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All the criteria-based duties and standards within this document will be performed according to established policies, procedures and guidelines within the department and LCFL.
The Donor Advisor reports to the Foundation Manager. The Donor Advisor will be responsible for the cultivation, and solicitation of significant gifts to support annual operating and Capital Campaigns. Demonstrated successful experience soliciting and closing sales or major gifts of $10,000 or more. Knowledge of current trends in charitable giving, particularly in the areas of capital campaigns, major gifts, events and planned giving. Working knowledge of charitable gift planning.
PRIMARY JOB DUTIES
Demonstrates the ability to plan, create and implement strategies to increase fundraising dollars for LCFL in support of agency priority needs. Establish, build and cultivate partnerships with major donors and corporate sponsors. Works independently to identify, cultivate, solicit and steward corporate and individual major donor prospects, including: the annual fund; major gifts; corporate support; planned giving; events; and endowment campaign. Manage cultivation, solicitation, and stewardship of a portfolio of the organization's major donors and prospects of $1,000 or greater.
Collaborates with other Donor Advisors to attract, maintain, increase and recognize individual and corporate gifts to meet department and Agency fiscal expectations.
Plan, execute and analysis of Major Gifts. Set revenue goals, adheres to budget expectations.
Works closely with the Foundation Manager concerning Board and Foundation expectations of the department to meet or exceed rigorous performance and financial expectations.
Will have knowledge of the broad range of deferred gift vehicles and can communicate with confidence and compassion appropriate options to prospective donors. Participate in planned giving program and solicit planned gifts when appropriate.
Organize and performs work effectively and efficiently.
Effectively demonstrates the mission, vision, and values of Lower Cape Fear LifeCare daily.
Maintains and adjusts schedule to enhance Program Performance.
Demonstrates positive interpersonal relations in dealing with all members of the team.
Maintains and promotes customer satisfaction.
QUALITY OF WORK:
Increase LCFL community visibility and the amount of community monetary support given to LCFL. Identify, cultivate, solicit and steward individual and corporate prospects, and donors in all aspects of major gift and capital campaign fundraising and donor relations, including: the annual fund; private major gifts; corporate support; special events; planned giving; and endowment campaign. Execute stewardship strategies to build lifelong giving evidenced by:
Meet or exceed revenue goals on an annual basis. Develop an annual master schedule, including strategic plans to meet specific goals and objectives.
Create a specific gift and sponsorship solicitation strategy and amount for assigned prospects.
Manage a portfolio of top donors. Document personal visits “actions/contacts” each month and meet annual goals of having written solicitation proposals each month. Utilize and document a “moves management” approach to guide donors from initial gifts to major gifts to a planned gift. Provide active, ongoing personal stewardship of donor relationships.
Meets or exceeds minimum accurate and timely record of actions/contacts. Maintains “action/contact reports” on all gift cultivation and solicitation activity.
Understands initiates and upholds all LCFL policies and procedures of LCFL, to represent the wishes of donors. Keeps abreast of federal and state tax laws that may be relevant to donor gift prospects
Scoring Criteria: Level _5__
Increase LCFL community visibility and the amount of community monetary support to LCFL through participation of Agency Board, Foundation Trustees and high-profile community volunteers. Help Development Team Cultivate, support and represent Agency at third party events.
Recruit senior level business executives, and community members to serve as volunteers, Chairs, Sponsorship and Committee members.
Facilitate Foundation Board Major Gift committee to monitor, create, execute and evaluate a strategy of how Major Gifts support overall Development plan and goals, and educate community on Agency’s mission.
Communicates effectively in oral and written form with all donors/contacts. Completes reports and meets deadlines in timely manner for Agency Board of Directors, Foundation Trustees and management review.
Responsible for recognition and acknowledgement of all Major gift donors in coordination with Annual Fund, and Event recognition and Donor Relations.
Supports and represents Agency at third party events.
Scoring Criteria: Level _4__
Work effectively as a team member with Development staff to support all Agency and Development activities.
· Actively participate in department planning annual budget and monthly goal reporting
· Work in partnership with the Foundation Manager in the development of the Case Statement and planning of effective marketing tools to increase constituency and community awareness of agency services about end-of-life issues to positively impact donor participation.
Collaborate with Donor Advisors to ensure that events have a compelling program to support the above Case Statement and recognition of Major Gift donors.
Represents the Agency at agency and non-agency community events and activities. Is involved in the community in a leadership capacity by joining, participation or service to a civic or nonprofit organization.
Scoring Criteria: Level _4_
Works implement an integrated planned giving program to meet annual goals, to benefit LCFL, and the Foundation’s endowment perpetually ensuring the financial sustainability of the Agency.
