Philanthropic Giving Manager

The Morgridge Institute for Research; Bowens Addition (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

The Morgridge Institute for Research is seeking a Philanthropic Giving Manager to advance individual donor relationships and grow a mid-level portfolio. You will cultivate prospects, conduct visits, and coordinate with leadership to implement development strategies that support biomedical discovery and science outreach.

Responsibilities include building a portfolio of 100-125 donors and prospects, maintaining regular contact, and traveling as needed to meet annual and long-term giving goals

Qualifications

• Bachelor’s degree or equivalent experience required.
• Three or more years of successful philanthropic gift solicitation or related experience.
• Experience with fundraising programs related to biomedical or scientific institutions.

Responsibilities

• Establish and maintain philanthropy-focused relationships with individuals through visits, calls, and contacts to meet annual and long-term goals.
• Develop and grow a donor portfolio with gifting potential; maintain 12-15 meaningful contacts monthly.
• Solicit annual, major, multi-year, and estate commitments primarily via personal visits.
• Travel outside the Madison region to visit donors and prospects to achieve fundraising goals.
• Identify new leads and develop strategies for acquiring and upgrading donors.
• Manage portfolio and activities in the Salesforce database.
• Support development strategies, programs, goals, and policies with leadership and staff.

Skills

Philanthropy fundraising

Donor cultivation

Prospect development

Relationship management

Communication

Travel readiness

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Job description

Description

Job Purpose

The Philanthropic Giving Manager will serve as a key frontline fundraiser for the Morgridge Institute for Research (Morgridge). As a member of the Development Team, the Philanthropic Giving Manager will be responsible for building and fostering relationships with individual donors and giving prospects, in pursuit of our mission to serve society through impactful biomedical discoveries and spark curiosity for science in our everyday lives. The primary roles of the Philanthropic Giving Manager will be to establish and grow a mid-level donor portfolio. Reporting to the Chief Development Officer, the position will play a key role in fundraising activity for the Institute and work closely with Morgridge leadership, investigators and staff to implement development strategies, programs and projects.

Primary Responsibilities:

• Establish and maintain philanthropy-focused relationships with individuals through personal visits, phone calls and meaningful contacts for the purpose of realizing annual and long-term development goals.
• Develop and grow a portfolio to at least 100-125 individual givers or giving prospects with lifetime giving potential to Morgridge of $100,000. It is expected that this will include 12-15 meaningful contacts with people monthly in order to further their relationship with the institute or qualify their philanthropic interest in the Morgridge Institute.
• Solicit annual, major, multi-year, and estate commitments for the Morgridge Institute – primarily by personal visits, but also by utilizing mail, phone, email, and volunteers.
• Travel as needed outside of the Madison region for the purpose of visiting with individual donors or giving prospects in order to achieve fundraising goals.
• Proactively identify and qualify new leads and develop strategies for acquiring and upgrading donors.
• Manage portfolio of contacts, accounts, opportunities, and activities in the Salesforce database.
• Responsible for stewardship of portfolio and work with other team members as needed for support.
• Assist in conception and delivery of development and advancement strategies, programs, goals, processes, and policies.
• Stay informed of current institute research and activities.
• Other miscellaneous duties as required.

Requirements

To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations will be considered and may be made to enable individuals with disabilities to perform the primary responsibilities.

Preferred Education and Experience:

• Bachelor’s degree or equivalent experience required.
• Three or more years of successful philanthropic gift solicitation, or closely related experience.
• Experience with fundraising programs related to biomedical, scientific, or technological institutions.

Required Knowledge, Skills and Abilities:

• Demonstrated skills as a fundraiser including knowledge of proven cultivation and solicitation techniques. Success with gift solicitation, prospect cultivation, and strategy development and execution.
• Strategic skills to craft and implement successful fundraising plans and programs.
• Ability to effectively, tactfully and discreetly communicate with external and internal contacts including individual givers, trustees, university leaders, scientists, and community members.
• Experience writing proposals; developing and delivering effective presentations; writing correspondence that is eloquent, compelling, and grammatically correct.
• Understand and convey the mission of Morgridge and communicate scientific information and stories.
• Conversant in articulating medical and/or biological research terms or ability to develop this skill.
• Ability to demonstrate high level of creativity and solve problems effectively.
• Advanced program and project planning, organization, execution, and evaluation skills in order to meet goals.
• Ability to work both independently and as a trusted team member.
• Ability to follow through on plans and communicate effectively with peers and colleagues at the Institute.
• Ability to maintain high level of confidentiality and unquestioned integrity.
• Loyalty to the organization and its mission.
• Ability to work nights and weekends and travel a minimum of 4-6 times annually.

Working Conditions and Physical Effort:

• Work is normally performed in a typical office environment.
• Very limited physical effort is required.
• Very limited exposure to physical risk.
• Travel is required.
• Night and weekend work is required.