Individual Engagement Manager/Major Gifts

The Individual Engagement Manager/Major Gift will primarily serve as an annual giving frontline fundraiser. This role will have direct responsibility for maintaining and managing a personal portfolio of major gift donors with the primary responsibility to identify, steward, and invite annual investment in UWECI at the major gifts level. This role will work closely with the VP, Donor Engagement and Development and/or President/CEO to identify donors at the major gift level for stewardship to planned giving, endowment giving, and/or capital giving.

Additionally, this role will lead the Women United Affinity Group. Women United has a primary focus on increasing access to women’s healthcare resources to ensure the well-being of women in need while supporting United Way’s broader mission and resource development needs.

ESSENTIAL JOB FUNCTIONS

Donor Engagement

Lead Campaign Cabinet Subcommittees as assigned.
Work closely with volunteers and internal departments to recognize donors year-round.
Utilize CRM software to record visits and communications, as well as gather and maintain accurate donor information to maintain donor database integrity.
Direct involvement with implementation of department’s strategic plan.
Collaborate with the Community Impact staff and partners to understand and effectively articulate how donor dollars support UWECI’s work in the community.
Assist as needed in all fundraising programs and activities and perform other duties as assigned by UWECI leadership.

Individual Portfolio Work

Act as primary relationship manager for a portfolio of individual prospects; playing lead role in stewardship, moves-management, inviting donor investment in UWECI and closing major gifts.
Identify prospective major gift donors inside and outside corporate workplace giving/annual campaign by working closely with UWECI’s Resource Development staff, Campaign Cabinet and the corporate engagement team.
Identify prospective major gift donors inside corporate workplace giving/annual campaign who are retiring or are retired and invite them to invest in UWECI on an individual level.
Promote leadership giving and advance donors to their next giving society level, support the activities of all UWECI’s giving societies, and develop and lead Sinclair and Quarton Giving Societies.
Assist in development and leadership of Tocqueville Giving Society.
Research, identify, analyze, and communicate key donor trends, results, and opportunities to ensure continued growth in donors and revenues while meeting predefined metrics.
Benchmark and measure retention and donor value attrition.
Attend UWECI events.
In collaboration with the VP, Donor Engagement and Development and President/CEO, identify potential donors at the major gift level for planned giving, endowment giving, or capital giving investments to UWECI.
Works closely with the VP, Donor Engagement and Development in developing and implementing major giving strategies and a recognition program for major and endowment donors.

Women United Affinity Group

This position will be assigned the Women United affinity group associated with UWECI. Tasks will include:

Lead monthly steering committee meetings including creation of the agenda and meeting notes.
Lead affinity group event planning, organization, and day-of execution. Events include: Women United Luncheon, Women United Power of the Purse.
Lead/Co-Lead monthly/bimonthly affinity group event subcommittee(s).
One-on-one stewardship of individual committee members and affinity group supporters.
Recruitment of new steering committee members.
Monitor affinity group campaign designations.
Leading affinity group fundraising efforts.
Spread general awareness of UWECI and affinity groups in the community.

essential skills

Ability to self-sufficiently develop, implement, and manage a portfolio of major gift donors.
Ability to cultivate one-on-one relationships with new and existing individual donors at the major gifts level.
Understanding of how to identify and move a donor through the moves-management system to increase giving.
Ability to identify an individual donor’s philanthropic goals to connect the donor to UWECI’s community impact.
Excellent written and verbal communication skills.
Experience in individual donor recruitment and stewardship or relationship sales.

Preferred

Experience in non-profit communities.
Relationship Management
Grant Writing
Working knowledge of CRM software.

CORE VALUES & BEHAVIORS

Core Values

Expect Excellence: Hold ourselves and others to the highest standards while embracing and learning from challenges.
Encourage Growth: Create greater impact through continual learning and innovation.
Engage Community: Connect with networks and communities to address needs to improve the lives of every person.
Exercise Integrity: Act ethically, honestly, and responsibly.

Professional Core Competencies

Mission-Focused: Priority to create real social change that leads to better lives and healthier communities. This drives performance and professional motivation.

Relationship-Oriented: An understanding that people come before process; cultivate and manage relationships toward a common goal.

Collaborator: Understand the roles and contributions of all sectors of the community and mobilize resources through meaningful engagement.

Results-Driven: Dedicated to shared and measurable goals for the common good; create, resource, scale and leverage strategies and innovations for broad investment and impact.

Brand-Steward: Understand the role and importance in protecting and growing the reputation and results of the greater network of United Ways.

UWECI

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Individual Engagement Manager/Major Gifts