Reporting to the Director, Fund Development, the Senior Philanthropy Officer advances Heritage Park’s philanthropic objectives by strategically managing a curated portfolio of approximately 100 to 120 donors and prospects with the capacity to make gifts ranging from Two hundred fifty thousand dollars to seven hundred fifty thousand dollars..
This role applies a disciplined donor lifecycle approach including identification, qualification, cultivation, solicitation, and stewardship, supported by rigorous moves management, CRM utilization, and data-driven pipeline oversight. The Senior Philanthropy Gifts Officer builds trust-based donor relationships grounded in the Donor Bill of Rights, ensuring each donor experiences personalized, ethical, and mission-aligned engagement.
The position is accountable for driving meaningful revenue outcomes by advancing individuals and organizations through the donor pipeline in a timely manner, contributing $1.25M or more annually to revenue goals while supporting long-term donor retention. The role prioritizes high-quality relationship work and plays a key part in strengthening Heritage Park’s internal culture of philanthropy.
- Develop and execute individualized donor strategies for a defined portfolio of major and principal gift donors and prospects, guiding them through all stages of the donor lifecycle
- Manage a portfolio of approximately 100-120 donors and prospects, applying likelihood, interest, and ability (LIA) analysis to prioritize engagement and assess readiness
- Design and implement disciplined moves management plans that advance donors through the pipeline with clear objectives, timelines, and outcomes
- Prepare and deliver well-times, donor-aligned solicitations that reflect donor readiness, values, and alignment with Heritage Park’s mission
- Achieve and maintain personal revenue targets of $.25M or more annually while contributing to long-term pipeline growth and donor retention
- Develop compelling cases for support and customized proposals that connect donor values to organizational impact
- Forecast revenue accurately and maintain accountability for portfolio performance and donor movement
Donor Relationship Management and Stewardship
- Build, deepen, and sustain trust-based philanthropic relationships through consistent values-aligned engagement
- Gain insight into donor motivations, interests, and philanthropic goals through thoughtful dialogue and relationship-centered engagement
- Deliver timely, personalized stewardship that reinforces donor trust, satisfaction, and long-term commitment
- Ensure all donor interactions reflect ethical fundraising standards, donor autonomy, confidentiality, and the Donor Bill of Rights
- Represent Heritage Park with professionalism, discretion, and credibility in meetings, events, and community settings
- Leverage donor engagement opportunities such as site visits, program updates, events, and tailored experiences to strengthen relationships
Portfolio, Data, and CRM Management
- Maintain accurate and up-to-date donor records within CTM, documenting all interactions, strategies, and next steps
- Use data and reporting tools to support informed decision-making, pipeline management, and forecasting
- Monitor portfolio health, donor movement, and engagement trends to adjust strategies as needed
Collaboration of Culture of Philanthropy
- Collaborate closely with the Director, Fund Development, and colleagues across the organization to align donor interests with program and funding priorities
- Support and strengthen an internal culture of philanthropy by fostering purpose, engagement, and shared accountability among staff, volunteers, and stakeholders
- Encourage participation in philanthropic initiatives and recognize acts of generosity and community involvement
- Contribute to a collaborative, donor-centric team environment focused on mission alignment and shared success