As a Nonprofit Fundraising Consultant, you will help make that possible.

You will work alongside Catholic parishes, faith-based organizations, and mission-
driven nonprofits to strengthen their organizations. You will serve as a trusted advisor to
nonprofit leaders, boards, development teams, and volunteers, helping them
understand where they are today, envision where they can go, and build the strategies
and systems to get there.

This role requires someone who can move comfortably between strategy and execution,
data and relationships, coaching and accountability. You will need to anticipate needs,
think critically and strategically, ask thoughtful questions, identify opportunities, solve
complex challenges, and bring people together around a shared vision.

This is a full-time, in-office position based at The Root Agency headquarters in Dunedin,
Florida, with time spent at local client locations as needed. The position reports to the
Director of Client Services.

 Lead Client Strategy & Relationships

• Serve as a trusted strategic partner to a portfolio of nonprofit clients, working as part of a collaborative Root Agency team.
• Build authentic, long-term relationships with nonprofit leaders, boards, development professionals, donors, and other key stakeholders.
• Facilitate regularly scheduled client meetings that move organizations from conversation to action through coaching, strategy, training, recommendations, and deliverables.
• Understand each client's mission, goals, challenges, opportunities, and organizational context.
• Anticipate client needs and proactively identify opportunities to strengthen organizational and fundraising outcomes while navigating complex decisions with clarity and a data-informed perspective.

 Strengthen Fundraising Capacity

• Conduct organizational and development assessments that identify strengths, gaps, opportunities, and priorities.
• Develop and implement fund development strategies and fundraising plans.
• Coach nonprofit leaders and teams in major gift strategy, donor cultivation, solicitation, stewardship, and relationship development.
• Help boards understand and embrace their role as ambassadors, advocates, and philanthropic leaders.
• Conduct donor, prospect, corporate, foundation, and other philanthropic research to identify strategics to strengthen donor pipeline and long-term philanthropic relationships.
• Help clients build fundraising systems and practices that are sustainable beyond the immediate engagement.
• Facilitate nonprofit leadership, board, fundraising, and professional development trainings.

Guide Capital Campaigns

• Support capital campaign feasibility and readiness studies.
• Help organizations determine whether they are prepared to pursue a successful campaign.
• Develop campaign strategies, timelines, goals, leadership structures, and implementation plans.
• Coach campaign leaders, executive teams, boards, and volunteers through the campaign process.
• Help clients translate a vision for facilities, programs, or mission growth into a compelling philanthropic opportunity.

Drive Data-Informed Decisions

• Analyze data and information to identify meaningful trends, challenges, opportunities, and recommendations.
• Translate complex information into clear strategies and actionable next steps.
• Identify process improvements that strengthen fundraising effectiveness and organizational efficiency.
• Prepare agendas, presentations, reports, recommendations, meeting notes, and next actions that keep clients moving forward.
• Use project management systems to ensure client commitments and deliverables remain on track.
• Collaborate across The Root Agency's Development, Data, Design, and Delivery functions to create an integrated client experience.

Estimated percentage of work time allocation

• Preparing and Delivering Client Work Product (Includes research, analyzing, developing, writing, formatting, etc.) 50%
• Client meetings and communications 30%
• Travel 20%

• Bachelor’s degree required (preferred majors: nonprofit management, communications, public relations, or marketing but not required) with 7-8 years’ experience in nonprofit development or small nonprofit leadership. Master’s degree preferred.
• Demonstrated knowledge of nonprofit fundraising or corporate philanthropic strategy. Experience in planned giving, major gifts, and capital campaigns preferred.
• CFRE or interest in working towards CFRE required.
• Experience in a consulting role, a plus.
• Management experience leading dynamic teams of all levels.
• Must exercise a high-level of confidentiality; be coachable, highly organized, and can execute to meet project deliverable due dates.
• Must be detail and results-oriented with an ability to work in a cross-functional, fast-paced, and continuously evolving hybrid environment with diverse teams and skill sets.
• Comfortable using Microsoft 365 (Word, Excel, PowerPoint), Zoom and Adobe Creative Suite. 
• Demonstrable skills in Word: merge template functions and in Excel/Google Sheets: XLOOKUP, VLOOKUP, and Pivot Tables.
• Exhibits excellent writing, editing, formatting, presentation, and facilitation skills.
• Ability to evaluate priorities and multi-task accordingly, while keeping others apprised of status with respect to firm due dates.
• Experience pulling reports and understanding operational workflows in a variety of CRM platforms.
• Exhibits a positive professional attitude with resiliency and perseverance in working with complex projects.
• Values integrity, altruism, and our philanthropic mission.

You’ll primarily work with the following tools and applications:

• Apple products
• Google Workspace (Google Drive, Gmail, and Forms/Sheets)
• Microsoft 365 (Word, Excel, PowerPoint)
• Adobe Acrobat Pro
• Slack and Asana
• CRM Platforms Salesforce, Raiser’s Edge NXT, Bloomerang, Donor Perfect, ParishSoft, etc.
• Zoom and Google Meets video conferencing platform

How to Apply 

To apply for any position with The Root Agency, please send your:

• Resume
• Cover letter
• Salary requirements

Send application materials to: [email protected]

Qualified candidates will be contacted regarding next steps.