Individual Giving Officer

Posted:
9/9/2024, 10:25:53 AM

Location(s):
California, United States ⋅ Claremont, California, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Sales & Account Management

Equal Opportunity and Nondiscrimination Statement                                    

In addition to its commitment to a harassment-free educational and working environment, the College is an equal employment opportunity employer. The College is committed to a policy of equal employment opportunities for all applicants and employees and complies with all applicable state and federal laws on the matter. The College does not unlawfully discriminate on the basis of race, color, religion, sex (including gender, pregnancy, childbirth, or related medical conditions), gender identity, gender expression, national origin, ancestry, age, physical disability, mental disability, medical condition or medical leave, marital status, sexual orientation, or any other category protected by law. The College also prohibits the harassment of any employee on any of these bases.

Location:

Claremont, CA

Job Posting Title:

Individual Giving Officer

Job Details and Requirement:

BASIC FUNCTION:

Claremont McKenna College (CMC) is seeking a gift officer with the capacity to develop and maintain donor relationships. This position will play an integral role within the Office of Leadership Giving and will be focused on executing a rapid and efficient prospect qualification strategy. The Individual Giving Officer (IGO) will be responsible for cultivating and securing leadership level annual and major philanthropic gifts, approximately in the range of $10,000 to $100,000+ from CMC alumni, parents and friends.  Reporting to the Director of Leadership Giving, the Individual Giving Officer must also work collaboratively with the Executive Director of Advancement on prospect strategy and with the Research & Relationship management team on a regular basis.

The Individual Giving Officer will maintain a fluid portfolio of assigned prospects for cultivation.  Some assignments will be retained for long-term cultivation, and some assignments will transition to other gift officers in Advancement.  Currently, the IGO’s portfolio will be comprised of newly identified prospects, CMC’s Research Institutes and Centers board members, prospects for emerging initiatives like the Sports Bowl, and high-end engagement targets.  The IGO will be involved in making recommendations about long-term relationship management assignments.

DESCRIPTION OF DUTIES AND RESPONSIBILITIES:

ESSENTIAL FUNCTIONS:

  • Develop and implement strategies for qualifying cultivating, soliciting, closing and stewarding donor prospects in assigned portfolio of approximately 200 prospects. Assigned prospect quantity subject to change based on pipeline stage development.
  • Responsible for all direct interactions and communications with assigned prospects.  This includes the solicitations of unrestricted annual gifts, Research Institute board commitments, and gifts of these prospects.
  • Familiarize his or herself with Advancement fundraising priorities and fundraising priorities from other areas of the College, in order to make a knowledgeable and persuasive presentation to donor prospects.
  • Support Executive Director of Advancement in executing a prospect qualification strategy aimed at identifying new Annual Giving and Leadership level donors to the College.
    • Conduct 20 qualification meetings on a monthly basis and determine a constituent’s inclination to support CMC through philanthropy or engagement to the College. Visit quantity subject to change based on pipeline stage development.
    • Serve as a member of the Research Management Team and provide recommendations for prospect assignment and management opportunities.
    • Seek out opportunities to engage prospective donors with the College through events, annual solicitations and regular communication updates. 
  • Maintain prospect tracking and regularly update the College’s records for each assigned constituent.
  • Excel in a holistic approach, which uses all resources of the college, including events, college leadership, Admission, Athletics and Soll Center for Student Opportunity connections.
  • Serve as a lead project manager for emerging fundraising initiatives, as directed by the Director of Leadership Giving and Executive Director of Advancement. Partner with key offices in Advancement and campus to develop the strategic plan, prospect plan, and execution of solicitations.
  • Expectation of evening and weekend work around College events and activities.
  • Other duties related to the position as they arise.

QUALIFICATION STANDARDS & SKILLS:

EDUCATION:  Bachelor’s degree preferred or equivalent training or experience.

EXPERIENCE: Three or more years of successful fundraising experience, including the solicitation of leadership gifts.  Demonstrated excellent interpersonal and organizational skills, excellent writing skills and ability to work independently and as a member of a team in a dynamic and fast-paced environment.

LICENSES: A valid driver’s license is required.
 

