Edtech.com's Summary

The Commit Partnership is hiring an Associate, Major Giving to support its Philanthropic Investments team by managing individual investor engagement, project coordination, and prospect research. The role involves developing and tracking engagement strategies, qualifying potential donors, and maintaining accurate donor data to help secure the organization's annual budget.

Highlights

Manage major giving projects by developing plans, timelines, and tracking tools to support individual giving strategies.
Maintain and organize the major giving prospect pipeline, prioritizing prospects in collaboration with leadership.
Conduct prospect research and qualification, analyzing philanthropic interest and financial capacity.
Maintain donor interaction records and track fundraising metrics using Salesforce or similar CRM systems.
Provide administrative support including scheduling, documentation, and preparation for donor meetings
Proficiency required in Word, Excel, PowerPoint, and Salesforce or similar CRM platforms.
Qualifications include an associate degree or higher and 3-5 years of experience in business, nonprofit administration, or fundraising.
Preferred experience includes managing a donor pipeline, using wealth screening tools, and familiarity with Salesforce Nonprofit Marketing Cloud.
Salary range is $60,000 to $78,000 annually.
Strong communication, organizational, problem-solving skills, and a passion for public education required.

Associate, Major Giving Full Description

Position Overview
The Commit Partnership (“Commit”) seeks an experienced, solutions-oriented professional who is committed to our mission to serve as an Associate of Major Giving. This person will report directly to Commit’s Managing Director of Philanthropic Investments. The Philanthropic Investments (PI) Team plays an integral role in supporting the mission, vision, and impact of Commit by cultivating, securing, and stewarding investors in the organization’s work. We work collaboratively across the organization and with external partners to secure an annual budget of at least $43M. The Associate, Major Giving, will be a key contributor to the success of the Philanthropic Investments team by supporting individual investor engagement, project management, and prospect research efforts. This role will be responsible for assisting the Managing Director of Philanthropic Investments and the Director of Major Giving in developing and tracking engagement strategies, identifying and researching prospective investors, and ensuring the smooth execution of individual Major Giving investment initiatives. The role requires a strong level of decision-making, judgment, and analytical ability to assess the capacity, alignment, and readiness of potential donors. The ideal candidate is detail-oriented, organized, and enthusiastic about leveraging data and research to enhance the team’s fundraising capabilities. Reporting to the Managing Director of Philanthropic Investments, the Associate will play a critical role in maintaining team workflows and contributing to the overall fundraising strategy.

Salary Range
$60,000-$78,000

Essential Duties and Responsibilities
1. Major Giving Project Management

Support the execution of individual giving strategies and initiatives by developing project plans, timelines, and tracking tools.
Coordinate cross-functional efforts to ensure that projects are completed on time and align with team goals.
Monitor, track, and report on moves management and the progress of individual giving strategies, providing updates to PI Team leadership.

2. Pipeline Management & Collaboration

Maintain and organize a Major Giving prospect pipeline, tracking the qualification status and next steps for each lead.
Collaborate with the Managing Director of Philanthropic Investments and the Director of Major Giving to prioritize prospects and align strategies for engagement.

3. Prospect Research & Qualification

Identify and research potential leads, analyzing philanthropic interests, financial capacity, and alignment with organizational goals.
Utilize a defined qualification process to evaluate leads and determine if they meet the criteria for active cultivation, exercising sound judgment and decision-making.
Prepare detailed profiles and reports to share qualified prospects with Portfolio Managers.

4. Data Management & Reporting

Assist in maintaining accurate and up-to-date records of donor interactions in Salesforce.
Track metrics and outcomes for individual giving initiatives, creating regular reports to evaluate success and inform strategy.

5. Team Collaboration & Administrative Support

Work closely with the Manager of Philanthropic Investments to ensure alignment and coordination across individual investment efforts.
Provide administrative support, including scheduling, documentation, and preparation of materials, for donor meetings and other PI team initiatives.
Participate in team meetings and contribute to brainstorming sessions to enhance donor engagement strategies.

