Sr. Development & Fundraising Specialist

Travis Credit Union•Vacaville, CA

8d•$98,238 - $121,347•Hybrid

About The Position

Travis Credit Union’s (TCU) Sr. Development & Fundraising Specialist position embraces the Travis Credit Union Community Financial Wellness Fund’s (“TCU Foundation”) mission whole-heartedly and expresses that commitment through persuasive, tactful communication and by adopting strategies and policies designed to stimulate financial growth, increase employee engagement, and enhance the Foundation’s community presence and public image. Profile: Provides fund-development leadership in support of the Travis Credit Union Community Financial Wellness Fund (TCU Foundation). Creates and implements a plan of action for fundraising initiatives and activities that align with corporate and foundation philanthropic interests and that are in the service of the Foundation’s mission and goals. Ensures that funds are allocated properly to reflect present needs and future potential. Manages the assets, resources and finances of the Foundation including operational and marketing budgets. Administers financial accounting and consistently reports to the Foundation’s Board on the financial status of the Foundation, monitoring the budget and ensuring sound financial controls are in place. Speaks, writes, and produces reports on behalf of the Foundation, and administers, reviews, and manages all other activities for the Foundation in accordance with the bylaws. Serves as the Foundation’s representative and spokesperson to community and strategic partners to educate, engage, and inform them about the organization’s role, goals, objectives, philosophy and accomplishments. Proactively pursues, develops, and maintains TCU and community relationships, communicating with and effectively engaging TCU employees, individual and corporate donors, employees and other key constituencies, prospective donors, and the community at large to achieve annual development and fundraising goals. Maintains a branding standard and produces effective messaging and storytelling in collaboration with Marketing, via the web site and various other communication channels, to promote the Foundation’s initiatives, programs, and funding campaigns to increase the visibility and effectiveness of the TCU Foundation. Ensures compliance with local, state, and federal laws, including the filing of all tax and other forms necessary to maintain the Foundation in good standing as a charitable organization under state and federal law. Responsible for custody of all Foundation records.

Requirements

Excellent written communication and public speaking skills.
Detail-oriented.
Excellent relationship-building skills with an ability to communicate and work effectively with a variety of internal and external stakeholders; a persuasive storyteller able to engage and motivate audiences.
Keen analytic, organization and problem-solving skills, which support and enable sound decision making.
Excellent PC skills including Microsoft Word, Excel, and Outlook.
Working knowledge of QuickBooks.
Ability to develop a clear understanding of the credit union’s key functional processes and resources.
Ability to understand the requirements of the Bank Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate.
Ability to set clear priorities and to manage time and multiple projects with proficiency.
Ability to successfully tailor communications according to the audience.
Ability to prepare and effectively facilitate persuasive presentations.
Reports directly to assigned department leadership.
BA/BS in business, management, education, non-profit or related field and a minimum of 5 years of related professional experience; or a master’s degree and 3 years related experience; or equivalent work experience.
CFRE certification required or obtained within the first 12 months of employment or transfer to position.
A track record of fundraising success to include fundraising, marketing / branding and fiscal management experience.
Experience working with and making presentations to boards of directors.
Knowledge of federal rules related to 501(c)(3) organizations.
A proven track record of fundraising success to include significant fundraising, marketing / branding and fiscal management experience

Nice To Haves

Bilingual English/Spanish preferred.

Responsibilities

Provides fund-development leadership in support of the Travis Credit Union Community Financial Wellness Fund (TCU Foundation).
Creates and implements a plan of action for fundraising initiatives and activities that align with corporate and foundation philanthropic interests and that are in the service of the Foundation’s mission and goals.
Ensures that funds are allocated properly to reflect present needs and future potential.
Manages the assets, resources and finances of the Foundation including operational and marketing budgets.
Administers financial accounting and consistently reports to the Foundation’s Board on the financial status of the Foundation, monitoring the budget and ensuring sound financial controls are in place.
Speaks, writes, and produces reports on behalf of the Foundation, and administers, reviews, and manages all other activities for the Foundation in accordance with the bylaws.
Serves as the Foundation’s representative and spokesperson to community and strategic partners to educate, engage, and inform them about the organization’s role, goals, objectives, philosophy and accomplishments.
Proactively pursues, develops, and maintains TCU and community relationships, communicating with and effectively engaging TCU employees, individual and corporate donors, employees and other key constituencies, prospective donors, and the community at large to achieve annual development and fundraising goals.
Maintains a branding standard and produces effective messaging and storytelling in collaboration with Marketing, via the web site and various other communication channels, to promote the Foundation’s initiatives, programs, and funding campaigns to increase the visibility and effectiveness of the TCU Foundation.
Ensures compliance with local, state, and federal laws, including the filing of all tax and other forms necessary to maintain the Foundation in good standing as a charitable organization under state and federal law.
Responsible for custody of all Foundation records.