The Philanthropic Advisor prospects, cultivates, and solicits planned and major outright gifts of all kinds, including (but not limited to) gifts of appreciated assets, charitable trusts, gift annuities, bequests and life insurance to drive revenue for support of Mercy Home’s mission. The Philanthropic Advisor meets with current and prospective donors (and/or attorneys, financial advisors and other professional advisors) to develop comprehensive giving strategies, which will provide the maximum benefit to both the donors and the agency.
This is a full-time position working out of our West Loop Boys Campus-1140 W. Jackson Blvd. Chicago, IL 60607
The schedule for this position is: Monday-Friday 8:30am-5pm
Mercy Home for Boys and Girls is an Equal Opportunity Employer.
Utilize a working knowledge of practices and principles of major and planned gift fundraising. Recognize appropriate gift vehicles for donors and act accordingly.
Prepare and implement a Moves Management plan for each prospect, which includes a detailed strategy for identification, cultivation, solicitation, and stewardship.
Exhibit a track record of success in managing and closing gift prospects.
Keep diligent records of every donor interaction in Mercy Home CRM.
Work with Philanthropy Team to create follow-up programs, including the use of appropriate staff, to maintain relationships with all donors who are a part of Mercy Home’s legacy society.
Develop professional resources for consultation, referral, etc.
Visit existing planned and major gift donors, both locally and nationally, maintaining approximately a 30% travel schedule (including local travel). May include occasional weekends.
Form ongoing relationships with donors to facilitate planning recommendations.
Meet or exceed annual revenue goals, as well as other metrics set for each gift officer and the team.
Attend professional industry meetings and conferences, and develop a network of fundraising professionals.
Assist in the development and design of marketing materials for external constituencies.
Extensive knowledge of nonprofit fundraising (preferably in the areas of planned giving or major gifts).
Five years related work experience, preferably in major gift fundraising or gift planning. (A background in law, finance, sales, or other similar setting with a focus on client management is also desirable).
Proven track record of meeting/exceeding established financial goals (e.g. in sales, financial planning, gift planning, or other).
Excellent interpersonal communication skills (in person, on the phone, in written letters and emails, and through handwritten notes– communication is the most essential asset for this position).
Attention to detail and superior organizational skills.
Ability to manage and prioritize multiple tasks and projects, and monitor the progress of objectives.
Ability to work independently as well as an active team member.
Ability to maintain confidentiality.
Maturity and sensitivity to cultural and individual differences.
Willingness to ask questions, learn and be coached.
Comfortable sharing thoughts, ideas, knowledge and opinions.
Commitment to the mission, values, and goals of the Agency.
Advanced proficiency in Microsoft Word, Excel, and Outlook as well as ability to become expert in various software programs utilized by the Agency.
Flexibility to travel (2-4 consecutive days at a time, possibly including weekends).
Flexibility to work a schedule that may occasionally include evenings or weekends.
Regular and predictable attendance.
Willingness to volunteer at Mercy Home Fundraising Events.