Description du poste
Develop and manage a portfolio of leadership-level prospects and lead the full implementation of Epiphany’s planned giving program. This hands-on, donor-facing role also partners with the Chief Development Officer (CDO) to build the systems, skills, and practices needed to sustain and grow major gift fundraising and planned giving opportunities over time. Key Responsibilities Major Gifts Develop a portfolio and pipeline of leadership-level prospects in partnership with the CDO and Head of School. Develop clear strategies for each prospect, including qualification, cultivation, solicitation, upgrades, and stewardship. Participate in donor meetings and solicitations alongside the Head of School, CDO, and other institutional leaders. Analyze giving patterns to identify upgrade opportunities and increase gifts from current donors. Partner on prospect research and ensure portfolio records remain current. Planned Giving Build a planned giving program integrated into Epiphany’s broader donor relationships. Identify potential legacy donors and establish systems to cultivate and steward future gifts. Assess readiness for a life-income program, such as charitable gift annuities, and launch the program within the first three months of the role. Develop a plan for educating donors about gifts of retirement plans, appreciated assets, and other complex gifts. Serve as Epiphany’s primary contact for all planned giving inquiries. Metrics and Accountability Partner with the CDO to establish practical metrics for prospect development, solicitations, gifts, upgrades, planned giving, and pipeline growth. Meet individual targets for donor visits, solicitations, and dollars raised. Report quarterly on portfolio progress and pipeline health. Review and update gift acceptance policies. Leadership Engagement and Capacity Building Prepare the Head of School, board members, and volunteers for donor meetings and solicitations. Train development staff and institutional leaders in major and planned giving. Develop systems and best practices that will remain with Epiphany. Support campaign, endowment, and other strategic fundraising efforts as they arise. Qualifications Required At least seven years of frontline fundraising experience, with a demonstrated record of using data and other effective tools to solicit and close major gifts. Working knowledge of planned giving, including bequests, gift annuities, retirement plan gifts, and gifts of other assets. Experience managing a prospect portfolio from qualification through stewardship. Confidence partnering with a Head of School, CDO, and board members on donor solicitations. Strong writing, listening, and relationship-building skills. Ability to establish goals, track metrics, and report results. Bachelor’s degree. Commitment to educational equity and Epiphany’s mission. Preferred Experience in independent schools, higher education, or community foundations. Experience launching or growing a planned giving or gift annuity program. Experience training staff and volunteers in fundraising. Proficiency with a donor database such as Raiser’s Edge, Salesforce, Bloomerang. How Success Is Measured Success is measured by both dollars raised and the strength of the pipeline built for the future. Growth in qualified major gift prospects. Major gift solicitations and commitments. Donor upgrades and retention. Planned giving prospects and legacy commitments. Donor engagement and stewardship. Consistent use of shared fundraising systems and metrics across the team. First 90 Days The Gift Advisor will review the current portfolio, giving patterns, and planned giving activity. In partnership with the CDO, they will then deliver: A prioritized prospect pipeline. Strategies for top donors. A planned giving assessment. Recommended fundraising metrics. The launch of at least one planned giving vehicle. The Epiphany School is an equal opportunity employer and welcomes candidates of all backgrounds.