job description:
as an hni fundraising executive, your role involves the following key responsibilities and duties:
1. identify and prospect hnis: research and identify potential high-net-worth individuals who may have an interest in the organization's mission, goals, or financial contribution opportunities.
2. build and manage relationships: develop and nurture strong relationships with hnis, understanding their financial goals, interests, and philanthropic preferences.
3. present investment opportunities: present financial contribution opportunities, donation options, or financial products offered by the organization to hnis in a compelling and persuasive manner.
4. customize proposals: tailor fundraising proposals and investment strategies to match the specific interests and financial capacity of individual hnis.
5. provide information and guidance: offer detailed information about the organization's financial performance, projects, impact, and investment strategies to hnis, addressing their inquiries and concerns.
6. fundraising planning: collaborate with the organization's leadership and fundraising team to develop fundraising strategies targeting hnis, including setting fundraising goals and objectives.
7. stewardship: ensure the ongoing engagement and stewardship of hnis, keeping them informed about the organization's progress and the impact of their contributions or investments.
8. donor recognition: implement donor recognition programs and initiatives to acknowledge and thank hnis for their support, both financially and non-financially.
9. compliance and documentation: ensure that all fundraising activities adhere to legal and regulatory requirements, including documenting all financial transactions and agreements.
10. stay informed: keep up-to-date with financial market trends, investment opportunities, and philanthropic trends that may be of interest to hnis.
11. reporting and analysis: prepare regular reports on fundraising progress, donor relationships