Philanthropy Advisor – Mid Level

Company Description

Our Place Society (OPS) is an organization founded on inclusive and progressive Christian values and principles. We are driven by our values: hope and belonging, teamwork, unconditional love and safety. We work as a team to create a nurturing atmosphere of home and family, where all are welcome. A team approach is critical to living out our mission and values and directing our work.

Role Description

The Philanthropy Advisor plays a key role in advancing Our Place's mission by managing two donor programs: Mid-level Giving and Monthly Giving. This role is focused on deepening relationships with donors who give $500 or more annually, ensuring they feel connected, appreciated, and inspired to continue their support. The Advisor also leads efforts to engage donors in planning future gifts, including bequests, helping them leave a lasting impact.

As an integral part of the fund development team, the Advisor will cultivate and steward donor relationships, conduct prospect research, oversee estate gifts, and develop compelling fundraising materials. This position requires strategic thinking, strong communication skills, and a passion for building meaningful connections with donors.

Duties & Responsibilities

Mid-level Donor Portfolio Management:

• Manage a portfolio of mid-level donors and qualified prospects, developing and implementing tailored cultivation, solicitation, and stewardship strategies to meet annual fundraising targets.
• Implement and manage a moves management plan to systematically engage and upgrade donors.

Monthly Giving Program

• Lead the growth and stewardship of Our Place's Monthly Giving Program, ensuring consistent and meaningful engagement with recurring donors.
• Develop and implement strategies to increase monthly donor acquisition, retention, and upgrade opportunities.
• Work collaboratively with the Communications team to create compelling monthly donor materials (e.g., newsletters, social posts, recognition pieces).
• Track and analyze monthly giving metrics to monitor performance, identify trends, and recommend improvements.
• Ensure timely and personalized stewardship touchpoints, including thank-you communications, impact updates, and donor recognition.
• Support integration of monthly giving strategies into campaigns and appeals, helping to build a stable and predictable revenue stream for Our Place.

Proposal and Reporting Development:

• Create customized and general stewardship letters, impact reports, and donor communications, including writing, editing, and reviewing drafts.
• Stay informed about operational needs and budget priorities to effectively communicate funding opportunities to donors.

Donor Retention and Stewardship:

• Support donor retention strategies by developing innovative stewardship and cultivation initiatives.
• Assist with strategies to upgrade and re-engage lapsed donors, contributing to the overall success of the philanthropy department.

Database Management and Reporting:

• Maintain accurate donor records in the CRM system, documenting all interactions and updates to facilitate reporting and planning.
• Provide regular updates on donor activity and progress toward fundraising goals.

Qualifications/Skills

• Minimum of 5 years of experience in non-profit fundraising, with a proven track record of securing gifts and monthly gifts, or an equivalent combination of education and experience.
• Professional certification (CFRE) in progress or achieved is an asset.
• Experience with Keela or similar donor database systems is an asset.
• Proven experience in cultivating and stewarding donors at all levels.
• Exceptional interpersonal, verbal, and written communication skills.
• Ability to craft compelling funding proposals and deliver effective donor stewardship.
• Highly organized, goal-oriented, and detail-focused with excellent follow-through.
• Skilled at writing concise, logical, and compelling proposals, reports, and donor correspondence.
• Proficient in Microsoft Office applications and CRM database systems.
• Self-motivated, reliable, and skilled at managing multiple priorities.
• Optimistic, people-focused, and energetic with excellent judgment and interpersonal skills.
• High regard for privacy and confidentiality of business information.