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Development Annual Fund and Organizational Advancement Manager

Company: Omega Institute
Date Posted: July 14, 2016

Omega Institute for Holistic Studies, Inc.

Job Description


Development Annual Fund and Organizational Advancement Manager


Department: Development

Reports to: Associate Director of Development

Classification: Exempt


About Omega

For over thirty years, Omega Institute, a nonprofit organization, has been dedicated to awakening the best in the human spirit through diverse and innovative educational experiences. This mission guides Omega in helping people find health, happiness and community while living gently on the Earth. From nurturing early dialogues on the integration of modern medicine and natural healing; to designing programs that connect science, spirituality, and creativity; to laying the groundwork for new traditions and lifestyles, Omega attracts people from all walks of life who seek inspiration, restoration, and new ideas.

Located on 250 acres in the beautiful Hudson Valley, Omega welcomes more than 23,000 people to its workshops, conferences, and retreats in Rhinebeck, New York. We also offer online learning opportunities and hold programs at exceptional locations around the world. 

Core Benefits

Core Staff benefits include health, dental, vision, life insurance, 403B plan, holidays, vacation, sick, and personal days.  In addition, core staff enjoy use of campus property (lake/beach, sauna, tennis & basketball courts, the hiking trails and the sanctuary), can attend all optional classes that are offered to program participants as well as select over 1,500 specially designed classes that are offered only to the staff community.  Core staff receive a complimentary catalog workshop as well as discounts on other catalog workshops, discounts in the Café, Omega Store, and Wellness Center.  When campus is open, we are happy to extend complimentary lunch in the dining hall to staff when they are at work.


The Annual Fund and Organizational Advancement Manager supports Omega's rapidly growing fundraising program by developing and implementing strategies for annual revenue-generating programs that include the Annual Fund multichannel campaigns (direct mail, social media, email, registration call center, etc.), Stewardship Council, and Omega Circle,  and institutional advancement (including the cultivation, solicitation, and stewardship of foundation and corporate prospects).  The Annual Funding Manager is a member of the Development team and will initiate projects and participate in all elements of fundraising activities, including direct prospect cultivation and solicitation.

The Annual Funding Manager’s primary duties directly relate to the general business operations of Omega and require the exercise of discretion and independent judgment with respect to matters of significance.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Has authority to formulate, affect, interpret, and implement development strategies, operating practices including cultivating and maintaining critical external relationships with foundation, corporations, individual donors, and Development project vendors and partners, including consultants, printers, graphic designers, book publishers, etc.
  1. Plan short- and long-term business strategies, goals, and objectives, including the facilitation of our comprehensive, multi-year fundraising plan and contributing to the master solicitation calendar, as well as make impactful decisions about identifying, developing, implementing and evaluating new opportunities to engage and solicit new and current Omega donors and provide appropriate stewardship and donor recognition.
  1. Has authority to negotiate and commit Omega in matters of significant financial impact including negotiating and drafting initial corporate sponsorship contract proposals which result in significant donation income annually
  2. Carry out major assignments conducting the operations of Omega, including using independent thought and discretion to: draft and manage foundation grant applications and reports; solicit corporate grants and corporate sponsorship agreements and execute deliverables; plan and implement annual fundraising appeals; plan, implement, and assist in the production of appropriate expressions of impact and gratitude; contribute to Omega's acknowledgment process,  Omega's First- Time Donor and Registration Donation programs, and management and facilitation of Friends of Omega and Omega Circle membership.
  3. Investigate and resolve matters of significance on behalf of management including vendor invoice discrepancies and corporate sponsor contracts.
  4. Assist in the preparation of individual giving briefs, agendas, and other materials for meetings with current and prospective funders, internal staff, and the Board of Directors.
  5. Proactively assist in donor stewardship and department projects, including initiating assigned projects and soliciting feedback from all necessary Omega departments and staff
  6. Support the solicitation and cultivation work of the Development Director and Chief External Affairs Officer as needed, including creating proposals, assisting with follow-up, scheduling meetings and maintaining prospect records
  7. Other job responsibilities as deemed necessary by supervisor, including data entry review, expediting solicitations, and assisting in department logistics as needed

Supervisory Responsibility

This position supervises temporary hourly Development staff members and serves as an interdepartmental point of contact for general Development project flow, with reference to Department calendar and responsibilities.

Work Details

  1. This position functions in Omega’s administrative offices on the Omega campus.
  2. Physical demands: This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets, and bend or stand, as necessary. Office workers aren't expected to perform heavy lifting regularly, but they may be expected to lift a box of paper or similar item, which weighs approximately 20 pounds.
  3. This is a full-time position.
  4. The typical days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. This schedule may vary when special needs and projects arise.


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.  Omega complies with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable New York State or local laws. Consistent with those requirements, Omega will reasonably accommodate qualified individuals with a disability if such accommodation would allow the individual to satisfactorily perform the essential functions of the job, unless doing so would create an undue hardship.

  • Minimum five years of related fundraising experience with ability to demonstrate successes
  • Bachelor’s degree
  • Excellent project management and organizational skills
  • Superlative written and oral communication skills
  • Highly responsive, timely, accurate and thorough in follow-through
  • Strategic and creative thinker with the ability to link Omega's mission and program objectives with donors' interests and priorities
  • Proficiency in Microsoft Word and Excel
  • Ability to work autonomously and meet deadlines
  • Desire to work in a team atmosphere
  • Understanding of the content of Omega’s workshops
  • Awareness of trends and development in the holistic education field
  • Alignment with Omega's mission, goals, and core values

Preferred Education and/or Experience

  • Five plus years of related fundraising experience
  • Familiarity with Raiser's Edge fundraising software is a plus



After carefully reviewing the requirements above, qualified individuals are invited to apply by sending a resume and well-crafted cover letter that serves as an introduction and includes answers to the following questions:

  • Why are you applying for this role?
  • What can you offer Omega?
  • What are the specific skills and successes you posses that qualify you for this position?
  • What do you imagine this role will offer you professionally and personally?
  • How do you know Omega’s work? Have you experienced us on campus or in some other way?
  • In what way has your professional life reflected Omega's mission statement?
  • In what way has Omega’s core values resonated within your work life and personal life?
  • Which core value do you resonate with most fully and why?
  • What are your salary requirements? (Feel free to state a range.)
  • How did you find out about this position?


Applications should be sent to: In order to expedite the internal sorting and reviewing process, please type Development Manager followed by your name (Last, First), as the only contents in the subject line of your e-mail. No phone calls, please.


Omega Institute is an equal opportunity employer.

We seek diversity within our staff that reflects the diversity of the communities we serve.