The Philanthropy Officer

Sresdragons; Indianapolis (IN); On-site; USD 70,000 - 110,000; Full time

Job summary

St. Richard's Episcopal School in Indianapolis is seeking a Philanthropy Officer to lead and expand major-gift fundraising. This role reports to the Director of Development and manages a portfolio of major-gift donors with emphasis on meetings and community engagement.

The officer oversees all stages of giving, from identification to stewardship, to meet annual goals. Collaborating with the Advancement Team, you will support donor outreach, CRM tracking in Veracross, and stewardship across

Qualifications

• Bachelor's degree and 3-5+ years of fundraising experience, with at least 2 years in a donor-facing major-gifts role.
• Proven track record of closing 5-figure or larger gifts.
• Relationship-based approach with high-net-worth individuals.
• Excellent verbal and written communication skills.
• Detail-oriented with portfolio management capabilities.

Responsibilities

• Manage a portfolio of major-gift donors and prospects with annual goals.
• Meet donors and prospects in person, dedicating ~75% of time to caseload management.
• Oversee the full lifecycle of giving: identification, cultivation, solicitation, stewardship.
• Renew, increase, and source new funding for annual, endowment, and capital campaigns.
• Coordinate outreach across donor programs and avoid overlap in communications.
• Track donor activity in Veracross and support Moves Management and acknowledgements.

Skills

Relationship-building

Verbal communication

Written communication

Portfolio management

Donor engagement

Education

Bachelor's degree

Tools

Veracross

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.
• Shall perform other duties as assigned.