Philanthropy Officer, Major Gifts & Individual Giving

The Philanthropy Officer, Major Gifts and Individual Giving is primarily responsible for identifying, qualifying,cultivating, soliciting, and stewarding an assigned portfolio of individual donors and prospects with the capacity to give $5,000 or more annually, with a heightened focus on securing and upgrading gifts in the future. Reporting to the Chief Development Officer, this philanthropy officer will build and manage a growing portfoliothrough a disciplined moves management process: designing customized solicitation strategies, identifying gift opportunities that match each donor's interests, personally soliciting gifts, and continually stewarding major gift donors.

The role carries annual revenue goals and activity metrics for donor engagement and prospect development, tracked in Raiser's Edge NXT.

The philanthropy officer will serve as the primary relationship manager for assigned donors, staff solicitations bythe Chief Executive Officer, Chief Development Officer, and Board members, and lead Center on Halsted's planned giving and legacy giving pipeline. This is a seasoned frontline fundraiser with a track record of building mutually beneficial relationships with individual donors through face-to-face meetings, direct solicitation, and intimate cultivation experiences, including opportunities at our three locations:
Center on Halsted and Center on Addison in Lakeview, and Center on Cottage Grove in Woodlawn.

• Represent Center on Halsted at internal and external events as requested

• Manage a portfolio of 100-125 qualified major gift donors and prospects with capacity to give $5,000+annually, with a focus on upgrading donors to $10,000-$25,000+; introduce and advance planned givingconversations with individual donors.
• Develop and implement a customized cultivation and solicitation strategy for each assigned donor, including personalized outreach and in-person and virtual meetings; conduct a minimum number of substantive donor meetings and solicitations monthly as set annually with the Chief Development Officer.
• Meet or exceed annual revenue goals for major gifts fundraising and key activity metrics for donor engagement, qualification, and prospect development in service of those goals.
• Manage donor life cycles through moves management in Raiser's Edge NXT: record contact reports, nextsteps, proposals, and solicitation stages; maintain accurate pipeline projections aligned with other frontline fundraisers to ensure reliable revenue forecasting.
• Identify new major donor prospects through wealth screening and capacity analysis, local networks, peerreferrals, and Center on Halsted's database; qualify prospects and move them into active portfolio management in collaboration with Development Services Associate.
• Create proposals, gift opportunities, and donor-facing reports that connect donor interests to Center on Halsted programs, in partnership with program directors and within the organization's strategic framework.

• Serve as the primary relationship manager for assigned major donors, developing deep knowledge of eachdonor's interests, motivations, connections, and giving capacity.
• Create personalized stewardship plans for major donors with an eye toward their annual giving, eventgiving, planned giving, and corporate or employer connections.
• Lead the growth of Center on Halsted's legacy giving program, including documented planned giftintentions, recognition, and stewardship of legacy donors.
• Support and manage solicitation of assigned donors by the Chief Executive Officer, Chief Development Officer, Board members, and other key volunteers; identify and secure major donor prospect meetings for senior staff and organizational leadership.
• Grow the annual giving pipeline ($1,000-$4,999) as the feeder into the major gifts portfolio, setting segmentation and upgrade strategy in collaboration with the Marketing and Communications Manage rand Development Services Associate.
• Assist the Chief Development Officer in Board engagement, reporting, and peer-to-peer fundraising.

• Leverage Center on Halsted signature fundraising events, including the Human First Gala, for portfolio cultivation and solicitation, securing individual sponsor ships, tables, and leadership gifts from assigned donors.
• Host and lead…