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Director, Gift Planning

Cincinnati, OH

Relocation expenses: Not paid

Full time
5 - 10 years of experience
Bachelor's Degree

Published on 23 Oct 2020

Expires on 23 Oct 2020

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Director, Gift Planning

United Way of Greater Cincinnati (UWGC), has an immediate opening for a Director, Gift Planning who will be responsible for leadership of, and staff and volunteer support in developing, coordinating and managing the Planned Giving program for UWGC and the United Way Worldwide system. 

This includes, but is not limited to:

  • Identifying, cultivating, and expanding significant individual donor relationships across United Way’s portfolio. 

  • Ensuring development and execution of comprehensive relationship management strategies and the achievement of assigned growth, retention, participation, and revenue goals for the individuals within assigned portfolio. 

  • Tailoring and executing initiatives necessary to establish and preserve United Way as the primary philanthropic conduit between individuals, their employers, and the communities in which they operate. 

  • Ensuring delivery of year-round engagement experience for all donors and volunteers.

    Key Areas of Responsibility: 

Develops, implements and manages program of deferred/planned giving supporting UWGC:

  • Establishes goals, objectives, policies, procedures and timetable for program’s development and implementation.

  • Works closely with UWGC Foundation volunteers, Philanthropy Team, UWGC Executive Team and other United Way volunteers and staff to identify, cultivate and solicit planned gifts. 
  • Trains and mobilizes volunteers to meet with prospects to present the case for deferred/ planned giving.
  • Solicits gifts personally in face-to-face meetings with prospects.
  • Maintains current files on donor contacts, commitments, and necessary follow-up.
  • Develops the recruitment and training of UWGC Foundation Directors. 
  • Prepares and conducts quarterly Foundation Board meetings to manage Foundation monies and to develop strategies for increasing endowment;  manages follow up activities.

  • Assists in coordinating with and providing input to cross-functional UWGC teams with regard to planned giving work.

  • Works with IT/Data Analytics team to obtain, study, and utilize data on donors to assess opportunities.

  • Develops a marketing plan. Writes and coordinates the development of external marketing materials including brochures, web page, newsletters and other materials needed to promote the program and educate current and prospective donors.

  • Works with Community Impact team to create “products.”

  • Coordinates and integrates planned giving program with annual campaign, major gifts development and long-range strategic resource development goals.

  • Utilizes planned giving tools to enhance donor’s ability to make Roundtable gifts, Centennial gifts, Tocqueville, and other niche gifts.

  • Aids in Leadership Giving and Major Gift asks, and stewardship as needed.

  • Ensures Legacy Leaders recognition and engagement is integrated with Major Gifts/Leadership Giving activities.

  • Works with Relationship Managers to identify planned gift opportunities.

  • Works with Campaign Strategy Team to implement systems to identify, promote and record efforts.

  • Works with Finance Team as needed on receiving, recording and reporting of gifts.

  • Works with Volunteer Connection Team to identify and market quality, skill-based volunteer opportunities for donors.

  • Prepares reports and presentations to inform and train external stakeholders.

  • Works in partnership with the Greater Cincinnati Foundation (GCF) to implement a collaborative fundraising model that leverages the organization’s core competencies and to ensure accurate donor reports.

  • Stewards Legacy Members.

  • Participates in professional memberships and affiliations.

  • Engages in continuing education on planned giving platforms.

    United Way Worldwide (UWW) Commitments

  • Serves as UWW Major and Planned Giving Council Member, identifying, developing and sharing strategies for “Best Practices.”  (May require travel.)

  • Participates and presents on Tocqueville Legacy Circle Group Calls.

  • Participates and presents on monthly/quarterly United Way Life Calls.

  • Mentors and advises other planned giving programs.

  • Ensures accuracy in reporting data to United Way Worldwide. 

Minimum Qualifications:

  • Bachelor’s Degree in Business or similar discipline is required, master’s or other advanced degree preferred.

  • Eight or more years professional work experience, with five or more years previous experience in a fundraising, development, legal, sales, communication and/or public relations capacity required.

  • Thorough working knowledge of relationship-based fund raising and/or deferred giving procedures and philosophies.

  • Excellent negotiation, analytical, organizational, time management, and interpersonal skills.

  • Outstanding written and verbal communication skills required, including public speaking and presentation skills.

  • Excellent listening skills, with the proven ability to solicit information from others.

  • Proven project management skills, including the ability to balance multiple projects in varying degrees of implementation.

  • Proven ability to create, grow and retain strong customer relationships.

  • Proven ability to build strong collaborative relationships across organizations and work cooperatively and flexibly as part of a team.

  • Advanced computer skills, including experience with Microsoft office products (specifically Outlook, Word, Excel, PowerPoint), required.

  • Proven ability to work with minimal supervision.

  • Ability to lift up to 20 pounds.

  • Frequent local travel within the regional area, including occasional evenings and weekends.

  • Reliable personal transportation required.

    COMPETENCIES: Integrity, Dynamic Leadership, Strategic Planning, Communication Skills, Exceptional Relationship Building, Demonstrated Ability to Drive and Achieve Significant Results, Technologically Proficient  

    Applicants should apply by Friday, October 23, 2020 via the link below:

UWGC is an Equal Opportunity Employer Committed to Diversity, Equity and Inclusion