VICE PRESIDENT OF CHARITABLE GIFT PLANNING

VICE PRESIDENT OF CHARITABLE GIFT PLANNING

A visionary, results-driven, highly ethical, and experienced fundraising professional who thrives in a collaborative environment.

Responsibilities:

Thoroughly understand and articulate Otterbein’s mission, history, programs, policies, culture, and financial strategy.
Develop and execute single year and multi-year fundraising strategy in collaboration with the Corporate and Local Boards, Executive Leadership and Ministry Leaders (Executive Directors, Guides).
Prepare and monitor annual budget and revenue forecasts; report on performance against plan and budget; proactively develop and communicate mitigation plans to insure budget and forecasts are met.
Analyze data, information, industry trends, and processes to set fundraising goals and evaluate results.
Develop and implement creative, innovative ways to raise funds through a variety of sources.
Build and maintain positive relationships with large donor base.
Engage Senior Staff (e.g. CEO), Corporate and Local Boards in fundraising efforts.
Collaborate with Marketing/PR to insure communications and events are consistent with the Otterbein brand message.
Manage the performance of Charitable Gift Planners (Directors) to meet/exceed Otterbein productivity standards including portfolio management, “moves management”, personal contacts, proposal development, tracking targets/goals, & related activities.

Skills Required:

Expertise in corporate campaigns, deferred gifts, annuities and annual giving is required.
Experienced using analytical tools to research, prioritize and track results.

Qualifications:

Must have demonstrated ability to create both strategic and tactical fundraising and development initiatives that are linked to the organization strategy and positively and productively impact both. Demonstrated track record of meeting ever-increasing fundraising goals across multiple geographies and multiple service (ministry) lines.
Proven record of securing large gifts ($100,000 - $1 million).
Superior management skills with demonstrated ability to select and develop staff and effectively engage leadership, boards, employees, and volunteers in fundraising efforts.
Charitable Gifts (development) experience in retirement living and long-term care communities or healthcare a plus.
The ideal candidate will have at least 15 years of fundraising experience with a high growth organization including at least 5 years leading a team of direct reports.
Minimum of a BS/BA degree or equivalent experience. MBA preferred. Certified Fundraising Executive (CFRE) is a strong plus.