Carney, Sandoe & Associates, an educational recruitment firm has been retained by The Thacher School, a rigorous college preparatory school in Ojai, California to find their next Director of Legacy Giving.
The Director of Legacy Giving is responsible for identifying, cultivating, soliciting, and stewarding Planned Gifts, Major Gifts, and Annual Fund leadership gifts. They will also collaborate closely with other Leadership Gift Officers and other teams. They will work with prospective donors to determine their philanthropic interests related to the School's fundraising goals through the Annual Fund, Endowment, Capital, and Planned Giving Programs.
Primary Responsibilities:
Manage a personal portfolio of 125-150 gift prospects (for both annual fund, capital and planned gifts), which may include current parents, alumni, parents of alumni and grandparents.
Craft proposals, talking points, contact reports and cultivation/stewardship correspondence as needed and in partnership with the Leadership Giving Team.
Plan and execute a target of 120+ prospect visits per year.
Prepare and submit goals that contain specific timelines, projected results, and outcomes.
Assist in the identification of annual giving leadership prospects in partnership with annual giving and alumni relations.
Advocate for the direction of the School and its leadership.
Professional Qualifications:
Bachelor's degree
Strong interpersonal, oral, and written communication and database skills.
Experience in successfully cultivating and securing planned gifts is required.
Knowledge of and ability to connect with donors about estate planning tools
Knowledge of fundraising culture is an asset and experience with secondary or higher education and moves management is preferred but not required.
Impressive track record in fundraising.
Ability to work independently and as a member of a team in a fast-paced environment.
Experience communicating with constituents across demographics
Ability to prioritize and manage multiple tasks effectively and efficiently.
Significant travel is required.
Alignment with the School's focus on DEI work
Experience with Raiser's Edge or an equivalent CRM.
Trust, accountability, discretion, honesty, and a team player.
Potential Benefits: Compensation and benefit packages are competitive but will differ by school and will typically depend on geographic location, your experience, and your level of degree.
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About CS&A
Our job placement service is free to job seekers. By getting to know you personally -- beyond just your resume -- we connect you directly with hiring schools whose open positions match your specific requirements (location, school type, position type, etc.) and skills, saving you the time of sorting through hundreds of job postings and getting lost in a pile of resumes. More importantly, as an educator you deserve to have someone on your side who can help you find a position in a school community where you'll thrive. That's our mission.
We have positions available throughout the United States and abroad including but not limited to: Boston, New York City, Washington, D.C., Philadelphia, Baltimore, Charlotte, Atlanta, Miami, Houston, Dallas, Cleveland, Detroit, Chicago, Pittsburgh, Denver, Phoenix, Seattle, Portland, San Francisco, and Los Angeles.
Carney Sandoe does not discriminate on the basis of physical handicap, sex, race, creed, color, sexual orientation, gender identity, or national or ethnic origin in administration of its services, consulting, events, professional development, or other programs.