Develop strategies and tactics to increase workplace and corporate giving in Waukesha County Corporate Engagement portfolio. This includes planning, organizing, leading, and researching in order to develop new workplace giving campaigns and increase existing ones.
Cultivate and maintain positive relationships with company decision-makers, ambassadors, assigned cabinet members and fundraising volunteers in Waukesha County.
Supervision of a team of temporary employees (Loaned Executives) during the campaign season.
This position reports to the Manager, Corporate Engagement.
RESPONSIBILITIES Include the following, but are not limited to:
MANAGE CORPORATE ENGAGEMENT PORTFOLIO
Direct responsibility for portfolio of accounts in Corporate Engagement Division.
Develop timelines, key strategies and action plans for portfolio of accounts.
Set campaign goals that increase the resource development capability of United Way of Greater Milwaukee & Waukesha County and integrate plans necessary to achieve them.
Research and develop plans for leadership and major gifts prospects within portfolio of accounts.
Manage collection of account information, input data and provide accurate reported/projected results.
Prepare notes for and attend meetings with United Way leadership and/or Campaign Co-Chairs with executive level staff at companies in portfolio.
Spend significant time interfacing with donors and potential donors.
Cultivate relationships with company decision-makers and other individuals having an influence on company corporate gifts, sponsorships, volunteerism and employee giving.
Assist and participate in trainings, meetings and recognition events for internal and external stakeholders. This could include temporary staff, workplace giving campaign coordinators, volunteers and cabinet members.
Prepare and deliver presentations about United Way. Presentations will vary in topic, length and audience size.
Support Volunteer Engagement team with in volunteer event planning, preparation, and execution.
Prepare documentation and promote sponsorship opportunities for accounts to partner with United Way.
Manage a team of temporary employees. Establish expectations, monitor performance to goals, and provide timely coaching and feedback.
Identify concerns and opportunities and direct appropriate actions in a timely manner.
Provide on-going information and support for volunteers and Loaned Executives assigned to accounts.
Gather data and observations at end of campaign period to determine future initiatives.
Work alongside other Corporate Engagement Account Managers on various projects that impact the whole Division.
MANAGE CAMPAIGN CABINET AND VOLUNTEER SOLICITORS
Cultivate positive relationships with assigned cabinet members and fundraising volunteers.
Develop and review prospect lists with volunteers and make assignments based on information gathered.
Prepare volunteer solicitation notes for accounts in portfolio.
Provide prompt and regular communication with cabinet members and assigned volunteers.
DEVELOP PROSPECTS AND SECURE NEW GIFTS
Prepare and maintain prospect lists.
Analyze data, campaign results and trends as a basis for developing strategies for growth.
Develop effective strategies to secure new corporate gifts by identifying companies with the strongest vendor relationships.
Bring in at least five new accounts/streams of revenue annually. This can include new corporate gifts, new employee campaigns, new sponsorships, and/or new Leadership and Tocqueville donors.
SUPERVISORY RESPONSIBILITIES This job has supervisory responsibilities for 2-3 seasonal Loaned Executives.
EDUCATION & EXPERIENCE REQUIREMENTS
Undergraduate degree related to marketing, sales, business or planning from four-year college or university and 2-3 years fundraising or related experience.
Understanding of marketing, sales or fundraising and customer service roles and general supervisory experience.
Understanding of non-profits, human services and philanthropy.
Preferred experience with the Waukesha County business community.
Mission-Focused. The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.
Relationship-Oriented. United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.
Collaborator. United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
Results-Driven. United Way professionals are dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
Brand Steward. United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.
ADDITIONAL SKILLS & COMPETENCIES
Ability to apply word processing and database management software concepts to practical situations. Proficient with computer applications such as Microsoft Office, Word, Excel, Power Point.
Good understanding of group dynamics and good group facilitation skills.
Experience in working with diverse populations.
Ability to prioritize and balance competing demands.
Ability to staff volunteer committees.
Ability to work in a complex environment using technical and interpersonal skills.
PHYSICAL DEMANDS The physical demands at UWGMWC are representative of what is needed to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and occasionally kneel.
Specific vision abilities required by this job include close vision requirements due to computer work.
Light to moderate lifting is required (such as loading paper into a paper tray).
Ability to uphold to the stress of traveling (in designated positions).
Regular, predictable attendance is required; including additional overtime as business demands dictate.
WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate noise (business office with computers, phone, printers and light traffic).
Ability to work in a confined area.
Ability to sit at a computer terminal for an extended period of time.
AMERICANS WITH DISABILITIES It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual’s physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC’s policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment.
EQUAL OPPORTUNITY EMPLOYER It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic. This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions.