Planning and LeadershipThe Chief Development Officer is a leader and role model in effective major and planned gift cultivation, solicitation and stewardship. The CDO develops plans, directs and implements all aspects of the major and planned gifts program in conjunction with the President and Board members.
In effective performance of this role, the CDO develops annual and long-range comprehensive strategic development business plans clearly detailing goals, objectives, schedules and budgets for major and planned gifts production consistent with the vision and mission of the Augustine Institute. The CDO reports regularly to the President and Board of Directors on progress in the achievement of those plans.
Major & Planned Gifts
Focuses the organization’s development activities on securing major and planned gifts:
• Participates in case development and annual planning for major gifts initiatives.
• Works with the President, Board members and staff to be increasingly alert in the identification of prospects and to regularly strategize on their cultivation; mine current and former annual giving donors and event attendees for the identification of major gift prospects.
• Using all professional tools possible, identifies new donor prospects, manages donor research activity and creates strategy for initial contact.
• Sets production standards and supervises a system for monitoring progress in deepening relationships with major gift prospects.
• Oversees the preparation of written proposals, information materials, endowment agreements, and other materials needed to secure major gifts, pledges and grants.
• Prepare materials and talking points for the marketing of planned gift; identify prospects that are particularly well-suited to a planned gift; create relationships with local trust attorneys and financial planners to inform them of planned giving opportunities with Augustine Institute.
• Conduct informational seminars for planned giving prospects to outline the various vehicles commonly used and the benefits of each.
• Spearheads the appropriate creation and adoption of major and planned gift acceptance policies.
• Ensures the cooperative participation of the Board, staff and administrative leadership in the organization’s prospect identification, management and tracking system.
• Maintains a personal portfolio of major gift prospects.
• Directly participates in cultivation, solicitation and stewardship of the institution’s most significant major gifts.
• Coordinate with the President, Board members, and administrative leadership the existing and future naming opportunities within the organization to include a consistent recognition system.
Campaigns
The CDO provides leadership in the planning, feasibility studies, identification of principal donor prospects and leadership gift prospects, implementation, phasing, and accounting of all capital campaign initiatives:
• Works with Board as counsel to identify projects that are most suitable for campaigning.
• Serves as lead executive staff in the direction of campaign dynamics.
• Participate in developing a comprehensive stewardship program to appropriately recognize donors within standard guidelines and reinforce continued giving and involvement with the Augustine Institute.
Communication
Assists in the strengthening and promotion of the public image, philosophy and values of the Augustine Institute with public and private agencies, Catholic entities, corporations, foundations and individuals to define the role philanthropy plays in supporting the organizational mission.