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Kane Center – Council on Aging Martin County

Job Description

Department: Development

Position: Chief Philanthropy Officer

Position Type:

Salary Range:

Exempt: Yes

Full Time: Yes

Location: The Kane Center

Reports to: President/CEO

Interrelationships: All Fundraising and Development staff, President & CEO, Managers and Directors, the Business Community, Donors, Board Members, Committee Members, Volunteers and the General Public.

Job Summary: Serve as the senior development professional, providing leadership and structure for the fundraising and development department. Responsibility to increase major and planned gift support from individuals, corporations and foundations; develop and manage strategic long-term partnerships and oversee key relationships between the board, donors and the development department. Possess a proactive nature with a bias for fundraising.

Job Duties and Responsibilities:

1. Lead the Development team to procure record philanthropic gifts.

2. Provide overall strategic direction, management and decision-making for the fundraising plan of action; including but not limited to short-term and long-term strategic planning, communication, budget and performance goals such as record annual giving.

3. Develop and maintain all organizational procedures and policies that relate to the fundraising function of the organization with appropriate CEO and Board consensus.

4. Develop and manage the department’s revenue/expense budget, ensuring that goals are met.

5. Lead and evaluate the activities of the Director of Development, Grant Writer/Special Events Coordinator, and Fundraising Associate .

6. Develop strategies for outreach efforts by the President/CEO, the Board of Directors and individual volunteers for the purpose of raising funds for the organization.

7. Serve as a liaison to the board in development related functions, including preparing reports and presenting departmental progress.

8. Provide strategic direction for the organization’s fundraising events.

9. Create and update processes to ensure effective cultivation, solicitation, acknowledgement, and recognition of all donors. Ensure the successful implementation of a comprehensive program of communications for donor stewardship with the goal of upgrading the contribution level.

10. Lead in the identification, and solicitation of individuals, corporations and foundations for major gift procurement.

11. Serve as the organization’s Planned Giving Officer; develop, solicit and secure planned gifts through education and outreach.

12. Staff the appropriate committees as designated by the Board of Directors relevant to fundraising.

13. Represent the Council on Aging for assigned community organizations through membership or activities.

14. Make presentations to groups within the community to explain the mission of the Council on Aging and to secure advocacy support.

15. Work with the Marketing Manager on strategic initiatives for development related press releases and public service announcements.

16. Foster professional development through professional associations, workshops, seminars and conferences.

17. Perform other duties as assigned by the President/CEO.

Job Specifications:

Education/Experience:

1. Bachelor’s Degree in Communications or related field is required.

2. Minimum of 10 years broad based experience in fund development, specifically with major gifts andplanned gifts, public relations and communications.

3. Certified Fund Raising Executive preferred.

Technical Skills:

1. Computer literate in Microsoft software programs, Blackbaud Raiser’s Edge or similar accepted donor software program and use of the Internet.

2. Desk-top publishing skills strongly recommended.

3. Public speaking skills as well as effective verbal and written communication are required.

Non-Technical Skills:

1. Ability to relate effectively to all levels of donors, volunteers, staff and the general public.

2. Ability to work both entrepreneurially and collaboratively within a team environment.

3. Ability to be resourceful in establishing sponsorship/donor contacts.

4. Project integrity and personal values that create and build trust and evoke the highest standards of ethics as accepted by the professional fundraising community.

5. Demonstrated demeanor of professionalism and respect.

6. Ability to maintain confidentiality.

7. Excellent interpersonal skills.

8. Ability to work extended or irregular business hours.

9. Conflict resolution and decision making skills.

Professional Representation as a public figure representing the Council on Aging of Martin County:

Expected to maintain clean, well-groomed appearance and dress appropriately for the position and abstain from the consumption of alcohol during development events and/or when conducting company business.

General:

1. Occasional directed time and weekend hours, as required.

2. Compliance with smoke-free, drug-free workplace, safety requirements and all other Council on Aging policies and procedures.

3. Must have transportation to utilize in scope of performance of duties with acceptable insurance coverage and a valid Florida driver’s license.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to feel, finger, or handle objects, tools, or controls. The employee frequently is required to sit, talk and hear. The employee is required to walk; reach with hands and arms; climb or balance; and occasionally stoop, kneel, crouch, or crawl.

The employee must frequently lift and/or move up to 30 pounds, and occasionally move more than 30 pounds. Specific vision abilities required by this job include close, distance and color vision.

Environmental Requirements:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee occasionally works in outside weather conditions.

The noise level in the work environment is usually moderate.

 

Professionals Available

Wayne Weinberg – to view full resume PDF, click here.

