Director of Major Gifts and Planned Giving

Tampa, FL - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Founded in 1881 the Academy of the Holy Names is a private Catholic school for boys and girls in PreK-8 th grade and a college preparatory high school for young women.

Director of Major Gifts and Planned Giving

The Director of Major Gifts and Planned Giving is responsible for leading and executing AHNs major gifts strategy to significantly grow philanthropic revenue. He/she is also responsible for developing marketing and managing our planned giving program to secure future philanthropic support. This role manages a portfolio of high-net-worth donors and prospects cultivates long-term relationships and partners closely with school leadership to secure transformational gifts aligned with AHNs mission and strategic priorities.

The role reports to the Director of Advancement. It is a full-time 12- month salaried position Monday - Friday with some weekend and evening assignments. Occasional travel is required.

Qualifications:
Bachelors degree or equivalent combination of education and experience
Minimum of 3 years of demonstrated success in relationship-based revenue generation preferably in major gifts fundraising or sales
Proven record of personally soliciting and closing major gifts
Experience working with senior leaders and board members
Proficiency with donor databases/CRMs Microsoft Office Google Workspace

Competencies & Attributes:
Strategic thinker with a strong results orientation
Highly organized with excellent follow-through
Discreet ethical and donor-centered Strong relationship-building and communication skills
Collaborative and adaptable
Passionate about AHNs mission and impact

Key Responsibilities:
Major Gifts Strategy & Revenue Generation

Develop and implement a comprehensive major gifts strategy to meet and exceed annual and long-term fundraising goals.
Manage a portfolio of major gift prospects and donors typically defined as leadership gifts of $5000.
Identify qualify cultivate solicit and steward donors through personalized engagement strategies.
Secure outright multi-year and restricted gifts.
Conduct personal face-to-face solicitations with lead donor prospects. Investigate and pursue potential opportunities for corporate and foundation support.
Conduct prospect research to inform strategy and identify new donors

Planned Giving Strategy & Program Development

Develop and implement a comprehensive planned giving strategy aligned with AHNs long-term fundraising goals.
Grow the Holy Names Legacy Society by adding new members each year.
Promote planned giving opportunities including bequests beneficiary designations charitable gift annuities trusts and other deferred giving vehicles.
Create and manage marketing and educational initiatives to raise awareness of planned giving opportunities.
Ensure accurate documentation gift acceptance and administration in accordance with organizational policies and applicable laws.
Track planned gift commitments expectancies and realized gifts.
Develop stewardship plans for planned giving donors including engagement and recognition.
Ensure timely acknowledgment reporting and ongoing communication with planned giving donors and their families.

Donor Engagement & Relationship Management

Build deep trust-based relationships with donors through meaningful mission-driven engagement and exceptional customer service.
Create tailored solicitation proposals and stewardship plans that align donor interests with organizational priorities.
Organize memorial mass intentions and serve on athletic Hall of Fame induction committee.

Leadership & Collaboration

Partner with the School President Director of Advancement Advancement colleagues and board members to support donor cultivation and solicitation efforts.
Manage volunteers for initiatives/events related to major gift fundraising and the Holy Names Legacy Society.
Collaborate with Advancement Team and Marketing/Communications department to:
- Align messaging and donor impact storytelling.
- Ensure timely impactful donor recognition and reporting.
- Identify major gift prospects and strategize engagement of prospective donors.
- Secure leadership event sponsors and coordinate a successful paddle raise

Fundraising Operations & Effectiveness

Track donor activity moves management and revenue progress using the organizations CRM system.
Analyze data and prepare reports to inform strategy forecast revenue and assess performance.
Manage expense budget. Engage in regular and ongoing professional development to grow skillset.
Attend weekly team meetings and annual Advancement retreat.
Set annual SMART goals/performance goals and work to achieve them.
Participate in/support other Advancement programs/events as necessary.

Required Experience:

Director

Founded in 1881 the Academy of the Holy Names is a private Catholic school for boys and girls in PreK-8 th grade and a college preparatory high school for young women.Director of Major Gifts and Planned GivingThe Director of Major Gifts and Planned Giving is responsible for leading and executing AHN...