Major and Planned Gifts Officer


Position Reports to: 
Director of Major and Principal Gifts

Employment Status: 
Full-Time, 37.5 hours per week. 

Minimum Qualifications:
The ideal candidate will have 4-6 years of progressively responsible experience in Development, with specific experience in cultivating major gifts from individual donors.  Ability to work independently, yet work in a centralized development structure and with colleagues from various departments across the Institute.  Experience working with planned giving donors, and knowledge of various planned giving vehicles and engagement strategies.  Excellent computer and writing/communication skills are essential.  Experience with performance metrics to establish philanthropic objectives for prospects, develop cultivation plans, prepare solicitations, and secure gifts.  History of overseeing a portfolio of prospects and successfully achieving fundraising goals.  Ability to travel locally, and occasionally regionally.  Occasionally work nights and weekends to meet fundraising goals.  Familiarity with Raiser’s Edge is necessary.   

Primary Duties and Responsibilities:

  • Managing an active portfolio of approximately 125+ major donor prospects capable of making $50k gifts. 
  • Achieve visit, solicitation, and revenue goals.
  • Develop in-depth knowledge of exhibitions, educational programs, and science communication activities, as well as Institute history, to effectively communicate priorities and philanthropic opportunities to external audiences.
  • Envision and prepare major gift proposals and oversee gift negotiation and closure.
  • Cultivate, track, and steward planned giving donors of the Benjamin Franklin Legacy Society
  • Oversee planned giving email/mail newsletter.
  • Effectively coordinate prep of meeting materials, solicitations, stewardship reports, and communication with senior institute leaders, including the President and CEO.
  • Manage and update plans and actions in Raiser’s Edge using identified protocol.
  • Identify new prospects, assist with research, review donor lists and prospect screening information.
  • Ensure consistent and timely communication throughout the Development department regarding prospect and donor contact and activity.
  • Maintain professional growth and development.
  • Demonstrate strategic thinking and action by regularly assessing the department’s long-term goals, and act swiftly to qualify donors, solicit gift, and secure philanthropic commitments.
  • Ensure accountability by setting personal expectations for donor activity.
  • Build credibility with data and examples for the anticipation of working with donors by seeking stakeholder perspectives. 

Contact: Suzzette Graves, Human Resources Director, x1125

Posted Date: July 22, 2019


  • Working at The Franklin Institute

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