advancement: Gift Planning Regional Advisor (MG Focus)

Posted: October 13, 2017

Job Purpose

The Regional Advisor (Advisor) is a member of the Development team and is responsible to secure financial resources in the form of major gifts and planned gifts from individual donors and institutional prospects in support of the American Bible Society and its mission.  This work is performed within an assigned geographical area and within an assigned caseload of donors.  Although the advisor will be developing and closing both major and planned gifts, the advisor’s primary focus will be major gifts. The Advisor reports to the MG Supervisor.

Essential Duties and Responsibilities

  • Work to achieve personal and team gift income goals, which are set annually.
  • Maintain an aggressive schedule of donor visits, being in personal contact with donors and prospects to establish and strengthen relationships with donors who have potential to make major and/or signature gifts or planned gifts. Maintaining this intensive personal contact schedule may require extensive travel by the Advisor
  • Inform donors of ABS activities and programs designed to fulfill its mission
  • Advise donors of ABS projects and program benefits in a manner that builds interest and participation in order to solicit their participation financially; offer opportunities for participation through major gifts and planned gifts/estate planning, when appropriate.
  • Determine appropriate cultivation steps for donors and through the Major Gift Supervisor recommend appropriate participation by other Development Office staff Directors, the Senior Vice President for Development, and/or the President, in this process.
  • Complete (enter into Blackbaud) all activity reports on any donor contacts, as defined by the Major Gift Supervisor in a timely and comprehensive manner.
  • Work in partnership with other Advisors, or Directors of other ABS departments, where beneficial and as directed
  • Speak publicly on behalf of ABS as appropriate, in advancing development programs
  • Pursue an active program of professional growth and development
  • Always be aware of opportunities to work together with other Advisors with complementary and helpful fundraising knowledge, training and experience.

Performance Standards

Financial Goals

  • Achievement of annual individual goals to hit our Campaign targets to fund programs in our 3 pillars of: Translation, Transforming American, and Trauma Healing

Pipeline Development

  • Make quality contacts to advance opportunities through the Move Management process with financial partners to build a new gift pipeline that is 3 times your goal.
  • Assist in ensuring the success of the President’s Gathering in April 2018 by getting three to five individuals to attend this annual event.

Planning and Documentation

  • Complete strategic plans for your top five financial partners. These will be entered into Blackbaud and update on a weekly basis and shared with key internal partners. You will update and execute these plans throughout the year.
  • Timely Blackbaud Data entry on all financial partner contacts.  As we apply design, monitor and evaluation methods to serve our financial partners we need to accurately record our interactions within 5 business days.

Continuing Education

  • Attend at least one conference annually.
  • Attend chapter meetings of AFP, PPP, etc. at least 4 times a year.
  • Read United Bible Societies Report and ABS project reports.
  • Read each issue of the ABS Record and Good News Newsletter.

Career Development

  • Present a plan for career development such as working toward a CFP, MBA or some other project that will prepare you for greater responsibility.

Performance and Evaluation Metrics

  • Total cash income (use the goal annually set by MG Supervisor and reviewed with Advisor.)
  • New cash goal for to hit annual Campaign target
  • Opportunity pipeline with Asks of 3 times MG goal.
  • Number of qualified financial partners that attend President’s Gathering
  • Planned giving goal that will be achieved in partnership with planned giving specialists.

Essential Traits/Skills:

Minimum qualifications individual must possess when entering position

  • Fervent belief in the mission of the American Bible Society.
  • Passion for the Bible cause and its ability to impact lives, and the mission and core values of ABS.
  • Knowledge of planned giving vehicles, tax, financial, and estate planning concepts
  • Initiative and ability to work independently on a regional basis
  • Personal presence, demeanor and desire to work face-to-face with donor prospects and advisors
  • Exceptional written and oral communications
  • Excellent interpersonal skills

Preferred Skills

  • Full working knowledge of Microsoft Word, Excel, PowerPoint, PG Calc and/or Crescendo

SPECIAL REQUIREMENT: Background checks are required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.

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