Major Gifts and Planned Giving Officer

Job Description As a key partner with Habitat for Humanity Tucson’s Chief Executive Officer (CEO) in defining and ensuring mission success, the

As a key partner with Habitat for Humanity Tucson’s Chief Executive Officer (CEO) in defining and ensuring mission success, the Major Gifts and Planned Giving Officer is responsible for supporting the organization’s development initiatives, including cultivation, solicitation and stewardship of individual major donors, as well as developing great relationships with our supporters.

This position directs and executes the organizations efforts to identify, cultivate and solicit major and planned gifts furthering Habitat Tucson’s philanthropic support in alignment with the strategic plan. The candidate will advance the mission of Habitat for Humanity Tucson by creating relationships with high-wealth donors.

To be successful in this role the candidate should have a passion for the mission of Habitat for Humanity, enjoy engaging with donors of all types, be a great listener, be creative and able to follow-up consistently to close gifts. A proven history of operating with the highest integrity, as an innovative problem solver and strategic thinker are essential.

• Build and carry an active portfolio of 200+ donors and prospective donors to generate $1,000,000+ in giving annually.
• Engage in qualification, strategy development, relationship building and closing of major and planned gifts.
• Participate in goal setting, proposal preparation, engagement and stewardship plans as required for donors in the portfolio.
• Meet with new and existing donors on a regular basis (at least 3-5 per week).
• Identify, cultivate, solicit, retain and steward new and existing donors within assigned portfolio.
• Successfully and consistently deliver funding proposals to prospective and current donors.
• Effectively communicate and collaborate with leadership team and programmatic staff to develop funding opportunities and reach goals.
• Maintain appropriate electronic documentation on a timely basis, including engagement activities, proposal tracking, contact reports, donor strategies and forecasting.
• Record timely reports, letters, proposals or gift agreements following a donor contact.
• Work collaboratively, proactively, and in a professional, service-oriented manner with all staff and volunteers to further the development goals of Habitat for Humanity Tucson.
• Partner with CEO to ensure timely and compelling communication with major donors.
• Working in conjunction with marketing and communications staff, initiate and oversee the development of proposals and written material in support of specific major gift and planned giving fundraising initiatives.
• Build credibility, connection and compelling opportunity for community stakeholders.
• Focus on growing, stewarding and tracking planned and legacy gifts.
• Serve as a member of the overall philanthropy team by collaborating with colleagues across disciplines on donor strategies.
• Maintain knowledge of tax laws and strategies impacting planned giving.
• Complete and file timely reports.
• Maintain accurate and relevant records in the database.

• Bachelor’s degree required, master’s degree preferred.
• Certified Fundraising Executive (CFRE) preferred.
• A minimum of three to five years of successful major gift experience and proven track record of growth in major and planned gift success in a non-profit.
• Superb listening and relationship building skills.
• High degree of emotional intelligence. Demonstrated ability to show tenacity. Proven ability to drive results. Highly effective communication skills (written, verbal, interpersonal).
• Ability to think strategically and creatively and work well under pressure, with strong project management skills.
• Ability to use discretion and maintain integrity and professionalism.
• Demonstrate energy and passion for Habitat’s mission and values in all aspects of the job.
• Able to work independently without close oversight; self-motivated, creative, and flexible with the ability to plan, prepare, pivot, execute and follow up.
• Exhibit qualities valued in a collaborative work environment characterized by a growth mindset:…