Director, Individual Giving and Donor Stewardship

United Way of Central Ohio

United Way of Central Ohio Job Posting

Job Title: Director, Individual Giving and Donor Stewardship
Department: Resource Development
Reports To: SVP, Resource Development
Date of update: March 8, 2021
FSLA Classification: Exempt (Salary)
Budgeted Salary Range: $70,000 – $72,000 annually plus benefits, 37.5 hours per week
Benefits Offerings:

  • 15 vacation days earned annually
  • 12 paid holidays annually
  • One personal day annually (awarded on January 1st)
  • Seven sick days earned annually (14 days earned the 2nd year)
  • Flexible daily hours (available year-round)
  • Summer hours (offered from Memorial Day through Labor Day)
  • Tuition reimbursement (subject to availability of funds)
  • Medical and dental insurance (employee pays 20% of premium)
  • Vision insurance (employee pays 100% of premium)
  • Short-term disability insurance (employee pays 50% of premium)
  • Medical & dependent care flexible spending account
  • Long term disability and term life insurance (employer pays 100% of premium)
  • 401K plan with up to a 3% match and a 3% safe harbor contribution for eligible/participating employees    after one year of service
  • Pets allowed in the workplace (certain guidelines apply)
  • Business casual dress code policy
  • Reimbursement of mileage and other business-related expenses
  • Free parking

Essential Functions and Key Responsibilities:
Lead team responsible for individual giving. Plan, manage, and direct leadership giving ($1,000+), coordination of the major gifts program, Women United and Leaders United. Manage United Way donor engagement experience, recommending and implementing meaningful and strategic stewardship experiences throughout the giving cycle to enhance the philanthropy journey for all donors. This is a leadership role on the Resource Development (RD) team and includes mentoring others across departments while helping execute the goals and expectations of the SVP of Resource Development (SVP RD) and the RD Team internally and representing United Way externally.

Key Responsibilities:

  • Maintain and develop a portfolio of Tocqueville Society ($10K+) donors and assist President and CEO, SVP RD, and other team members with similar prospect management functions. Facilitate prospect development and cultivation, solicitation, and stewardship of leadership annual and major gifts.
  • Using creative strategies, engage current Women United members and cultivate new members. Facilitate cultivation, solicitation, and stewardship of annual gifts for Women United programming.
  • Provide direction, training, and coaching of one Relationship Manager to ensure successful development and completion of performance goals. Support the success of all direct reports as well as the President and CEO, SVP RD, and other staff and volunteers as needed.

Leadership and Major Gifts:

  • Build and direct annual renewal plans for all Tocqueville donors, along with new donor acquisition strategies.
  • Work with cross-functional staff, volunteer ambassadors and leadership team to grow Tocqueville membership and increase total dollars raised with an emphasis on discretionary dollars.
  • Partner to determine new individual donor fundraising opportunities, including participation on corporate RD teams for high engagement accounts.
  • Update and implement moves management plan for donors and prospects.
  • Meet with key staff and community leaders to identify prospects, interests and giving capacity, with an emphasis on 5-, 6- and 7-figure prospects.
  • Manage and support communication to all donors, including gift acknowledgements, digital strategy, etc.
  • Design and engage in community activities that highlight Tocqueville members, engage prospective members to raise the profile of United Way of Central Ohio and the Tocqueville Society.
  • Collect, document, and effectively utilize key information regarding interests of current and prospective Tocqueville members as part of stewardship and engagement strategies, with the goal of increased support.
  • Fully utilize available technology to track data points including, but not limited to, visits and outcomes, prospects, ask amounts, projections, new and retained members, ROI, capacity and propensity. Update dashboards and benchmarks against previous years.
  • Solicit individual and corporate financial support for special programs and giving opportunities outside of the annual campaign.
  • Ensure leadership donor pledges are appropriately documented and campaign solicitation and reporting comply with United Way Worldwide requirements.
  • Utilize the support of Administrative Coordinator, Executive Assistant and outside support partners to plan and implement leadership giving strategies.

Donor Experience: 

  • Drive a best-in-class strategy around all donor relations and stewardship activities including gift acceptance and management, acknowledgement, donor recognition and impact reporting.
  • With Relationship Manager, develop and monitor a stewardship process for all gifts and donors.
  • Re-evaluate stewardship program annually and recommend improvements, as necessary.
  • Maintain donor engagement strategy with goal of three quality visits (in person or virtual) per week.
  • Work closely with all departments to ensure stewardship is executed at the highest level with all touchpoints.
  • Collaborate across departments, especially with external PR/marketing counsel, to develop and manage existing multi-channel strategy for a more robust marketing communications effort.
  • Plan and implement annual calendar of stewardship activities, including events, agency and neighborhood tours, communications, visits and thank you calls.

Staff and Volunteer Development and Management:

  • Design and lead strategy to engage Tocqueville volunteer leadership.
  • Guide planning, organization and implement of successful donor engagement groups, building capacity of individual donors through strategic donor relationship strategies.
  • Demonstrate positive, productive team-building skills with other department members and all other United Way staff, agency staff and the community.
  • Assess the training and development needs of staff and volunteers and seek out the training and tools necessary for them to meet performance objectives and achieve fundraising and other goals.
  • Effectively work with senior leaders to plan and organize information to achieve successful outcomes.
  • Work with all relationship managers across individual and corporate giving to ensure consistent engagement at all levels.
  • Build and maintain positive working relationships with assigned volunteers. Develop a succession plan and work with leadership to recruit new members to volunteer committees.
  • Assist in building and maintaining volunteer relationships with donor engagement network.
  • Communicate directly with volunteers, and lead and organize leadership giving asks through ambassadors.

