Director of Individual & Planned Giving

• The Director must develop and execute a growth plan, both inside and outside the workplace, at a net growth rate in revenue raised and membership consistent with the strategic plan; leveraging resources of Tocqueville Society/Leadership committees and GUW resources.
• Working with the President & CEO, Chief Development Officer, and Senior Director of Leadership & Planned Giving, the Director will develop, implement and sustain strategies for soliciting individual gifts of $1,000 or more, with a focus on gifts of $10,000 or more. The Director will identify the donor’s areas of interests through relationship development and align those interests with strategies/products/programs of Granite United Way.
• Work with the Senior Director of Leadership & Planned Giving to develop a group of volunteers to help with donor cultivation and solicitation.
• Assist with the planning of leadership and donor engagement events.
• Provide strategies, briefing materials, written proposals, and acknowledgements for the President & CEO, Board of Directors, and Senior Staff, as needed.
• Partner with Community Impact, Finance, and Marketing staff to develop written materials, supporting documents, and impact statements appropriate for donor communications.

Data and Information Management:

• Responsible for developing both long and short-range operational plans to strengthen, grow, and track the progress of major giving.
• The Director will exhibit competency in the use of the ANDAR database to retrieve data and perform comprehensive analysis and data manipulation related to major giving.
• Working with the Data team, maintain and expand upon action systems and moves management tracking within ANDAR to ensure donor moves and touches are tracked

Prospecting:

• Working with volunteers and staff, the Director will determine which prospects are appropriate for further cultivation and solicitation for major gifts.

Solicitation:

• The Director will identify and lead prospect specific solicitation teams involving United Way senior staff and volunteers by providing leadership and direction; will also be required to personally solicit potential donors.

Stewardship:

• Once funding is secured, the Director will work with the Senior Director of Leadership & Planned Giving and regional staff to create and conduct programs of stewardship for donors and serve as the primary point of contact and relationship manager for a portfolio of Leadership/Tocqueville donors. The Director will create and maintain contact histories in Andar regarding cultivation and solicitation activities by providing complete development tracking in ANDAR.

Product Development: 

• The Director will become part of a team that develops products that will be used to solicit individuals, foundations, and corporations. 
• The Director will write gift proposals and grants for individuals and family foundations, as appropriate.

Planned Giving & Endowment: 

• The Director will work with staff and volunteers to prospect, cultivate, and solicit donors to make a planned gift or a gift to Granite United Way’s endowment.