To develop and implement a development program for planned giving and major giving. Using both technical information and a donor centered philosophy, coordinate ongoing donor relationships through regular contact, communication and recognition.
Areas of Responsibility:
Major Gifts: (60%)
- Work with high annual income individuals to solicit annual gifts of $10,000 plus
- With key volunteers and staff, identify prospects, conduct confidential donor research, develop solicitation strategies, solicit gifts and provide recognition
- Work with corporate presidents and executives at the workplace and individuals not at the workplace to identify, cultivate, solicit and recognize higher-income donors
- Coordinate strategy with staff and volunteers to insure all giving initiatives are fully integrated into the campaign effort
- Facilitate the transfer of gifts other than cash such as real estate and securities that require planned giving expertise
Planned Giving: (20%)
- Work with volunteers to solicit major outright gifts and gifts that requires planning and the assistance of financial-planners, attorneys, CPA’s to accomplish
Women United & Power of the Purse (20%)
- Work with volunteers to plan programming for Women United as well as our signature event, Power of the Power
ESSENTIAL JOB FUNCTIONS
- Develop strategies and business plan for major gifts and planned giving program.
- Articulate the aims and objectives of the United Way major gifts and planned giving program, and seek active community support.
- Develop and support the major gifts and planned giving by assisting with prospecting, correspondence, events and administration.
- Supervise and participate in the recruiting, organizing and training of volunteers.
- Prepare and maintain account profile information for major gift and planned giving donors and prospects.
- Maintain accurate database on all major gift and planned giving accounts.
- Integrate major gifts activities with the annual campaign.
- Act as United Way representative at various community functions and on appropriate committees.
- Participate in cross-functional activities in support of organizational goals.
- Have a clear perspective and promote United Way of Olmsted County’s mission, vision and the value proposition for major giving and planned giving.
- Provides leadership in development of a marketing plan to include development of marketing materials such as brochures, advertisements, newsletters and other materials necessary for effectively promoting the program.
- Conducts prospect research by collecting, compiling and analyzing data to identify potential donors.
- Prepares and analyzes reports to evaluate marketing and soliciting methods and accomplishments.
- Provides effective donor recognition program.
- Establishes and fosters relationships with volunteers, donors and potential donors.
Educational Background:
Bachelors degree in Marketing, Communications, Finance, Business or applicable field
Skills/Experience:
- Communication Skills
- Organizational Skills
- Self Directed
- Detail Orientated
- Analytical Skills
- Speaking Ability
- Interpersonal Skills
- Time Management Skills
MINIMUM JOB STANDARDS
- CFRE Preferred
- Combination of four years experience in planned giving, fund raising for non-profit organizations, sales, marketing and/or financial planning.
- An equivalent combination of training and experience may be substituted (minimum 3 years related experience required).
- Three years planned giving experience preferred.
- With objectives provided by supervisor, must be able to able to develop and implement methods, and follow through with a plan to achieve results.
- Ability to develop and maintain strong working relationships with individuals at all socio-economic levels
- Strong organizational and time management skills
- Excellent written and oral communications skills
- Ability to motivate and inspire donors, volunteers and staff
- Basic understanding of the principles and vehicles of major and planned giving
- Must be able to work productively and positively with all staff.
- Must be able to organize, manage and prioritize multiple projects simultaneously.
- Must follow/adhere to organization’s policies and procedures.
- Must be able to perform basic math functions.
- Must be able to read, write, speak and understand English.
- Must maintain neat, well-groomed, professional appearance and behavior.
PHYSICAL REQUIREMENTS
- Must be able to occasionally push, pull, lift and/or move objects weighing up to 24 pounds.
- Must be able to continuously perform moderately difficult manipulative tasks such as typing/keyboarding, writing, filing, phone work, etc.
- Must be able to occasionally stand to obtain files from top drawer of 4-drawer file cabinet.
- Must be able to continuously sit for prolonged periods to perform computer and clerical deskwork.
- Must have clear speech and writing ability to make self clearly understood in face-to-face, phone and electronic interactions with staff, volunteers, and customers.
- Must be able to frequently articulate with extreme accuracy and precision to give instructions, describe a project plan, answer questions, etc.
- Must be able to continuously see objects closely to proofread work, perform word processing, filing, etc.
- Must be able to continuously hear normal sounds and voices with some background noise to receive verbal instructions, answer telephone, communicate with employees, volunteers, customers, etc.
SENSORY AND COGNITIVE REQUIREMENTS
- Must be able to continuously concentrate on moderate detail with some interruptions.
- Must have attention span ranging from 20 to 45 minutes for administrative responsibilities, and up to 60 to 120 minutes for meetings, etc.
- Must be able to understand and relate to specific ideas, generally several at a time.
- Must be able to relate to the concepts behind specific ideas.
- Must be able to remember, organize, and prioritize multiple verbal and written messages, information, and task assignments from a few hours or days to several weeks or months.
- Must be able to make independent decisions when circumstances warrant such action.
- Must be able to cope with the mental and emotional stress of the position.
Job Function:
Organization Info
Listing Stats
Post Date:
Sep 19 2019
Active Until:
Oct 19 2019
Hiring Organization:
United Way Worldwide
industry:
Nonprofit