Description
Cultivate, solicit, and steward high-capacity donors to secure major gifts that advance organizational priorities. Manage a focused portfolio, build strategic relationships, craft tailored proposals and gift agreements, and deliver measurable revenue through individualized fundraising plans.
- • Manage a portfolio of major gift prospects and donors.
- • Identify, qualify, cultivate, solicit, and steward high-net-worth individuals, family foundations, and corporate leaders.
- • Develop individualized cultivation and solicitation strategies and moves plans.
- • Conduct in-person and virtual donor meetings, site visits, and targeted outreach.
- • Prepare compelling cases for support, concept notes, and customized major gift proposals.
- • Secure six- and seven-figure gifts, multi-year pledges, and gift commitments.
- • Draft and negotiate gift agreements in collaboration with legal and finance.
- • Coordinate leadership, board, and program staff involvement in donor cultivation and asks.
- • Set annual revenue goals and activity metrics for the assigned portfolio.
- • Forecast, track, and report pipeline, proposals, and results against goals.
- • Maintain accurate contact reports, plans, and gift data in the CRM.
- • Partner with prospect research to analyze wealth, affinity, and giving capacity.
- • Develop and execute stewardship plans, including impact reports and recognition.
- • Work with communications to tailor proposal materials, presentations, and briefings.
- • Brief executives and volunteers for donor meetings and events.
- • Plan and host small cultivation or stewardship events, salons, or donor briefings.
- • Explain charitable giving vehicles, tax benefits, and matching-gift opportunities to donors.
- • Collaborate with planned giving and corporate/foundation relations on complex gifts and grants.
- • Ensure gifts comply with organizational policies and donor intent.
- • Monitor budgets and expenses related to major gift cultivation and travel.
- • Coordinate donor recognition, naming opportunities, and benefits.
- • Manage follow-up, acknowledgment letters, and fulfillment of pledge schedules.
- • Develop relationships with centers of influence, advisors, and community leaders.
- • Use data to segment prospects and prioritize outreach for maximum ROI.
- • Support campaign strategy, gift pyramids, and volunteer committees.
- • Travel to meet donors within the assigned territory.
- • Write reports and presentations for leadership on major gifts performance.
- • Maintain confidentiality and ethical fundraising practices.
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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Last reviewed: Jan 2026
