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Senior Officer, Philanthropic Partnerships (Principal Gifts)

Company: The Pew Charitable Trusts
Date Posted: April 28, 2017

 

The Pew Charitable Trusts is driven by the power of knowledge to solve today's most challenging problems. Pew applies a rigorous, analytical approach to improve public policy, inform the public and invigorate civic life.

We are an independent nonprofit organization – the sole beneficiary of seven individual trusts established between 1948 and 1979 by two sons and two daughters of Sun Oil Company founder Joseph N. Pew and his wife, Mary Anderson Pew.

Our work lays the foundation for effective policy solutions by informing and engaging citizens, linking diverse interests to pursue common cause and insisting on tangible results. Our projects encourage efficient, responsive governments – at the local, state, national and international levels – serving the public interests.

With offices in Philadelphia, Washington, DC, Brussels and London and staff in other regions of the United States as well as Australia, Pew provides an exciting learning environment and the opportunity to work with highly talented individuals. We are a dynamic, rapidly evolving organization that values creativity and innovative thinking and fosters strong teamwork with mutual respect.

 

Philanthropic Partnerships
Philanthropic partnerships (PPG) is responsible for identifying, cultivating, soliciting, and stewarding individual and institutional prospects and donors, and collaborates with staff across the institution to carry out its responsibilities.

Position Overview
PPG is recruiting a Senior Officer, Principal Gifts, to join our dynamic and collaborative team and contribute to the overall strategy and operation of fundraising at Pew. The Senior Officer is responsible for building and managing a portfolio of at least 75 high and ultra-high net worth individual prospects with capacity for seven-figure gifts and above. The Senior Officer will maximize and leverage the philanthropic potential of Pew in order to advance the organization's most critical projects and help build a sustainable stream of funding for the organization as a whole. As Pew's work evolves, the Senior Officer will contribute to the strategy for and operation of fundraising for new projects.

 

The ideal candidate will have a proven track record for leading sophisticated, long-term cultivation strategies, employing a moves management approach leading to successful closure of principal and major gifts. We are seeking an accomplished, articulate, mature, and donor-focused development professional with superior written and verbal communication skills and a minimum of ten years' experience securing gifts of at least seven-figures from individuals. The position is based in Pew's Washington, DC, office and includes an expectation of 50% travel to meet prospects across the country and occasionally internationally. The Senior Officer reports to the Director, Philanthropic Partnerships.

 

 

 

  • Proactively manage a portfolio of at least 75 high net worth individual prospects, by developing and executing strategies across Pew's program areas. Each year, conduct visits, execute gift solicitations, and secure gift commitments according to metrics established in partnership with the PPG senior management.
  • Participate in new prospect identification and qualification efforts to contribute to an overall five-year goal in PPG to source at least 100 new prospects capable of giving at least $1 million to Pew, in order to bring significant new resources to Pew's work.
  • Guided by the scope of prospects' interests, and knowledge of Pew's program priorities, collaborate across the organization to leverage the maximum philanthropic potential of prospects.
  • Establish and maintain strong and effective relationships with program staff, PPG colleagues, and institutional leadership to conceive collaborative, comprehensive prospect strategies and proposals.
  • Provide expertise and strategic counsel regarding new development opportunities for evolving programs, as needed.
  • With the support of PPG's writing team, develop letters of inquiry, strategic plans, proposals, budgets, gift agreements, reports, project updates, and other related materials necessary to deepen prospect engagement, secure gifts, and steward relationships.
  • Draft, edit, and manage through the review process timely and accurate personalized letters recognizing donors' gifts, pledges, and pledge payments.
  • In coordination with PPG's Donor Relations team, prepare stewardship materials and activities for key prospects and donors.
  • Actively participate in reporting progress to senior PPG staff, who will in turn report to the Pew board and executive office. This includes providing information and data for quarterly presentations, written overviews and monthly narrative updates, and participating in the annual planning process.
  • Participate fully in Pew's Salesforce constituent relationship management, to document donor interactions and manage prospect portfolios and gift pipelines.
  • Work in a fast-paced, results-oriented, changing environment with complex and evolving relationships and priorities.
  • Thoroughly understand Pew and how it operates; develop a comprehensive knowledge of its history, culture, programs, and base of financial support.

 

 



  • Bachelor's degree required.
  • A minimum of ten years of fundraising experience in higher education, research, environmental, health, science, culture, or advocacy organizations.
  • Documented success personally implementing complex, multi-year cultivation strategies that use a relationship-building and moves management approach leading to successful closure of significant gifts.
  • A donor-focused demeanor at all times. Able to build rapport and provide assistance to high-profile external constituents as well as internal staff.
  • Superior verbal and written communication skills, including the ability to understand and translate Pew's mission and interests for donors and prospects with clarity, crispness, and effectiveness and to develop complex presentation materials, proposals and other collateral that support this effort to summarize the essence of large-scale problems and the ways in which Pew is addressing them.
  • Able to work with senior staff to set short-and long-term planning goals in line with program priorities and available resources.
  • A task-oriented style, with a focus on achieving clear and ambitious goals.
    Demonstrated ability to meet multiple deadlines by maintaining a high level of organization while delivering a high quality work product. Able to develop and move projects forward with independence and autonomy and maintain attention to detail and thoroughness in completing assigned duties.
  • Ability to think creatively and strategically, challenge conventional norms and try new approaches.
  • Strong relationship and partnership orientation. A team player with an institution-wide view. Respect for teamwork and appropriate communication and coordination with colleagues.
  • A commitment to working in an environment with shared goals; possessing sound judgment, integrity, willingness to try new approaches, and a high level of energy, enthusiasm, and dedication to the mission and objectives of the institution.
  • Able to work independently and also within a complexly structured and evolving team.
    Team-oriented thinker and strategist able to effectively respond to complex situations involving numerous and sometimes competing organizational constituencies.
  • Attention to detail and thoroughness in completing assigned duties.
    Excellent organization and project management capabilities, and able to handle multiple projects and identify and maximize resources to ensure the success of projects.
  • Discretion in handling and securing confidential information, as well as the ability to conduct oneself in a highly professional manner.
  • Working knowledge of Microsoft Word, PowerPoint, Sharepoint, and Excel, and the ability to learn systems/technology used at Pew, including Adobe, Salesforce, and PeopleSoft if not already familiar.

Compensation:
We offer a competitive salary and excellent benefits package.

The Pew Charitable Trusts is an equal opportunity employer, committed to a diverse and inclusive workplace. Pew considers qualified applicants for employment without regard to age, sex, ethnicity, religion, disability, marital status, sexual orientation or gender identity, military/veteran status, or any other basis prohibited by applicable law.

 



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