Donor Relations Director (Major Gifts Officer) Eastern Washington - The Salvation Army Northwest Division Opportunity Guide
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The Salvation Army Northwest Division Donor Relations Director (Major Gifts Officer) Eastern Washington Opportunity Guide northwest.salvationarmy.org
About The Salvation Army Northwest Division The Salvation Army, an international movement, is an evangelical member of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the Gospel of Jesus Christ and to meet human needs in His name without discrimination. Nearly 30 million Americans receive assistance from The Salvation Additional programs are conducted in outlying areas (more Army each year through a range of social services: providing food remote areas) by dedicated volunteers. It is only through this for the hungry, relief for disaster victims, assistance for the disabled, highly complex structure that The Salvation Army can Do the outreach to the elderly and ill, clothing and shelter to the homeless, Most Good and meet human needs in His name. and opportunities for underprivileged children. Eighty-two cents The annual operating budget of the Northwest Division is of every dollar the Army spends is used to support those services $87 million, with $64 million coming from contributions from in 5,000 communities nationwide, and as a branch of the Christian donors. The balance of the revenue comes from government fees Church, the ultimate goal of all programs is the spiritual and grants, thrift store sales and endowment. The Salvation regeneration of all people. Army is a nonprofit, tax-exempt charitable organization under The Northwest Division is part of the Western USA Territory Section 501(c)(3) of the Internal Revenue Code. (THQ), one of the Army’s four U.S. geographic service areas. In providing its programs and services, The Salvation Army is Divisional Headquarters for the Northwest Division is located committed to accommodating all those in need without unlawful in Seattle and is comprised of the state of Washington, discrimination or harassment based on age, race, color, religion, Northern Idaho, and western Montana. It is a large area: sex, national origin, marital status, disability, citizenship, the farthest location is just under one thousand miles from sexual orientation, gender identity, gender expression, or any other Seattle. The main office (called Divisional Headquarters-DHQ) characteristic in accordance with our capacity to help. Celebrating is located in the Queen Anne neighborhood of Seattle, its 155th Anniversary last year, their message is based on the Bible, easily accessible to downtown and most modes of public and its ministry is motivated by the love of God. William Booth transportation. The Division is further divided into geographic and his wife, Catherine, founded The Salvation Army in 1865 areas where services and ministry are provided. These locations to serve London’s worst poverty-stricken districts. often called Community Centers/Corps are led by a local leader. www.kees2success.com | Building transformative teams and leaders 2
The Opportunity: Donor Relations Director, Eastern Washington & Portions of Idaho & Montana The Donor Relations Director (DRD) plays an integral role to The Salvation Army while retaining and strengthening in the success of the Northwest Division’s fund development existing giving. In this particular geographic area (Eastern efforts, specifically through ongoing and proactive relationship Washington in addition to portions of Idaho and Montana) management, strategic communications plans, gifts cultivation there are pockets of donors ranging from $1,000 to potential six and solicitation activity with an assigned caseload of qualified and seven-figure donors. This individual will be assigned donors major donors and smaller group (10%) of assigned, qualified in Grandview, Great Falls, Havre, Helena, Kalispell, Lewiston, major gifts prospects. In this role, the DRD will identify, qualify, the Mid-Columbia region, Missoula, Ravalli County, Moses be assigned, cultivate, solicit and steward major gift donors (90%) Lake, Tri-Cities, Walla Walla, Wenatchee and Yakima. The and prospects (10%), acting as the primary contact between focus will be based on number of donors in a particular area, The Army and the assigned caseload, with an emphasis on need of a particular unit and general fundraising potential. securing gifts of $5,000 and much higher, increasing major gifts www.kees2success.com | Building transformative teams and leaders 3
Performance Objectives Donor and Volunteer Relations Leadership and Fundraising Management Manages a caseload of 150 assigned major donors. Maintains Develops and leads in one-to-one solicitation, gift and seeks to engage with a small additional prospective donor acknowledgments and stewardship communications. ‘watch list’. Travels through the assigned area, establishing and maintaining excellent donor relations, providing written Creates and follows an agreed upon communications plan proposals to donors as needed, and includes Army and/or that is specific to each donor or prospect. As appropriate, volunteer leadership as appropriate. works with leadership volunteers to secure visits with donors in the assigned caseload. Works in close collaboration with local officers, program, finance, development and marketing and communications, Prioritizes taking donors on site visits to tour Army and administrative support staff to develop a portfolio of programs and to facilitate face-to-face briefings of donors giving opportunities (cases for support) that document by Army leaders. funding needs. Cases outline program costs, how dollars Works diligently to meet agreed upon monthly and annual impact people, outcomes being achieved and outcomes activity and income production goals and is purposeful about which could be achieved, shortfalls and exciting mission every visit and communication to achieve the desired outcome. advancement opportunities. Presents these opportunities Manages all office systems related to DRD duties, to donors to effectively match donor interests with including maintaining updated Portfolio donor files, tracking The Army’s strategic plans. spreadsheets, correspondence, and gift acknowledgments, Keeps management apprised of all significant interactions, etc., in keeping with department policies and procedures. inputting contact reports to the Portfolio donor database Documents all donor interactions through Portfolio contact system as required, sharing a continually updated itinerary, reports and according to established business practices. Carries fulfilling all monthly and other reporting requirements, out any office and computer-related tasks important to fulfilling and consulting with leadership when needed to understand the goals of the position. organizational priorities, to develop strategies that benefit Ensures excellent customer service is provided to donors both donor and The Army and to troubleshoot challenging through