Tree Research and Education Endowment Fund
Position Description and Application Information for
REPORTS TO: President and CEO
POSITION TYPE: Full Time, Exempt Employee; typically 37-40 hours per week
ORGANIZATION SUMMARY: Tree Research and Education Endowment Fund (TREE Fund) is a 501(c)3 nonprofit organization established in 2002 to fund research, education and community engagement programs that benefit our urban and community forests, and the professionals who care for them, on a world-wide basis. Grants are competitively awarded to researchers, arboretums, community service providers, schools and other organizations whose programs are consonant with TREE Fund’s mission. TREE Fund expects to raise a combined total of ~$1.5 million in 2017 for operating and endowment purposes. TREE Fund’s endowment is held by the Chicago Community Trust, and is currently valued at ~$3.7 million. In conjunction with a strategic desire to reduce dependence on fundraising event revenues, TREE Fund is currently in the quiet phase of an endowment building campaign that is expected to go public in late 2017, while also working to expand individual and corporate appeal programs. TREE Fund has a staff of four full time professionals based in Naperville, Illinois, and supported by various independent contractors and volunteers; all staff report directly to the President and CEO, who reports to a 15-member national Board of Trustees. TREE Fund’s principal community engagement and fundraising event is an annual 500+ mile cycling tour called the STIHL Tour des Trees, which will next be held in the Washington, DC metropolitan area from July 30 to August 5, 2017. See treefund.org and stihltourdestrees.org for additional information.
POSITION SUMMARY: The Development Manager will be the President and CEO’s key advisor and ally through an endowment building campaign that will likely run through 2020, while also ensuring that ongoing unrestricted operating fundraising successfully supports all annual activities. He/she will work collegially and collaboratively with the President and CEO and other team members to develop, implement, and maintain all appeal-based, corporate partnership, planned and major gift programs for both annual operating and endowment purposes. The Development Manager will be expected to engage and maintain an active portfolio of major and planned gift prospects using documented moves management systems or related techniques, and will be expected to both make asks him/herself and to empower the President and CEO, Trustees, or other solicitors to do so. The position is both an “inside” and “outside” role, with an expectation that office and desk time will be balanced with personal meetings and contacts outside of the office, with a special focus on expanding networks and fundraising opportunities in the greater Chicago market. The Development Manager will also be expected to work with other team members to ensure that nonprofit best practices for gift solicitation, documentation and acknowledgement are applied to in an efficient and effective fashion using a variety of office and web technology and systems (e.g. Crowdrise, Raisers Edge, QuickBooks, QGiv, WiseHive, etc.) While the Development Manager will secure partnership and in-kind fundraising support for the STIHL Tour des Trees and other TREE Fund community engagement events, this position is not primarily a special events management role, but rather a professional position intended to leverage TREE Fund’s community engagement events for other longer-term development and community engagement successes.
MAJOR DUTIES AND RESPONSIBILITIES:
- Work with President and CEO to develop and execute TREE Fund's annual fundraising plan, in conjunction with the annual budget cycle (TREE Fund is on a calendar fiscal year);
- Work with President and CEO to develop and execute TREE Fund’s endowment building campaign, with a target goal of securing ~$3.0 million in new or additional permanently restricted funding by the end of 2020;
- Secure financial support from individuals, foundations, government entities, small businesses and corporations;
- Work collegially with other team members to ensure that data entry and gift processing/acknowledgement are handled in a timely and compliant fashion; while TREE Fund has a Raisers’ Edge database, the organization is currently considering shifting to other gift processing and research approaches, and the Development Manager will advise the President and CEO on future systemic approaches;
- Develop and maintain ongoing relationships with a documented portfolio of major and planned gift prospects;
- Create and execute a strategy for a large sustained base of annual individual donors, to include regular segmented appeals throughout the year;
- Work collegially with other team members to provide partnership and in-kind fundraising support of all community engagement events;
- Develop and track proposals and reports for all foundation and corporate fundraising, and ensure that all partnership commitments are adhered to and met in timely fashion;
- Meet prospective donors and supporters on a continual basis to establish effective communications with them;
- Oversee grant seeking including research, proposal writing, and reporting requirements;
- Expand TREE Fund’s current planned giving program with a focus on deferred gifts, fully leveraging benefits of TREE Fund’s partnership with Chicago Community Trust;
- Make public appearances and accept speaking engagements to share information about TREE Fund with the community; such appearances must have documented development value;
- Serve as staff liaison to Board of Trustees’ Development Committee meetings.
- Work closely with other team members to provide content for periodic newsletters, advertisements and marketing pieces designed to support the development program;
- Demonstrate sober, professional conduct at all times while representing TREE Fund on the job, most especially when traveling, speaking or appearing on behalf of TREE Fund at community engagement events which may blur lines between social and professional relationships;
- Perform other related duties as requested.
OFFICE AND WORK EXPECTATIONS:
- TREE Fund’s offices are small and collegial, and require an ability to work constructively, respectfully, and collaboratively in close proximity with other team members, while engaging in normal office activities such as sitting, standing, speaking on the phone and in meetings, listening, and occasional lifting or moving of objects up to 25 pounds; reasonable accommodations may be made for those requiring them in any of these areas;
- The Development Manager is expected to spend ~60% of his/her time in the Naperville office, ~20% of his/her time on local travel outside the office (e.g. no overnight stays or flights), and ~20% of his/her time on travel outside the office and market, involving overnight stays and air travel; travel outside the market will typically be scheduled far enough in advance to not adversely or abruptly impede family or personal time, though on occasion, events may arise that will result in short-turnaround trips;
- The Development Manager is an exempt professional position, and the incumbent will be expected to manage his/her time in a fashion that is commensurate with expectations for exempt employees under Fair Labor Standards Law; on occasions given the seasonal and cyclical nature of our work, this will require the employee to work more than 40 hours in a given week without additional compensation, though this will not be norm.