Reporting to the Director, Fund Development, the Senior Philanthropy Officer advances Heritage Parkβs philanthropic objectives by strategically managing a curated portfolio of approximately 100 to 120 donors and prospects with the capacity to make gifts ranging from $250,000 to $750,000.
This role applies a disciplined donor lifecycle approach including identification, qualification, cultivation, solicitation, and stewardship, supported by rigorous moves management, CRM utilization, and data-driven pipeline oversight. The Senior Philanthropy Gifts Officer builds trust-based donor relationships grounded in the Donor Bill of Rights, ensuring each donor experiences personalized, ethical, and mission-aligned engagement.
The position is accountable for driving meaningful revenue outcomes by advancing individuals and organizations through the donor pipeline in a timely manner, contributing $1.25M or more annually to revenue goals while supporting long-term donor retention. The role prioritizes high-quality relationship work and plays a key part in strengthening Heritage Parkβs internal culture of philanthropy.
- Develop and execute individualized donor strategies for a defined portfolio of major and principal gift donors and prospects, guiding them through all stages of the donor lifecycle
- Manage a portfolio of approximately 100-120 donors and prospects, applying likelihood, interest, and ability (LIA) analysis to prioritize engagement and assess readiness
- Design and implement disciplined moves management plans that advance donors through the pipeline with clear objectives, timelines, and outcomes
- Prepare and deliver well-times, donor-aligned solicitations that reflect donor readiness, values, and alignment with Heritage Parkβs mission
- Achieve and maintain personal revenue targets of $.25M or more annually while contributing to long-term pipeline growth and donor retention
- Develop compelling cases for support and customized proposals that connect donor values to organizational impact
- Forecast revenue accurately and maintain accountability for portfolio performance and donor movement
Donor Relationship Management and Stewardship
- Build, deepen, and sustain trust-based philanthropic relationships through consistent values-aligned engagement
- Gain insight into donor motivations, interests, and philanthropic goals through thoughtful dialogue and relationship-centered engagement
- Deliver timely, personalized stewardship that reinforces donor trust, satisfaction, and long-term commitment
- Ensure all donor interactions reflect ethical fundraising standards, donor autonomy, confidentiality, and the Donor Bill of Rights
- Represent Heritage Park with professionalism, discretion, and credibility in meetings, events, and community settings
- Leverage donor engagement opportunities such as site visits, program updates, events, and tailored experiences to strengthen relationships
Portfolio, Data, and CRM Management
- Maintain accurate and up-to-date donor records within CTM, documenting all interactions, strategies, and next steps
- Use data and reporting tools to support informed decision-making, pipeline management, and forecasting
- Monitor portfolio health, donor movement, and engagement trends to adjust strategies as needed
Collaboration of Culture of Philanthropy
- Collaborate closely with the Director, Fund Development, and colleagues across the organization to align donor interests with program and funding priorities
- Support and strengthen an internal culture of philanthropy by fostering purpose, engagement, and shared accountability among staff, volunteers, and stakeholders
- Encourage participation in philanthropic initiatives and recognize acts of generosity and community involvement
- Contribute to a collaborative, donor-centric team environment focused on mission alignment and shared success