The Major Gifts Officer is responsible for planning and executing strategies to drive year-over-year net increase in Tocqueville Society revenue (dollars) and membership (donors), while reducing churn. Recommitting the current donor base is mission critical to success. This position will be proactive in developing personal relationships in his/her assigned portfolio of current Tocqueville Society donors as well as with prospects, and strengthening donors’ and prospects’ connectivity with UWGA. The Major Gifts Officer will increase the number of Tocqueville Society ($10K to $100K) and Principal level gifts ($100k Plus) by executing individualized plans to identify, cultivate, solicit and secure gifts working independently and in conjunction with Development Officers, ECMs, Leads, Loaned Executives and Tocqueville Society Cabinet volunteers.
- Create, prioritize, execute and achieve the growth plan for Tocqueville Society membership and giving at a net growth rate number (donors) and percentage (dollars) consistent with the plan.
- Secure Tocqueville membership recommitments from assigned portfolio of donors in timeframe appropriate to giving channel (e.g. workplace campaign, individual year-end giving, etc.)
- Maintain an active, identified pipeline of 25 Tocqueville prospects with capacity to make a major gift. Devise and execute appropriate individualized strategies to bring prospects to solicitation and closure.
- Work with the Director, Tocqueville Society to manage a Tocqueville Society Cabinet subcommittee and any specialized projects designed to assist with engagement & retention, membership growth or increased funding to the Child Well-Being Impact fund.
- Make decision on cultivation time vs. expected gift response, determine who needs to be involved in the relationship (be it an executive, volunteer or staff member) with the donor, and decide the most effective and productive use of time.
- Work in collaboration with campaign teams, volunteers, board members and other UWGA staff in creating and implementing strategies for cultivation, solicitation and closure.
- Enhance stewardship and building long-term relationships with individual Tocqueville Society members leading to investment in and engagement with UWGA’s work. Conduct personal visits to sustain and enhance one-on-one relationships with donors. Meet goal targets for weekly donor visits.
- Manage the preparation of donor presentations and proposals.
- Leverage volunteer sponsorship to offer mission based luncheons/dinners/seminars/volunteer opportunities to donors, connecting them with UWGA’s work.
- Maintain CRM tracking system; sufficient records, contact information, and donor database.
- Provide referrals to Executive Director of Planned Giving or fellow Major Gift Officers as appropriate.
- Work well independently and be self-motivated in initiating contacts with potential and existing donors.
- Other duties as assigned.
- Minimum of 5 years of experience in fundraising
- Consultative sales experience
- Excellent presentation and personal communication skills
- Proven track record of success in cultivating and soliciting prospects capable of five and six figure gifts
- Broad knowledge of the principles of fundraising and able to participate in all aspects of the gift cycle: identification, cultivation, solicitation, stewardship.
- Basic understanding of constituent relationship management (CRM) systems
- Understanding of fundraising database programs and software
- Demonstrated leadership and the ability to successfully manage multifunctional or diverse areas.
SKILLS & ATTRIBUTES:
- Excellent oral, written and interpersonal skills
- Solid relationship-building skills, able to comfortably interface with high net worth individuals
- Able to effectively articulate the case for support so that individuals “buy in” to the vision/mission/goals, and gifts are secured at assigned donor giving levels
- Must be able to travel around the metropolitan Atlanta region; use of an automobile is required
- Must have a driver’s license; weekend and evening work is required
- Personal belief in and passion for United Way’s mission, goals and objectives
- Self-motivated and self-starter
- Strong team player, ability to work collaboratively
- Perseverance
- Optimism and positive attitude, attention to detail