The primary objective is to develop long-term relationships built upon a firm understanding of each donor’s interests, values, and passions in support of institutional priorities and needs.. The Officer 1) cultivates, solicits, and stewards an assigned group of major gift prospects; 2) identifies and “qualifies” new major gift prospects through an active travel agenda; 3) expands the planned giving program through an ongoing marketing program and personal visits; 4) directs and provides ongoing stewardship for 1894 Society and Esto Perpetua Society; 6) works in collaboration with the Parent Advisory Committee senior family gift program and 50th Reunion Gift Committee.
Portfolio and Relationship Management (40%)
Actively manage a portfolio of approximately 100 -125 major gift prospects with a mix of cultivation, solicitation and stewardship.
Development of a plan for each prospect in the portfolio. Partner with others such as Trustees, the Rector, Assistant Head of School for Advancement to carry out this plan as a strategist, primary contact, or combination of both.
Travel frequently to conduct in person visits, making approximately 80-100 individual visits annually with at least ? of the portfolio in active solicitation.
Solicit blended gifts inclusive of annual fund, capital/endowment, and planned giving asks.
Maintain a timely record of gift conversations using RENXT and demonstrate an ability to move relationships forward in support of school priorities.
Follows school protocols for gift acceptance and documentation of gift agreements.
Fundraising Programs (20%)
Advance donor awareness of planned gifts and serve as liaison to planned gift software vendor to coordinate a direct mail and advertising plan to increase membership in the Esto Perpetua Society. Maintain an awareness of current laws and deferred giving vehicles through attendance at professional workshops and meetings and through reading a variety of periodicals.
Identify, at least 12 months prior to Reunion, leadership for 50th Reunion gift committee, develop, with that leadership, a plan of soliciting class members for both an annual and capital gifts, assist class in selection of an appropriate goal and giving opportunity, visits and solicits top donors in that class and work with the Director of Alumnae and Parent Relations in all aspects of planning the 50th reunion.
Direct the Senior Family Gift program, including the identification of appropriate naming opportunities, setting appropriate goals, directing the appeal for annual and capital support, and personal visits.
Plan regional events in support of fundraising and campaign efforts in collaboration with Director of Alumnae and Parent Relations.
Stewardship and Reporting (20%)
Research and draft stewardship reports for donors within the portfolio in collaboration with the Director of Advancement Services
Review and/or prepare appropriate sections of the School’s annual report on fund raising.
Steward the Esto Perpetua Society (planned giving) and 1894 Society (lifetime giving) members
School Life Engagement (20%)
Engage in and attend signature school programs, athletic events, community meals, and traditions in accordance with boarding school community life.
SUPERVISOR AND DIRECT REPORTS:
The Major Gift Officer reports directly to the Assistant Head of School for Advancement.
This administrative position is full time (12-months/37.5 hours per week) and benefits eligible. Normal hours of work are 8:30 a.m. to 4:30 p.m. with frequent weekends and evening responsibilities. Based on previous experience, the position may be eligible for telecommuting with expectation for a regular schedule of on-campus attendance engagement. This position description is not all-inclusive, as other tasks or responsibilities may be assigned.
This position requires extensive work experience in the field of development, a comprehensive understanding of major gift fundraising and knowledge of planned giving. The Major Gift Officer must possess superior communications skills, both orally and in writing, must be personable and approachable and be able to diplomatically articulate the School’s highest priorities. Outstanding organizational skills and the willingness and ability to travel frequently are required. A bachelor’s degree is required and at least five years of fundraising experience is preferred.
About Chatham Hall
Chatham Hall, an all girls boarding and day school in Southern Virginia, seeks a dynamic, collaborative advancement professional to grow its fundraising programs and manage relationships with key constituents and groups, all in support of the school’s strategic priorities.
ABOUT CHATHAM HALL:
A leader in all girls education, Chatham Hall inspires integrity, academic excellence, and global perspectives in tomorrow's leaders. Its signature academic, community, and athletic programs provide comprehensive preparation for college and for productive lives. Now in its 125th year, Chatham Hall is grounded in Episcopal heritage and includes a vibrant extended community of more than 3,000 alumnae plus dedicated families and friends. The school is located on a 360-acre campus in Chatham, Virginia, within driving distance of Greensboro, Raleigh-Durham, Chapel Hill, Lynchburg, Roanoke, and Charlottesville.