Annual Fund Strategist

Lutheran Social Services Of Wisconsin And Upper Michigan Inc West Allis , WI 53214

Posted 2 months ago

The Annual Fund Strategist will provide leadership for support of the fundraising efforts of LSS through oversight of the annual fund and the internal systems, policies and procedures related to all fundraising. Reporting directly to the Vice President of Fund Raising, the critical role of the Annual Fund Strategist is to establish a clear action plan, goals, priorities and accountabilities to expand the base of supporters and increase revenue. The Annual Fund Strategist will operate in coordination with the overall development program of the Foundation in keeping with its mission and in compliance with its policies and guidelines.

Essential Duties and responsibilities:

This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

  • Develop and lead a multi-channel annual gifts program, focus on upgrading existing donors, and increasing average gift amounts to build the base of donors with the goal of retaining an increasing number of regular supporters and constructing a broader and more generous Major Gifts pipeline. This role will manage the overall function of this program while working collaboratively within the organization to retain donors from all income generating areas and build the Major Gifts pipeline.

  • Responsible for planning and implementing monthly appeals across multiple platforms (direct mail, email, online) with a high degree of customization and emotional appeal.

  • Cultivate and manage upgrades from Direct Mail and convert to major donors across the organization through personalized solicitations.

  • Ensure donor stewardship and prospect experience is protected, and that donors are recognized and acknowledged timely and appropriately.

  • Work closely with team to identify, research, analyze, develop fundraising strategies and build Major Giving pipeline.

  • Through strategic analysis, stewardship, and team work, retain donors from other revenue streams and convert event attendees and episodic donors to annual donors.

  • Identify, evaluate and recommend current and potential major gift prospects and assess their ability to financially support the Foundation and LSS ministry initiatives. Provide research and analysis of biographical, philanthropic, professional and financial information of donors and prospects. Prepare qualified lists and written profiles to support the cultivation of individuals.

  • Identify a mid-level donor group, and create a strategy for engagement for upgrade potential.

  • Establish systems, processes and procedures to best manage and track donor upgrades, as well as data cleansing, data entry and prospect research.

  • Serve as an active prospect identifier, targeting prospects for personal visits and moving annual donors through the donor pyramid into the next giving level. Make creative connections between and among people, events, programs, and their associated circles through things such as donor clubs and other opportunities for challenges and matching gifts.

  • Work with Marketing to create donor-centric campaigns from end-to-end including design, mail house, on-line and acknowledgement processes, as well as the development of newsletter stories.

  • Oversee budgets, progress, deadlines, goals and objectives related to annual giving Position Requirements.

  • Create timely department gift reports for monthly analysis and reporting to the Board of Directors.

  • Other duties as assigned.


  • Medical/Dental/Vision Insurance

  • Flex Spending for Dependent & Health Care

  • Mileage reimbursement

  • Paid Time Off

  • 10 Paid Holidays

  • Ability to Contribute to 403B

  • Employee Assistance Program

  • Service Awards and Recognition


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Upon offer, candidates must successfully complete the necessary background, caregiver, medical and any other checks required, according to program requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Bachelor's degree in related field is required. A minimum of 5 years' of related experience; experience working in nonprofit fund raising preferred. Experience doing in depth prospect research for potential 5 and 6 figure gifts is a plus. Prior campaign and annual fund experience is strongly preferred. Supervisory experience is also preferred.

  • A passion for human services is required.

  • Demonstrated ability to employ solutions-based analysis of existing systems and structures and to improve or streamline for greater efficiency and productivity.

  • Experience and demonstrated success in strategic fundraising, planning and implementation. Able to see the full picture and translate it into actionable fundraising strategies.

  • Extensive hands-on experience with Raiser's Edge, Excel and Contact Management Systems; experience with the use of data mining and analysis tools such as Crystal Reports a plus.

  • Use of database technologies, including coding structures, moves management, reports, data analysis and modeling.

  • Strong customer focus and ability to build customer centric relationships. Ability to relate openly and comfortably with diverse groups of people, and build networks inside and outside of the organization.

  • Willingness to take on new challenges with a sense of urgency and enthusiasm, while also able to rebound quickly from setbacks and adversity.

  • Excellent interpersonal, oral and written communication and organizational skills.

  • Able to persuade others and use compelling arguments to gain the support and commitment of others.


The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements.


Effective and efficient verbal and written communication skills are required.


Working knowledge of computers to allow employee to access computer systems and applications to complete timecards, read and respond to email, and complete required on-line training.

TRAVEL: Ability to travel on day trips as required up to 20%. Some overnight travel may be required.

LSS is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other characteristic protected by federal, state or local law.

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Annual Fund Strategist

Lutheran Social Services Of Wisconsin And Upper Michigan Inc