Purpose & Objectives
As a member of the Foundation’s Leadership Team the Vice President of Development and Philanthropic Services plays a key leadership role in guiding the execution of the organization’s strategic plan. As leader of the Department, the Vice President is responsible for structuring, implementing and monitoring a highly effective development and donor services program. The incumbent will lead and direct the development and donor relationship efforts of the Greater Milwaukee Foundation (GMF) under the direction of the President & CEO, and in collaboration with the GMF Board, the Leadership Team (LT), the Development and Philanthropic Services (DPS) team and other appropriate staff. This position is responsible for leading the growth of the Foundation’s assets through attracting new donors and cultivating current donors and high net worth prospective donors. This position works closely with the CEO and other LT members to facilitate deeper engagement and co-investment with the Foundation’s long term priorities and initiatives.
Essential Duties & Responsibilities
• Provides organizational leadership to the asset acquisition goal as outlined in the Board’s commitment to a comprehensive capital campaign which includes both gifts from new donors as well as gifts from existing donors.
• Provides lead staff support to the CEO and volunteer campaign committees in the successful implementation of the capital campaign.
• Formulates and implements the DPS team’s annual and long-term strategic goals for expansion of the Foundation's assets by attracting new permanent funds through contributions from individuals, families, private foundations, corporations, nonprofit agencies and other organizations.
• Develops strategy to advance the Foundation’s development efforts and, working with the Philanthropic Services Committee, identifies and recommends proposed policy changes of strategic importance in meeting organizational goals and objectives. Works with the Board Chair and CEO to develop and implement a plan for board and committee member solicitation and to engage the Board in actively cultivating prospective donors for GMF.
• Supports the donor engagement efforts of the Department including special events, some of which may target prospective donors, intermediaries and existing donors.
• Supports donor engagement opportunities to expose donors to the Community Leadership work of the Foundation with the goal of having an informed, supportive donor base as well as promoting co-investment opportunities with donors and the Foundation’s leadership work.
• Arranges regular informational, educational and recognition meetings and events to keep advisers well informed and enthusiastic about the Foundation and its distinct capacity to assist their clients, and to establish greater understanding of the unique role and value of the Foundation’s services and community impact and encouraging professional advisers to identify other prospective donors for further cultivation.
• Works in conjunction with the Marketing and Communications department to develop methods to promote public awareness in the community and among specific target groups in order to promote a high public profile for the Foundation. The goal is to insure the Foundation's name and services for donors are increasingly visible throughout the greater Milwaukee region.
• Cultivates a personal portfolio of high net worth prospective donors and intermediaries.
• Cultivates past Board members, particularly those who have not yet established funds or become members of the Legacy Society.
• Cultivates a strong professional relationship with all GMF supporting organizations' boards of directors; oversee their governance and assist with their growth.
• Provides employees with direction, motivation and evaluation; holding direct reports accountable to established goals, job responsibilities, policies and procedures.
• Serves as a leader of the organization by modeling leadership skills and abilities; abiding by set forth policies and procedures.
• Supervises assigned department personnel. Includes the following responsibilities, but are not limited to: hiring, training, scheduling, evaluating, and ensuring accuracy, timeliness, and the completion of all work performed by direct reports.
• Educates direct reports on all department and agency policies and procedures.
• Meets with assigned staff at least monthly to identify and resolve problems, manage projects, track goals, and review work processes and procedures.
• Represents team and/or department at meetings, events, and training as required.
• Works with professional advisers, to cultivate attorneys, accountants, trust officers, and financial advisors to generate referrals to prospective donors.
• Participates in decision-making processes and collaborate with colleagues as a member of the Foundation's Leadership Team.
• Performs other duties (or functions) as assigned