Position Summary: The Development and Stewardship Officer (DSO) is the development team member who ensures the successful operation, implementation, and oversight of a comprehensive stewardship plan to include donors of all levels. Additionally, S/he will maintain a portfolio of prospective donors which will account for 60% of his/her time.
The DSO will be detail oriented and skilled at project management, and be expected to take initiative and work independently, meet critical deadlines, assist the finance department with campaign reporting, be pro-active, provide strategic feedback to the development team, and demonstrate a high degree of judgement and discretion in the handling of materials and information of a confidential nature.
The DSO will help foster a spirit of cooperation and responsiveness in line with the mission and goals of the Foundation and ensure an exceptional level of customer service with all constituents.
- Work with the Vice President Philanthropy, Communications Manager, and development team to oversee and implement stewardship strategies that strengthen the long-term relationships with donors.
- Organize a team effort to develop stewardship plan for donors at various recognition levels within the major gifts program
- Ensure that details of the stewardship plan are compiled and communicated to all involved parties, and that the plan is organized, includes a detailed timeline for activities and is implemented
- Collaborate with the development staff to develop acknowledgement and recognition procedures
- Work in partnership with staff throughout the organization to identify and develop recognition opportunities
- Oversee the acknowledgement process and ensure that communication is current and fresh
- Assist with the planning of donor recognition and cultivation events
- Work with the Communications Manager to ensure consistency among various stewardship materials and targeted communications
- Maintain a portfolio of prospects and achieve established goals within the Moves Management structure
- Manage and maintain the development quadrant of the management dashboard and the development dashboard
- Assist with the creation and mailing of fund statements as needed
- Maintain a professional and “be of service” culture when speaking with donors, prospects, and community agencies and synagogues
- Organize parlor meetings where appropriate for prospect education
- Assist with special events for donor development and donor recognition as needed
- 5+ years of professional experience working with major gift donors in a “relationship management” field.
- Knowledge of the Jewish philanthropic community and the ability to engage various demographic groups.
- Experience and comfort engaging with high-net-worth prospective donors.
- Excellent analytical and creative skills in developing cultivation strategies.
- Self-starter with the confidence and maturity to work well in a team-driven environment.
- Entrepreneurial spirit with a high energy level.
- A proven track record of success in the cultivation, stewardship, and closing of gifts from individual major donors and foundations.
- Effective communicator with demonstrated excellence in writing and verbal communication.
- Undergraduate degree from an accredited four-year college or university.
Health and Dental (premium partially paid by employer)
Close early for Shabbat and major Jewish Holidays
Minimum Education Required