Charlotte Latin School is seeking a Director of Giving to begin August 2021. The Director is a senior member of the Philanthropy Team and reports in to the Director of Philanthropy. The Director of Giving's primary responsibility is the strategy and implementation of Major Gifts, Planned Gifts, Annual Giving, and Stewardship programs.
Essential Duties and Responsibilities
Fundraising Strategies & Execution
Develop, implement, and lead a successful integrated donor relations program that strategically targets all levels of giving - annual, capital, major donors, and planned giving.
Plan and execute a moves management approach to individual and institutional giving.
Raise support from all of our constituencies by closely managing a portfolio with 100+ families.
Craft proposals, talking points, contact reports, and cultivation/stewardship correspondence as needed and in partnership with the Director of Philanthropy.
Ensure that each gift from a portfolio donor is credited and stewarded appropriately.
Provide outstanding customer service and support to donors, volunteers, staff, and other community contacts.
Maintain in-depth knowledge of Charlotte Latin educational and program offerings and services. Recruit, train, guide, and support major gift fundraising volunteers.
Stay abreast of changes in programs and tax laws that affect major and planned giving donor populations.
Create and manage clear success metrics, holding the team accountable for achieving those goals.
Develop and execute a comprehensive plan, including specific goals and timetables, to market, solicit and steward deferred and planned gifts through estates, trusts, charitable annuities, real estate, and other financial vehicles.
Work with the Director of Philanthropy to further identify, cultivate, and thank legacy society members and prospects.
Offer expertise and guidance on planned giving techniques.
Collaborate with the business office, financial estate planners, and attorneys to ensure accurate gift documentation and reporting to align with the needs of the school and the donor.
Reconciling, Reporting, and Coordination
Maintain an accurate record in the database of all contacts with portfolio families.
Track and report progress using specific metrics, agreed upon with the Philanthropy Team
Analyze data and work closely with the Director of Philanthropy, Alumni Relations Director, and Philanthropic Services Director on presentations for the Board of Trustees, other committees, and administrative team.
Stewardship and Communication
Continuously evaluate and oversee a comprehensive stewardship program. Ensures that major and planned giving donors are informed about the School.
Coordinate with MarCom to integrate philanthropy and marketing/communications strategies.
Coordinate strategic communications for the Philanthropy department, including, but not be limited to, social media sites, Annual Report to Donors, e-blasts, year-end-reminders, endowment reports, gift acknowledgments, web pages, invitations, newsletter updates, and fundraising campaign materials.
Regular work at events and meetings
The position requires some evening and weekend work
Comply with school policies and procedures.
Performs other duties as requested.
Coach, mentor, develop and manage the Donor Relations team members.
Director of the Latin Fund
Director of Stewardship and Parent Organizations Liaison
Education and Experience
Bachelors degree required and 7+ years of professional experience in nonprofit fundraising. CFRE preferred.
Demonstrated success in building relationships for philanthropic purposes, including experience cultivating, soliciting, and stewarding gifts from donors and alumni
Experience managing a team of professionals
Experience with constructing, articulating, and implementing a strategic development plan.
CRM/donor database experience.
Skills and Knowledge
Team Player: Fosters a respectful, transparent, and collaborative work environment; actively participates in joint problem solving; willingly cooperates with co-workers.
Growth Mindset: Identifies and takes advantage of personal and professional development opportunities; says yes to appropriate new opportunities and ideas.
Proactive & Perseverant: A self-starter who demonstrates strong personal initiative and the ability to drive projects through to completion.
Motivating: Strong leadership skills to mentor and galvanize employees to reach development goals.
Uplifting: Charismatic, warm, and welcoming; a genuine people-person.
Adaptive: Comfortable with multi-tasking; able to work both independently and in teams.
Communicative: Strong written and oral communication skills. An effective public speaker. Proven experience in donor communications
Analytical: Ability to carefully study issues, identify trends and formulate new ideas.
Outcomes-Oriented: An innovative thinker, pairing ideas with solutions and measurable outcomes.
Flexible: Ability to work evenings and weekends as required.
Proficiency in Microsoft Office and Google Suite
About Charlotte Latin School
Founded in 1970, Charlotte Latin School is a fully accredited, college preparatory, coeducational, non-sectarian, independent day school, serving students in transitional kindergarten through twelfth grade. To Learn more about Latin, please visit our About Us page (https://www.charlottelatin.org/about).
Charlotte Latin School values diversity. Charlotte Latin School is an effective learning environment that accepts all people. As a community of learners, the School believes that a deep understanding of differences is necessary to its overall mission. Charlotte Latin School prohibits discrimination on the basis of sex, race, color, religion, sexual orientation, age, national origin, disability, veteran status, or marital status.
Charlotte Latin School is an equal opportunity employer.