Planned Parenthood of Northern California is seeking an Individual Philanthropy Officer (IPO) to support our Development team. The IPO has has direct responsibility for managing a portfolio of 100-150 major donors and qualified prospects within a specific geographic region. In addition to developing long-term relationships with individual donors, the IPO is responsible for developing and executing the special events strategy within the assigned region and receives logistical support from the Development Coordinator and Development Associates. The IPO develops an outstanding source of annual support and identifies and solicits prospective donors for Legacy, Capital, Endowment and Special Gifts both within and outside of formal campaign structures.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Duties and Responsibilities
- Works with the Director of Individual Philanthropy and Vice President of Development to set goals and objectives to build and sustain a high level of individual major gifts support for Planned Parenthood Northern California.
- Plans and implements the cultivation, solicitation and stewardship of a portfolio of 100-150 donors and prospects in the individual major gifts program for the assigned regions.
- Develops solicitation strategies that may include multiple philanthropic vehicles and prepares staff and volunteers for donor solicitation. Effectively prepare the CEO, leadership volunteers and senior staff for donor visits.
- Personally cultivates and successfully solicits individual donors/prospects via in-person meetings and/or other forms of written and verbal communication.
- Participate in meetings of the board Philanthropy Committee as needed, and provide staff support to select volunteer advisory/fundraising groups.
- Cultivates relationships with governing board and advisory groups to effectively involve them in prospect identification, cultivation, solicitation and stewardship.
- Collaborates with affiliate staff throughout the region to identify unique and appropriate opportunities to engage donors and fund core programs, and foster good two-way communication with the development team.
- Develops the annual work plan for their own portfolio, and provides input for other major gifts portfolios as needed.
- Collaborates with the major gifts/individual philanthropy team to determine appropriate
- relationship-building and revenue-generating events to engage prospects and donors, builds
- these into the overall plan for the region, and collaborates with the Development Coordinator on event implementation.
- Collaborates with the foundation team and program staff to seek gifts for operations, planned gifts, foundation gifts and other giving opportunities consistent with the organization’s strategic plan.
- Collaborates in developing donor communications, online and offline, to engage and solicit major donors.
- Collaborates with other development staff on cultivation and stewardship activities, proposal development, site visits, and special events.
- Identifies major donors for potential involvement in advisory groups or for possible board membership.
- Prepares regular activity updates for management.
- Ensures that prospect and donor information is recorded accurately in Raisers’ Edge and collaborates with Operations team on systems, reports and other infrastructure needs.
- Participates in departmental and interdepartmental work groups as required.
- Bachelor's degree (B. A.) from four-year college or university; or two to five years related experience and/or training; or equivalent combination of education and experience.
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Advanced knowledge of Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint).
- Experience with customer relations management (CRM) databases or donor databases required. Raiser’s Edge experience strongly preferred.
- Must have reliable automobile transportation and a valid California Driver's License and insurance.
Other Skills, Abilities and Qualifications
- CFRE designation is helpful, but not required.
- Two to five years of experience in fund development as a staff member.
- Superior writing and verbal communication skills; excellent public speaking skills.
- Excellent proofreading skills.
- Ability to prioritize and manage multiple tasks with accuracy, attention to detail and confidentiality.
- Ability to manage projects and tasks independently with minimal supervision.
- Excellent organizational and interpersonal skills.
- Available to work occasional weekends and evenings.
- Knowledge of Bay Area philanthropic communities desired.
- Commitment to quality health care and excellent customer service.
- Familiarity with planned giving programs.
- Demonstrated success motivating and managing volunteers.
- Able to work well in a team environment.
About Planned Parenthood Northern California
Planned Parenthood Northern California champions healthy communities and increases access to quality health care, information and reproductive freedom by providing medical services, education, and advocacy.
We provide healthcare and education services to 136,000 adults and youth every year at 17 sites located throughout 20 Northern California counties. Planned Parenthood Northern California offers high-quality, affordable health care to all, regardless of income or insurance status. We care. No matter what!
Our experienced and caring medical staff gives each client honest information and personal attention. We provide a full range of services including: birth control, breast exams, cancer screenings, medication and surgical abortion, pregnancy testing and counseling, prenatal care, PrEP and nPEP to prevent HIV infection, STD screening and treatment, vasectomy and female sterilization, and more.
Do you like this post?