Qualifications and Skills Required

Have a passion for public education and a commitment to excellence for all students.
Be an ambitious self-starter who thrives in a fast-paced, entrepreneurial environment who is eager to learn and contribute.
Exhibit strong critical thinking and problem-solving skills.
Demonstrate strong organizational skills and attention to detail.
Possess excellent verbal and written communication skills.
Able to adapt quickly to frequent change.
Proficient in Word, Excel, PowerPoint, and Salesforce (or similar CRM).

Required Education and Experience

Associate degree or higher in business, nonprofit administration, fundraising, or other related fields.
3 - 5 years of experience in business, nonprofit administration, fundraising or other related field.

Preferred:

Experience in building and managing a high performing pipeline of individual investors for a nonprofit organization.
Experience with Salesforce Nonprofit Marketing Cloud with the knowledge, understanding and ability to maintain accurate record keeping.
Experience utilizing Donor Search (or other wealth screening tool) to qualify leads for entry into the investor pipeline.
Experience as a classroom teacher.

Philanthropic Investment Team Standards

To be successful in this role, the ideal candidate should embody the following qualities:

Relationship-Driven: Passionate about building and nurturing relationships both within the organization and externally with investors, partners, and other stakeholders. Understand that relationships are the foundation of our work.
Data-Obsessed: Demonstrated ability to analyze and communicate outcomes and impact with a focus on measurable results. You thrive on using data to guide decisions and demonstrate progress.
Customer Service Mindset: Committed to providing a high level of service to investors, partners, and internal stakeholders, with a focus on ensuring they feel supported, valued, and informed.
Proactive, Entrepreneurial, & Innovative: A self-starter with the ability to take initiative, manage multiple projects, and identify new opportunities for engagement and growth. Embraces innovation, is not afraid to think outside the box, and has an entrepreneurial mindset focused on advancing the mission.
Collaborative & Team-Oriented: Operate with a team-first mindset, bringing your individual strengths to the table while recognizing the importance of collective success.
Meticulous About Processes & Systems: Detail-oriented, with a strong commitment to maintaining organized systems, accurate data, and efficient workflows.
Commitment to Learning: Continually strives to learn and grow both in terms of professional skills and understanding of the educational landscape and Commit’s work, remaining open to new ideas and feedback.
Impact-Focused Communicator: Obsessed with proactively communicating to stakeholders and able to distill complex information into compelling, data-driven narratives that communicate impact and engage stakeholders at all levels.

Language Skills

Ability to read and write in Standard American English.
Ability to understand sentences and frequently used expressions related to areas of most immediate need.
Ability to communicate in simple and routine tasks requiring a simple and direct exchange of information on familiar and routine matters.
Ability to describe in simple terms aspects of his/her background, immediate environment and matters in areas of immediate need.

Knowledge, Skills, and Abilities

Ability to establish and maintain cooperative working relationships with others.
Ability to interact with people of various social, cultural, economic, and educational backgrounds.
Ability to listen perceptively and convey awareness.
Ability to interact diplomatically with the public in a continuous public contact setting.
Ability to work as part of a team and in a team environment.
Ability to maintain level-headedness in the face of resistance and contrary opinions.

Work Environment

This is a Dallas-based position with a minimum requirement to be in person at the Commit Partnership offices on Mondays, Wednesdays, and Thursdays from 9:00 am – 5:00 pm and remote on Tuesdays and Fridays which requires reliable internet connection.

Job Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed must be representative of the knowledge, skills, minimum education, training, licensure, experience, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Commit Partnership is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by federal, state, or local laws.

Our commitment to equal employment opportunity applies to all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and termination. We are dedicated to fostering a workplace where all employees feel valued, respected, and empowered to contribute to our mission.

Original Job Description

Support the execution of individual giving strategies and initiatives by developing project plans, timelines, and tracking tools.
Coordinate cross-functional efforts to ensure that projects are completed on time and align with team goals.
Monitor, track, and report on moves management and the progress of individual giving strategies, providing updates to PI Team leadership.

2. Pipeline Management & Collaboration

Maintain and organize a Major Giving prospect pipeline, tracking the qualification status and next steps for each lead.
Collaborate with the Managing Director of Philanthropic Investments and the Director of Major Giving to prioritize prospects and align strategies for engagement.

3. Prospect Research & Qualification

Identify and research potential leads, analyzing philanthropic interests, financial capacity, and alignment with organizational goals.
Utilize a defined qualification process to evaluate leads and determine if they meet the criteria for active cultivation, exercising sound judgment and decision-making.
Prepare detailed profiles and reports to share qualified prospects with Portfolio Managers.

