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Planned Giving & Major Gifts Officer

Employer
Air Force Museum Foundation, Inc.
Location
Ohio, United States
Salary
$60,000.00 - $70,000.00
Closing date
Jun 15, 2022

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Position Type
Fundraising, Major Gifts, Planned Giving
Fields
Education, Museum
Employment Type
Full Time
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Introduction:

The Air Force Museum Foundation is a philanthropic corporation that assists in the development and expansion of the facilities of the National Museum of the U.S. Air ForceTM (NMUSAF), and provides funding to the Museum for special projects, programs, special events, volunteer support, and promotional efforts.

Job Description:

Managing a combined portfolio of donors, the Planned Giving & Major Gifts Officer (PGMGO) will function as a key strategist, working closely with all members of the Development team to secure commitments to the Foundation’s Legacy Society, and secure major gifts in support of Museum and Foundation funding priorities.

The PGMGO works under the direct supervision of the Senior Major Gifts Officer (SMGO) of the Air Force Museum Foundation. The PGMGO position is non-supervisory, full-time, salaried, exempt.

In recent years the Planned Giving and Major Gifts programs of the Foundation have matured.  Both programs are well positioned to enter into a new phase of growth and productivity.  The Planned Giving & Major Gifts Officer will play an integral role in planning and executing this growth in conjunction with other Development colleagues.

Duties and Responsibilities:

The Planned Giving & Major Gifts Officer will organize and substantially grow giving to the Foundation’s Legacy Society as follows:

  • In conjunction with the SMGO develop and execute a Legacy Society strategic plan, including objectives, annual goals, and financial plan for review and approval by the Chief Development Officer (CDO).
  • Qualify, cultivate, solicit and steward current and prospective planned giving donors, through face-to-face visits, telephone & video calls, personalized correspondence, and other creative engagement opportunities to strengthen donor relationships with the AFMF and NMUSAF.
  • Respond to planned giving inquiries or leads generated and follow up with appropriate cultivation and stewardship methods to close gifts.
  • Upon notification of a planned giving gift intention, ensure donors are thanked promptly and properly. Record donor information, and update records as needed in appropriate database.
  • Responsible for the creation and distribution of Legacy Society marketing and promotional materials.
  • Responsible for the creation of all Planned Giving webpage content; act as liaison with Planned Giving resources (e.g., Crescendo)
  • Establish, track and report KPIs, in conjunction with the SMGO and the Database & Data Analytics Manager, for the Legacy Society.
  • Calculate projected PG revenue on an annual basis. In concert with the SMGO and Database & Data Analytics Manager review and update this formula, as needed, based on program performance.
  • Develop and maintain network of at least three individuals who can serve as allied professionals on the technical aspects of gift planning.

The PGMGO will execute major gift initiatives to meet financial and strategic goals for the AFMF Major Gifts program.  The PGMGO will be responsible for annually securing private contributions from individuals, corporations, and foundations in support of Foundation funding priorities for the NMUSAF.

Fundraising Strategies:

  • Create and implement, in partnership with the CDO & SMGO, short-, medium-, and long-term individual and corporate donor cultivation and solicitation strategies.
  • Develop strategic funding requests, solicit and secure gifts in support of funding priorities of the Foundation.
  • In collaboration with the CDO, SMGO and Database & Data Analytics Manager the PGMGO will track and report KPIs for the Major Gift program.
  • File contact reports on a weekly basis in the Foundation’s CRM system.

Stewardship:

  • In collaboration with Annual Giving & Donor Relations colleagues, and AFMF Finance, complete gift agreements pursuant to AFMF Development policies and procedures – to include appropriate review and approval by AFMF and NMUSAF colleagues.
  • Work collaboratively with colleagues to create donor cultivation and stewardship plans.
  • Collaborate with Annual Giving & Donor Relations colleagues to ensure donor recognition agreements are honored.

Other Duties

  • Maintain a consistent and visible on-site presence in the execution of job responsibilities and interactions with Foundation and Museum colleagues.
  • Participate in continuing education to maintain and expand upon current knowledge.
  • Other duties as assigned.

Background, Skills, and Aptitude:

  • Bachelor’s degree required; CFRE preferred.
  • 5 years of success identifying planned gift prospects, and cultivating, soliciting, closing, and stewarding individual planned gifts.
  • 5 years of success cultivating, soliciting, closing, and stewarding major gifts
  • Self-motivated with the ability to exercise considerable independence in the performance of day-to-day duties.
  • Strong organizational and project management skills; ability to manage multiple projects simultaneously with good attention to detail.
  • Strong interpersonal, written, and oral communication skills.
  • Flexibility, enthusiasm, and professionalism to work effectively with military leaders, corporate and community leaders, Foundation Board members, and Museum/Foundation diverse constituents.
  • Strong organizational and project management skills; ability to manage multiple projects simultaneously; team player with demonstrated attention to detail.
  • Strong financial skills; proficient in accurate budgeting, forecasting, reporting and modeling financial/performance-based metrics
  • Strong computer skills; proficient with the Microsoft Office; demonstrated expertise with database management programs and reporting (experience with Blackbaud’s Raiser’s Edge preferred)
  • Adherence to strict confidentiality of donor-related information, as well as all gift information files, documents, and reports.
  • The Air Force Museum Foundation performs background checks on 100% of its employees prior to hiring. Candidate must be willing to submit to a background check, as a condition of employment.
  • The Air Force Museum Foundation requires that all employees provide COVID-19 vaccine verification/or have an AFMF approved medical or religious accommodation, as a condition of employment.
  • The National Museum of the USAF is open seven (7) days a week from 9:00 am – 5:00 pm. Candidate must be able to work to meet those needs.  Evening and weekend hours may be required to support fundraising/donor activities.
  • The Air Force Museum Foundation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
  • This is a non-DoD position with a private organization and does not require military service (including commission and enlistment). 
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