Regional Philanthropy Officer

JOB SUMMARY

The Regional Philanthropy Officer is responsible for the strategic management of a portfolio of existing Edesia individual donors and prospects capable of making gifts of $50,000 or more in their region. Soliciting and growing annual leadership gifts ($5,000+) is also an important responsibility of the role, both within their portfolio of prospects and via targeted outreach to other donors/prospects, as assigned.

The RPO may also be assigned to a small number of donors/prospects outside their region.

A major focus of the RPO will be the identification and cultivation of new donors to Edesia in their region and within their personal/professional networks. Regular travel and face-to-face prospect visits are a core expectation of the position, along with periodic visits to the Edesia headquarters in North Kingstown, RI. This position may also be strategically deployed to advance corporate philanthropy and partnerships, foundation giving, and gifts-in-kind.

Edesia believes strongly in a mission-motivated, relationship-based fundraising philosophy rooted in a firm conviction that a demonstrated passion for our mission, coupled with constant personalized engagement and relationship-building, will significantly enhance a person or organization’s propensity to increase their philanthropic support. Therefore, the RPO must exhibit curiosity, persistence, superior interpersonal skills, an entrepreneurial spirit, and a proven ability in persuasive written and oral communication.

A competitive, goal-oriented mindset is essential to success.

Manage a portfolio of existing Edesia individual prospects and donors with demonstrated capacity to make major gifts of $50,000+ and/or annual gifts of $5,000+ [40%]

Within the overall scope of prospect portfolio management, specific expectations include:

• A significant volume of face-to-face visits with assigned prospects. Clear objectives will be set each year.
• Personal cultivation, solicitation, and effective stewardship of major and annual leadership gifts.
• Achievement of specific fundraising dollar goals from assigned prospects for annual leadership and major gifts. Clear objectives will be set each year commensurate with the capacity and engagement level of the prospect pool.
• Ensure all prospects in your portfolio, not otherwise committed to a major gift, are personally solicited for annual leadership gifts. Utilize annual leadership giving solicitations as a key tool in prospective qualification and cultivation.
• Consistent written documentation of prospect visits, solicitations, and key actions must be maintained in Edesia’s fundraising CRM system (Sales Force).
• The planning and execution of targeted engagement and donor recognition events.
• The development and execution of written prospect strategies for top assigned prospects, including solicitation timelines and target solicitation amounts.
• As directed and/or when prospect relationships present strategic opportunities, solicit corporate partnerships, philanthropy, gifts-in-kind, and direct product sales to NGOs.

Identification, cultivation, and acquisition of new donors in the assigned region of the RPO [40%]

• Utilize personal and professional networks to identify, cultivate and solicit new annual leadership ($5,000+) and major gift ($50,000+) donors. Specific annual goals will be set for new donor acquisition.
• Recruit current and new Edesia donors to engage their own networks to further identify new prospects.
• Partner with the CDGSO to utilize philanthropic capacity research and other tools to develop suspect target lists.
• Support the planning and execution of special events in the RPO’s.

Special Project and Annual Giving Solicitations [20%]

• Support Edesia’s overall fundraising success through the active personal solicitation of annual leadership giving prospects and donors ($1,000+) beyond the RGO’s assigned prospects, particularly during high-volume giving periods (calendar year-end, etc.).
• As needed, represent Edesia at industry and philanthropic events.
• Other special projects and duties, as assigned.

• A minimum of five years of fundraising experience, with demonstrated…