The Relationship Manager is responsible for aiding in the implementation of a comprehensive donor relations planned giving program that appropriately and consistently promotes interactions with and recognition of volunteers, prospects and donors at all levels. Works with Donor Relations team to design and implement short and long-range planned giving strategies to meet divisional goals and objectives. Sustains positive and mutually rewarding relations between United Way and its donors; develops customized strategies in support of United Way's fundraising and relationship-building goals; and maintains ongoing active networking with internal and external constituents. Must be flexible, work well under pressure, and manage projects simultaneously with a strong client service orientation.
- Fundraising: Identify, cultivate and solicit planned and endowment gifts for UWGH. Develop an annual work plan and strategies that contribute to the acquisition and retention of annual, planned and endowment gifts. Implement prospect identification procedures, including research, prospect management, and proper communication with annual, planned gift and endowment donors. Develop planned giving and endowment gift marketing materials. Revise legacy circle gift recognition policies as needed. Lead the Lifetime Giving Recognition event.
- Relationships: Responsible for the volunteer committees or workgroups around planned giving. Develop and maintain regular contact with existing donors. Identify and communicate with appropriate UWGH team members regarding opportunities to leverage these relationships more broadly. Establish communication plan with current and prospective planned and endowment donors. Ensure activity is recorded in CRM database in a timely manner. Track expectancies and communicate secured gifts with accounting.
- Volunteer Management: Design and implement a volunteer leadership structure for events as appropriate for Engagement Groups, donors, and prospects. Recruit volunteers to participate in UWGH activities assuring meaningful event experiences. Inspire, motivate, optimize, empower to action, create guidelines and let volunteers achieve their goals.
- Annual Goals: Serve on cross functional teams as needed to further the mission of UWGH team to ensure the success of the goals that reflect, align and contribute to the broader goals of the organization.
- Constituent Relationships: Work with UWGH’s Mission and Strategy and Brand teams to identify, develop and implement opportunities to communicate community impact work, UWGH goals and priorities to constituents. Be knowledgeable about UWGH’s work in Houston area and be an effective and compelling communicator of the same to advance engagement and brand value.
- Other: Performs special assignments and other work, on an as-needed basis. A willingness to take on additional duties to ensure the success of the team is essential. Evening and weekend work might be required.
- 5 years demonstrated history of successful sales fundraising and events management and relevant experience in strategy development and 2 years direct experience in Planned Giving desired.