Philanthropy Officer

St. Richard's Episcopal School; Indianapolis (IN); On-site; USD 65,000 - 95,000; Full time

Job summary

St. Richard's Episcopal School is seeking a Philanthropy Officer to lead major-gift fundraising, manage donor portfolios, and drive the lifecycle of giving from identification to stewardship.

The role partners with the Development Office to coordinate donor outreach and CRM tracking while supporting affinity groups and school campaigns. The ideal candidate has a bachelor’s degree and 3–5+ years in fundraising, including 2+ years in major gifts, with a proven record of closing five-figure gifts.

Qualifications

• Bachelor's degree and 3–5+ years of fundraising experience, with at least 2 years in a donor-facing major-gifts role and a track record of 5-figure+ gifts.
• Relationship-based, able to cultivate high-net-worth relationships.
• Excellent verbal and written communication skills.
• Detail-oriented with portfolio management abilities.
• Proficiency in Veracross and/or other fundraising CRM software.

Responsibilities

• Manage a portfolio of major-gift donors and prospects with annual goals.
• Spend ~75% of time on caseload management and donor meetings.
• Oversee the full lifecycle: identification, cultivation, solicitation, stewardship.
• Renew, increase, and source new funding for the Annual Campaign, scholarships, endowment, and capital campaigns.
• Coordinate outreach to align donor communications and avoid overlap.
• Support alumni affinity groups and stewardship in partnership with leadership.
• Track fundraising activity and donor interactions in the CRM.
• Collaborate with the Advancement Team on Awards Day and State of the School Address.

Skills

Relationship building

Verbal communication

Written communication

Detail-oriented

CRM experience

Education

Bachelor's degree in related field

Tools

Veracross CRM

Job description

The Mission of St. Richard’s Episcopal School is to instill knowledge and values for a lifetime. St. Richard’s provides a timeless, challenging curriculum that embraces diversity while developing global citizens, socially, emotionally, physically, spiritually and intellectually. All St. Richard’s employees are expected to support this mission with each and every student.

Position Summary: The Philanthropy Officer leads and expands individual major-gift fundraising at St. Richard's Episcopal School. This position reports to the Director of Development and primarily focuses on managing a portfolio of major-gift donors and prospects. The Philanthropy Officer oversees the full lifecycle of giving, including identification, cultivation, solicitation, and stewardship, with approximately 75% of working time dedicated to caseload management, donor meetings, and being out in the community.

In addition, this position supports the growth and support of the Alumni and Grandparents and Special Friends affinity groups alongside a comprehensive campaign. The Philanthropy Officer works closely with the Advancement Team and other Development Office roles to coordinate individual-giving programs, donor outreach, CRM tracking, and stewardship.

Key Responsibilities:

Major Gifts and Donor Management

• Manage a portfolio of major-gift donors and prospects, with annual dollar goals and expectations to be mutually agreed upon.
• Personally meet and engage with a growing number of donors and prospects each year, with approximately 75% of working time dedicated to caseload management, donor meetings, and being out in the community.
• Oversee the full lifecycle of giving, including identification, cultivation, solicitation, and stewardship.
• Renew, increase, and source new funding toward annual fundraising goals, including the Annual Campaign, Scholarship Granting Organization, Regalia, endowment, and capital campaign as applicable
• Work with the Director of Development to coordinate outreach across Annual Campaign mid-level donors and major/principal gift prospects, avoiding overlap in donor communications.

Affinity Group and Stewardship Support

• Work to prospect and grow relationships within the Alumni and Grandparents and Special Friends affinity groups.
• As capacity allows, provide affinity-group and stewardship support in partnership with the Assistant Director of Development.
• Determine the full scope of ownership of affinity groups based on the scope of the Assistant Director of Development position.

Campaign and Advancement Support

• Support the comprehensive campaign.
• Work closely with the Advancement Team to support Awards Day and the State of the School Address.
• Coordinate with the Assistant Director of Development to ensure alignment across individual-giving programs and avoid donor-outreach overlap.

CRM and Gift Tracking

• Coordinate with the Assistant Director of Development to ensure alignment across individual-giving programs and avoid donor-outreach overlap.
• Track fundraising efforts and donor activity in Veracross, in partnership with the Development Coordinator.
• Track and manage Moves Management and donor interactions in our CRM.
• Rely on the Development Coordinator for gift entry and acknowledgement.

Qualifications:

• Support the mission and values of St. Richard's Episcopal School internally and externally.
• Bachelor's degree and 3-5+ years of fundraising experience, with at least 2 years in a donor-facing major-gifts role with a proven track record of closing 5-figure or larger gifts.
• Relationship-based, with the ability to form warm and strategic relationships with high-net-worth individuals.
• Excellent verbal and written communication skills.
• Detail-oriented, with the administrative skills needed to manage one's own portfolio.
• Diplomacy, patience, professionalism, and flexibility in managing diverse external and internal relationships.
• Proficiency in Veracross and/or other fundraising CRM software.
• Demonstrates professionalism through integrity, ethical conduct, service to students, and collegiality; welcomes feedback.