Senior Development And Fundraising Specialist

Title: Senior Development And Fundraising Specialist

Location: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo.

Department: Legal & Compliance

Job Description:

Schedule:  Exempt Monday-Friday with some evenings and weekend events and local travel.

This role is HYBRID with 2-3 days per week in the office.

Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. For hybrid and remote roles, candidates are still required to reside within a commutable distance of our corporate headquarters in Vacaville, California.

We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available).

Summary:  Travis Credit Union’s (TCU) Sr. Development & Fundraising Specialist position embraces the Travis Credit Union Community Financial Wellness Fund’s (“TCU Foundation”) mission whole-heartedly and expresses that commitment through persuasive, tactful communication and by adopting strategies and policies designed to stimulate financial growth, increase employee engagement, and enhance the Foundation’s community presence and public image.

Profile:

• Provides fund-development leadership in support of the Travis Credit Union Community Financial Wellness Fund (TCU Foundation).
• Creates and implements a plan of action for fundraising initiatives and activities that align with corporate and foundation philanthropic interests and that are in the service of the Foundation’s mission and goals. Ensures that funds are allocated properly to reflect present needs and future potential.
• Manages the assets, resources and finances of the Foundation including operational and marketing budgets. Administers financial accounting and consistently reports to the Foundation’s Board on the financial status of the Foundation, monitoring the budget and ensuring sound financial controls are in place.
• Speaks, writes, and produces reports on behalf of the Foundation, and administers, reviews, and manages all other activities for the Foundation in accordance with the bylaws.
• Serves as the Foundation’s representative and spokesperson to community and strategic partners to educate, engage, and inform them about the organization’s role, goals, objectives, philosophy and accomplishments.
• Proactively pursues, develops, and maintains TCU and community relationships, communicating with and effectively engaging TCU employees, individual and corporate donors, employees and other key constituencies, prospective donors, and the community at large to achieve annual development and fundraising goals.
• Maintains a branding standard and produces effective messaging and storytelling in collaboration with Marketing, via the web site and various other communication channels, to promote the Foundation’s initiatives, programs, and funding campaigns to increase the visibility and effectiveness of the TCU Foundation.
• Ensures compliance with local, state, and federal laws, including the filing of all tax and other forms necessary to maintain the Foundation in good standing as a charitable organization under state and federal law. Responsible for custody of all Foundation records.

Skills:  

• Excellent written communication and public speaking skills.
• Detail-oriented.
• Excellent relationship-building skills with an ability to communicate and work effectively with a variety of internal and external stakeholders; a persuasive storyteller able to engage and motivate audiences.
• Keen analytic, organization and problem-solving skills, which support and enable sound decision making.
• Excellent PC skills including Microsoft Word, Excel, and Outlook.
• Working knowledge of QuickBooks.
• Ability to develop a clear understanding of the credit union’s key functional processes and resources.
• Ability to understand the requirements of the Bank Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate.
• Ability to set clear priorities and to manage time and multiple projects with proficiency.
• Ability to successfully tailor communications according to the audience.
• Ability to prepare and effectively facilitate persuasive presentations.

Reporting and Experience:  

• Reports directly to assigned department leadership.
• BA/BS in business, management, education, non-profit or related field and a minimum of 5 years of related professional experience; or a master’s degree and 3 years related experience; or equivalent work experience.
• CFRE certification required or obtained within the first 12 months of employment or transfer to position.
• A track record of fundraising success to include fundraising, marketing / branding and fiscal management experience.
• Experience working with and making presentations to boards of directors.
• Knowledge of federal rules related to 501(c)(3) organizations. A proven track record of fundraising success to include significant fundraising, marketing / branding and fiscal management experience
• Bilingual English/Spanish preferred.

Working Conditions: Work is generally performed within an office environment, with standard office equipment available and usually sedentary in nature. Requires travel to offsite locations and attending meetings during early morning, evenings and/or weekends. Travel and overnight stays may be required.

Compensation

Sr. Development & Fundraising Specialist/Grade 17:  $98,238.40 – $121,347.20

Benefits:
At Travis Credit Union, we prioritize the well‑being of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.

Eligible employees enjoy a robust benefits package, which includes:

• Competitive medical, dental, and vision insurance
• Mental health and wellness programs
• Employee performance incentive plan
• Merit-based salary increases
• 401(k) program with immediately vested employer match
• Generous holiday and vacation policies
• Exclusive TCU perks such as employee loan and credit card discounts