4. Data Management & Reporting

Assist in maintaining accurate and up-to-date records of donor interactions in Salesforce.
Track metrics and outcomes for individual giving initiatives, creating regular reports to evaluate success and inform strategy.

5. Team Collaboration & Administrative Support

Work closely with the Manager of Philanthropic Investments to ensure alignment and coordination across individual investment efforts.
Provide administrative support, including scheduling, documentation, and preparation of materials, for donor meetings and other PI team initiatives.
Participate in team meetings and contribute to brainstorming sessions to enhance donor engagement strategies.

Qualifications and Skills Required

Have a passion for public education and a commitment to excellence for all students.
Be an ambitious self-starter who thrives in a fast-paced, entrepreneurial environment who is eager to learn and contribute.
Exhibit strong critical thinking and problem-solving skills.
Demonstrate strong organizational skills and attention to detail.
Possess excellent verbal and written communication skills.
Able to adapt quickly to frequent change.
Proficient in Word, Excel, PowerPoint, and Salesforce (or similar CRM).

Required Education and Experience

Associate degree or higher in business, nonprofit administration, fundraising, or other related fields.
3 - 5 years of experience in business, nonprofit administration, fundraising or other related field.

Preferred:

Experience in building and managing a high performing pipeline of individual investors for a nonprofit organization.
Experience with Salesforce Nonprofit Marketing Cloud with the knowledge, understanding and ability to maintain accurate record keeping.
Experience utilizing Donor Search (or other wealth screening tool) to qualify leads for entry into the investor pipeline.
Experience as a classroom teacher.

Philanthropic Investment Team Standards

To be successful in this role, the ideal candidate should embody the following qualities:

Relationship-Driven: Passionate about building and nurturing relationships both within the organization and externally with investors, partners, and other stakeholders. Understand that relationships are the foundation of our work.
Data-Obsessed: Demonstrated ability to analyze and communicate outcomes and impact with a focus on measurable results. You thrive on using data to guide decisions and demonstrate progress.
Customer Service Mindset: Committed to providing a high level of service to investors, partners, and internal stakeholders, with a focus on ensuring they feel supported, valued, and informed.
Proactive, Entrepreneurial, & Innovative: A self-starter with the ability to take initiative, manage multiple projects, and identify new opportunities for engagement and growth. Embraces innovation, is not afraid to think outside the box, and has an entrepreneurial mindset focused on advancing the mission.
Collaborative & Team-Oriented: Operate with a team-first mindset, bringing your individual strengths to the table while recognizing the importance of collective success.
Meticulous About Processes & Systems: Detail-oriented, with a strong commitment to maintaining organized systems, accurate data, and efficient workflows.
Commitment to Learning: Continually strives to learn and grow both in terms of professional skills and understanding of the educational landscape and Commit’s work, remaining open to new ideas and feedback.
Impact-Focused Communicator: Obsessed with proactively communicating to stakeholders and able to distill complex information into compelling, data-driven narratives that communicate impact and engage stakeholders at all levels.

Language Skills

Ability to read and write in Standard American English.
Ability to understand sentences and frequently used expressions related to areas of most immediate need.
Ability to communicate in simple and routine tasks requiring a simple and direct exchange of information on familiar and routine matters.
Ability to describe in simple terms aspects of his/her background, immediate environment and matters in areas of immediate need.

Knowledge, Skills, and Abilities

Ability to establish and maintain cooperative working relationships with others.
Ability to interact with people of various social, cultural, economic, and educational backgrounds.
Ability to listen perceptively and convey awareness.
Ability to interact diplomatically with the public in a continuous public contact setting.
Ability to work as part of a team and in a team environment.
Ability to maintain level-headedness in the face of resistance and contrary opinions.

Work Environment

Job Requirements

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Associate, Major Giving

Edtech.com's Summary

Associate, Major Giving Full Description

Executive Director, Penn College Foundation

Director of Impact and Partnerships

Major Gifts

Senior Associate Director of Annual Giving Data Production and Reporting - Advancement and Alumni Engagement

Director of Development - Woodruff Health Sciences Center