Reporting to the Chief Executive Officer, the Chief Development Officer serves as lead strategist for fund development, creates and implements the agency fund development plan, and directs the County-wide fund development team in execution of that plan. The CDO works collaboratively to secure significant private and public support for CALM from individuals, corporations, foundations and government entities. The CDO oversees the day-to-day operations of the development department, including donor cultivation and stewardship; grant applications, grant reports and funder relations; and special events. In addition, the CDO manages a sizable portfolio of major gift donors as well as oversight of a $10M strategic initiative campaign. The CDO oversees agency marketing and communications efforts, including newsletters, annual report, social media, and brand management. The effectiveness of the CDO will be evaluated on the ability to achieve financial goals and key metrics. The CDO is expected to participate as a member of the agency executive team and assumes a strategic role in the overall management of this County-wide agency. The successful candidate will be a proven leader, manager, and mentor who is comfortable driving major initiatives and supporting the leadership of others, with a track record of effectively managing organizational change.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Ensures that fund development philosophy, approach and activities are carried out in keeping with the organization’s values, mission, vision and strategic plan.
- Oversees staff and volunteer fundraising activities to support resource development goals of the agency. Activities include individual giving, major gift development, foundation and government grants, planned giving, corporate solicitations, and special events.
- Provides leadership for the CALM for Kids Campaign, a $10M strategic initiative campaign. Activities include development and implementation of campaign strategy; planning and execution of campaign activities; cultivation, tracking and solicitation of key donors and prospects; regular communication and motivation of volunteer leadership; coordination of campaign meetings; preparation of campaign materials; development of donor recognition opportunities; and finalization of appropriate gift acceptance and recognition policies.
- Establishes and implements short and long-range resource development strategies, goals and objectives in conjunction with the CEO and Board of Trustees. Monitors, documents, and reports on the performance of the department toward established objectives. Implements process changes when needed to improve efficiency, effectiveness, and performance.
- With the CEO, develops policies and procedures for the development department throughout Santa Barbara County. Determines department structure, staff positions, schedules, and workflow. Adjusts work schedules and staffing levels to ensure that organization goals are met efficiently.
- Serves as the staff liaison with the Board’s External Relations Committee and any working groups, such as Marketing or Special Events. Attends monthly Finance Committee and North County Advisory Committee meetings.
- Develops, in tandem with the fund development team, finance team and CEO, the organization’s fund development budget. Monitors department performance on a monthly basis and maintains an on-going forecast for year-end projections.
- Identifies, nurtures and motivates board members, campaign cabinet members, or other volunteer leaders, and communicates a sophisticated understanding of their role in building an effective fundraising network.
- Provides staff support to Board of Trustees, stakeholder groups, CEO and leadership staff for highest level donor cultivation and solicitation activities. Designs appropriate educational modules in fund development for staff and volunteer leadership. Produces appropriate solicitation/support materials, as needed.
- Proactively ensures the organization develops robust, long-term relationships with individuals, foundation, government and corporate donors/funders. Manages a personal portfolio of relationships with key individual, major gift, corporate and foundation donors, including identification, qualification, solicitation and stewardship.
- Implements organization-wide planned giving program that includes identification, evaluation, cultivation, solicitation, and stewardship of planned giving prospects and donors.
- Executes annual fund strategies to effectively engage current and future annual donors and major gift donors. Must be able to travel to meet donors throughout Santa Barbara County.
- Ensures oversight of the donor database, including regular maintenance and needed reports
- Develops innovative recognition opportunities and materials/events for donor stewardship.
- Maintains security and quality controls to protect proprietary information and ensure privacy.
- Receives, assesses, and coordinates with staff and Board, all fundraising activities and requests from community groups.
- Advises the CEO, board members and staff of current resources, trends, obstacles and developments in revenue generation and donor relations.
- Maintains accountability and compliance standards for donors and funding sources.
- Participates in short- and long-term strategic and operational planning for the organization. Oversees the development of all donor appeal, stewardship and cultivation collateral materials, including newsletters, brochures, and annual reports.
- Manages marketing, public relations and social media activities and campaigns for organization to ensure consistent brand usage and messaging. Oversees web site design and maintenance. Ensures coordination with contracted PR and graphic design firms.
- Communicates passionately about the work and mission of CALM to current and potential donors.
- Other duties may be assigned as they pertain to the position.
- Carries out supervisory responsibilities in accordance with applicable laws and regulations and within the organization’s personnel policies.
- Coordinates and provides direction and leadership to Development department staff, including overseeing interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and conflict resolution.
EDUCATION, CERTIFICATION and/or EXPERIENCE
This position requires a Bachelor’s Degree from an accredited university, preferably in non-profit or business management, and 7-10 years fundraising experience in a professional position, or any combination of education, training or experience that demonstrates the ability to perform the duties of the position. An advanced degree in non-profit management, business or public policy is preferred and baseline certification in fundraising, preferably the CFRE (Certified Fund Raising Executive) is desired. Must have a passion for CALM’s mission and the ability to convey that to others. Must have a valid California drivers’ license, clean DMV record, and criminal record clearance from the Department of Justice.
Excellent leadership skills and a minimum of 5 years of supervisory experience is required, with at least 3 years in a senior management capacity. Significant experience in progressively responsible development leadership positions, which includes work in all functional areas (individual giving, institutional giving, planned giving, stewardship, board relations) and participation in a major capital campaign for a non-profit organization of similar size and complexity with multiple stakeholders.
