Gift Officer Jobs

About The Position

Requirements

• Bachelor's degree required.
• Minimum of five years of progressively responsible fundraising experience, including successful major gift fundraising and donor relationship management.
• Demonstrated record of personally qualifying, cultivating, soliciting, and securing major gifts from individual donors.
• Experience managing a donor portfolio and applying moves-management strategies.
• Required hands-on experience using Raiser's Edge NXT and/or Raiser's Edge database systems for constituent management, portfolio tracking, moves management, opportunity tracking, reporting, and documentation of fundraising activity.
• Thorough knowledge of major gift fundraising, donor qualification, cultivation, solicitation, stewardship, and relationship-based philanthropy.
• Demonstrated proficiency in Raiser's Edge, including constituent records, actions, opportunities, prospect management, queries, reports, and portfolio management.
• Excellent interpersonal, organizational, presentation, and written and verbal communication skills.
• Ability to build trust, listen effectively, maintain confidentiality, and develop productive relationships with diverse donors and stakeholders.
• Ability to analyze donor information, set priorities, develop strategy, and move prospects through the donor engagement cycle.
• Ability to work independently, exercise sound judgment, and collaborate effectively within a team environment.
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Commitment to high ethical standards, donor intent, donor confidentiality, and accepted fundraising practices.
• Ability to maintain a flexible work schedule, including occasional evenings and weekends, and to travel locally as required.
• A valid California driver’s license is required.
• Ability to calculate figures and amounts such as discounts, interest, percentages, and ratios.
• Ability to apply concepts of basic algebra.
• Ability to design and maintain a budget.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions and deal with several abstract and concrete variables.
• Ability to effectively supervise and motivate others to perform.
• Ability to carry out supervisory responsibilities in accordance with the organization's policies and applicable laws.
• Ability to interview and hire well-suited candidates and to provide/oversee discipline as needed.
• Ability to address complaints and resolve problems.

Nice To Haves

• Experience with planned giving, legacy giving, or charitable estate planning conversations preferred.
• Certified Fund Raising Executive (CFRE) credential preferred.
• Working knowledge of planned giving concepts and common charitable gift arrangements preferred.

Responsibilities

• Manages and actively engages a portfolio of approximately 150 qualified major gift prospects and donors, with portfolio size adjusted as appropriate based on prospect readiness and organizational priorities.
• Establishes and maintains a comprehensive donor cultivation, solicitation, and stewardship cycle to retain donors, deepen engagement, increase annual support, and secure multi-year commitments.
• Qualifies prospective donors through research, outreach, discovery conversations, and relationship-building activities.
• Creates individualized financial goals and written engagement strategies for assigned donors based on giving history, interests, philanthropic capacity, readiness, and Casa Pacifica priorities.
• Executes timely moves-management plans that include meaningful contacts, donor meetings, proposals, asks, stewardship, recognition, and next steps.
• Conducts substantive in-person, virtual, telephone, and event-based meetings with donors and prospects to advance relationships and philanthropic support.
• Prepares and presents major gift proposals, funding requests, correspondence, briefing materials, stewardship reports, and other donor communications.
• Collaborates with program and finance staff to obtain accurate program information, outcomes, budgets, and funding needs and translates them into compelling donor opportunities.
• Partners with the Chief Development Officer on donor strategy, cultivation, solicitation, and stewardship activities.
• Works toward annual fundraising, donor engagement, proposal, and portfolio goals established in partnership with the Chief Development Officer.
• Identifies, researches, and qualifies new major gift prospects through database analysis, referrals, community engagement, events, and other prospect development activities.
• Develops and maintains a strong pipeline of prospective major gift donors to support current and future fundraising priorities.
• Continually assesses portfolio performance and recommends additions, removals, or reassignment of prospects based on qualification, engagement, and readiness.
• Coordinates with development colleagues to ensure donors move appropriately among annual giving, major giving, planned giving, and campaign strategies.
• Provides timely, meaningful, and personalized stewardship through acknowledgements, impact reporting, recognition opportunities, program engagement, and ongoing communication.
• Secures stories, outcomes, financial information, and program updates that demonstrate the impact of donor support.
• Maintains close, professional relationships with assigned donors and protects donor intent, confidentiality, and trust.
• Coordinates donor recognition and stewardship activities in accordance with Casa Pacifica policies and gift agreements.
• Identifies and advances planned giving opportunities that emerge through major donor relationships while maintaining major gift fundraising as the role's primary focus.
• Introduces interested donors to Casa Pacifica legacy and estate giving opportunities and provides approved informational resources.
• Collaborates with the Chief Development Officer and, when appropriate, donors' professional advisors or Casa Pacifica's external advisors to facilitate planned gift discussions and commitments.
• Supports the cultivation, documentation, recognition, and stewardship of legacy society members and planned giving donors.
• Recognizes when specialized legal, tax, or financial guidance is needed and refers donors to their own qualified advisors without providing professional advice.
• Participates in endowment, comprehensive, and special fundraising campaigns as assigned.
• Represents Casa Pacifica at community functions, donor events, stewardship activities, tours, and organizational programs.
• Serves as an ambassador for Casa Pacifica's mission, vision, values, and fundraising priorities.
• Works collaboratively with development colleagues and other departments to create a consistent and donor-centered experience.
• Maintains complete, accurate, and timely donor and prospect records in Raiser's Edge NXT and/or Raiser's Edge database systems.
• Documents contact reports, actions, proposals, opportunities, gift discussions, planned giving information, prospect status, and next steps in Raiser's Edge in accordance with departmental standards.
• Uses Raiser's Edge for portfolio tracking, moves management, prospect management, reporting, forecasting, and donor analytics.
• Creates monthly reports and fundraising forecasts that accurately reflect portfolio activity, pipeline movement, revenue progress, and performance.
• Monitors progress toward established goals and recommend strategic adjustments when necessary.
• Protects confidential donor information and follows organizational data entry, gift acceptance, recordkeeping, and privacy practices.
• Performs other fundraising and development-related duties as assigned.

Benefits

• Comprehensive Benefits package
• 401k auto enrollment at 3% with up to 5% fully vested employer matching contributions made after first year of service
• 9 paid holidays
• Medical, Dental & Vision Insurance options
• Flexible Spending and Dependent care programs
• Excellent Training opportunities – including opportunities for CEUs
• Education/Tuition Assistance programs
• Group Discount Pet Insurance
• Aflac Hospital, Critical Illness, Accidental & Dental supplemental plan options
• Employee Assistance Program (EAP)
• Free Confidential Crisis Line 24/7, 365 days a year
• 4 face-to-face or telephonic sessions per issue, i.e., Stress, Anxiety, Depression
• Life transitions
• Grief and Loss
• Divorce
• Conflict Resolution
• Substance Abuse
• Work-Life Counseling
• Free Legal and Financial Consultations
• Identity Theft Recovery Services