Strategic and visionary leader with expertise in creating and successfully executing initiatives which benefit communities and businesses. Recognized for engaging with diverse leaders, ensuring collaboration among influencers and positively transforming organizations. Speaker at conferences and benefits, educating and mobilizing audiences to take action. Co-recipient of distinguished International Edward R. Murrow Award for best radio news operation in North America.

Courtney Holt Morsberger – to view full resume PDF, click here.

Seeking to leverage my professional and volunteer experience to assist our nonprofit community, while growing and advancing in the development field. An ideal environment is one where I can learn from and contribute to a collective advancement team and a truly inspired mission. I offer exceptional organizational skills, a strong work ethic, and a passion for education, animal welfare, and athletics.

____________________________________

Mimi Michels

immimi323@yahoo.com

407-257-1619

More than 15 years of successful non-profit experience in procuring monetary and in-kind donations; systematic management of volunteers; comprehensive organization of special events; impeccable communications and public speaking skills; oversight of complex projects to connect corporate donors and the organization in ways that are resourceful, efficient and philanthropically meaningful to them.

____________________________________

John W. Mosser, Ph.D.

16069 Forest Lake Drive, Findlay, OH 45840

(419) 429–2437

MosserJW333@gmail.com

Advancement and Fund Raising Leader

Experience

Senior advancement professional with more than 15 years experience in leading college and university advancement programs, designing and running comprehensive campaigns, and building a culture of philanthropy within institutions. Extensive record of success in soliciting and securing principal, major, corporate and planned gifts. Significant experience in strategic planning, goal setting, and establishing performance metrics to guide advancement program outcomes. Enjoy fund raising travel and thrive in a goal-oriented and deadline-driven environment. Proven track record of developing entrepreneurial approaches to advancement, engagement, communication, fund raising, and career networking programs.


Valencia College Foundation,
Orlando, FL

Chief Philanthropy Officer                                                                                   August 2016 – June 2017

Hired as an internal campaign implementation consultant to ready the foundation and college for a 50th anniversary comprehensive campaign. Designed and delivered training on database utilization as a method to document and report on campaign activity including entering trip reports, gift solicitations, and monthly reports on personal and team metrics. Developed the college’s first annual giving program with The Valencia Fund as the program centerpiece. The annual giving program also includes The Fund for the Arts, The Parents & Family Fund, and The President’s Circle Leadership Giving Society. Designed and implemented the most successful direct mail calendar year-end solicitation ever executed by the foundation. Designed a two-day retreat to teach foundation board members the case for support for the new campaign focusing on unrestricted annual giving, endowments for scholarships and faculty chairs, planned gifts, and space naming opportunities. Created a blueprint for a corporate partnership program across all seven campuses of the college that included support for traditional academic areas as well as rapid skill training initiatives to address priority workforce development needs in the Central Florida region. Established and facilitated monthly prospect review meetings. Worked with campus presidents and executive deans on prospect strategy and fund raising visits. Collaborated with newly hired alumni engagement staff to offer career-networking initiatives to create value-added programming. Developed a “life membership” marketing initiative targeting new graduates. Created a new planned giving website and bequest recognition program called The 1967 Legacy Society. Created a “chartered membership” marketing initiative to encourage reporting of bequest intentions among alumni aged 60 and older along with college retirees.

  • Developed campaign staffing plan, recruited and hired four campaign staff.
  • Trained staff on how to conduct qualification visits and gift solicitations.
  • Developed first comprehensive annual giving program for the foundation.
  • Created new planned giving bequest recognition program called The 1967 Legacy Society.
  • Developed The President’s Circle Leadership Giving Society as leadership annual giving program.

 

Fund Raising Consultant                                                                                      October 2013 – July 2016

Basilica & National Shrine of Our Lady of Consolation, Carey, OH (October 2014 – July 2016)

Served as a fund raising consultant for the Basilica and National Shrine of Our Lady of Consolation. Campaign focus was on development of fund raising strategy and implementation of plans to raise funds for facilities improvement projects to increase accessibility of the basilica and grounds. Campaign goal was to raise planned and major gifts to fund construction of accessible entryway, elevator and restrooms. Responsible for development of comprehensive planned giving program.

