Position: Annual Giving Officer, 1798 Circle

Department: Development & Alumni Relations

Location: Caroline Saltonstall Building

Hours: Full-time; generally 8:30 AM -5:00 PM M-F and some weekend and evening

flexibility required

FLSA: Exempt

Milton Academy is an independent college preparatory K–12 school, boarding and day in grades 9–12, located south of Boston.

Milton Academy cultivates in our students a passion for learning and a respect for others. Milton students grow by developing their own identities, learning from and listening to the lived experiences of others, and living and working among peers whose differences they accept with respect and care.

In our ongoing work to create the anti-oppression environment at Milton—free from bias, injustice, and bigotry—that our values demand, we encourage each other to explore our own histories and identities, be open to learning from others, seek to understand the world around us with a critical lens, and strive to practice ways of interacting with one another that ensure all students and adults feel safe, supported, and able to express all aspects of their identities without judgment or hate.

In our dynamic community, we honor that Milton students challenge each other to build a foundation upon which to leave Milton and partner with their future communities to help create a more just world and in those spaces that are dissonant to our values, to have the courage to speak up and live by our motto, “Dare to be true.”

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.

• Recruit and train both new and returning 1798 Circle volunteers through a combination of face-to-face and virtual interactions.

• Provide timely training, ongoing support, consultation, and direction for volunteers (including schedules, Milton news that may impact their fundraising efforts, reports, donor lists, sample text, and toolkits).

• Set annual goals and develop strategic direction for volunteers to achieve those goals that add value and align with the Milton Fund’s mission.

• Participate in the development and implementation of Milton Fund’s priorities; prepare key reports as needed.

• Work with the Milton Fund team to ensure coordinated, synchronized efforts during the solicitation and stewardship cycle.

• Other responsibilities and duties as assigned; some travel required.

Supervision to be received: Reports to the Director of the Milton Fund

Education

Required: Bachelor’s degree

Preferred:

Experience

Required: 4+ years of fundraising, or alumni relations; proven track record of meeting solicitation goals; strong volunteer management skills.

Preferred: Experience in an independent school or college environment.

Technical:

Required: Strong computer skills, command of Microsoft Office and Google.

Preferred: Experience using Raiser’s Edge and Evertrue.

Physical Abilities:

Required: Must be able to work at a computer for up to 8 hours each day in

conjunction with OSHA requirements. Must be able to lift small packages

(up to 5 pounds). Must be able to move around Milton's campus. Must

be able to participate in overnight trips away from Milton Academy.

Other required experience and abilities:

Required:

• Willingness to make cold calls with prospects and donors.
• Ability to establish rapport and cultivate relationships with prospects and donors; established record of closing 4-figure gifts.
• Be a genuine, invested, and flexible team player.
• The position requires outstanding time management skills, written and oral communication skills, organization skills, and attention to detail.
• Must be self-motivated, and able to work well both independently and cooperatively; proven success working as a member of a team.
• Ability to manage and balance competing priorities, complex situations, and tight deadlines in a fast-paced environment.
• Strong attention to detail and problem-solving skills.
• Driven to achieve goals.
• Ability to analyze data and incorporate results.
• Receptive to supervision and professional development.
• Maintain a high level of discretion when dealing with sensitive information.
• Understanding of and a strong commitment to the mission of Milton Academy; familiarity with independent school environment helpful.

All interested internal candidates must complete an application for promotion or transfer and

Inform your supervisor as soon as possible.

The essential functions and basic skills have been included in this job description; it is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This position description is subject to change at any time.

An equal-opportunity employer, Milton embraces diversity and the pursuit of excellence. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race (including natural and protective hairstyle), color, sex (including pregnancy and pregnancy related conditions), sexual orientation, gender identity, gender expression, religion, religious creed, physical or mental disability, age genetic information, veteran status, ancestry, citizenship, national or ethnic origin or any other status protected by applicable law.