Individual Giving and Major Gifts Officer

Overview

Job Title: Individual Giving and Major Gifts Officer

Reports to: Chief Philanthropy Officer

Status: Full-time (exempt)

Horizons Foundation has been dedicated to serving, funding, and helping lead the LGBTQ community for 45 years. Horizons is a national leader in advancing LGBTQ philanthropy and is consistently recognized as one of the LGBTQ movement’s Top 10 funders by Funders for LGBTQ Issues. Last year, Horizons distributed more than $9 million in grants to hundreds of nonprofits nationwide, with more than half supporting organizations in the Bay Area.

Through its donor-advised fund (DAF) program, Horizons also makes grants to non-LGBTQ nonprofits regionally and nationally. Horizons prioritizes grantmaking to frequently marginalized members of the LGBTQ community and supports smaller, grassroots nonprofits. In addition to grantmaking, Horizons offers educational, community-building, and other events for donors and grantee partners throughout the year and hosts an annual gala. Horizons envisions future support for the Bay Area LGBTQ community through legacy gifts that secure our community’s future.

Reporting to the Chief Philanthropy Officer, the Individual Giving and Major Gifts Officer is responsible for managing and growing the organization’s Major Gifts and Individual Giving programs and implementing strategic moves management plans to foster relationships with donors at all levels. This role supports the operational budget and contributes significantly to the growth of the endowment and legacy giving programs.

1. Donor Appeals and Communications

• Draft and manage the development of appeal letters, newsletters, and e-appeals, acknowledgments, and other correspondence, and manage donor e-communications. Oversee mail-house and in-house production.
• Plan, market, and manage the recurring giving program.
• Ensure personalized stewardship and donor recognition.

2. Major Gifts & Portfolio Management

• Maintain and develop relationships with current and prospective donors within the various donor giving circles.
• Develop and execute personalized donor moves management plans to increase the number and size of gifts and to transition donors into legacy-giving and DAF-advisor portfolios, ensuring alignment with organizational goals and donor interests.
• Support leadership in managing and building a portfolio of prospective and major donors, including the creation of prospect research profiles.
• Meet with major donors for stewardship, cultivation, and solicitation, including travel across the Bay Area and other locals. Coordinate major gifts visits for the Chief Philanthropy Officer and Foundation President.

3. Special Events

• Collaborate with the Senior Manager of Events and Corporate Partnerships to design and execute impactful stewardship, fundraising, and friend-raising events (e.g., annual reception, donor appreciation events, donor forums, house parties).
• Leverage events to engage donors, build relationships, and secure major gifts.

4. Legacy Giving & Endowment

• In partnership with the Chief Philanthropy Officer and Legacy Giving Officer, contribute to the growth of the endowment by identifying and cultivating potential endowment donors.
• Coordinate with the Legacy Giving Officer to grow, market, and manage the legacy giving program.

5. Gift Acknowledgement and Database Management

• With the Donor Support Administrator to create the annual report donor lists, pull reports, and prepare data for list reviews, and utilize a data-driven approach to segment donor lists for tailored communications.
• Track fundraising metrics and align fundraising strategies with budgetary needs and goals to support the operational budget.
• Work with the Development Support Administrator to track touch points.
• Perform data hygiene to ensure donor records are up to date and accurate.
• Work with the finance team and the Donor Support Administrator to ensure proper recording, documentation, and timely donor acknowledgment.

6. Miscellaneous

• Complete other projects and tasks assigned by the Chief Philanthropy Officer, including support around special projects related to the Board of Directors.

• Demonstr…