Leadership and Legacy Gifts Officer

Classification:    Full-time; exempt
Department:       Development
Reports To:          Director of Development
Created:                January 2022

Ganna Walska Lotusland is recognized as a regional treasure and one of the great gardens of the world. Lotusland has experienced tremendous growth and success over the past thirty years. In 2022, Lotusland will launch a new philanthropy program to celebrate our 30th Anniversary.  The Lotusland Forever Campaign will continue to build capital for physical improvements, as well as grow our endowment and legacy-giving programs.

This major and planned gift officer has goals inclusive of securing philanthropic gifts and memberships and helps support the Garden’s operating fund, endowment growth, capital improvements and strategic initiatives. This individual will engage with Board, donors, and staff in discussions for the next major philanthropic initiatives at the Garden, including its forthcoming endowment and capital campaign. This individual will work with a committed and engaged high-level donors; and manage a portfolio of high-net worth donors.

The new Leadership and Legacy Gifts Officer is a strategic leader. This is an important role for Lotusland as the organization grows its development team in order to communicates its needs to ensure its long-term sustainability. Under the general direction of the Development Director with support from the Executive Director, the Leadership and Legacy Gifts Officer works closely with the organization’s development and events staff and members of the Philanthropy Committee and Board leadership to identify, develop, cultivate, solicit, and enhance relationships with current and prospective donors that have the capacity to give major gifts (donations of $10,000 and above). The Leadership and Legacy Gifts Officer will be responsible for helping to message organizational goals and values and to convey the needs of the institution and secure contributed revenue from high-net-worth prospects and donors. Additionally, the Leadership and Legacy Gifts Officer secures and solicits new Lotus Society endowment donors, develops and implements marketing plans for development, makes face-to-face asks, and helps to steward existing donors.

Specific Responsibilities:
Communications. Responsible for planning, development and implementation of compelling donor messages, communications, and oversight of high-level public relations activities to external audiences.  Ensures articulation of Lotusland’s unique image and position, assure consistent communication of image and position within and throughout the Lotusland organization, and assure communication of image and position to the community and all constituencies.

Solicitation. Strategizes and secures large gifts via personal and volunteer solicitations (five to seven figures) demonstrating sensitivity to the interests and motivations of prospects and donors, as well as a commitment and passion for the mission of Ganna Walska Lotusland.

Strategy. With the Director of Development and Executive Director, this individual will provide overall strategic direction, implementation, performance monitoring, and reporting of the Garden’s development plans to support annual operations, endowment, and strategic initiatives. They will collaborate on strategic plans and initiatives to advance the Garden’s goals in conservation, education, and capital improvements.

Leadership. This leader will serve as the lead staff member for Philanthropy Committee and related campaign activities.

  1. Generate written gift solicitation proposals for major gift initiatives and campaign goals to prospective high net worth donors.
  2. Participate in regular development huddles and moves management meetings to coordinate and strategize around donors and prospects to Ganna Walska Lotusland.
  3. Manage portfolio of approximately 50 prospect donors. Create and maintain a moves management plan to serve as a foundational communication, cultivation, solicitation, and stewardship for these donors, including producing grant or impact reports when appropriate. Executes the plan on a timely basis so individuals are retained and upgraded.
  4. Coordinate media interest in Lotusland, maintain ongoing relationships with all appropriate media contacts, ensure regular contact with target media; and respond promptly and appropriately to all media requests. Create earned media opportunities, and coordinate appropriate staff interviews.
  5. As appropriate, identify individuals as leadership gifts prospects; solicit gifts; determine follow-up strategy. Identify and research new prospects and donors targeted for upgrade and/or renewal.
  6. Work with staff to secure appropriate program and project information, including budgets, and creates offers, proposals and asks that will be used with persons on the portfolio to secure gifts.
  7. Engage the wider community of professional advisors to engage donors and support gifts of assets.
  8. Monitors community contacts to ensure positive and purposeful prospect and donor relations.
  9. Use and engage pertinent staff and information to identify programs and projects that would attract gift support from individuals, corporations and foundations.
  10. Complete monthly administrative tracking and related reports to accurately reflect activity and performance.
  11. Complete responsibilities in a timely manner consistent with organizational policy, goals and values.
  12. Attend required meetings and events, and participate in Board and staff meetings and committees as requested.
  13. Participate in professional development activities and maintain professional affiliations.

KNOWLEDGE/SKILLS:

  • We seek a proven leader whose participation and experience in his or her community have demonstrated an ability to increase and sustain a higher level of philanthropy, awareness and enthusiasm in order to make a difference in the life of an organization.
  • This person will be a strategic thinker with a fundraising background or similar leadership experience raising money on behalf of a nonprofit institution as well as management expertise leading Board, staff, and volunteers.
  • We seek an exceptional communicator, in written and spoken word, externally and internally, whose interpersonal skills demonstrate an ability to work in harmony at all levels, listen to and respect the viewpoints of others, and strive to share with others the credit and recognition of well-done jobs. Superior time management, analytical and research skills, as well as the ability to make decisive choices are critical in working effectively with others in administrative and volunteer roles.
  • An undergraduate degree from a college or university is required; a graduate degree is preferred. Evidence of continuing education through conferences, seminars and workshops in fundraising techniques would be a plus. CFRE desirable.
  • Computer (PC) proficiency required including Word, Excel, PowerPoint. Donor database proficiency (Salesforce preferred).

 

DESIRED ATTRIBUTES:

  • Cheerful, positive attitude and superior ability to represent Lotusland in a friendly and professional manner.
  • Exceptional interpersonal skills and the ability to successfully interface with all levels of the organization, including staff, volunteers, docents, trustees, guests, members and donors.
  • Ability to prioritize and manage deadlines and demonstrate outstanding organizational skills and attention to detail.
  • Exceptional organizational skills with the ability to handle multiple tasks.
  • Highly effective verbal and written communication skills
  • Ability to analyze and assess problems and solve them quickly and efficiently
  • Ability to make decisions and delegate
  • Ability to respond quickly and efficiently to any personnel issues requiring investigation
  • Passion for Lotusland and its mission.
  • Working knowledge of major giving strategies.
  • Excellent communication skills and proven ability to communicate effectively in writing and in person.
  • Excellent interpersonal skills and ability to appropriately manage sensitive and confidential donor information.
  • Must have access to reliable transportation, a valid driving license and be available for contact by cell phone.
  • Must maintain a professional appearance.

The responsibilities and deliverables listed above are intended to describe the general nature and level of work to be performed by the individual in the position. They are not intended to be an exhaustive list of all duties, responsibilities and/or skills.  Other tasks may be assigned as needed

Work Environment:

  • General office environment. Conduct donor cultivation tours of the garden. Visit donors at their homes or other appropriate locations such as restaurants and coffee shops.
  • Moderate computer and telephone work (repetitive movement – typing).
  • Frequent sitting, standing, walking, bending, and climbing stairs with occasional lifting of light loads (10 lbs.).

The successful candidate must be able to perform each requirement of the position as outlined in the job description. Essential Requirements are representative and are essential for satisfactory job performance. The Work Environment characteristics are representative of those that may be encountered while on the job. Lotusland will make reasonable accommodations to enable individuals with disabilities to perform the essential functions of the position.

To apply: Please send a resume with a cover letter and three references by email to HR@Lotusland.org