Must possess a working knowledge of planned gift instruments.
Collaborates with donors, volunteers and friends of LCFL and their financial, accounting and legal advisors regarding the structure of lifetime and testamentary gifts.
Ability to educate and inform prospective and existing donors about appropriate giving vehicles.
Responsible for annual identification, recognition and cultivation of Diamond Society.
Identify, cultivate, solicit and steward individual planned giving prospects.
Maintain and steward donors who have acknowledged they have listed LCFL in their will or estate.
Scoring Criteria: Level _6__
Exceed the needs and expectations of our customers by producing high quality and accurate work. Model professionalism through appropriate conduct and demeanor. Exhibit passion for your role within the Agency by being trustworthy, accountable, and committed to building skills and continuing education. Take pride in your work.
Always is the champion of cooperation, collaboration and communication. Share the responsibility and accountability for success, new opportunities and challenges. Embrace and understand that change is constant in the life of our Agency and consistently foster a positive culture
Be considerate and attentive when communicating with patients, families or colleagues. Honor the Agency’s policies and procedures. Be positive and practice active listening.
Express genuine concern and caring through patience, kindness and courtesy to everyone. Be an advocate for patients, families, coworkers, and customers. Embrace diversity and practice thoughtful communication.
Commit to the responsibilities of your position and be an expert on innovations in your discipline. Take ownership of your job duties and become an ambassador of our Agency’s mission through your actions.
SUBJECTIVE SCORING CRITERIA
To be utilized to consistently judge those performance standards that have no quantitative measurement.
Exceeds: In the evaluator’s judgment and experience, this employee’s performance is exceptional and is matched by very few employees. This employee is a model and a resource for other staff employees in the unit/area. Requires little or no oversight or supervision.
Meets: In the evaluator’s judgment and experience, this employee is viewed as performing well on this standard. This employee requires a normal amount of oversight and supervision and is an asset to LCFL.
Does Not Meet: In the evaluator’s judgment and experience, this employee’s performance is unacceptable and fails to meet the expected level of performance for this standard.
For Standards That Do Not Have Multiple Categories:
Evaluators may use performance ratings of 4 and 2 where they believe it is appropriate for performance standards that are subjective rather than objective and performance is more than “Meets”, but not at the “Exceeds” level, or performance is less than “Meets”, but not down at the “Does Not Meet” level.
Education: Bachelor’s degree in marketing, sales, communications or related field and 3 years related work experience or an equivalent combination of education and experience. Major gifts fundraising and/or sales experience required.
Licensure / Certifications: CFRE a plus
Experience: Three years related work experience or an equivalent combination of education and experience. Fundraising experience required. Demonstrated successful experience soliciting and closing sales or major gifts of $10,000 or more; building and maintaining long-term relationships with constituents. Successful experience customer relations management. Demonstrated knowledge of current trends in charitable giving, particularly in the areas of capital campaigns, major gifts and planned giving. Working knowledge or ability to learn basics of charitable gift planning.
Essential Technical / Motor Skills: Good command of the English language, grammar and punctuation skills, computer experience with Windows, Word, knowledge of advertising layout, copywriting and placement. Strong project management and computer skills, including familiarity with fundraising database software, are necessary.
Interpersonal Skills: Strong verbal and written communication skills, experience in public speaking, ability to work well with people, highly self-motivated and self-disciplined, good listener, flexible.
Essential Physical Requirements: Ability to move freely, ability to lift up to 25 lb., stooping, bending. Ability to work long hours and manage stressful situations. Dexterity for computer usage, good visual judgment as it relates to graphic design, ability to drive an automobile.
Essential Mental Abilities: Ability to design, implement, and direct fundraising initiatives, including individualized cultivation, solicitation and recognition strategies. Ability to work in high-visibility, fast-paced and stressful environment. Proven ability to negotiate complex, high profile or sensitive agreements. Ability to communicate a compelling and inspired vision or sense of core purpose. Experiments to find creative solutions. Ability to define problems, collect data, establish facts, and draw valid conclusions.
Essential Sensory Requirements: touch, sight, hearing, ability to organize thoughts, facts and ideas, ability to translate the written word.
Exposure to Hazards: NONE
Other - Hours of Work: Generally, Monday-Friday, 8:00 am - 6:00 pm. Weekends, evening and early mornings will be required from time to time. Flexibility with scheduling required. Daily local travel to meet with volunteers and donors is required.
Population Served: All, to include general public, retired professionals, community leaders, media, boards of directors, health care professionals, administrators, vendors, volunteers from all walks of life.
Must have valid driver’s license and reliable transportation.