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Candidate & Position Description

Chief Philanthropy Officer

Organization Overview

The Winston-Salem Symphony is one of oldest and most respected professional arts organizations in North Carolina’s Piedmont Triad, an area of over 1.6 million residents that serves as one of the primary manufacturing and transportation hubs of the southeastern United States. Recognized as an artistic leader and lauded for its high quality performances, the Winston-Salem Symphony was established in 1946 as a civic orchestra on the campus of Salem College, incorporated as a professional orchestra in 1952, hired its first full-time conductor in 1955, and is now led by its fourth music director, Maestro Robert Moody.

Over the past 69 years, the Winston-Salem Symphony has grown into a nationally recognized regional orchestra employing 75 professional musicians on a per service basis. Currently, the orchestra performs 35-40 concerts per year, presenting both classical masterworks and popular repertoire. The Symphony also boasts a nearly 100-voice volunteer Chorale and an inspiring music education program that includes in-school chamber ensemble and full orchestra programs, family concerts, a Youth Orchestras program consisting of three ensembles, and a new Academy of Music & Arts collaboration with The Salvation Army of Greater Winston-Salem that provides after-school instrumental music instruction to under-served youth.

A volunteer Board of Directors comprised of 40 elected and five ex-officio Directors governs the Winston-Salem Symphony. Merritt Vale has served as President and CEO for nearly 18 years, leading an administrative team of 12. The WSS has successfully balanced its budget 14 of the last 17 completed fiscal years and the past 12 consecutive years except for 2012-2013, when it missed balancing the operating budget by less than 1% (it concluded the following year with an exceptional six-figure surplus). This consistent success is attributed in great part to steady ticket sales, a strong, growing annual fund campaign, and the earnings from a modest endowment. For more information visit the WSS website at: .

Community

Winston-Salem, known as the “City of Arts and Innovation,” is located in the heart of North Carolina in what is known as the Piedmont Triad. North Carolina offers a moderate climate with four distinct seasons, a culture infused with a rich history and wonderful recreational opportunities, with access to world-class health care, and outstanding sporting events.

Winston-Salem is the fifth largest city in the state, with a population of nearly 240,000. Served by four interstate highways and an international airport, the Piedmont Triad is conveniently located an equidistant short trip to Raleigh-Durham and Charlotte, as well as halfway between Atlanta and Washington, D.C. Winston-Salem lies in close proximity to a variety of beautiful landscapes, with the majestic Blue Ridge Mountains to the west and the sunny warm-water beaches of the Atlantic Coast to the east.

Historically a thriving manufacturing town, the City’s most enduring identity comes from its arts heritage with its deep roots in the traditions of its Moravian forefathers. Today’s Winston-Salem has transformed from a manufacturing focus into a lively community of arts and culture, home to many arts institutions, a vibrant network of colleges and universities, including the University of North Carolina School of the Arts, state of the art medical and health care facilities, a growing biotech/innovation quarter, and the nation’s first arts council. Celebrated for its long-standing tradition of supporting the arts, the benefits of living in Winston-Salem include a lively downtown full of history, music, and the visual arts.

Winston-Salem also boasts corporate headquarters like HanesBrands, Inc., Krispy Kreme, Reynolds American and BB&T Corporation, and a significant presence from other major corporations like Wells Fargo Pepsi Cola, B/E Aerospace, Lowe’s Foods, Caterpillar and more. To learn more about Winston-Salem, North Carolina, visit the Chamber of Commerce and Visit Winston-Salem websites at: and .

Chief Philanthropy Officer Opportunity

Position Overview

The WSS seeks an inspiring, collaborative and strategic leader to become its next Chief Philanthropy Officer (CPO). The successful candidate will be committed to the Symphony’s mission and will serve as the leader of its philanthropy team. Working in partnership with the President & CEO and Board of Directors, the CPO will be an integral member of the organization’s executive leadership team and will be responsible for securing revenues required to support institutional operating requirements and for helping lead a multi-million dollar comprehensive campaign.

As the WSS prepares to celebrate 70 years of service to the region and to launch its first comprehensive fundraising campaign in twenty years (and only the second campaign of its 70-year history) beginning in June 2016, this is a prime opportunity for the CPO to be the principal architect of a growing philanthropic program. S/he will build on existing philanthropic efforts and aggressively pursue new opportunities for funding and engagement in support of the WSS mission, vision and strategic plan.

The CPO will play a crucial role in the dynamic expansion of WSS philanthropic strategies, forging new relationships and leveraging current ones to achieve annual philanthropic goals of raising $1.5 million+ in individual, corporate, foundation/other grant, and event revenues, and in achieving continued endowment growth through implementation of a planned giving program. The CPO will be personally responsible for cultivating and managing major gifts relationships with current or high potential major individual and institutional supporters.

To accomplish these objectives, the CPO will work to diversify WSS prospect pools for donors, board and other volunteer members, and will work closely with team members, the President & CEO, and the Board of Directors to secure funding for new initiatives and to ensure continued funding for existing programs.

