Position Overview

The Principal & Planned Gifts Officer works to build and enhance relationships with all constituents for the purpose of increasing philanthropic support to Sidwell Friends School. The Principal & Planned Gifts Officer will also serve as a senior advisor to the Assistant Head of School for Advancement and Advancement Leadership Team. They are responsible for qualifying, cultivating, and soliciting major, principal, and planned gifts ($100,000 - $1,000,000+), seeking commitments in support of a comprehensive capital campaign and for specific initiatives approved by the Board of Trustees.

The Principal & Planned Gifts Officer will work with prospective donors to determine their philanthropic interests related to the school's fundraising goals through the Annual Fund, Endowment, Capital, and Planned Giving Programs. This position serves as the liaison on planned giving for the Individual Giving Team.

Responsibilities

• Serve as a senior advisor to the Assistant Head of School for Advancement and Advancement Leadership on engagement and solicitation strategies of key prospective donors that will accelerate sustainable philanthropic growth.
• Partner with the Senior Director of Individual Giving to determine strategies and action steps needed to identify, qualify, cultivate, and solicit principal and planned gift donors.
• Manage a personal portfolio of approximately 150+ prospective donors (current parents, alumni, and parents of alumni) to ensure that timely steps are taken toward qualification, cultivation, solicitation, and closure of gift proposals.
• Plan and execute a target of 150+ prospective donor visits per year.
• Manage and engage the volunteer solicitor engagement for assigned affinity / constituent groups and campaign committees.
• Develop and implement individual strategies for cultivating and soliciting major gift and planned giving prospects; utilize specialized gift planning knowledge to evaluate donors' financial situations and goals to recommend optimal gifting options.
• Manage the planned giving program, including the development of timely and accurate assets, cadence of communication, audience identification and segmentation, and follow-up strategies. Serve as the point of contact for the PG vendor.
• Create inspiring gift proposals through a working knowledge of Sidwell Friends School's educational programs in order to effectively articulate the School's priorities and fundraising objectives to donors.
• Document all activity in the database; prepare and submit moves management goals that contain specific timelines, projected results, and outcomes.
• Collaborate with the Engagement Team to oversee prospect stewardship through correspondence, donor engagement, professional proposals, mailings, and acknowledgements.
• Achieve personal fundraising and activity goals monthly, quarterly, and annually.

• Attend all appropriate Advancement meetings as well as other school-related events as appropriate.
• Work collaboratively with the School Advancement staff to ensure appropriate coordination and communication.

Qualifications:

The position requires a bachelor's degree or higher and a candidate with strong interpersonal, oral and written communication, and database skills. At least five years of experience in successfully cultivating and personally soliciting major gifts and experience with planned gifts is preferred. Proven record of accomplishment in face-to-face solicitations and experience managing volunteer partners is also preferred. Knowledge of educational fundraising culture is an asset and experience with higher education moves management systems is preferred. This staff person should have the ability to work independently and as a member of a team in a fast-paced environment and be able to prioritize and manage multiple tasks effectively and efficiently. Occasional travel is required.

Salary & Benefits

Sidwell Friends School offers a comprehensive benefits package designed to support employees' health, well-being, and long-term financial security. Benefits include multiple medical, dental, and vision plan options; school-paid life and long-term disability insurance; wellness programs; and flexible spending accounts.

Sidwell contributes 7% of gross salary to a 403(b) retirement plan, with a 3% employee contribution, along with generous paid time off including school breaks, federal holidays, personal days, and paid family leave. Additional benefits include free lunch and parking, public transportation support, access to campus facilities, childcare and summer program discounts, and other community-focused resources.

Salary: $130,000-$140,000 per year. Salary will be commensurate with experience and qualifications.

To Apply
To be considered, qualified candidates must upload a cover letter, resume, and three references through our applicant tracking system (ClearCo). To learn more about our school and current openings, please visit our website.