REQUIRED KNOWLEDGE, SKILLS, and ABILITIES:  Individual must possess knowledge, skills, and ability to be able to successfully perform the essential functions of the position, or be able to explain or demonstrate how the essential functions will be performed, with or without reasonable accommodation, using some other combination of knowledge skills and abilities.

  • Demonstrated ability to set and implement strategic plan for individual prospects; innovative mastery of gift management and best practices covering the art of individual relationships and the science of database management; familiarity with advancement systems
  • Working knowledge of the entire spectrum of gifts, from outright cash and stocks to bequests and annuities, as well as basic understanding of relevant benefits of giving.
  • Evidence of self-motivation and ability to work collaboratively
  • Strong interpersonal skills with an ability to connect with donors and prospects of all levels
  • Must be able to negotiate issues, resolve problems and have strong influencing skills.

OTHER:

REQUIRED HOURS:  The regular hours for this position are 8:00 a.m. to 5:00 p.m., Monday through Friday. Weekend and evening work will at times be expected. Travel may be required.  Regular hours may vary due to needs of the College or department. This is a 12-month position.

CLASSIFICATION AND STATUS: 

This is an exempt, full-time, benefits-eligible position.

IPEDS Category Job Code:          13-0000 - Business and Financials Operations Occupations
 

Physical Requirements:                Sedentary (up to 10 lbs.)
 

SUPERVISORY RESPONSIBILITY:

This position does not have any supervisory responsibilities.

SALARY RANGE:

The anticipated salary range is $90,000 - $100,000 per year. Salary will be commensurate with qualifications and experience.

GROOMING AND APPEARANCE:  The Claremont Colleges seek to maintain a neat and professional image at all times. 

BACKGROUND CHECK:  The successful candidate will be required to undergo a full consumer background check.   Employment is contingent on the satisfactory results of the aforementioned, in addition to compliance with requirements cited in this job description.

ADA/OSHA:  This job description defines the essential or fundamental job duties of this position.   It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others.  It may also include marginal functions, generally defined within Title 1 of the Americans with Disabilities Act (ADA) and the Occupational Safety and Health Administration (OSHA). Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose. 

DISCLAIMER: This job description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position.  When duties and responsibilities change and develop over time, accordingly the College reviews this job description on a periodic basis and make changes of business necessity.

AT-WILL EMPLOYMENT:  Employment with the College is “at-will” meaning that the terms of employment may be changed with or without notice, with or without cause, including, but not limited to termination, demotion, promotion, transfer, compensation, benefits, duties, and location of work.  There is no agreement express or implied between the College and you for continuing or long-term employment. While the College has every hope that employment relationships will be mutually beneficial and rewarding, employees and the College retain the right to terminate the employment relationship at will, at any time, with or without cause.  The President is the only person who can modify or alter the at-will employment relationship.

Claremont McKenna College hires and promotes individuals on the basis of their qualifications, consistent with applicable state and federal laws, without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, breastfeeding or related medical condition, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, genetic characteristic or information, military and veteran status, or any other characteristic protected by state or federal law.  Inquiries may be directed to the Director for Human Resources, 528 N. Mills Avenue, Claremont, California 91711-4015, (909) 621-8490.  All applicants must complete and submit an online application to be considered for an open position.

Employment is contingent upon new employee providing documents verifying U.S. citizenship or, for aliens, documents verifying legal permission to work in the United States, applicant's acceptability for positions requiring use of a college vehicle is contingent upon a driving record acceptable to the College's automobile liability insurance. Promotion from within is encouraged whenever qualified employees of Claremont McKenna College are available. Interested employees of the College are urged to contact the Office of Human Resources if qualified for any open position. Please do not contact departments directly.

Disability Accommodations                                                                                    

In compliance with applicable laws ensuring equal opportunities to qualified individuals with a disability, CMC will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual (applicant or employee) with a disability if the disability affects the performance of essential job functions, unless the accommodation results in an undue hardship for the College. Employment decisions are based on the merit and not an individual’s disability.               

An applicant or employee who requires an accommodation should contact the immediate supervisor and the Human Resources Office. If multiple accommodations are identified that do not pose an undue hardship for the College, the selection of an accommodation will be at CMC’s discretion. To request disability accommodation for any part of the application or hiring process, please contact Human Resources at (909) 621-8490 or [email protected] for assistance.