accessibility to staff and leadership (as granted), situations. timely responsiveness, quality in all interactions and Remains driven toward goals and focused on caseload activity personalized communications. while making effective use of volunteer opportunities, events Participates in recommended professional trainings as and other initiatives to engage with assigned donors. Brings budget allows, conference calls with other major gifts staff, donors closer to The Army, and to deepen their awareness of conference kindred sessions and other professional our work, especially in areas of interest to them. Participates development opportunities. in such opportunities alongside caseload donors. Partners with staff and leadership and leadership volunteers to develop new major donor/prospect cultivation events, such as private receptions, dinners in homes, or seminars, targeted toward those with high philanthropic capacity. Supports and contributes to, as requested, overall territorial policies, business practices and strategies to continually increase major gift revenue and program growth. www.kees2success.com | Building transformative teams and leaders 4
Performance Objectives Planning Establishes, manages and fulfills a caseload communications plan, including individual fundraising goals and personalized strategies, to effectively steward, educate, cultivate, and solicit gifts from major donors each fiscal year, with an emphasis on gifts of $5,000 and higher. Leads the development of team solicitation strategies where a team approach is needed, and facilitates the team planning process for peer-to-peer cultivation and solicitation, involving leadership volunteers and internal leadership as deemed appropriate, under the guidance of the Development Director. Meets regularly with supervisor and territorial major gifts management (by video/phone) to discuss and refine caseload plans and donor strategies, to track progress, to receive coaching, and to keep open lines of communication. Works in close conjunction with officers and staff (divisional and development) in Eastern WA, ID and MT, pursuing and contributing to harmonious collaboration between direct marketing, social media, foundation, corporation, and planned giving activities for optimal integrated strategies. Supports and contributes to, as requested, overall policies and strategies to continually increase major gifts revenue and program growth. Develops research and briefing materials in preparation for team discussions. Works with prospect research manager at THQ and local staff who are trained to do research to develop donor profiles to inform “moves management” strategies and planning conversations. www.kees2success.com | Building transformative teams and leaders 5
The Qualified Candidate The Salvation Army seeks a compassionate, dynamic, and entrepreneurial fundraising professional with a minimum of three years’ individual giving/major gifts experience in a highly productive and progressive development and communications program within the nonprofit sector. Specific to this search in the Northwest Division, the DRD/MGO will bring a strong working knowledge of Eastern Washington, Idaho and Montana’s philanthropic communities. The position requires car and air travel. It is imperative that the person who assumes this important role fully embrace, support, and always reflect well on The Salvation Army’s mission and values through one’s professional responsibilities and behavior. The selected individual should enjoy problem-solving, think strategically and creatively, and take initiative with consistent follow-through. A high level of comfort with direct donor interaction is a must for the DRD; this includes discussions of personal and family finances and asking for major financial commitments. The DRD will be energetic, and determined, with a talent to identify and develop opportunities for donors and The Salvation Army to come together. Previous experience in a faith-based organization is helpful. Specific Requirements Include: A minimum of 3 years of experience in a non-profit fundraising Effective interpersonal, conversational, and presentation role with a proven track record of major gifts success. skills, demonstrating emotional intelligence, situational awareness, excellent writing abilities, and strong case Proven expertise in developing and maintaining positive development and pitching skills. relationships with diverse individuals, including executives, leadership volunteers, and wealthy donors, as well as internal Ability to be a productive team player and collaborate stakeholders and leadership. effectively with officers, staff, and volunteers for the achievement of position and department goals. Able to work independently in a fast-paced environment without extensive administrative support. Must be highly A career track record that shows stability with an organized and able to effectively manage multiple projects organization and capacity to develop and nurture and competing priorities with professionalism and grace. relationships culminating in overall success. Demonstrated goal orientation, with a drive to achieve goals Willingness and ability to travel regularly. Valid Driver’s within agreed-upon timeframes. License required. Track record in financial management, stewardship, and Bachelor’s degree or comparable experience. developing strategies to successfully increase revenue. www.kees2success.com | Building transformative teams and leaders 6
How To Apply To assure confidential tracking of all applicants, applications will only be accepted via the application link on this page (in the KEES Applicant System). This position offers strong benefits and a vehicle provided by the Salvation Army. Inquiries will be held in strict confidence. The Salvation Army is an Equal Opportunity Employer and committed to providing a respectful environment for all applicants and employees that is free from unlawful discrimination or harassment based on age, race, color, religion, sex, national origin, marital status, disability, citizenship, sexual orientation, gender identity, gender expression, or any other characteristic protected by law. Such equal opportunity for employment will apply to recruitment and hiring, training, promotion, salaries and other compensation, transfers and layoffs or termination. APPLY HERE This search is being managed by Heather Eddy, President and CEO, and Katie VanderKlok, Project Manager of KEES. Questions may be addressed to kvanderklok@kees2success.com. About KEES KEES (formerly Alford Executive Search) is a nonprofit executive search firm that builds diverse teams and dynamic leaders in the nonprofit and public entity sectors. A woman owned and operated firm, KEES offers a full array of nonprofit consulting services including executive search, leadership development, interim staffing, and HR support. For more information, please visit www.kees2success.com. www.kees2success.com | Building transformative teams and leaders 7
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