The Loyal Donor Officer is responsible for the stewardship, qualification, cultivation and solicitation of loyal donors and other planned gift prospects through phone calls, mail and email outreach, meetings, trips, events, and other activities in order to raise bequest notifications. They work on a variety of communications activities, including providing detailed program information to prospects and coordinating stewardship correspondence. The Loyal Donor Officer utilizes in-depth knowledge of the Conservancy’s local, state, regional, national, and global conservation projects when working with loyal donors. They use the Conservancy’s donor database and spreadsheets to inform donor interactions, update donor information, and track activity, and they collaborate with Loyal Donor Program Analysts to create/implement loyal donor data requirements. The Loyal Donor Officer understands the basics of planned gifts, general fundraising practices, factors that influence donors, and the types of assets that may be used for the donor’s giving, and they apply that knowledge to interactions with donors and gift asks. Over time, the Loyal Donor Officer expands on this knowledge base and develops a broader understanding of gift planning. They actively collaborate with other fundraising staff to move prospects with higher capacity and gift complexity to the appropriate prospect pool through established processes. The Loyal Donor Officer actively participates as a member of a community of practice, supporting colleagues across the organization in similar positions. They may be responsible for responding to inquiries from planned gift prospects, training and onboarding of new staff, stewarding Legacy Club members, and participating in other related activities as needed.

 

• Act independently and in supervisor’s stead as needed, exercise independent judgment to identify and solve problems.·  Decisions may have program-wide impact and may bind the organization financially or legally.
• Demonstrate sensitivity in handling confidential information.
• Develop and carry out cultivation and stewardship plans for segments of the loyal donor pool.
• Ensure that programmatic commitments, TNC policies and procedures, financial standards, and legal requirements are met and managed for compliance.
• Identify 15-30 new bequest commitments per year.
• May manage and implement multiple projects and donor strategies, including managing gift information, setting deadlines and ensuring accountability.
• May manage or participate in complex or sensitive negotiations.
• Persuasively convey the mission of TNC to diverse groups who are important to the organization’s overall prosperity.
• Travel frequently, work long and flexible hours as needed.
• Work environment involves only infrequent exposure to disagreeable elements and minor physical exertion and/or strain.