Overall Purpose of this Role:
Supports and helps to advance United Way’s mission and vision. Oversees all aspects of UWCW’s resource development strategies and initiatives. This includes maintaining and enhancing current efforts and creating new resource streams through the annual workplace campaign, individual and major donor programs, planned giving, endowment, in-kind gifts, and restricted giving campaigns. This position leads and directs all RD staff to maintain superior donor relationships and meet measurable revenue goals.
Key Accountabilities: Fundraising (50%)
- In partnership with the RD leadership team, plans, organizes, and implements the annual fundraising plan for the organization.
- Works with the VP of Major and Planned gifts; ensures that we create and implement a plan to cultivate, steward, and solicit our current and prospect donors.
- Builds and supports a discipline of relationship management within the RD Department and within areas providing critical support to RD.
- Cultivates and sustains positive, productive relationships with volunteers, community and business leaders, donors, community partners, and staff.
- Educates staff, volunteers, and members of the business and financial community about United Way’s resource development initiatives.
- Evaluates resource development results; recommends changes, organizes and develops an appropriate volunteer structure through which the community-wide support for the fundraising appeal is achieved; provides support and assistance to the volunteer leadership and RD staff.
- Works with the CEO to plan, organize, and implement new revenue streams to support community impact work. This includes but is not limited to restricted campaigns, online giving campaigns, endowment campaigns, fundraising events, and the addition of affinity group programs.
Strategy and Organizational Structure (15%)
- Responsible for managing and leading all RD lines of business including: Corporate Relations, Major and Planned Gifts, Annual Giving and RD Operations.
- Leads RD Team in the creation of a resource development strategy aligned to the organizational strategy with defined operating plans for each year.
- Analyzes the progress of annual operating plan goals and metrics and makes recommendations as needed.
- Works with the CEO and VP of Finance in developing the RD budget and assumes responsibility for its administration.
- Reviews and analyzes the strengths and weaknesses of resource development initiatives; researches, tests, and implements new techniques and materials to improve the effectiveness of these initiatives.
- Works with the CEO to develop goals and objectives for United Way’s resource development initiatives, and develops and directs the implementation of long- and short-range plans to meet those goals and objectives.
Corporate Volunteerism (10%)
- Collaborates with Hands On Greater Portland to identify, strategize, and develop corporate volunteer revenue-generating activities.
- Works with RD Team on strategizing and securing MLK Weekend of Service sponsorships.
- Manages collaboration with Hands on Greater Portland giving campaigns or other new business strategies as needed.
Staff Leadership (10%)
- Selects, guides, motivates, and participates in the training, professional development, and evaluation of direct reports.
- Provides goal-setting, visioning, leadership, and strategic direction for RD staff.
- Directs and manages RD staff activities. Ensures that team members are invested in team activities and decisions and that the team works together to achieve organizational goals
- Responsible for accurate and timely completion and/or approval of organizational documents, including but not limited to performance reviews, professional development plans, goals and objectives, timekeeping, expense and travel reimbursements, credit card reports, requisitions, and ongoing documentation of performance accomplishments and areas requiring improvement.
Marketing and Communications (5%)
- Works with the CEO and Director of Marketing and Communications in developing and directing the implementation of long- and short-range plans for the purpose of meeting the organization’s marketing and communication goals in service to fundraising.
- Works with the Director of Marketing and Communications to help United Way to become a true story telling organization, training all key stakeholders on our brand guidelines and key messaging.
Volunteer Leadership (5%)
- Assumes primary staff responsibility for the Strategic Development Committee meetings, overseeing the activities of the committee and providing expertise to volunteers in organizing and developing successful campaign strategies.
- Provides goal-setting, visioning, leadership, and strategic direction for RD volunteers.
- Works directly with and supports the Strategic Development Committee chair in the execution of the chair responsibilities as outlined in the Chair job description, including the identification and recruitment of Fundraising Committee volunteers.
- Works with the VP of Major and Planned Gifts in the identification and recruitment of Major and Planned Gifts volunteers.
Organizational Leadership (5%)
- Participates as a member of the senior management team to provide a united, visible, and strong leadership presence across the organization to help instill new thinking, focus and prioritize efforts, and operationalize the organization’s Strategic Plan.
- Assists the CEO and senior management team in promoting the long-range plans and goals of the organization to the community.
- Supports the CEO in staffing the Board and assuming additional strategic and leadership roles to further the mission. Participates in Board meetings.
Acquire and Utilize Knowledge (ongoing)
- Updates skills regularly to enhance knowledge of resource development.
- Maintains knowledge of current and evolving resource development trends, as well as economic, political, technical, and general business trends that may impact UWCW’s resource development results.
Ability to link donor, volunteer, and advocates' aspirations to needs
Ability to catalyze others' commitment to mission
Strives vigorously to accomplish shared goals
Separates one's own interests from organizational interests in order to make the best possible judgments for the organization
Manage Relationships / Relationship-Oriented
Is able to communicate effectively to develop, grow, and sustain productive relationships. Knows how to capture and record relevant information and how to interpret and utilize the information to forge partnerships, collaborate, cultivate, grow, sustain, and strengthen internal and external relationships.
