integrate planned gift objectives into major individual donor requests.
  • Cultivate relationships with attorneys, trust officers, accountants, financial planners, and other estate planning professionals regarding gift opportunities for clients.
  • Administer matured estates until gifts are received and estates are closed.
  • Conduct initial review of completed documents to ensure that they comply with CFGP standards, IRS guidelines, and are in the Foundation’s best interest.
  • Place a high priority on serving internal and external contacts in a timely, courteous manner, following up until needs are met.
  • Collaborate as needed with Advancement team to ensure that major and planned gift records and reports are compiled and maintained.
  • Monitor weekly, monthly, quarterly, and annual activity to achieve major gift and planned giving revenue goals.
  • Assist with review and verification of major gift donor recognition lists.

Skills, Supervision, Knowledge and Ability

  • General understanding of tax and other aspects of all planned giving vehicles. A candidate must either already have the knowledge or have an educational or employment background that is evidence of a capacity to learn this area.

  • Able to develop and execute fundraising strategies, administer gifts efficiently and accurately, and keep accurate records.

  • Familiarity with financial planning and planned giving

  • Excellent written and verbal communication skills and public speaking skills.

  • Excellent interpersonal skills, including demonstrated ability to cultivate and solicit high net worth individuals and their advisors.

  • Well-organized, innovative, able to work independently, and to meet deadlines

  • Analytical skills to research and identify potential donors.

  • A sound understanding of financial reports and budgeting is required.

  • Must be a team player. This person needs to enjoy working closely with other team members.

  • Must possess a valid driver's license with a safe driving record.

Physical Demands of the Position

  • Must be able to sit for extended periods of time.
  • Must be able to tolerate heavy typing load for long periods of time.
  • Must work well under the pressure of deadlines and stressful situations.

 

Working Conditions

 

  • Willingness to travel; including overnight and local travel.
  • Normal in-office work hours will be Monday through Friday from 8:00 a.m. to 5:00 p.m.
  • Perform relative work duties periodically as needed during evenings and weekends.

Begin
Process

Cover Letter

Resume*

Statement of Faith*

I acknowledge that I’ve read and agree to
the Statement of Faith for White's.

Code of Conduct*

I acknowledge that I’ve read and agree to
the Code of Conduct for White's.

statement of
Faith

Hello prospective employee! White’s Residential and Family Services exists to offer hope and transformation through Christ to children and families. As members of a Christian organization, each employee must recognize that living a life in accordance with the standards presented in the Statement of Faith found below is necessary as it serves to unify us as a Community of Believers set out on the same path. Therefore, all individuals who are interested in applying to work at White’s must first agree with and abide by White’s Statement of Faith

The Statement of Faith is as Follows…

Remaining true to our Quaker heritage and Josiah White’s vision, White’s Residential and Family Services’ primary reason for existence is to offer hope and transformation to children and families through Christ. As such, we have firm beliefs about the Christian faith and how we must act in accordance with our beliefs.

This statement of faith does not exhaust the extent of our beliefs. The Bible itself, as the inspired and infallible Word of God that speaks with final authority concerning truth, morality, and the proper conduct of mankind, is the sole and final source of all that we believe. White’s Residential & Family Services’ board of directors serves as White’s highest, human interpretive authority on the Bible’s meaning and application for the purposes of our agency’s faith and beliefs, practice, policy and discipline at work.

We believe the Bible to be the inspired, the only infallible, authoritative Word of God (II Timothy 3:15).

We believe that there is one God, eternally existent in three persons: Father, Son and Holy Spirit (John 10:30).

We believe in the deity of our Lord Jesus Christ (John 10:33), in His virgin birth (Luke 1:35), in His sinless life (Hebrews 4:15), in His miracles (John 2:11), in His atoning death through His shed blood (Ephesians 1:7), in His bodily resurrection (John 11:25), in His ascension to the right hand of the Father (Mark 16:19), and in His personal return in power and glory (Revelation 19:11).

We believe that for the salvation of lost and sinful man, regeneration by the Holy Spirit is absolutely essential (John 3:16-19).

We believe in the present ministry of the Holy Spirit by whose indwelling the Christ-follower is enabled to live a Godly life (Romans 8:13-14).

We believe in the resurrection of both the saved and the lost, that they that are saved unto the resurrection of life and they that are lost unto the resurrection of damnation (John 5:28-29).

We believe in the spiritual unity of believers in our Lord Jesus (Galatians 3:26-28).

We believe that children are a heritage from God and a blessing from His hand. We are therefore accountable to Him for raising, shaping and preparing them for a life of service to His Kingdom and to humanity. We believe that all human life is sacred and created by God in His image. Human life is of inestimable worth in all its dimensions, including pre-born babies, the aged, the physically or mentally challenged, and every other stage or condition from conception through natural death. We are therefore called to defend, protect, and value all human life (Ps 139).

We believe that God wonderfully and immutably creates each person as male or female, and that these two distinct, complementary genders together reflect the image and nature of God (Genesis 1:27, Genesis 2:24).

We believe that God created marriage to be exclusively the union of one man and one woman, and that intimate sexual activity is to occur exclusively within that union. We believe that the term “marriage” has only one meaning: the uniting of one man and one woman in a single, exclusive union, as delineated in Scripture (Genesis 2:18-25).

