Deputy Director of Individual Giving

CTR BUDGET POLICY•Washington, DC

2d•$105,000 - $135,000•Hybrid

About The Position

The Center on Budget and Policy Priorities (CBPP) is a nonpartisan research and policy institute that advances federal and state policies to help build a nation where everyone — regardless of income, race, ethnicity, sexual orientation, gender identity, ZIP code, immigration status, or disability status — has the resources they need to thrive and share in the nation’s prosperity. CBPP combines rigorous research and analysis, strategic communications, and effective advocacy to shape debates, affect policy, and inform effective implementation both nationally and in states. It works closely with a broad set of national, state, and community organizations to design and advance policies that promote economic justice; improve health; broaden opportunity in areas like housing, health care, employment, and education; and lower structural barriers for people of color and others in communities that continue to face systemic barriers to opportunity. CBPP promotes policies that will build a more equitable nation and fair tax policies that can support these gains over the long term. CBPP also shows the harmful impacts of policies and proposals that would deepen poverty, widen disparities, and worsen health outcomes. The Center on Budget and Policy Priorities seeks a highly motivated and relationship-oriented Deputy Director specializing in Individual Giving to join its Development team. Reporting to the Deputy Chief Development Officer, this role provides an exciting opportunity to create and implement CBPP’s individual giving strategies with a special focus on identifying, cultivating, and stewarding new prospects. The Deputy Director will work to increase the number of major donors to CBPP from individuals, families, and Donor Advised Funds. They will also manage the engagement strategies, solicitations, and data tracking and analysis needed to run a successful individual giving program, which includes creating and implementing a new recurring giving program. The Deputy Director of Individual Giving will join a nine-person development team and serve as a strategic partner to the Chief Development Officer and the Deputy Chief Development Officer. They will create and lead the individual giving program strategy, including developing and growing relationships alongside CBPP’s leadership with the organization’s top donors; lead the individual giving’s moves management strategy; and work across the team to design and implement cultivation and stewardship strategies.

Requirements

Bachelor’s degree plus seven years of experience and demonstrable success with prospecting, soliciting, and closing major and annual gifts from individuals. A relevant graduate degree may be substituted for two years of work experience.
Skilled in best practices of data-driven fundraising and growing individual giving programs.
Excellent verbal and written communication skills with the demonstrated ability to articulate complex ideas in clear and compelling ways and to tailor communications to different audiences as needed.
Strong commitment to achieving economic, health, and racial justice for people with low incomes so they can meet their basic needs, and a desire to deepen knowledge of how federal, state, and local policies can address institutional and structural racism and economic segregation. While specific policy expertise is not required, the candidate should be inquisitive, eager to learn, and willing to develop a level of proficiency in CBPP’s policy areas.
Commitment to fostering equity, inclusion, and belonging on the development team, within the organization, and across its policy, advocacy, and fundraising efforts.
Skilled in using CRM to manage an individual giving program. Experience with Salesforce preferred.
Experience with designing and executing events as part of a successful cultivation and stewardship strategy.
Proven ability to work collaboratively across a large organization and to build and maintain productive relationships at all levels of the organization.

Nice To Haves

Experience with Salesforce preferred.

Responsibilities

Manage and grow a portfolio of current major gift donors and family foundations, coordinating relationship management for senior leadership and planning timely and appropriate communications over email, phone, and in-person, as well as a targeted multi-channel year-end campaign in collaboration with the Stewardship and Cultivation team.
Create a strategy to effectively increase the number of mission-driven donors and steward mid-level and small-dollar donors and increase their giving as appropriate, as part of creating and managing a sustainable giving program.
Lead the creation and implementation of a recurring giving program in order to establish a sustainable pipeline of donors and subsequent stewardship strategy and increase the number of recurring gifts to CBPP.
Grow the major gift donors and family foundations portfolio through a crafted moves management strategy to ensure a robust pool of donors at all levels. Identify and cultivate relationships with prospective donors, engaging them in CBPP’s work and moving them through the giving pipeline. Stewarding current major donors and leveraging Salesforce, wealth screening, and other prospect research tools to deepen relationships.
Collaborate with development colleagues, the President’s office, and others on cultivation and stewardship efforts.
Collaborate with the Stewardship and Cultivation team on major donor proposal and report creation, alignment on the most up-to-date program language, and other fundraising collateral needs.
Provide logistical and audience development support for events, including list creation, communication with invitees, and pre/post event follow-up.
Lead weekly check-ins with Deputy Chief Development Officer to review workplans, identify challenges, and develop solutions to ensure programmatic success.
Utilize Salesforce in accordance with team processes and procedures to track individual donor engagement, gift and contact information, and moves management steps.
Participate in CBPP staff activities, proactively build cross-organizational relationships, and contribute meaningfully to an equitable and inclusive work environment.
Perform other job-related duties within the role’s scope as assigned to support the team’s goals.