Franklin Pierce University, Rindge, NH (October 2013 – October 2014)

Hired as an interim VP/Consultant to professionalize the advancement division. Implemented a division-wide reorganization to maximize the impact of existing staff and budget. Created new prospect rating system, designed new donor recognition system, implemented leadership annual giving program, established a combined planned and major gift program, and created first bequest recognition society. Took frontline fund raising staff from three to seven individuals with existing resources. Strengthened advancement information services function by adding half-time prospect research coordinator and half-time gift and biographical records specialist. Established the Center for Engagement to involve alumni, parents and friends of the institution in the life of the university. Implemented first comprehensive reunion program along with national alumni tour titled Pierce Proud. Trained and mentored staff in techniques of prospect identification, cultivation and solicitation, and stewardship. Strengthened the culture of philanthropy at the institution through the establishment of a trustee challenge for The Pierce Fund, and created a clear and compelling case for unrestricted operating support. Developed new sources of revenue through alumni and parent affinity programs. Streamlined gift processing and donor recognition through implementation of new gift receipting process. Implemented corporate outreach strategy for each of the five campuses of the university.

·         Doubled frontline fund raising staff size with existing resources.

·         Established the Center For Engagement to combine alumni and parent relations with annual giving.

·         Redesigned Honor Roll of Giving.

·         Prepared the institution for new $25 million comprehensive campaign.

 

Vice President for University Advancement                                                                           2011 – 2013

The University of Findlay, Findlay, OH

Guided a division of 30 people in advancement communication, advancement information systems, annual giving, corporate and foundation giving, leadership gifts, planned giving, and three constituent engagement programs – the Wolfe Center for Alumni, Parents and Friends, the Senior Forum Continuing Education Program, and the Mazza Museum of International Art from Children’s Picture Books.

·         Reached initial comprehensive campaign goal of $40 million, two years ahead of schedule.

·         Personally solicited and secured $8.8 million in individual, corporate and foundation gifts.

·         Achieved new record highs for the university in fund raising revenue in FY12 ($6.9 million) and FY13 ($10+ million).

·         Secured endowment gift to name and underwrite outreach programs of the Center for Alumni, Parents and Friends.

·         Launched mutually beneficial corporate partnerships with for-profit and non-profit corporations in Ohio, including the Toledo Zoo, Fifth Third Bank and the Marathon Petroleum Corporation.

·         Developed unrestricted operating and endowed unrestricted scholarship funds to assist enrollment management to support the student recruitment and retention goals of the university.

·         Established trust gifts to support the academic mission of the university – an endowed lectureship in business ethics and a lead trust to support unrestricted operating support over a 22-year period.

·                     Developed building space naming strategy to generate unrestricted support for the university.

 

Vice President for University Advancement                                                                           2009 – 2011

Bentley University, Waltham, MA

Provided vision and direction to advancement division of 60 people comprised of advancement communication, advancement information systems and services, four career services units, Center for Alumni, Parents & Friends, prospect research and management, donor relations and stewardship, and seven fund raising units. Supported president and board process for identifying new trustees.

·         Increased annual cash gifts from $3 million to $8 million and increased annual revenue from $3 million to $11 million across fund raising units through establishment of major gifts and principal gifts programs, re-launch of planned giving program, revised focus in corporate and foundation relations, and rebuilding of annual giving program.

·         Raised $5 million to support establishment of new Center for Women and Business. Implemented model for doing “dual asks” to secure campaign gifts with both annual support and capital support components.

·         Launched new class-based reunion fund raising program that raised $1.8 million in 2011, involved 400 alumni volunteers, and attracted 1,200 alumni. Increased alumni participation in giving from 9% to 11% over a 24-month period.

·         Developed “best practice” approach to incorporating university career services into the advancement division to serve the career needs of alumni, which led to creative donor cultivation collaborations between fund raising and career services staff. Approach included launching the Bentley Business Networks career networking series and the Bentley Alumni Career Services Program, and growing the Bentley Executive Club. Also provided significant resources for student career exploration, internships, and placement. These innovations led to The Princeton Review ranking Bentley as the “6th Best College and University Career Center in the US.” Achieved 99% student placement rate for class of 2010 six months following graduation.

 

Director of Major Gifts                                                                                                             2006 – 2009

Cornell University, Ithaca, NY

Provided strategic direction, coaching, and mentoring for a staff of eight frontline major gifts officers and eleven support staff focused on college-based, multi-interest, and international major gifts prospects. Team was responsible for the identification, cultivation, solicitation and stewardship of gifts from individuals of $100,000 to $10 million to all facets of the university during a $1 billion comprehensive campaign. Served as a lead contributor in the development of an annual goal setting model that became the central format for goal setting across the division of alumni affairs and development. Supervised the centralized international major gift fund raising effort of the university.

