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Director, Major Gifts

Company: United Way Worldwide
Location: Fort Lauderdale
Posted on: September 16, 2020

Job Description:

United Way of Broward County fights for the health, education and financial stability of every person in our community.

General Description: The incumbent will identify, cultivate and solicit individual high net worth prospects and donors capable of supporting the mission of United Way of Broward with an emphasis on Major Gifts.

The Director, Major Gifts

Build and sustain trusted relationships with a portfolio of current, lapsed and prospective Tocqueville donors and connect them to United Way of Broward County

Identify, engage and re-engage high-capacity donors

Identify and engage donors and prospective donors in opportunities for participation and leadership

Develop a robust legacy program and integrate approach with Major Gifts fundraising

Develop Advisors United and Alexis De Tocqueville (ADT)Society Steering Committee to be actively engaged groups with meaningful roles

Emphasize cultivating new donors and maintaining current major gifts from individual donors

Primary Job Responsibilities & Duties:

Serve as the liaison between ADT donors and the United Way of Broward

Assure the recruitment, training, evaluation and motivation of volunteers, ensuring a fulfilling experience

In collaboration with chairs and committees of ADT, Planned Giving and Advisors United, develop and implement overall and individual goals, reporting and execution of plan that supports and advances fundraising results

Develop, support and maintain relationships with the ADT Chair, Planned Giving Chair, Advisors United Chair, committee members and other volunteers

Effectively develop, organize, manage, support and motivate a volunteer team to aid in the identification, cultivation and solicitation of high capacity donors and prospective donors

Develop meaningful ways to engage ADT members throughout the year including personal visits, executing unique events and volunteer opportunities to connect our members to the work United Way is doing in Broward County

Ensure partnership with Workplace Campaign team for penetration of workplace firms/corporations with ADT Society engagement opportunities

Partner with Director, Leadership Giving and the VP of Business & Corporate Development, for identification of prospects

In engaging ADT donors, align donor interest with increased support of United Way community initiatives

In collaboration with the Donor Relations Coordinator and the Director, Leadership Giving create and implement a stewardship and recognition plan, including thanking donors, events and leadership registry

Work with the Event Manager to enhance events and programs designed to secure both short- and long-range fundraising objectives

Support/coordinate and recruit for UWBC events and programs

Implement overall ADT Society goals, reporting and execution of plan

Partner with Director, Leadership Giving, for identification of upgrade and step-up prospects

Serve as liaison between Development, Community Impact, Marketing staff and Finance to ensure timely communication to Major Donors and Legacy Donors

Create, execute, promote and oversee volunteer engagement plans for Tocqueville Society members based on interest

Develop and execute endowment and legacy giving strategy and the Tocqueville Legacy Circle program

Serve as lead staff for Annual Joint Tax Seminar

Moves Management:

Cultivate, steward and build trusted relationships with a portfolio of major donors and prospective major donors and legacy giving prospects to generate new and increased giving (Portfolio: Approx. 100)

Identify, engage and re-engage donors, particularly those emerging as the next generation of potential philanthropic leaders

Conduct individually tailored one-on-one cultivation and solicitation meetings and work with appropriate volunteers to strategize and manage their cultivation and solicitation of targeted donors

Manage segmentation of Tocqueville Society donors for parallel solicitation for the Tocqueville Legacy Circle

Identify and solicit new major gifts and legacy gifts

Connect and involve CEO and/or Board of Directors to new and/or prospective ADT members

Other Job Duties:

Attend department staff meetings as needed

Assist in United Way initiatives, projects and events

Other duties as assigned

Attend meetings, events and conferences within United Way of Broward County and at outside agencies/organizations deemed appropriate in furthering the responsibilities of the position

Due to the leadership role United Way is called upon to play in the community, particularly during times of crisis, it is the expectation that all United Way staff will be fully engaged in the organization's crisis plan and response efforts.

Supervise: Temporary staff; Volunteers, Admin

Education & Experience:

Bachelor's Degree and minimum three years’ in a fundraising, development and/or sales, capacity required. Thorough working knowledge of relationship-based fundraising procedures and philosophies.

Must be detail oriented, have excellent oral, written and presentation skills, be computer literate, and demonstrate strong leadership, interpersonal and management skills.

Ability to work comfortably and professionally with individuals of high net worth.

Excellent listening skills, with the proven ability to solicit information from others.

Proven project management skills, including the ability to balance multiple projects in varying degrees of implementation.

Proven ability to create, grow and retain strong customer relationships.

Proven ability to build strong collaborative relationships across organizations and work cooperatively and flexibly as part of a team.

Proven ability to work with minimal supervision.

Prior supervisory experience is a plus.

Core Competency Requirements:

Excels at customer service – Serves (treats) all customers (internal and external) with utmost respect and responsiveness in order to deepen relationships and advance UWBC’s mission.

Drives for results – Has a passion for innovation and risk-taking, meets and exceeds qualitative and quantitative goals in a thoughtful and time-driven manner.

Commits to the organization – Has the responsibility for aligning one’s own behavior, leadership and commitment with the needs, priorities, goals and culture of UWBC.

Embraces diversity and inclusion – Creates an atmosphere that respects and embraces engagement of all people, ideas and backgrounds and aligns with United Way’s values.

Seizes learning – Able and willing to learn new skills and knowledge and accept new challenges to further United Way’s mission.

Manages multiple projects and tasks – Effectively manages time and resources to respond to emerging needs while continuing to deliver on organizational goals, objectives and timelines, and seeks help when needed in juggling priorities.

Personifies teamwork – Demonstrates good collaboration and communication to be effective in any team setting.

Keywords: United Way Worldwide, Fort Lauderdale , Director, Major Gifts, Other , Fort Lauderdale, Florida

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