Annual Giving Officer, 1798 Circle

Staff / Full-Time

Milton Academy, Milton, MA

Summary of Position

The Annual Giving Officer, 1798 Circle, will advance the strategic mission of Milton by overseeing annual leadership-level solicitations with donors with a giving potential of $1,000 to $25,000+ annually to the Milton Fund.  The Annual Giving Officer (AGO) will represent the School in prospect visits or at events with the primary focus of building membership in the 1798 Circle, which recognizes Milton Fund donors who contribute $2,500 or more annually. This position manages a robust portfolio of primarily Milton alumni prospects, develops and implements strategies to sustain current success, as well as the future growth of the $6 million annual giving program. In addition to managing a portfolio of prospects, the AGO also manages a select group of leadership volunteers, the 1798 Circle Committee, who solicit their peers annually at the leadership level.

Essential Functions and Responsibilities:

  • Work with the Director of the Milton Fund as well as Leadership Gifts Officers to increase the level of 1798 Circle donors to the Milton Fund (up to $25,000+/year), with particular focus on the $2,500 through $10,000 levels.
  • Maintain a portfolio of 175-225 prospects annually in varied relationship stages including identification, cultivation, solicitation, and stewardship. Responsible for making 12 substantive contacts monthly. Leverage face-to-face and virtual meetings, phone calls, emails, and other contacts to build relationships and increase support from prospects.
  • Qualify prospects for major and planned gifts, and steward introductions to colleagues to build a major gift pipeline
  • Track and report to the Director of the Milton Fund on assigned key performance indicator metrics for portfolio
  • Coordinate efforts with the director of planned giving to ensure consistent communication about gift planning and to leverage non-traditional gifts such as donor advised funds and life income funds as a means to meet fundraising goals.
  • Collaborate closely with stewardship and donor relations to manage and execute stewardship for donors including recognition of loyalty, leadership, and volunteer service.

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Milton Academy

Milton, MA
Elementary, Middle School, High School
Day, Boarding
All Gender