Metrics of Success:

  • Increased donor retention rate.
  • Growth in average donor gift size.
  • Growth in number of leadership donors
  • Stronger donor relationships evidenced by an increase in substantive visits.
  • Represent the goals and expectations as determined by RD leadership and team.
  • Represent United Way externally with or on behalf RD leadership and team.
  • Number of quality relationship visits with stakeholders, committee members, and campaign representatives completed with relevant data documented with a goal of three visits (in person or virtual) per week.
  • Required use of CRM system to research and maintain client activity and data; 100% of data entry standards met.

Other:

  • Serve as a member of the Resource Development Management Team
  • Provide excellent customer service both internally and externally.
  • Understand and effectively communicate the messages of United Way.
  • Responsible for supporting the achievement of United Way’s mission and strategic goals.
  • Responsible for leading and/or contributing to the achievement of United Way’s Racial Equity Plan.
  • Responsible for supporting United Way’s culture of excellence through adherence to the Culture Pillars.

Job Qualifications:

  • Demonstrated ability to effectively interact and work in partnership with diverse staff, donors, partners and vendors.
  • Positive interpersonal communication skills and ability to use sound judgment and be self-directed.
  • Individual fundraising experience and/or knowledge of leadership/major gift approach and processes, including the ability to evaluate and analyze accounts to determine opportunities and risks.
  • Knowledge of business community, volunteerism, and management.
  • Understanding of methods and procedures for determining giving potential, methods of establishing account goals and objectives, projecting results and analyzing progress of campaigns.
  • Supervision / management experience preferred.
  • Strong computer skills are required using Microsoft Office 365; familiar with word processing and spreadsheets and CRM systems.
  • Strong time management and organizational abilities and ability to manage multiple projects and meet deadlines.
  • Must possess excellent customer (internal and external) service skills.
  • Outstanding listening skills and ability to interpret and communicate the United Way mission.
  • Ability to independently problem solve.
  • Ability to maintain confidentiality of information.
  • Ability to work successfully in a team environment and work collaboratively with co-workers within and across departments and functions.
  • Ability to creatively troubleshoot, thrive under pressure, and accept constructive feedback.
  • Demonstrates a positive can-do attitude, flexibility to re-prioritize, multitask, and switch tasks fluidly
  • Ability to consistently adhere to inter-departmental, volunteer and constituent service standards.
  • Demonstrated knowledge of and support for United Way Mission, Vision, Pillars, Service Standards, Confidentiality Standards, and Policies and Procedures.
  • Thorough appreciation and acceptance of, and commitment to, diversity, equity and inclusion.
  • Consistently adhere to inter-departmental, volunteer, and constituent service standards.
  • Excellent written and verbal communication skills, and ability to inclusively present to diverse audiences.
  • Experience incorporating the perspectives of diverse communities, in the consideration of impacts and outcomes of a decision-making process.
  • A willingness to learn or an understanding of institutional and structural racism and bias and their impact on underserved and underrepresented communities.

Core Competencies:

  •  Mission Focused: Start with the community in mind.
  • Job Knowledge: Works to build a culture of excellence.
  • Diversity and Inclusion: Walk in someone else’s shoes and have their back.
  • Results Driven: Adopt a mindset of continual change and innovation.
  • Relationship-Oriented: Reconcile differences to maintain harmony.
  • Accountability: Holding ourselves and others accountable.

Supervisory Responsibilities:

This position has supervisory responsibilities. Supervisory responsibilities include planning, scheduling, directing and monitoring work, in accordance with organization’s policies and applicable laws:

1.    Establish department and individual goals; interview, hire & train direct report(s).

2.    Evaluate performance and provide training and development as needed.

3.    Maintain regular communication, addressing complaints/concerns and resolving issues that arise.

Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers.

Physical Demands:

While performing the duties of this job, the employee frequently is required to stand; walk; use hands and reach with hands and arms. The employee may occasionally lift or move office products and supplies, up to 20 pounds.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Expected Work Hours:
This is a full-time position, Monday through Friday, 37.5 hours per week. Flexible daily hours may be available year-round. Daily work schedule and any flextime hours must be approved by the department head. This position may require long hours and/or weekend work at times.

Travel:
Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.

Education and Experience:

Bachelor’s degree in a related field.

Work experience should include a minimum of 3-5 years relevant experience, including fundraising and management or an equivalent combination of education and transferable experience.

Other Duties:

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Affirmative Action/EEO Statement
United Way is an Affirmative Action/Equal Employment Opportunity (EEO) employer.

Race and Equity Statement
United Way of Central Ohio is committed to building and retaining a diverse workforce. We strongly encourage qualified candidates of diverse backgrounds to apply.

Listing Details
 
Job Posting Date: 3/11/2021
Application Deadline: 3/25/2021
Please submit your resume & cover letter no later than the application deadline to the following URL address:  https://liveunitedcentralohio.org/careers/

Please Note: Applicants will receive a message after successfully completing the online application process. If a message is not received, then the application was not successfully completed.

To apply for this job please visit liveunitedcentralohio.org.