As Christians living out our faith, it is unsurprising that our beliefs influence our behavior, attitudes and lifestyle choices. As Christian professionals, we will not compromise our commitment to our professional code of ethics while providing superior care to our clients who possess differing values or beliefs.

I affirm that I am a Christian, I have read and agree with White’s Residential and Family Services’ Statement of Faith, and I agree to make lifestyle choices that are consistent with White’s Residential and Family Services’ Statement of Faith. I understand that my employment at White’s is contingent upon me living a lifestyle that is consistent with this Statement of Faith.

white’s residential & family services
Employee Code of Conduct

As a distinctly Christian ministry, for over 165 years our mission has been to enrich the lives of children and families through emotional healing, personal development and spiritual growth. We are best able to achieve this through Christian staff who constantly strive to demonstrate the love of Christ through their actions, words and overall lifestyle.

It then follows that all employees who serve as members of White’s community agree to uphold certain foundational standards through their behaviors, attitudes and lifestyle choices at work and in their personal lives. Living in accordance with these standards shall serve to unify us as a “community of believers.” As a member of White’s “community,” we believe employees should strive to live in harmony with the following foundational standards as evidence of their life committed to growth in Christ and sound judgment based on Christian principles:

We believe as followers of Jesus Christ, we are responsible for our faith journey and strive to pursue a life of service to Jesus Christ in our personal life and while at work. We believe the investment in our spiritual life is critical and we strive to make time regularly for prayer and communion with God. Opportunities for Christian fellowship, worship, learning, and celebration while at work are opportunities not to be overlooked, but to be sought out as ways in which we can demonstrate our commitment to growing in our faith as part of the White’s Community.

We believe every human life is of inestimable worth and significance in all its dimensions. Therefore, we must seek ways to act out of love and respect for each other, encouraging and building up one another, not causing one another to stumble. We believe that to achieve this, employees must practice a lifestyle that demonstrates purity to those around them (Romans 13-14 & I Corinthians 10:31-11:1).

We believe that every person must be afforded compassion, love, kindness, respect,and dignity (Mark 12:28-31; Luke 6:31). Hateful and harassing behavior or attitudes directed toward anyindividual are to be repudiated and are not in accord with Scripture.

We believe there is great power in the spoken word and therefore all lying, profanity, gossip, obscenity, and other negative uses of language diminishes our work with the children, families and our coworkers.

We believe employees must demonstrate a teachable spirit, an ability to share love for others, a willingness to live contentedly under authority, and a commitment to follow the Matthew 18 principal when an issue arises with fellow employees or management.

We believe in the power of our example and that our minds and bodies should be used in God-honoring ways, living our lives as Christian role models and conducting ourselves in a way that will not raise questions regarding our Christian testimonies. Because our example is powerful and because most of our service population is impacted by some form of substance abuse, we especially recognize the dangers and negative implications of drug, alcohol and tobacco abuse among staff. Therefore, we seek to minimize or refrain from the use of alcohol and tobacco and we agree to completely abstain from the illicit or non-medical use of drugs, narcotics and other harmful substances. When an employee is representing White’s or is in the course of representing White’s business, he or she is expected to refrain from the use of alcohol and tobacco.

We believe our life serves as a Christian Witness to the children and families we serve and our commitment to expressing Christian values is critical even when making entertainment and recreational choices outside of work. Therefore, we actively avoid forms of leisure, entertainment and recreation that are incompatible with holy living and seek activities that are consistent with our pursuit of Christ- like living.

We believe that God wonderfully and immutably creates each person as male or female. These two distinct, complementary genders together reflect the image and nature of God (Genesis 1:26-27). We believe that the term “marriage” has only one meaning: the uniting of one man and one woman in a single, exclusive union, as delineated in Scripture (Genesis 2:18-25). We believe that God intends sexual intimacy to occur only between a man and a woman who are married to each other (1Corinthians 6:18; 7:2-5; Hebrew 13:4).

We further believe that God has commanded that no intimate sexual activity be engaged in outside of a marriage between a man and a woman. We believe that any form of sexual immorality (including adultery, fornication, homosexual behavior, bisexual conduct, bestiality, incest, and use of pornography) is sinful (Matt 15:18-20; 1 Corinthians 6:9-10) and that activities that give the appearance of sexual immorality should be avoided by staff.

We believe that God offers redemption and restoration to all who confess and forsake their sin, seeking His mercy and forgiveness through Jesus Christ (Acts 3:19-21; Romans 10:9-10; 1 Corinthians 6:9-11).

We believe that in order to preserve the function and integrity of White’s Residential & Family Services as the local Body of Christ, and to provide a biblical role model to the White’s Residential & Family Services clients, fellow staff members and the community, it is imperative that all persons employed by White’s Residential & Family Services in any capacity, or who serve as volunteers, agree to and abide by this Statement (Mathew 5:16; Philippians 2:14-16; I Thessalonians 5:22).

I affirm that I am a Christian, I have read and agree with White’s Residential and Family Services’ Code of Conduct, and I agree to make lifestyle choices that are consistent with White’s Residential and Family Services’ Code of Conduct. I understand that my employment at White’s is contingent upon me living a lifestyle that is consistent with this Code of Conduct.

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