POSITION OVERVIEW:
The Individual Giving and Leadership Gifts Officer is responsible for achieving clearly defined revenue goals by cultivating relationships with Leadership donors and prospects ($1,000+) and effective management of a portfolio of 250-300 donors. Cultivation efforts will lead to improved donor retention, acquisition, and growth across various channels. They will cultivate and solicit leadership contributors and prospects through workplace campaigns, community-based efforts, effective communications, as well as other fundraising events and engagement opportunities. This position is also responsible for establishing, enhancing and leveraging key internal relationships in order to achieve optimal results. This position reports to the Assistant Vice President, Individual Giving & Leadership Gifts.
KEY RESPONSIBILITY AREAS:
The position is responsible for achieving annual revenue goals in total dollars and donor retention, growth and acquisition. The ideal candidate for this position will achieve these goals with success in the following areas:
I. What: Meet revenue and established goals
- How: Cultivate relationships with and solicit a portfolio of approximately 250-300 leadership donors and prospects ($1,000+). Execute a moves management plan for a portfolio of donors and prospects. The plan will include cultivation, solicitation, and stewardship goals achieved through strategic engagement, in person visits, personal phone calls and handwritten notes for donors in their portfolio. Engage in research/utilize existing information to effectively leverage relationships.
II. What: Support implementation of the established moves management plan
- How: Support Individual Giving Leadership team in implementing a recruitment and retention plan for individual donors to further cultivate relationships for annual support. Help determine potential gift amounts and/or collaborative activities in order to increase annual support. Help to prepare routine analysis and monitor revenue and expense goals.
III. What: Communicate effectively with colleagues about donors and prospects
- How: Enter all meeting notes into UWMB's Andar database system within 5 business days of each visit. Alert Development staff as relevant to any time sensitive knowledge gained as a result of visits that could be leveraged for the good of United Way and the community. Build and enhance relationships with internal colleagues in order to gain knowledge, trust and achieve optimal results.
IV. What: Develop and implement strategies to maximize donor and prospect contact and ultimately revenue
- How: Utilize a consultative approach with donors and prospects. Ensure that individual goals are aligned with the organizational goals and overall development goals. Partner with Corporate Relations teams to develop creative solutions to overcome challenges. Co-lead discussions on the topic of strategies for leadership donor engagement.
REQUIREMENTS:
- Bachelor's Degree and minimum 3-5 years of fundraising or transferable experience in either the private or non-profit sector.
- Experience and understanding of consultative sales and engagement approach preferred.
- Proven experience and ability to build relationships with donors resulting in major gifts.
- Proficiency in a Microsoft Office environment required. Experience with data management systems strongly preferred.
- Volunteer Management preferred
- Excellent written and oral communication skills; the ability to inform, inspire and connect prospects and donors to United Way's work in the community.
- Strong customer service skills and commitment to donor confidentiality.
- Demonstrated ability to build strong internal partnerships and work within cross-functional teams; team player.
- Strong organizational skills with demonstrated ability to manage and prioritize multiple tasks.
- High-energy individual with a positive outlook.
- Ability to be flexible and adapt quickly to changing environment.
- Creative and Strategic problem solver.
- Highly motivated self-starter; able and willing to take initiative and action
- Commitment to accountability, excellence and to the mission of United Way.
- Commitment to Diversity, Equity and Inclusion
United Way of Massachusetts Bay and Merrimack Valley is committed to hiring individuals who reflect the diversity of our communities.
https://www.applicantpro.com/openings/unitedwaymassbay/jobs/1850056-577544