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Manager, Major Gifts & Planned Giving
Milwaukee, WI
Job Description
SUMMARY
Management of Community Gifts, Leadership Society, Major Gifts, and Planned Giving and supervision of staff assigned to manage these donor groups. Develop, manage and implement effective strategies and tactics to increase donor engagement, and in turn increase financial contributions from strategic donor groups to United Way’s annual campaign. Develop and implement effective planned giving strategies to increase contributions from individuals and provide professional customer care to individual donors and volunteers, ensuring quality follow through and overall satisfaction. This position reports to the Vice President, Resource Development.
RESPONSIBILITIES
Include the following, but are not limited to:
DIVISON MANAGEMENT
• Monitor staff performance to strategic goals/expectations and provide timely coaching & feedback.
• Assist staff in identifying and managing top prospects within their assigned portfolios.
• Oversee staff projects and committees as assigned as well as special assignments required by other divisions.
• Remain current by having up-to-date knowledge of internal support processes.
• Provide regular and timely communication with Management Team, cabinet leadership, ambassadors, and assigned volunteers.
• Refocus public perception of United Way from a three-month campaign to a year-round community impact leader in communications and interactions with customers.
• Staff projects and committees as assigned, as well as special assignments with other divisions as required by Vice President – Resource Development.
• Working closely with Account Manager – Leadership Society and Community Gifts, oversee management and production of the annual leadership society donor recognition publication process and ensure that donor and company information is accurate for over 5,000 names.
EXPECTED OUTCOMES
Increase the contribution and engagement level of individuals within the above donor segments. Integrate all aspects of United Way’s development strategy in work plans. Demonstrate effective division leadership. Effectively communicate United Way’s value add to all constituents.
TOCQUEVILLE SOCIETY PROGRAM MANAGEMENT
• Manage portfolio of Tocqueville Donors and Prospects.
• Identify, cultivate, solicit and steward major gift donors ($10,000+) inside and outside the workplace.
• Design the strategy to recruit, cultivate and/or steward major gifts donors and qualified prospects through the use of marketing materials, working with other Resource Development staff, planning events and other engagement opportunities.
• Work collaboratively with Resource Development Account Managers to identify major gifts prospects from the Workplace Campaign.
• Work closely with Tocqueville Society Cabinet members.
• Cultivation of Planned Giving prospects to grow Legacy support.
• Working closely with grants manager and Major Gift Officers, identify, recruit, and cultivate relationships with family foundation prospects and donors and other potential foundation support.
EXPECTED OUTCOMES
Build and maintain relationships with current and prospective Tocqueville Society members providing excellent customer
service. Effectively communicate United Way’s value-add to all constituents. Increase revenue from major donor base.
PLANNED GIVING PROGRAM MANAGEMENT
• With direction from the Cabinet Members and UWGMWC leadership, maintain and document program outline, including: definitions of giving levels, strategy and timeline for Planned Giving campaign overall, serve as a resource to Data Manager with documentation process in ANDAR.
• Identify planned giving prospects and coordinate their solicitation.
• Work closely with Manager, Individual Engagement to identify opportunities to promote unique planned giving and transformational gift vehicles.
• Coordinating with the office of the President and CEO and Vice President – Resource Development, lead efforts on developing correspondence to Planned Giving prospects. This includes correspondence to donors who have notified UWGMWC of their intent or interest through pledge forms and leadership verification forms.
• Train UWGMWC staff on Planned Giving materials and processes.
• Design collateral material and communication strategy, working closely with Marketing & Communication and UWGMWC leadership.
• Develop process for maintaining relationships with current Legacy Society Members including annual touch points. Coordinate President & CEO and UWGMWC Leadership touch point meetings with donors when applicable.
EXPECTED OUTCOMES
Implementation of strategies to demonstrate growth of the overall Planned Giving program by building and maintaining relationships with current and prospective Planned Giving prospects by providing excellent customer service.
PERFORMANCE STANDARD
All United Way information is held confidential. There is no disclosure of any internal United Way strategic information, or volunteer, vendor and donor information.
SUPERVISORY RESPONSIBILITIES
Manage/supervise staff responsible for the management of Community Gifts, Leadership Society ,and Major Gifts. Carry out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring or effectively recommending hiring, and training support staff; planning, assigning and directing work; appraising performance and coaching; effectively recommend performance based increases; discipline employees; handling and resolving complaints and employee relations problems.
EDUCATION & EXPERIENCE REQUIREMENTS
• Undergraduate degree related to marketing, sales, management or business, human services, or philanthropy from four-year college or university and 10-12 years of 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.
CORE COMPETENCIES
• 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 database management software concepts to practical situations. Proficient with computer applications such as MS Office, Word, Excel, Access, PowerPoint, ANDAR, and Internet desired.
LANGUAGE SKILLS
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups and/or boards of directors.
MATHEMATICAL SKILLS
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
REASONING
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
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.
