Director of Major and Planned Giving

• Works with President and CEO and Director of Leadership Giving & Engagement to arrange and conduct personal visits with key individual donors
• Oversees portfolio of 150-200 donors
• Responsible for the donor journey including identification, qualification, cultivation, solicitation, stewardship
• Raises revenue and manages fundraising program activities including but not limited to relationship strategy development, prospect identification, solicitation and engagement, proposal development, recognition and appreciation efforts as related to current and new major gift income sources
• Manages and supports individual, family foundation and planned giving development strategies, initiatives and campaigns
• Delivers training for donors, staff and volunteers as appropriate on gift planning to advance knowledge and foster opportunities in gift conversations and strategy development
• Remains current in gift planning trends and fundraising techniques by attending meetings and conferences and participating in training programs
• Prepares and presents oral and written reports and funding requests
• Assists with coordination and implementation of stewardship and cultivation events
• Partners with leadership within UWCC to manage partner relationships, including incorporating engagement in affinity groups and volunteer opportunities
• Provides support to the CEO regarding fundraising and special projects
• Tracks revenue generation throughout the year and provides monthly projections against the goal, with a strong emphasis on understanding and accuracy of revenue projections
• Maintains knowledge of IRS guidelines for charitable giving
• Responsible for oversight of all Major and Planned Giving stewardship events including breakfasts, luncheons, and networking events
• Collaborates with Director of Marketing and Communications to promote and communicate these events to appropriate donor base
• Work with CEO to determine appropriate and timely plans for all events and communication
• Works with the CEO and Director of Marketing and Communications in developing and directing the implementation of long- and short-range plans for the purpose of meeting the organization’s marketing and communication goals in service to major and planned fundraising

• Bachelor’s degree from an accredited college or university
• Minimum of three years of fundraising experience with success in securing major gifts
• CFRE preferred or willingness to obtain
• Fully proficient with MS Office, including Word, Excel, PowerPoint, and Outlook
• Valid driver’s license, automobile insurance, and reliable transportation required
• Expertise in Customer Relationship Management software
• Comfortable taking on new opportunities and challenges with a sense of urgency, energy and enthusiasm
• Operates effectively even when things are not certain or the “way” forward is not clear
• Excellent public speaking and presentation skills
• Outstanding communication skills with ability to modify tone and communication vehicle to best suit the audience
• Exceptional listening skills
• Understands the role of technology in society and how it can be utilized for fundraising
• Values diversity and inclusion
• Treats others with respect and dignity
• Actively listens to and facilitates diverse input and contributions
• Seeks and shares knowledge of the community
• Takes a collaborative approach to addressing issues
• Focuses on shared goals
• Acts with integrity and strong ethics to foster trust at all levels
• Internalizes the meaning and commitment of United Way
• Demonstrates the values of the network
• Is transparent with all stakeholders
• Presents oneself in an appropriate and professional manner
• Is trustworthy
• Acts with integrity, authenticity, and humility
• Works across private, public, and corporate sectors
• Exhibits partnership-focused principles
• Values inclusion, different perspectives, and cultures
• Mobilizes resources and serves as a skilled professional
• Focuses on quality, innovation, and high-performance standards
• Demonstrates fiscal responsibility

CFRE preferred

• Medical insurance
• Generous paid time off and medical leave
• Flexible scheduling options
• Life and long-term disability insurance
• Pension benefits
• Flexible spending accounts