Major Gifts Officer Goals and Objectives Examples
Raise $2 million in major gifts in the first year.
Develop and implement a comprehensive major gift strategy.
Present compelling cases for support that align with donor interests.
Create and maintain collaborative relationships with donors.
Build prospect pipelines to increase major gift revenue.
Manage a portfolio of at least 150 major gift prospects.
Establish personalized communication plans for each donor.
Initiate and manage special events for major gift prospects and donors.
Participate in donor stewardship activities.
Research potential new donors with high giving potential.
Coordinate with other development staff on major gift strategies.
Create customized proposals and presentations for major donors.
Conduct face-to-face meetings with major gift prospects.
Work collaboratively with board members to identify new major gift prospects.
Track and report progress toward major gift goals.
Manage donor information in a CRM database accurately and timely.
Collaborate with colleagues in planned giving, annual giving, and events to maximize engagement opportunities for donors.
Develop and implement effective donor recognition programs.
Regularly attend professional development opportunities to stay up-to-date on fundraising best practices.
Maintain accurate, timely, and complete records of donor interactions.
Identify top-level giving opportunities, such as naming rights or endowments, for major donors.
Develop and manage a moves management system for tracking donor interactions.
Work closely with program staff to understand funding priorities and translate these priorities into funding opportunities for major gift prospects.
Conduct analysis of the effectiveness of major gift fundraising efforts and propose changes where necessary.
Engage in regular communication with senior leadership to ensure alignment on major gift strategies.
Utilize social media channels strategically to engage with donors and prospects.
Participate in community networking events to expand the organization's visibility among potential donors.
Monitor trends in philanthropy and adjust major gift strategies accordingly.
Develop customized cultivation plans for top major gift prospects.
Work with volunteers to help identify potential major gift donors.
Research potential foundation grant opportunities and develop proposals that align with donor interests.
Create and manage budgets for major gift fundraising efforts.
Ensure compliance with ethical fundraising standards and regulations.
Foster long-term relationships with major donors, even after their contributions have been made.
Participate in the strategic planning process for the organization to ensure alignment with major gift strategies.
Work with program staff to provide regular updates to major gift donors on the impact of their gifts.
Create effective messaging and branding for the organization's major gift efforts.
Identify planned giving opportunities for major gift donors.
Develop innovative and creative ways to engage major gift donors.
Serve as a key member of the development team, working together to ensure that all fundraising goals are met.
Establish relationships with local businesses or corporations that may have interest in supporting the organization's mission.
Conduct research on giving patterns of different demographic groups to develop targeted communications and engagement strategies.
Collaborate with board members to solicit major gifts from their personal networks.
Participate in fundraising events organized by the organization or in partnership with other organizations.
Continuously improve upon stewardship practices to show appreciation for major gift donors.
Create customized donor recognition programs for each major donor level.
Develop written materials including brochures, case statements, and proposals.
Maintain a thorough understanding of the organization's mission, vision, and goals.
Develop criteria for rating prospects and prioritizing outreach efforts.
Attend community events where potential major gift prospects are likely to be present.
Identify opportunities to involve major donors in the organization's work beyond financial contributions.
Prepare and conduct prospect briefings for senior leadership and board members.
Identify giving trends and patterns among donors to inform future fundraising strategies.
Develop and manage a major gift committee comprised of key volunteers and board members.
Create strategies for increasing donor retention rates.
Maintain confidentiality in all donor interactions and information.
Ensure that major gift recognition is consistent with the organization's overall branding and messaging.
Utilize data analysis to inform major gift strategies.
Develop metrics for measuring the success of major gift efforts.
Provide regular updates to senior leadership and board members on major gift fundraising progress.
Attend professional development conferences and seminars to stay up-to-date on trends in the field.
Work collaboratively with other organizations on joint fundraising initiatives.
Take a lead role in preparing briefing materials for executive leadership and board meetings related to major gifts.
Ensure that all communication with donors is timely, accurate, and relevant.
Develop plans for engaging major donors in capital campaigns or other high-priority fundraising efforts.
Manage donor recognition events, such as naming opportunities or plaque dedications.
Develop a strategy for soliciting major gifts from current board members.
Work with program staff to develop stories and examples that demonstrate the impact of major gifts.
Continuously refine and improve the organization's case for support for major gifts.
Work with development staff to ensure that all donor communication is coordinated and effective.
Develop strategies for engaging donors who have reduced their giving levels or stopped giving altogether.
Stay current on legal and ethical guidelines around fundraising practices.
Develop relationships with peer organizations to identify potential cross-promotion or collaboration opportunities.
Create a system for tracking the return on investment (ROI) of each major gift fundraising effort.
Identify opportunities to involve donors in the organization's decision-making processes.
Work with marketing staff to create compelling donor communications.
Maintain a high level of professionalism and integrity in all donor interactions.
Develop strategies for engaging younger donors who may have significant giving potential.
Work with senior leadership to identify funding gaps and develop strategies for filling them through major gifts.
Celebrate successes and milestones with major gift donors, including sharing news of accomplishments and thanking them for their contributions.