Annual Giving Officer

Milwaukee, Wisconsin
Development - Fundraising
Full Time
Position Overview

The Annual Giving Officer is responsible for securing annual financial support for the assigned mid-level donor portfolio statewide. The position utilizes “one to many” mail, phone, and small cultivation event focused strategies, with personalized contact for targeted donors, using robust data analytics to segment the portfolio and analyze strategies for continual improvement. Responsibilities include the creation and implementation of a robust mid-level giving program including cultivation, solicitation and stewardship strategies and the qualification of mid-level donors for a major gift portfolio, as well as lapsed from mid-level back to direct response mail. This position also manages PPWI’s statewide giving society.  This position requires collaboration with other staff across the agency, co-creating and modifying strategy and program, motivating and supporting peers while being responsible for statewide program outcomes.

Essential Duties and Responsibilities

    • A. Create, manage and implement strategies and programs to develop a comprehensive mid-level donor program including robust identification, cultivation, solicitation and stewardship strategies.
    • Create an annual, measurable workplan and set up dashboard to track activity, in partnership with other Annual Giving Officers, create.
    • Initiate outreach to high volume and evolving portfolio to cultivate and steward donor support, primarily by phone.
    • Monitor and evaluate data-driven strategies against established metrics and benchmarks, making ongoing changes for continued improvement.
    • Identify strategies to qualify mid-level donors as major donor prospects and work the appropriate major gift officer to transition them to a major gifts program.
    • Identify strategies to incorporate lapsed major gifts and direct mail prospects into portfolio.
    • Steward and work collaboratively with Annual Giving Officer (Madison) to ensure a consistent mid-level donor experience across geographies.
    • B.   Manage a menu of cultivation activities for mid-level giving portfolio.
    • Manage and grow mid-level giving society including membership renewal and acquisition, member benefits and annual membership events in 5-7 communities around the state.
    • Identify and implement additional strategies to strengthen mid-level donor’s relationship with organization.
    • Email program.
    • Small group events.
    • Phone and in person meetings.
    • Engage board members and senior staff in cultivation opportunities.
    • Partner with major gifts staff as appropriate to include mid-level donors in events and activities.
    • C.   Create and implement a personalized mail solicitation strategy that is coordinated with the annual appeal cycle.
      D.   Identify and implement strategies to re-activate lapsed mid-level donors.
      E.   Create and implement a personalized stewardship program.
      F.    Represent PPWI at community events, using these opportunities as cultivation and/or prospecting opportunities.

Qualifications and Requirements

    • Committed to the vision and values of PPWI with demonstrated success in developing and maintaining interpersonal relationships with multiple constituencies including donors, volunteers, community members and staff.
    • Proven relationship building, judgement and interpersonal skills.
    • Experience anticipating problems and identifying solutions, prioritizing and managing multiple projects while meeting aggressive deadlines.
    • Demonstrated attention to detail and enthusiasm and ability to manage multiple projects in a fast paced, deadline driven environment are essential.
    • Strong verbal and written communication skills are required.
    • Experience stewarding individual relationships, honoring confidentiality.
    • Demonstrated experience working independently and as a team member, with experience working across multiple regions preferred.
    • Experience with relational database software, preferably Raiser’s Edge. 
    • Proven analytical skills in prospect research and associating relevant data to donor profiles.
    • Proficient in Microsoft Office Suite, with advanced proficiency in Excel list segmentation and data sorts.
    • Bachelor’s degree required and three years of mid-level or annual giving fundraising.
    • Successful experience in identifying cultivation and stewardship strategies with demonstrated ability to engage, inform and interact with donors via phone and email.
Guidelines for Applicants
To express your interest in the Annual Giving Officer – Milwaukee position, and to be considered, please provide your current resume and cover letter on our careers page.

* Application deadline: May 17, 2019
Please note:
·  References will not be contacted until a candidate has been notified.
·  Background checks will subsequently be performed,with candidate permission, and are required to be hired for this position.
·   All inquiries and interactions with potential candidates are kept in confidence.
PPWI is an equal opportunity employer committed to diversity in the workplace