- Understands and motivates individuals and organizations
- Values diversity and inclusion
- Effectively communicates
- Treats others with respect and dignity
- Actively listens to and facilitates diverse input and contribution
Seeks and shares knowledge of community
Takes a collaborative approach to addressing issues
Focuses on shared goals
Mobilizes a broad range of sectors and resources
Achieve Results / Results-Driven
Is personally accountable for the results they achieve. Is able to adapt quickly to ever-changing environments. Is organized, able to plan, think strategically, and is creative, innovative, and appropriately persistent. Is able to make decisions and willing to take risks when appropriate to achieve results and meet goals.
- Has a searing focus on results and can effectively communicate goals and impact
- Advocates for support of education, income, and health
- Promotes innovation/willing to take risks
- Develops relationships to drive resources and results
- Has the necessary organizational skills to deliver on business model
Acts with integrity and strong ethics to foster trust at all levels (personal, market, societal)
Internalizes the meaning and commitment of United Way and consistently acts according to its value and purpose
Demonstrates the values of the network; is a good system-citizen
Is accountable and transparent with all stakeholders
Presents oneself in an appropriate and professional manner. Communicates, acts, reacts, and responds appropriately in all situations. Effectively utilizes interpersonal skills and political astuteness to: engage with, lead and function as a member of a team as appropriate. Is trustworthy and acts with integrity, authenticity, humility, and in good faith; respecting others' opinions, priorities, values, and interest. Seeks to continuously improve interpersonal and professional skills.
Understands and uses empathy, compassion, and active listening. Is fully present and aware of subtleties and nuances such as body language and voice tonality to better understand what is important to constituents and how to connect and engage them with UW. Able to influence, persuade, present, request, sell, negotiate, and close a deal as appropriate.
Utilize and Acquire Knowledge
Is forward-thinking, focused on what is possible, and seeks new tools and knowledge as needed. Is able to use technology when acquiring and utilizing knowledge, and is innovative and creative in its application. Seeks to continuously improve interpersonal and professional skills.
Demonstrates Social Responsibility and Stewardship
Has a passion for the common good and affection for the community. Believes in social responsibility and inspires others to be socially responsible. Demonstrates courage and humility when working toward improving life in the community.
Initiates and leads change and transformation
Inspirational and persuasive communicator
Displays courage, resilience, and entrepreneurial spirit
Values external networks and relationships
Values continued learning and development of self and others
Puts people first - understands that people are the engine that moves the organization forward
Focuses staff on meeting the organization's vision, mission, and goals
Envisions the future of the organization through the development of staff and volunteer talent
Builds and cultivates volunteer leadership suited to accomplish organizational goals
Values the diversity of people and ideas
Builds solid staff and board partnerships
Works across private, public, and corporate sectors to improve conditions in communities
Exhibits partnership principles
Values inclusion, different perspectives, and cultures
Mobilizes resources; is a skilled fund-raiser
Focuses on quality, innovation, and high performance standards
Demonstrates fiscal responsibility
Possesses skill to co-create and co-manage with diverse partners
Is an effective, skilled negotiator
Balances strategic and operational realities
Fosters trust and interdependence and collaboration
Links local, regional, national, and global perspectives
Enables distributed leadership
Leverages the power of networks
Additional Competencies and Knowledge:
- Donor Cultivation
- Major Gifts
- Consultative Sales
- Planned Giving
- Individual Gifts
- Relationship Management
- Corporate Social Responsibility
- Ability to lead strategic development efforts for an organization that generates over $20 million in fundraising revenue annually. Progressive thinking, with understanding of philanthropic trends and best practices in donor-centered fund-raising.
- Ability to recognize organizational-wide priorities and work cooperatively to support their accomplishment.
- Ability to work as part of a Senior Management Team, building effective, collaborative relationships to advance business outcomes.
- Ability to ensure that all informational data is current, appropriate to goals and outcomes, and supports all organizational needs.
- Ability to generate excitement and energy around the organization’s mission and activities, encouraging others to provide financial support
- Innovative and creative thought processes - exceptional “out of the box thinking” capabilities.
- A comprehension and appreciation of metrics and performance indicators used to measure progress in resource development. An expertise in evaluating and realigning structure and process systems support. Ability to analyze and interpret internal and external data.
- Strong management and supervisory skills.
- Relationship Management, Collaboration, Tact and Judgment
- Budget Management
- Successful public speaking and training/facilitation experience.
- Culturally competent
- Ability to work effectively with staff and volunteers from diverse backgrounds.
Supervisory Direction Received:
- Works in support of and at the direction of the President/CEO.
- VP-Major and Planned Gifts, Director of RD Operations, Senior Manager of Corporate Relations, and Senior Manager of Corporate Partnerships.
Education, Training, and Previous Work Experience:
- Minimum of 10 years related work experience in the human services field with leadership experience in resource development, program development, administration, and fiscal oversight.
- Eight years supervisory and team management experience. Proven track record in developing a strong, cohesive, creative, high-performing team.
- Master’s Degree in Business Administration or related field, or a comparable combination of experience and education.
- Volunteer management experience.
- Technical Knowledge:
- Proficient with MS Office, including Word, Excel, PowerPoint, Outlook. Proficiency with using the internet for research purposes.
- Customer Relationship Management software preferred.
- Valid Driver’s License, automobile insurance, and reliable transportation required.
Work is primarily performed indoors, within an open office setting with a moderate noise level and occasional exposure to scents.
- Frequently required to sit/stand at computer in a stationery position.
- Frequently operates a computer and other office productivity equipment, such as copy machine, printer, phone, and fax machine.
- Frequently required to move about inside the office for meetings, access to information, office equipment, etc.
- Frequently required to travel locally for meetings that occur in other office settings.