Management of Community Gifts, Leadership Society, Major Gifts, and Planned Giving and supervision of staff assigned to manage these donor groups. Develop, manage and implement effective strategies and tactics to increase donor engagement, and in turn increase financial contributions from strategic donor groups to United Way’s annual campaign. Develop and implement effective planned giving strategies to increase contributions from individuals and provide professional customer care to individual donors and volunteers, ensuring quality follow through and overall satisfaction. This position reports to the Vice President, Resource Development.
RESPONSIBILITIES
Include the following, but are not limited to:
DIVISON MANAGEMENT
• Monitor staff performance to strategic goals/expectations and provide timely coaching & feedback.
• Assist staff in identifying and managing top prospects within their assigned portfolios.
• Oversee staff projects and committees as assigned as well as special assignments required by other divisions.
• Remain current by having up-to-date knowledge of internal support processes.
• Provide regular and timely communication with Management Team, cabinet leadership, ambassadors, and assigned volunteers.
• Refocus public perception of United Way from a three-month campaign to a year-round community impact leader in communications and interactions with customers.
• Staff projects and committees as assigned, as well as special assignments with other divisions as required by Vice President – Resource Development.
• Working closely with Account Manager – Leadership Society and Community Gifts, oversee management and production of the annual leadership society donor recognition publication process and ensure that donor and company information is accurate for over 5,000 names.
EXPECTED OUTCOMES
Increase the contribution and engagement level of individuals within the above donor segments. Integrate all aspects of United Way’s development strategy in work plans. Demonstrate effective division leadership. Effectively communicate United Way’s value add to all constituents.
TOCQUEVILLE SOCIETY PROGRAM MANAGEMENT
• Manage portfolio of Tocqueville Donors and Prospects.
• Identify, cultivate, solicit and steward major gift donors ($10,000+) inside and outside the workplace.
• Design the strategy to recruit, cultivate and/or steward major gifts donors and qualified prospects through the use of marketing materials, working with other Resource Development staff, planning events and other engagement opportunities.
• Work collaboratively with Resource Development Account Managers to identify major gifts prospects from the Workplace Campaign.
• Work closely with Tocqueville Society Cabinet members.
• Cultivation of Planned Giving prospects to grow Legacy support.
• Working closely with grants manager and Major Gift Officers, identify, recruit, and cultivate relationships with family foundation prospects and donors and other potential foundation support.
EXPECTED OUTCOMES
Build and maintain relationships with current and prospective Tocqueville Society members providing excellent customer
service. Effectively communicate United Way’s value-add to all constituents. Increase revenue from major donor base.
PLANNED GIVING PROGRAM MANAGEMENT
• With direction from the Cabinet Members and UWGMWC leadership, maintain and document program outline, including: definitions of giving levels, strategy and timeline for Planned Giving campaign overall, serve as a resource to Data Manager with documentation process in ANDAR.
• Identify planned giving prospects and coordinate their solicitation.
• Work closely with Manager, Individual Engagement to identify opportunities to promote unique planned giving and transformational gift vehicles.
• Coordinating with the office of the President and CEO and Vice President – Resource Development, lead efforts on developing correspondence to Planned Giving prospects. This includes correspondence to donors who have notified UWGMWC of their intent or interest through pledge forms and leadership verification forms.
• Train UWGMWC staff on Planned Giving materials and processes.
• Design collateral material and communication strategy, working closely with Marketing & Communication and UWGMWC leadership.
• Develop process for maintaining relationships with current Legacy Society Members including annual touch points. Coordinate President & CEO and UWGMWC Leadership touch point meetings with donors when applicable.
EXPECTED OUTCOMES
Implementation of strategies to demonstrate growth of the overall Planned Giving program by building and maintaining relationships with current and prospective Planned Giving prospects by providing excellent customer service.
PERFORMANCE STANDARD
All United Way information is held confidential. There is no disclosure of any internal United Way strategic information, or volunteer, vendor and donor information.
SUPERVISORY RESPONSIBILITIES
Manage/supervise staff responsible for the management of Community Gifts, Leadership Society ,and Major Gifts. Carry out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring or effectively recommending hiring, and training support staff; planning, assigning and directing work; appraising performance and coaching; effectively recommend performance based increases; discipline employees; handling and resolving complaints and employee relations problems.
EDUCATION & EXPERIENCE REQUIREMENTS
• Undergraduate degree related to marketing, sales, management or business, human services, or philanthropy from four-year college or university and 10-12 years of 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.
CORE COMPETENCIES
• 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 database management software concepts to practical situations. Proficient with computer applications such as MS Office, Word, Excel, Access, PowerPoint, ANDAR, and Internet desired.
LANGUAGE SKILLS
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups and/or boards of directors.
MATHEMATICAL SKILLS
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
REASONING
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
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.
Job Summary
Employment Term and Type
Regular, Full Time
Hours per Week
40
Salary and Benefits
United Way offers an attractive salary, and excellent benefits that include health, vision, and dental coverage, generous vacation and other paid time off, life insurance, retirement plan, free downtown parking, and much more!
Required Education
Bachelor's Degree
Required Experience
10 to 12 years
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