The Director – Major Gifts and Planned Giving designs, helps develop and implement United Way’s major gift and planned giving programs. With a portfolio of approximately 800 donors each giving $10k or more annually, the individual in this role will create plans, proposals, solicitations, and communications for Alexis de Tocqueville Society.
The position is responsible for maintaining the de Tocqueville Society solicitation process by identifying and soliciting prospects for gifts $10,000 and above, creating moves management plans, and continuously identifying major donors. The Director, Major Gifts and Planned Giving will work with donors on individualized giving plans that create value for donors. These plans may include: planned giving, consolidated giving, tax credits, foundation giving, annual giving.
We offer a comprehensive benefits package including 12 days of vacation earned over the first 12 months of employment, sick pay, 10 company holidays, 5 1/2 flexible/personal holidays, 3 volunteer days, parental leave, health, dental, vision and life insurance for you and your family, short term disability, long term disability, and a 403(b) with an organization match and 3-year vesting schedule.
Develop strategies that allow United Way to meet the needs of our donors. Manage and execute all processes
tied to United Way’s major donor engagement strategies and processes.
CHAIR AND COMMITTEE MANAGEMENT
Recruit and support de Tocqueville chairs, committee chairs and cabinet members. De Tocqueville Society has 4-6 committees annually. Prepare for and attend all related meetings (some nights and weekends)
Manage a portfolio of donors, meeting with them regularly and working with them to build an understanding of their philanthropic interests and how United Way can deepen our relationship with them.
Build and execute process for identifying and engaging donors and major gift prospects. Potential processes could include, planned giving, customized philanthropic solutions, donor-advised funds, and endowed giving.
Ensure all current donors, lapsed donors and prospects are solicited appropriately. Ensure accuracy of asks, pledge cards, and other supporting materials.
COMMUNICATIONS AND EVENTS
Represent United Way’s de Tocqueville Society at all United Way events (some nights and weekends). Speak at de Tocqueville or related major donor events with UWGSL leadership.
Responsible for prompt and accurate de Tocqueville listing book annually.
Participate in the creation of annual events, collateral and communications plan in coordination with Marketing & Communications.
De TOCQUEVILLE GOAL SETTING AND REPORTING
Using research and trends, set goals for de Tocqueville Society and de Tocqueville levels in partnership with Chairs and internal stakeholders. Provide reports as requested to senior management and de Tocqueville leaders. Use United Way’s system (Andar) to track and maintain de Tocqueville solicitations, gifts and appreciative responses. Provide expert analysis of de Tocqueville Society and accurate anticipated results
COLLABORATION AND BUDGETING
Supervise and work closely with others in the organization to execute the above
Collaborate with department and organizational leadership
Responsible for preparing and maintaining controls on the Major Gifts budget
- Create moves management plans
- Retain at least 80% de Tocqueville donors year over year
- Increase giving among those $25,000 plus
- Build planned giving program
KSA (Knowledge, Skills and Abilities):
- Minimum 7-8 years of experience in a major gifts role with proven results
- Bachelor’s degree required (Master’s preferred) in related areas of position responsibilities
- Proficient in using and maintaining donor databases as well as Microsoft Office
- Strong analytical and critical thinking skills with excellent written and verbal communication skills
- High level of integrity with demonstrated ability to exercise tact and good judgment
- Ability to manage multiple projects and prioritize tasks in a matrixed organization structure.
To view the position and apply, please click here.
Employment is contingent upon passing a background check and screening for illegal drug use.