Knowledge and experience in the following areas is required: nature and dimensions of philanthropy, ethics, motivations for giving and volunteering, research and cultivation practices, standard fundraising techniques including face-to-face solicitation, telephone solicitation, proposal writing, special events, direct mail, and development office functions, including gift processing, prospect and donor histories, and fundraising reporting. The individual is expected to have demonstrated experience and confidence in asking people to contribute time and money. The individual must have demonstrated proficiency in Microsoft Office Applications and fundraising software applications, preferably Little Green Light.
Ability to perform at a high level in a fast-paced team environment, and handle and manage multiple projects to meet timelines and deadlines. Proven success at creating resource development strategy, increasing financial results and building strong relationships.
Communications skills – Speaks and writes clearly and informatively, listens to others, works to resolve conflicts and maintains confidentiality, able to effectively present information and respond to questions from staff, partners, donors, and the community.
Professionalism – Approaches others with tact, reacts well under pressure, treats others with respect and consideration, keeps commitments and accepts responsibility for own actions, works with integrity and upholds CALM values. Ability to exercise a high level of discretion and professionalism in handling sensitive situations.
Initiative – Undertakes self-development activities, is a solution seeker, looks for and takes advantage of opportunities, asks for and offers help when needed.
Customer Service – Manages difficult situations, with supervisory support as needed, responds promptly to others’ needs, solicits feedback, promptly responds to request for service and assistance.
Dependability – Can be relied on to meet schedules and deadlines, must be punctual, responds to management direction in a timely manner, takes responsibility for own actions, keeps commitments, able to create and implement measureable objectives and goals.
Planning and Organizing – Prioritizes and plans work activities, manages competing priorities, uses time efficiently, sets goals and objectives, develops realistic action plans and takes responsibility for implementing them.
Problem Solving – Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions, works well in a group problem solving situations, uses reason even when dealing with emotional topics.
Leadership – Displays passion and optimism, inspires respect and trust, provides vision and inspiration to colleagues, gives appropriate recognition to others, displays willingness to make decisions, exhibits sounds judgment, identifies and resolves problems in a timely manner. Supports staff efforts to succeed. Ability to work long hours and have a strong work ethic.
Financial Management – Creates vision in the fund development budget and works within the approved budget, exercises appropriate cost control, is accountable for use of agency resources, and maximizes use of allocated resources. Demonstrates ability to secure significant contributions of all sizes.
Supervisory Skills – Oversees, mentors and supports staff, hires staff and manages performance evaluations, provides guidance and staff training, and assists staff in reaching goals.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to:
- Stand, walk, sit, reach with hands and arms, balance, stoop, kneel, or crouch.
- Drive from one location to another
- Life and/or move up to 25 pounds.
- Drive from one location to another.
- The noise level in the work environment is usually moderate.
- While performing the duties of the position, the employee is not exposed to weather conditions.
HOURS OF EMPLOYMENT
This is a full time position. A full time work schedule will be established in consultation with the CEO, some evening and weekend hours may apply. The normal work week is Monday – Friday. Normal office hours will be established between the hours of 8:00am and 6:00pm.
COMPENSATION AND BENEFITS
Salary is dependent on experience and education. Benefits include medical, dental, vision, life insurance, paid holidays, vacation and sick pay (accruals based upon a 40 hours per week basis) and a 403(b) matching program.
CALM RESERVES THE RIGHT TO CHANGE THE DUTIES OF THIS POSITION AT ANY TIME.
CALM provides equal opportunity for all qualified applicants and does not discriminate on the basis of race, color, national origin, religion, sex, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sexual orientation, gender, gender identity, general expression, age, veteran status, or any other protected classification.
Qualified applicants please submit cover letter and resume to email@example.com.
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Equal Employment Opportunity
CALM is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available persons in every job. CALM policy prohibits unlawful discrimination based on race, color, creed, gender (including pregnancy, childbirth, and related medical conditions), religion, marital status, age, national origin or ancestry, physical or mental disability (including pregnancy, childbirth, and related medical conditions), legally-protected medical condition (cancer-related), sexual orientation, or any other consideration made unlawful by federal, state or local laws. All such discrimination is unlawful.CALM is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of CALM and prohibits unlawful discrimination by any employee of CALM, including supervisors and co-workers.To comply with applicable laws ensuring equal employment opportunities to qualified individuals with a disability, CALM will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual with a disability who is an applicant or an employee unless undue hardship would result.Any applicant or employee who requires an accommodation in order to perform the essential functions of the job should discuss their needs with their supervisor and request such an accommodation. The individual with the disability should specify what accommodation he or she needs to perform the job. CALM then will conduct an investigation to identify the barriers that make it difficult for the applicant or employee to have an equal opportunity to perform his or her job. CALM will identify possible accommodations, if any, that will help eliminate the limitation. If CALM determines that an accommodation is reasonable and will not impose an undue hardship, CALM will make an accommodation.If you believe you have been subjected to any form of unlawful discrimination, provide a written complaint to your supervisor or the Chief Executive Officer. Your complaint should be specific and should include the names of the individuals involved and the names of any witnesses. CALM will promptly undertake a thorough and objective investigation and attempt to resolve the situation. If CALM determines that unlawful discrimination has occurred, effective remedial action will be taken commensurate with the severity of the offense. Appropriate action also will be taken to deter any future discrimination.CALM will not retaliate against you for filing a complaint, participating in an investigation, or supporting a complaint of unlawful discrimination, and will not knowingly permit such retaliation by management employees or your co-workers. If you believe you have been subjected to such retaliation, report it immediately to your supervisor or the Chief Executive Officer.