SUMMARY Responsible for identifying, cultivating, soliciting, recognizing and providing stewardship for a portfolio of major giving donors ($10,000+) and prospects. Responsible for cultivating relationships with, and providing excellent donor service to, Tocqueville Society members and Campaign Cabinet Volunteers who include many top community leaders and high-level donors. This primarily outward facing, results-oriented role will require the candidate to be a high-energy and inspiring leader who has the demonstrated ability to build strong, mutually beneficial relationships. The successful candidate will demonstrate exceptional professionalism and discretion. Additionally, this role strengthens United Way’s long-term sustainability by bringing a data driven and collaborative team approach to major gifts fundraising. With a strong alignment with United Way’s culture and eco-system, and working closely with the Manager, Major Gifts & Planned Giving and the Major Gifts team, this role is responsible for developing a pipeline of loyal donors who will continue to place United Way as their philanthropic partner of choice throughout their lifetime. This position reports to the Manager, Major Gifts & Planned Giving.
RESPONSIBILITIES Include the following, but are not limited to:
With direction from the Manager, Major Gifts and Planned Giving, assist in coordinating the major giving program, determine leadership and major giving strategies for the Major Gifts Team in collaboration with the Individual Engagement team goals and strategies.
Identify and develop plans for selecting major gift prospects for cultivation by engaging corporate prospects, new individual donors, and corporate contributions, with a primary focus on high wealth individuals.
Cultivate and maintain positive relationships with major donor prospects by building relationships with individual donors and volunteers.
Work with community volunteers to identify clients to leverage existing community relationships, and identify the decision makers within the organizations.
Strategize and implement the most effective methods to cultivate new high potential Major Giving prospects.
Sets goals on and follow-up with assigned prospects and accounts.
Maintain detailed and accurate account information in the CRM (ANDAR).
Provide support to Manager, Major Gifts and Planned Giving in planning and execution of the Legacy Giving Program. Partner to identify, cultivate, and solicit planned gifts.
Work with Manager, Major Gifts and Planned Giving and marketing and communications team to promote stock giving and planned gifts.
Support the Manager, Major Gifts and Planned Giving and marketing and communications team on the implementation of the President’s year-round communications plan for major donors.
TOCQUEVILLE SOCIETY PROGAM SUPPORT
Identify, cultivate, solicit and steward major gift donors ($10,000 +) inside and outside the workplace.
With direction from the Manager, Major Gifts and Planned Giving, assist in developing strategies 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 all Resource Development Account Managers to identify major gifts and Legacy Giving prospects from the Workplace Campaigns.
Work closely with assigned Tocqueville Society Cabinet members to support their volunteer fundraising role. This includes advising, individualized support, tracking and prompting follow up, ensuring notes are updated, and other types of support based on each volunteer’s needs.
Assist the Major Gifts Officer responsible for family foundations, on some occasions, with the solicitation of gifts from Waukesha based foundations.
WAUKESHA COUNTY LIAISON – DONOR/PROSPECT MANAGEMENT
Maintain an ongoing knowledge of current events, local government and community issues affecting Waukesha County residents.
Represent UWGMWC at Waukesha County Business Alliance meetings and events, including membership in appropriate networking organizations to identify leadership/DTS prospects.
Work closely with the RD Account Manager(s) assigned to Waukesha workplaces to identify/cultivate/steward major donors and prospects.
Provide support to the Tocqueville Cabinet Member from Deloitte, particularly assisting him/her in the management of internal major donors and prospects providing periodic updates to the RD Account Manager/Professional Division as needed.
EXPECTED OUTCOMES: Build and maintain relationships with current and prospective major giving donors as appropriate. Effectively communicate United Way’s value-add to all constituents. Integrate all aspects of United Way’s resource development strategy. Demonstrate effective campaign and resource development leadership. Increase revenue from leadership donor base. SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities.
EDUCATION & EXPERIENCE REQUIREMENTS
Bachelor’s degree related to non-profit management, marketing, sales, communications, management or business, human services, and/or philanthropy.
6 - 9 years related experience, or equivalent experience in fundraising, major gifts and individual stewardship experience; may be substituted by CFRE credential or demonstrated planned giving success.
Minimum of three (3) years professional experience working in a non-profit organization in a “high end” donor fundraising capacity.
At least five (5) years supervisory or volunteer management experience.
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
Requires experience in fundraising and demonstrated success in soliciting and securing major gifts at our Tocqueville Society Level
Experience developing expansive relationships with donors and volunteers.
High comfort level interfacing with business and community leaders, plus strong interpersonal skills and ability to work with diverse audiences and across generations.
Demonstrated ability to develop and implement strategies to drive best practices and maximize outcomes.
Strong contacts within United Way of Greater Milwaukee & Waukesha County’s four county footprint; strong relationships and knowledge of Waukesha County philanthropic landscape preferred.
Excellent communication (verbal & written) skills. Ability to communicate not only with donors and volunteers, but with other team members across our organization.
Excellent planning and time management skills with the ability to successfully manage multiple projects. Project Management experience desirable.
Perseverance and willingness to take on impressive challenges. High-energy, inspiring team leader and member.
Good understanding of group dynamics and group facilitation skills.
Effective analytical and problem solving skills.
Ability to respond to common inquiries or complaints from customers, 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. 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. COVID 19 PROTOCOL
United Way of Greater Milwaukee & Waukesha County mandates that all employees be fully vaccinated against COVID 19. For purposes of this policy, an employee is considered fully vaccinated two weeks after receiving the second dose of a two-dose vaccine (Pfizer or Moderna) or one dose of a single-dose vaccination (J&J) as well as timely boosters.
When requested, United Way will provide a reasonable accommodation/medical exemption for any disclosed medical condition or disability of a qualified individual or a sincerely held religious belief which prevents the employee from receiving a COVID-19 vaccination, provided the requested accommodation is reasonable and does not create an undue hardship for United Way and/or pose a direct threat to the health or safety of others in the workplace and/or to the requesting employee.