Under supervision of the Director of Donor Engagement, this position builds, supports, and advances high-quality, year-round relationships with donors and prospects. This individual serves as the staff leader for United Way of Greater Portland’s (UWGP’s) Leaders’ Circle ($1,000+) annual donors and Brick & Beam Society, our local affinity group for rising professionals, to generate and sustain philanthropic giving to support United Way of Greater Portland’s (UWGP’s) strategic vision for the community, and ten-year goals (Thrive2027). Additional information can be found here: http://www.thrive2027.org/ and here: http://www.brickandbeam.org/
This individual provides strategic direction and world class volunteer support while managing a portfolio of major gift prospects and donors as part of a larger team effort to ensure sufficient financial resources are in place to invest in strategies that improve conditions in our community.
Areas of Responsibility:
Individual Philanthropy/Portfolio Management (35%)
- Work in collaboration with the Director of Donor Engagement to execute a year-round Engagement plan focused on cultivation, solicitation and stewardship of existing and prospective Leaders’ Circle donors.
- Regularly meet face-to-face with donors and prospects to identify individual areas of interest around UWGP focus areas and develop personal strategies to connect donor interests with the organization’s funding needs.
- Achieve annual and multi-year fundraising and donor engagement targets.
- Increase Leaders’ Circle overall revenue including average gift and increased membership.
- Identify and help qualify Tocqueville Society (major giving) prospects including recommendations for upgrade strategies.
- Cross-promote giving opportunities including planned giving and project-based giving.
- Serve as liaison to the Resource Development team as the go-to expert for Leaders’ Circle giving and Brick & Beam through UWGP’s workforce giving campaigns.
Brick & Beam Society Program Management (35%)
- Serve as UWGP’s staff leader for Brick & Beam Society affinity group, with a servant-leader mentality focused on building greater Portland’s next generation of philanthropic leaders (http://www.brickandbeam.org/).
- Develop strategies to grow membership to advance overall Community Impact priorities through investments made by Brick & Beam for the Greater Portland community.
- Provide administrative and logistical support to volunteer leaders such as coordinating committee meetings, developing agendas, drafting minutes and offering best practice knowledge to volunteer leaders.
- Leverage volunteers for peer solicitation efforts.
- Assist with recruitment and succession planning of key Brick & Beam volunteers.
- Plan and execute Brick & Beam engagement events to steward members and cultivate potential new members.
- Ensure Brick & Beam messaging and overall brand conform with UWGP and United Way Worldwide’s brand and messaging standards.
Corporate Philanthropy/Portfolio Management (10%)
- Serve as staff coordinator to manage and track Resource Development team efforts to secure new business accounts.
- Staff the New Business volunteer sub-committee of UWGP’s Campaign Cabinet.
Prospect Management and Research (10%)
- In collaboration with other Resource Development staff and utilizing research and data tools and best practice, proactively “mine” Tocqueville Society and Brick & Beam Society prospects and conduct personalized efforts to convert their support.
- Help implement a standardized rating and process for prospect discovery, identification, and qualification with team as it relates to our donor database.
- Manage donor insights efficiently and accurately in a way that promotes data-driven resource development.
- Research, identify, and solicit lapsed and potentially-lapsing Leaders’ Circle and Brick & Beam donors and re-engage these donors.
Other (10%)
- Participate as a team member in Resource Development and Marketing and organizational activities.
- Provide superior service that exceeds the expectations of both internal and external customers.
- Volunteer for and actively participate in projects, special events, cross-functional teams or workgroups that support the work of the entire organization.
- Other organizational duties as requested
- Demonstrate UWGP’s Core Values in all internal and external interactions.
Educational Background:
Bachelor’s degree or foreign equivalent
Skills/Experience:
- Three to five years’ relevant experience (sales, fundraising, donor relations, account management, marketing/communications).
- Volunteer management experience strongly desired.
- Strong understanding of proven strategies for reaching and engaging Millennials and “young” professionals through volunteerism and philanthropy.
- Donor-centered, strong customer service and interpersonal skills.
- Results-oriented.
- Must be an innovative self-starter and team player, with a positive outlook and ability to manage ambiguity and change, proficient in identifying solutions and opportunities.
- Ability to communicate effectively and persuasively both verbally and in writing, and comfortable interacting with people of diverse backgrounds.
- Strong public speaker and able to represent UWGP to large and small groups.
- Robust experience analyzing and utilizing data to identify gaps and develop strategies.
- Understanding of individual fundraising best practices (such as constituent relationship management and moves management) desirable.
- Strong organizational skills, with a proven ability to manage deadlines in a fast-paced environment.
- Ability to prioritize and handle multiple projects simultaneously, exercise discretion and professional judgement, and the ability to work independently with limited supervision.
- Proficiency in Microsoft applications (especially Word, Excel and PowerPoint). CRM sales and/or donor software experience desirable.
- Valid driver’s license, verifiable auto insurance, and ability to secure use of a personal vehicle within 30 days of hire required.
- Must be authorized to work in the United States.
Job Function:
Organization Info
Listing Stats
Post Date:
Jun 16 2018
Active Until:
Jul 16 2018
Hiring Organization:
United Way Worldwide
industry:
Nonprofit