The CPO will be a proven dynamic and strategic leader with superior relationship cultivation skills and demonstrated success in building capacity and increasing revenue. S/he will possess exceptional planning, analytical problem solving and management skills. S/he must be a skillful team leader, effective in recruiting, leading, supervising, mentoring and motivating both staff and volunteer team members.

Essential Job Accountabilities

Philanthropic Leadership, Management & Engagement

Assess the philanthropic potential of the organization. Building on successful WSS fundraising to date, and in coordination with comprehensive campaign goals, craft a sophisticated multi-year fundraising effort that generates short-term results as well as sustainable long-term growth in unrestricted and restricted funds.

• Develop a strategic and collaborative philanthropy program that includes ways to deepen and diversify the funding base and ensures consistent growth from all constituencies; increase restricted and unrestricted funds from all constituencies; carefully monitor the costs associated with fundraising; and ensure that internal resources are appropriately utilized.

• Work closely with the President & CEO to lead annual philanthropy campaigns that secure or exceed budgeted revenue streams from individuals and institutional supporters; encourage growth of online giving; ensure the highest level of ethical and financial integrity.

Talent Management & Team-Building

Building, motivating and mentoring an outstanding team is essential for success. The CPO will:

← Maintain a flexible leadership style that empowers staff through active communication and delegation, and that promotes intra- and inter-departmental teamwork.

← Foster an environment of achievement and ensure staff accountability for excellence through clearly defined and measureable goals.

← Create a climate that promotes respect for others and acceptance of alternative ideas and approaches, as well as the highest ethical standards and practices. Embrace diversity as a strategic advantage.

← Seek to offer professional development opportunities that promote the growth of individual team members and strengthen team performance.

Relationship Management:

Cultivation and stewardship of strong, meaningful relationships is the heart of the CPO’s responsibility. The CPO will:

← Partner with and support the President & CEO to ensure her efficiency and effectiveness as the organization’s chief spokesperson and fundraiser.

← Cultivate a culture of giving among board members and other high-level volunteers on philanthropy-related activities in ways that inspire them to action and strengthen their intellectual and emotional commitment.

← Guide and support key staff and volunteer leadership with respect to cultivation, solicitation and stewardship efforts, and utilize their time and talents appropriately – ensure their effectiveness as spokespersons and fundraisers.

← Identify new Board prospects who are key leaders with an affinity for the mission and programs of the WSS, with an eye towards building the WSS network.

← Enlist key members of the philanthropy team (staff and volunteer) to assist in educating current and prospective donors in ways that raise funders’ sights about the WSS’s mission and impact. Collaborate across the organization to create an environment that nurtures and integrates a major-gift fundraising mindset throughout the organization.

← Implement and nurture a new stewardship program that seeks to recognize and value relationships and patron/funder interactions from new subscribership to donation through multiple personal touch-points.

← Organize “friend-raiser/fundraiser” gatherings with donors and prospects as platforms for messaging and relationship cultivation.

← Manage fundraising consulting and vendor relationships.

← Support general institutional external relations by maintaining membership in professional and civic associations and supporting industry-appropriate local, state and federal advocacy initiatives.

Portfolio Management

In addition to managing the institutional donor portfolio with support from the philanthropy team, the CPO is personally responsible for cultivating and managing a major gifts donor portfolio subset. In these two capacities, the CPO will:

← Build and maintain a portfolio of current and prospective major gift donors (individuals and foundations).

← Plan and maintain an aggressive schedule of face-to-face visits, personally cultivating and soliciting major gift commitments from this donor portfolio at target levels mutually agreed with the President & CEO.

← Manage necessary research and qualification of prospective donors to support moves management planning.

← Develop philanthropic affinity groups to segment by demographic, geographic location and program interests.

← Systematically identify, cultivate, solicit and steward new individual and institutional donors capable of making significant contributions to the WSS. Educate targeted donors on the WSS mission, programs and projects, and develop specific strategies and tailored cases for support.

← Maintain existing donor relationships and deepen those alliances through regular, relevant communications and stewardship between donors and the philanthropy team.

Knowledge, Skills & Abilities

The ideal candidate will possess exceptional relationship cultivation and management skills, and equally outstanding oral and written communication skills. S/he will have demonstrated a minimum of five years of professional fundraising experience in an arts organization of similar or larger size, or equivalent fundraising experience in another field, along with the following additional experience and attributes:

• Bachelor’s Degree required; Master’s Degree in management or arts administration, or fundraising certification a strong plus

• An intense desire to lead and to innovate.

• Proven track record of personally closing and sustaining high 5-7+ figure gifts, utilizing moves management

• Demonstrated ability to build, supervise and motivate teams and individuals in a collaborative manner

• Minimum of two years direct supervisory experience strongly preferred

• Results-driven, resourceful and action-oriented

• Excellent planning and organizational skills

• Flexibility and creativity

• Thrives in a collaborative, but intense and fast-paced work environment

• Technologically savvy with excellent Microsoft Office skills and solid experience with fundraising software, experience with Patron Manager/Salesforce a plus

• Demonstrated comprehensive, planned giving and endowment building campaign experience; campaign management experience a plus

Conditions of Employment

• Successful completion of a criminal history and national sex offender registry background clearances

• Successful drug screening may be required

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