Chief Philanthropy Officer

Job OverviewThe Chief Philanthropy Officer (CPO) is responsible for leading the fundraising team to secure $4.1M in philanthropic support per year (and ultimately increase to $6.1M over time) with a focus on supporting the organization's growing network of major donors contributing $10K or more in philanthropic support. Reporting directly to the CEO, and working closely with the Board, this person will drive BGCMC’s strategic fundraising goals with broad knowledge of the principles of fundraising. A primary goal for the CPO will be to refine and develop a high performing major donor and planned giving strategy that supports BGCMC’s ambitious growth and impact goals.KEY ROLES (Essential Job Responsibilities) :Strategic and Organizational LeadershipLeveraging its strong base of existing support, work with stakeholders across the organization to build a major gift and planned giving strategy that diversifies and expands BGCMC’s pool of philanthropic support, particularly from donors in south Martin County.Work with BGCMC’s CEO, Board and organizational leadership to understand organizational needs and programmatic growth goals and develop tailored strategies to engage donors in the expansion to new sites and possible capital campaigns.Serve as a primary partner to the CEO in managing and growing a high-net-worth portfolio, including Board members, past Board members, Lifetime Directors, affinity groups, and donors contributing $25,000 and above. Cultivate, steward, and deepen relationships with these key stakeholders to sustain and expand their philanthropic support.Actively lead fundraising efforts, with a strong focus on securing major gifts, planned giving, and sustaining high-level donor relationships. Lead the moves management process to effectively engage donors through one-on-one solicitation, cultivation, and stewardship, ensuring the alignment of donor strategies with fundraising goals to meet or exceed targets and ensure long-term financial sustainability for BGCMC.Partner with the Board, its applicable committees and affinity groups to leverage their networks to sustain and expand the donor base, providing an uncommon level of support, tracking, and follow up.Directly supervise the Director of Resource Development, providing leadership and oversight of their responsibilities, which include but are not limited to annual giving, events, business partnerships, stewardship, planned giving, marketing, external affairs, and advocacy. Ensure alignment of these functions with BGCMC’s overall fundraising strategy and organizational goals.Provide support, train, and develop the Resource Development team members as needed to support the successful implementation of BGCMC’s philanthropic strategies.Serve as a vital member of the organization's leadership team, guiding organization strategy and leading as a key contributor in creating a culture of excellence and high performance.Work with leadership across the organization to establish a unified communications strategy that provides clear and consistent donor communication across events, capital campaign opportunities, annual giving, major and planned gifts.Partner with the CEO to serve as a lead external face of BGCMC’s work within the donor community, travel as needed to support the organization's advocacy efforts and build relationships throughout our community and others.Oversee the management and utilization of BGCMC’s donor database, ensuring accurate tracking of donor engagement, giving history, and prospect pipelines. Drive data-driven decision-making and reporting to optimize fundraising efforts and enhance donor stewardship.Support and assist with the execution of capital campaign strategies, ensuring seamless integration with broader fundraising efforts and providing oversight of key campaign-related donor communications and engagement.Major Gifts and Planned Giving ResponsibilitiesManage a portfolio of 150 individuals at a major gift ($10K+) level and serve as the primary relationship manager responsible for identifying, cultivating, soliciting, and stewarding these donors.Develop and implement a comprehensive Planned Giving Program to take its current program to a more strategic and innovative level, commensurate with the growth of the institution.Ensure that all donors receive consistent recognition, communication, and an accounting of the impact of their gifts.Work with the Resource Development Team, Finance, and Legal Departments to implement best practices around the tracking and stewardship of major and planned gifts.Regularly monitor progress toward fundraising goals and other key benchmarks.Provide progress reports as requested and lead course correction efforts to ensure fundraising goals are met.Manage and grow the Trusted Advisors Network of financial advisors and estate planners to grow the inventory of gifts made through bequests, trusts, charitable gift annuities, gift acceptance, and other planned-giving arrangements.Additional Responsibilities:Support the planning, development and execution of stewardship and organizational events including annual Benefit, Youth of the Year, Distinguished Speakers Luncheon and other events as determined.Coordinate and support the annual giving campaign through project management of direct mail solicitations, material development and campaign deployment through printed and digital tools.Work with community signers & Board members to coordinate signatures and mailings.Deploy a multi-channel approach to fundraising – email, social media, direct mail, face-to-face, and phone calls.Support the segmentation and preparation of mailing lists, assist with merging and printing letters, and help coordinate volunteer efforts for stamping, stuffing, and sealing envelopes.Pull reports and provide weekly updates to the Chief Executive Officer.Additional duties as assigned by the Chief Executive Officer.RequirementsBachelor’s degree from an accredited college or university.Knowledge of Major Gifts & Planned Giving best practices, donor prospecting, cultivation and creative stewardship, and advanced fundraising.Proficient background in fundraising for non-profit organizations with a sophisticated donor base and proven success in raising major gifts of $25,000 or more.Strong strategic thinking skills and the ability to develop effective engagement and solicitation strategies for a diverse group of individual donors.Outstanding communication and interpersonal skills.Excellent relationship building skills and the ability to understand the needs and interests of donors. Outstanding listening skills and the desire to hear people’s stories.Strong organization and time management skills. Ability to manage multiple deadlines and complete projects on time.Understanding of best practice in donor stewardship and experience in developing high-impact, cost-effective stewardship approaches.Proficiency in donor database.Ability to track progress and report results with accuracy.Must have a deep understanding of planned giving vehicles and the donors who use them and relate well to the planned-giving constituency.Excellent project management as well as good writing and communication capabilities.There will be a high level of coordination of work, requiring extensive interaction with staff in the Development Department and external constituents. Teamwork is essential.Must be able to exercise independent discretion and judgment to manage assignments and projects in a timely and effective manner.RELATIONSHIPS:Internal:

Maintains close contact with assigned staff to provide technical assistance in matters of fundraising operations; interacts regularly with the Chief Executive Officer, Resource Development Director, Senior Leadership Team, staff, and as assigned with Advisory Committees and Committees.External:

Assist with planning cultivation & stewardship activities/events; perform administrative tasks associated with the creation and distribution of event support material. Maintain contact as needed with external community groups, volunteers and others.Job Type: Full-timePay: $140,000.00 - $160,000.00 per yearBenefits:401(k)Dental insuranceHealth insuranceLife insurancePaid time offVision insuranceSchedule:Evenings as neededMonday to FridayNights as neededWeekends as neededAbility to Relocate:Hobe Sound, FL 33455: Relocate before starting work (Required)Work Location: In person

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