 

Vice President, Institutional Advancement and Chief Administrative Officer                  2003 – 2006

Cortland College Foundation – SUNY Cortland, Cortland, NY

Led and managed a staff of 33 in alumni relations, communications, and fund raising. Served as Chief Administrative Officer and board member for the Cortland College Foundation. Implemented a comprehensive campaign readiness planning process for a $25 million campaign. Authored campaign priorities plan based on articulated needs of all divisions of the college. Secured funding, hired and trained the college’s first major gifts and planned giving teams, and oversaw the implementation of a new database system – Blackbaud Raiser’s Edge. Conducted first electronic screening of college database and implemented major gifts prospect qualification system.

 

Bucknell University, Lewisburg, PA                                                                                          1994 – 2003

Special Assistant to the President and Director of Principal Gifts (2001 – 2003)

Served as Special Assistant to the President of the university with primary focus on principal gifts fund raising. Assisted in managing relationships for the president with members of the university board of trustees. Served president and vice president as first Director of Principal Gifts, focusing on gifts of $2 million or more.

Interim Vice President for University Relations (2000 – 2001)

During a period of institutional transition, served as senior executive responsible for advancement information systems, alumni and parent programs, development, public relations and publications, and special events – a total of 72 staff, comprised of 41 professional and 31 support staff. Provided leadership and direction for the successful conclusion of a comprehensive campaign that raised $188 million. Planned and oversaw all aspects of the end-of-campaign celebration. Campaign celebration and campaign outcomes video won CASE awards for innovation and excellence.

Director of Major Gifts (1998 – 2000)

Promoted to position of Director of Major Gifts. Directed team of seven frontline major gifts officers focused on identification, cultivation, solicitation, and stewardship of gifts of $100,000 or more. Successfully implemented system to schedule, monitor, and track solicitation activity by date, dollar amount, campaign objective and individual staff member. Doubled the number of solicitations and amount solicited by major gifts staff during each year as director.

Associate Director of Planned and Major Gifts (1994 – 1998)

Served as coordinator for the Midwest, Western Pennsylvania, and Texas regions for the Bucknell Campaign. Organized and executed regional campaign kick-off events, held regular regional campaign cultivation events, trained campaign volunteers, and solicited major prospects in each region.

 

Michigan Technological University, Houghton, MI                                                                 1993 – 1994

Associate Director of Corporate and Foundation Relations

Collaborated with faculty on the development and writing of proposals for corporate and foundation funding. Raised gifts totaling $1.1 million through corporate and foundation sources.

 

The University of Michigan, Ann Arbor, MI                                                                              1992 – 1993

Development Assistant, Corporate and Foundation Relations (1992 – 1993)

Served as the primary staff member for a university-wide task force on increasing the involvement of women as major donors and leadership volunteers.

Direct Mail Assistant, Annual Giving (1992)

Worked as a half-time staff assistant in a centralized direct mail unit serving 18 schools and colleges of the university.

 

Other Experience

Program Director, U.S. Department of Education – National Demonstration Project (1989 – 1991)Kalamazoo College, Kalamazoo, MI                                                                                          1985 – 1991

Directed a federally funded project designed to create, publish and disseminate information on the marketing of pre-professional work experience programs.

Associate Director, Career Development Center (1985 – 1989)

Directed a student internship program that placed 200 students per year into career-related work experiences throughout the US.

 

The University of Michigan, Ann Arbor, MI                                                                              1989 – 1990

Instructor, Marketing Department – Ross School of Business Administration (Spring Semester 1990)

Taught undergraduate Principles of Marketing course in the Michigan Business School.

Assistant Director, Training & Marketing – ERIC Clearinghouse on Counseling and Personnel Services  (1989 – 1990)

Coordinated book sales at conferences and advertised center’s training programs.

 

Professional Memberships


Member, Association of Fund Raising Professionals Internationall
Member, Leadership Orlando, Class of 2017

Member, Council for the Advancement and Support of Education

Member, Central Florida Chapter of AFP

Member, Association of Charitable Gift Planners

Member, Central Florida Chapter, Association of Charitable Gift Planners


Education

The College of William and Mary, Williamsburg, VA
National Planned Giving Institute

Certificate in Planned Giving                                                                                                                    1994

The University of Michigan, Ann Arbor, MI

Doctor of Philosophy, Interdisciplinary Program in Higher Education Administration and Marketing    1993

Research Area: Higher Education Fund Raising

Dissertation Title: Predicting Alumni/ae Gift Giving Behavior: A Structural Equation Model Approach

 Northern Illinois University, DeKalb, IL

Master of Public Administration, Human Resource Development                                                            1985

Southern Illinois University, Edwardsville, IL

Bachelor of Science in Business Administration, Marketing                                                                    1981