Feb 7th, 2024

Center on Budget and Policy Priorities

Deputy Director, Individual Giving

( Washington D.C. | Hybrid )


Job Description

Position reports to:  Director of Development

The Center on Budget and Policy Priorities (CBPP) is a nonpartisan research and policy institute that advances federal and state policies to help build a nation where everyone — regardless of income, race, ethnicity, sexual orientation, gender identity, ZIP code, immigration status, or disability status — has the resources they need to thrive and share in the nation’s prosperity.

CBPP combines rigorous research and analysis, strategic communications, and effective advocacy to shape debates, affect policy, and inform effective implementation both nationally and in states. It works closely with a broad set of national, state, and community organizations to design and advance policies that promote economic justice; improve health; broaden opportunity in areas like housing, health care, employment, and education; and lower structural barriers for people of color and others in communities that continue to face systemic barriers to opportunity. CBPP promotes policies that will build a more equitable nation and fair tax policies that can support these gains over the long term. CBPP also shows the harmful impacts of policies and proposals that would deepen poverty, widen disparities, and worsen health outcomes.

The Center on Budget and Policy Priorities seeks a highly motivated and relationship-oriented Deputy Director specializing in Individual Giving to join its Development team. Reporting to the Director of Development, this role provides an exciting opportunity to create and implement CBPP’s individual giving strategies with a special focus on identifying, cultivating, and stewarding new prospects. The Deputy Director will work to increase the number of major donors to CBPP from individuals, families, and Donor Advised Funds (DAFs) and will manage the engagement strategies, solicitations, and data tracking and analysis needed to run a successful individual giving program, which includes creating and implementing a new recurring giving program as part of the overall strategy.

The Deputy Director of Individual Giving will join a nine-person development team and serve as a strategic partner to the Vice President of Development and the Director of Development. They will create and lead the individual giving program strategy, including developing and growing relationships alongside CBPP’s leadership with the organization’s top donors, leading the individual giving’s moves management strategy, and working across the team to design and implement cultivation and stewardship strategies.

Responsibilities:

Manage and grow a portfolio of 30 current major gift donors and family foundations, coordinating relationship management for senior leadership and planning timely email, phone, and in-person communications as well as a targeted multi-channel year-end campaign in collaboration with the Manager of Development Communications.

Create a strategy to effectively increase the number of mission-driven donors, steward mid-level and small-dollar donors, and increase their giving as part of creating and managing a sustainable giving program.

Lead the creation and implementation of a recurring giving program to establish a sustainable pipeline of donors and subsequent stewardship strategy and to increase the number of recurring gifts to CBPP.

Grow the major gift donors and family foundations portfolio through a crafted moves management strategy to ensure a robust pool of donors at all levels. Identify and cultivate relationships with prospective donors, engaging them in CBPP’s work and moving them through the giving pipeline. Steward current major donors and leverage Salesforce, wealth screening, and other prospect research tools to deepen relationships.

Collaborate with development colleagues, the President’s office, and others on cultivation and stewardship efforts.

Collaborate with the Manager of Development Communications on major donor proposal and report creation, alignment on the most up-to-date program language, and other fundraising collateral needs.

Provide logistical support for events, including list creation, communication with invitees, and pre- and post-event follow-up.

Lead weekly check-ins with the Director of Development to review workplans, identify challenges, and develop solutions to ensure programmatic success.

Utilize Salesforce in accordance with team processes and procedures to track individual donor engagement, gift and contact information, and moves management steps.

Participate in CBPP staff activities, proactively build cross-organizational relationships, and contribute meaningfully to an equitable and inclusive work environment.

Qualifications:

Bachelor’s degree plus seven years of experience and demonstrable success with prospecting, soliciting, and closing major and annual gifts from individuals. A relevant graduate degree may be substituted for two years of work experience.

Skilled in best practices for data-driven fundraising and growing individual giving programs

Excellent verbal and written communication skills with a demonstrated ability to articulate complex ideas clearly and tailor communications to different audiences as needed

Strong commitment to achieving economic, health, and racial justice for people with low incomes so they can meet their basic needs, and a desire to deepen knowledge of how federal, state, and local policies can address institutional and structural racism and economic segregation. While specific policy expertise is not required, the candidate should be inquisitive, eager to learn, and willing to develop a level of proficiency in CBPP’s policy areas.

Commitment to fostering equity, inclusion, and belonging on the development team, within the organization, and across policy, advocacy, and fundraising efforts.

Skilled in using CRM to manage an individual giving program. Experience with Salesforce preferred.

Experience with designing and executing events as part of a successful cultivation and stewardship strategy

Proven ability to work collaboratively across a large organization and to build and maintain productive relationships at all levels of the organization

CBPP is operating on a hybrid work schedule that includes at least two days per week in-person at our Washington, D.C. office; up to 10 percent travel for events will be expected. We will consider remote candidates for this position, but up to 20 percent travel to our office for team meetings and/or events is required. While a remote candidate would have some flexibility around their regular working hours, they would be required to attend meetings on Eastern Time as needed and would be expected to meet Eastern Time deadlines.

This position reports to the Director of Development.

Terms of Employment: full-time, exempt.

Bargaining Unit Status: This is not a bargaining unit position.

Compensation: The salary range for the role is $100,000–$120,000 annually, with the exact salary to be determined based on total relevant experience. Excellent benefits (including health insurance, vision and dental coverage, life and long-term disability insurance, retirement, MERP, and DCAP), and generous vacation, sick leave, and holiday schedules.

Please upload a cover letter and resume. In your cover letter, please include a discussion of what draws you to the Center's mission.

The Center on Budget and Policy Priorities is an Equal Opportunity Employer that values and welcomes diversity in the workplace and strongly encourages all qualified persons to apply regardless of race, color, age, sex, marital status, sexual orientation, gender identity, gender expression, genetic information, credit information, pregnancy or parental status, family responsibilities, personal appearance, creed, military or veteran status, religion, ancestry or national origin, union activities, disability, or other status protected by applicable law.

Contact email for applicants  jobs@cbpp.org