The Assistant Director of Major Gifts reports to the Assistant Vice President, Major Gifts. The Major Gifts team plays a key role in the Office of Development through planning and execution of individual engagement strategies and opportunities, inside and outside of the workplace.
Following internal policies and best practices relating to portfolio management and fundraising, the Assistant Director of Major Gifts will work collaboratively with multiple Development Teams, and other UWGA staff, to build and manage a fluid portfolio of up to 200+ individuals. The Assistant Director of Major Gifts has primary responsibility for retention and growth of current annual donors and acquisition of previous topline donors through development of a comprehensive strategy to grow individual giving.
The Assistant Director of Major Gifts will work closely with the Major Gifts, Corporate Relations, and Donor Communities and Connections teams, as well as colleagues across departments, volunteers, boards, community leaders and a variety of others, and must be collaborative, professional, innovative, responsible, and more while maintaining a strong work ethic and attention to detail. It is also essential that the Assistant Director of Major Gifts be well versed in both the art and science of individual fundraising and have significant experience with donor retention and acquisition, closing gifts, collaborating with others to close gifts, and managing individual portfolios. The Assistant Director of Major Gifts will spend approximately 80% of their time each month on personal visits with prospects and will report a minimum of 15-20 substantive visits per month.
Essential Duties and Responsibilities
The Assistant Director of Major Gifts will be responsible for the following goals, duties, and responsibilities:
- Develop, implement, and manage a productive, fluid portfolio of 200+ prospects through best practices.
- Secure 200 substantive contacts per year, no fewer than 15-20 per month.
- Make all contacts necessary via phone, email, other, to achieve the above-mentioned results.
- Document all data necessary to track said goals through the timely submission of activity within the UWGA CRM, as required by internal policies.
- Exceed all yearly revenue and metric-driven goals as set by Office of Development Leadership.
- Promote collaboration, recognizing our shared goals, and regularly collaborate with colleagues within the Office of Development and other departments as needed.
- Ensure the proper stewardship of individuals. Increase awareness and knowledge among prospects, donors and other key stakeholders about the Child Well-Being Movement.
- Develop a solid and detailed working knowledge of United Way’s funding priorities and products.
- Other duties as assigned by the Assistant Vice President and Vice President of Development, Major Gifts.
Qualifications & Competencies
- Undergraduate degree required.
- 3-5 years fundraising experience to include the demonstrated ability to identify, cultivate and close gifts.
- Advanced interpersonal, oral, and written communication skills.
- Organization skills for a fast-paced work environment.
- Microsoft Office knowledge including Excel, PowerPoint, Word, etc.
- Experience with CRM/database management.
- Excellent verbal and written communication skills and mature judgment. Ability to act with discretion in all matters.
- Ability to meet key metrics tied to increasing the UWGA donor base, upgrading the average size of donation, and increasing donor retention.
- Advanced fundraising skills and knowledge.
- Exceptional skills managing individual donor portfolios and developing prospects from identification through solicitation while moving them towards increased giving.
- Ability to think strategically and implement strategic policies and practices.
- Ability to work collaboratively to achieve common goals, fostering cooperation, transparency, and communication.
- Advanced understanding of moving prospects through the development cycle.
- Openness to new ideas and their implementation. Ability to react and adapt to changing situations appropriately.
- Ability to maintain a high level of confidentiality and organization.
- Entrepreneurial and highly energetic. Must be a self-starter and able to work effectively independent of direct supervision.
- Working knowledge of Microsoft Dynamic CRM, Raiser’s Edge, or a similar CRM software.
- Highly attentive to detail and exceptional grammar required.
- Dedicated to shared and measurable goals and metrics.
- Ability and willingness to travel and work after hours as required to meet the needs of the job to include event attendance and volunteer participation.
- Ability to work independently as well as with a team.