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Philanthropic Giving Manager

The Morgridge Institute for Research
Wisconsin, United States
Salary Commensurate with experience
Closing date
Oct 15, 2022

Are you interested in joining a young fundraising organization focused on improving human health in an equitable and inclusive environment? Do you enjoy qualifying potential donors and building a giving portfolio? Would you thrive in a nimble advancement group that embraces a donor centric philosophy, and the scientific method? Apply to be the next Philanthropic Giving Manager at the Morgridge Institute for Research.

The Philanthropic Giving Manager will serve as a key frontline fundraiser for the Morgridge Institute for Research (Morgridge). As a member of the Development Team, the Philanthropic Giving Manager will be responsible for building and fostering relationships with individual donors and giving prospects, in pursuit of our mission to serve society through impactful biomedical discoveries and spark curiosity for science in our everyday lives. The primary roles of the Philanthropic Giving Manager will be to build and grow a major giving portfolio. Reporting to the Chief Development Officer, the position will play a key role in fundraising activity for the Institute and work closely with Morgridge leadership, investigators and staff to implement development strategies, programs and projects.

Primary Responsibilities:
  • Establish and maintain philanthropy-focused relationships with individuals through personal visits, phone calls and meaningful contacts for the purpose of realizing annual and long-term development goals.
  • Develop and grow a portfolio to at least 50-75 individual givers or giving prospects with lifetime giving potential to Morgridge of at least $100,000. It is expected that this will include 12-15 meaningful contacts with people monthly in order to further their relationship with the institute or qualify their philanthropic interest in the Morgridge Institute.
  • Solicit annual, major, multi-year, and estate commitments for the Morgridge Institute – primarily by personal visits, but also by utilizing mail, phone, email, and volunteers.
  • Travel a minimum of 4-6 times per year outside of the Madison region for the purpose of visiting with individual donors or giving prospects in order to achieve fundraising goals.
  • Proactively identify and qualify new leads and develop strategies for acquiring and upgrading donors.
  • Manage portfolio of contacts, accounts, opportunities, and activities in the Salesforce database.
  • Responsible for stewardship of portfolio and work with other team members as needed for support.
  • Assist in conception and delivery of development and advancement strategies, programs, goals, processes, and policies.
  • Stay informed of current institute research and activities.
  • Other miscellaneous duties as required.

To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations will be considered and may be made to enable individuals with disabilities to perform the primary responsibilities.

Education and Experience:
  • Bachelor’s degree or equivalent experience required, advanced degree preferred.
  • Three or more years of successful philanthropic gift solicitation, or closely related experience.
  • Experience with fundraising programs related to biomedical, scientific, or technological institutions preferred.
Knowledge, Skills and Abilities Required:
  • Demonstrated skills as a fundraiser including knowledge of proven cultivation and solicitation techniques. Success with gift solicitation, prospect cultivation, and strategy development and execution.
  • Strategic skills to craft and implement successful fundraising plans and programs.
  • Ability to effectively, tactfully and discreetly communicate with external and internal contacts including individual givers, trustees, university leaders, scientists, and community members.
  • Experience writing proposals; developing and delivering effective presentations; writing correspondence that is eloquent, compelling, and grammatically correct.
  • Understand and convey the mission of Morgridge and communicate scientific information and stories.
  • Conversant in articulating medical and/or biological research terms or ability to develop this skill.
  • Ability to demonstrate high level of creativity and solve problems effectively.
  • Advanced program and project planning, organization, execution, and evaluation skills in order to meet goals.
  • Ability to work both independently and as a trusted team member.
  • Ability to follow through on plans and communicate effectively with peers and colleagues at the Institute.
  • Ability to maintain high level of confidentiality and unquestioned integrity.
  • Loyalty to the organization and its mission.
  • Ability to work nights and weekends and travel a minimum of 4-6 times annually.

In order to insure the safety of our workplace, proof of COVID-19 vaccination is required unless an exemption is granted for medical, disability or religious reasons.

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