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Senior Assistant to the President for Donor Relations

Title:                         Senior Assistant to the President for Donor Relations (Upper Midwest/Mountain West Region)

Reports to:                Director, Donor Relations

Job Summary:          The Senior Assistant to the President for Donor Relations is responsible for closing new annual major gifts and meeting budgeted contributions income each year, and to do so by building stronger relationships with donors so that income will increase in the future. The senior assistant meets with donors and planned giving prospects in their respective regions, builds relationships with those donors, solicits those donors, and then stewards those donors in such a way that makes them more likely to renew and increase support in future years. Responsibilities require traveling 40-50% of the time and—preferably—working from a home office located in the region.

Job Duties:

  • Design and implement strategies to identify, qualify, cultivate, solicit, and steward new and current Heritage donors in order to grow the major gift pipeline in the region.
  • Meet both fundraising and relationship-building goals of region by managing a portfolio of 125 to 150 donors, prospects and suspects capable of making an annual gift of at least $10,000. Raises a minimum of $1,000,000 annually.
  • Conduct annually 150 personal visits and substantive telephone calls/correspondence with major gift donors to fulfill donor strategies, as well as making contact with at least 90% of your caseload annually.
  • Gathers, records and properly stores information related to prospects and donors on regional portfolio in a timely manner utilizing the CRM database (Atlas).
  • Work closely with Donor Relations Portfolio Manager to identify and cultivate prospects in the region who have the capacity to move to a major giving strategy.
  • Collaborate with the Heritage Legacy Society to identify, cultivate and steward planned gifts on portfolio and develop an understanding of the principals and techniques associated with planned giving and financial and estate planning.
  • Maintain a high level of knowledge about Heritage’s priorities and funding opportunities as well as the goals of the conservative movement.
  • Provide input on department projects and strategies to increase income.
  • Organize regional events; connect donors with Heritage executives and experts in an effort to advance their relationship with the organization.

Skill Factors:

Education: BA/BS

Experience: At least 4 years in fundraising, planned giving, sales, or marketing in related field.

Computers: Excellent skills in Word and Excel; database experience required.

Special Skills/Requirements:

  • Understanding of and committed to the Heritage mission and vision for America, and the department's goals and objectives.
  • Excellent communication skills; highly developed verbal skills; ability to request and conduct one-on-one meetings with donors & prospects and make solicitations.
  • Strong organizational skills. Demonstrated ability to establish schedules, set priorities, and meet database requirements.
  • Experience working remotely.
  • High degree of knowledge of policy issues and conservative movement.
  • Thrives in a competitive, yet conservative, environment.
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