Job Title: Chief Advancement Officer
Department: Resource Development
Reports to: Chief Executive Officer
Location: Tampa Based with Regional Responsibilities
Date: July 2020
Summary: As a member of the Executive Team, the Chief Advancement Officer (CAO) works collaboratively with team members to establish and execute a plan for significant growth. Key areas of focus include the continued development and strengthening of Resource Development Team members. They will also improve the utilization of data and planning with an emphasis on the cultivation of existing donors and the acquisition of new donors to raise the resources needed to carry out the United Way Suncoast (UWS) mission.
Essential Duties and Responsibilities include the following: Other duties may be assigned.
- Participate as a member of the Executive and Senior Management Teams to provide a united, visible, and strong leadership presence across the organization.
- Strengthen and build an agile and results-oriented Resource Development Team.
- Evaluate donor experience and design, implement, and continually improve a resource development model based on researched best practices. Lead the team to success in taking its innovations to market in a timely and scalable way.
- Lead innovation and data-driven giving solutions, positioning United Way Suncoast as a visionary market leader by donors, philanthropic organizations, media, and community.
- Create, integrate and adapt technological platforms and strategies to improve the donor experience.
- Drive new growth opportunities. Identify, prioritize, develop, and launch new products, services and business models that elevate the donor and volunteer experience.
- Ensure fund raising efforts support the UWS community impact model and revenue goals. Such model components include workplace development, individual and major gifts, planned giving, Affinity Groups, Volunteer Engagement and revenue producing events.
- Ensure that the Customer Relationship Management System (CRM) is consistently and accurately used to provide a comprehensive view of existing and potential donors. Use the data to inform strategies. Ensure information about needs, interests, expectations of these individuals and organizations is used to enrich relationships.
- Ensure that donor segmentation models are in place and used to inform fundraising plans. Ensure that prospective donors and partners are measured against those models and that resource development time and effort is allocated toward those segments most critical to achieving the results of building a well-balanced donor portfolio and roadmap that drives giving and donation growth.
- Ensure that segment specific strategic engagement plans are developed for building relationships that support fundraising efforts.
- Provide strategic leadership for volunteer committees associated with resource development activities.
- Promote cross functional collaboration as a component of operationalizing the strategic plan and annual goals.
- Ensure relationship-based development practices, intended to ensure an exceptional donor experience are in place and attract and sustain both financial and non-financial resources.
- Lead the strategic priorities of Planned Giving and Grants. Lead the team to build annual plans that support overall revenue goals. Ensure policies and procedures are followed.
- Partner with the Communications and Marketing Team to ensure systems and processes are in place for successful planning, execution, and evaluation of revenue generating events. Ensure documentation of such processes.
Supervisory Responsibilities: Directly supervise the following: Vice President, Major Gifts; Vice President, Corporate Philanthropy; Manager, Women United; Senior Manager, Grant Development and Management; Director, Community Engagement and Events, and the Administrative Assistant. Perform supervisory responsibilities in accordance with the organization's policies and applicable laws.
Qualifications: The following requirements are representative of the knowledge, skill and/or ability required to satisfactorily perform the essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience: Minimum of Bachelor’s degree in Business, Marketing or related field. Master’s degree preferred. Minimum of seven years of progressively responsible experience in the field of fundraising, marketing, sales, public relations or related field. Supervisory experience required.
Knowledge of Account Management, Customer Service, Community Relations and/or Sales and Marketing, Project Management, and Volunteer Management. Must have demonstrated experience operationalizing strategic plan successfully. Experience in managing teams is a must.
Excellent active listening, persuasion, negotiation, presentation and public skills required. Strong complex problem solving, coordination, critical thinking, interpersonal and judgment skills required. Must have demonstrated a high level of experience and success in building productive professional/working relationships with diverse individuals and groups.
Has great energy, a very high degree of self-awareness. A spirit of curiosity about what motivates donors to give. A commitment to life-long learning about fundraising. Is constantly aware of UWS financial needs, goals and progress toward achieving them from all sources.
Ability to read, analyze and interpret business periodicals, news articles and professional publications. Ability to write reports and business correspondence. Ability to present information to and respond to questions from groups of diverse organizational employees, managers, and senior level high profile decision makers.
Requires advanced knowledge of MS office software and Customer Relationship data base programs.
Valid Florida Driver’s License with a driving record that meets insurance requirements.
Physical Demands: The physical demands described here are representative of those that must be met by an employee 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 sit, talk and/or hear. The employee is frequently required to use finger and hand motion and occasionally required to stand, walk and reach with hands and arms. The employee must occasionally lift and/or move objects up to 20 lbs. Specific vision abilities required by this job include close vision and ability to adjust focus.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employee primarily works in a normal office environment under moderate heat and noise levels, with extensive in-the-field activities within the Suncoast area.
United Way Suncoast is an equal employment opportunity employer and does not discriminate against any person because of race, color, creed, religion, sex, national origin, disability, age, genetic information or any other characteristic protected by law. This nondiscrimination policy extends to all terms, conditions and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment actions. United Way Suncoast will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship.
*Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.