Director, Major Gifts - Alexis De Tocqueville (ADT)

United Way of Broward County fights for the Health, Education and Financial Prosperity of EVERY person in our community. 

General Description: The incumbent will identify, cultivate and solicit individual high net worth prospects and donors capable of supporting the mission of United Way of Broward with an emphasis on Major Gifts – Alexis De Tocqueville (ADT) and Legacy.      

The Director, Major Gifts

1. Build and sustain trusted relationships with a portfolio of current, lapsed and prospective Tocqueville donors and connect them to United Way of Broward County
2. Identify, engage and re-engage high-capacity donors and prospective donors to provide opportunities for participation and leadership
3. Develop a robust legacy program and integrate approach with Major Gifts fundraising
4. Develop Planned Giving Committee to be actively engaged groups with meaningful roles
5. Emphasize cultivation of new donors and maintenance of current major gifts from individual donors
6. Identify and establish a plan for current Alexis de Tocqueville (ADT) donors (annual giving level of $10,000+) with the potential for increased giving.
7. Identify potential for six and seven figure gifts as well as transformational gifts.

Primary Job Responsibilities & Duties:

Management – ADT  & Planned Gifts:

• Serve as the liaison between ADT donors and the United Way of Broward
• Assure the recruitment, training, evaluation and motivation of volunteers, ensuring a fulfilling experience
• In collaboration with chairs and committees of ADT, Major Gift Colleagues, Planned Giving develop and implement overall and individual goals, reporting and execution of plan that supports and advances fundraising results
• Develop, support and maintain relationships with the ADT Chair, Planned Giving Chair, committee members and other volunteers
• Effectively develop, organize, manage, support and motivate a volunteer team to aid in the identification, cultivation and solicitation of high capacity donors and prospective donors
• Develop meaningful ways to engage ADT members throughout the year including personal visits, executing unique events and volunteer opportunities to connect our members to the work United Way is doing in Broward County
• Ensure partnership with Workplace Campaign team for penetration of workplace firms/corporations with ADT Society engagement opportunities
• Partner with Major Gift and Development Colleagues, for identification of prospects
• In engaging ADT donors, align donor interest with increased support of United Way community initiatives
• Work with the Event Manager to enhance events and programs designed to secure both short- and long-range fundraising objectives
• Support/coordinate and recruit for UWBC events and programs
• Implement overall ADT Society  and Legacy goals, reporting and execution of plan
• Partner with Major Gifts colleagues for identification of upgrade and step-up prospects

• Serve as liaison between Development, Community Impact, Marketing staff and Finance to ensure timely communication to Major Donors and Legacy Donors
• Create, execute, promote and oversee volunteer engagement plans for Tocqueville Society members based on interest
• Develop and execute endowment and legacy giving strategy and the Tocqueville Legacy Circle program
• Serve as lead staff for Annual Joint Tax Seminar

Moves Management:

• Cultivate, steward and build trusted relationships with a portfolio of major donors and prospective major donors and legacy giving prospects to generate new and increased giving (Portfolio: Approx. 100)
• Identify, engage and re-engage donors, particularly those emerging as the next generation of potential philanthropic leaders
• Conduct individually tailored one-on-one cultivation and solicitation meetings and work with appropriate volunteers to strategize and manage their cultivation and solicitation of targeted donors
• Manage segmentation of Tocqueville Society donors for parallel solicitation for the Tocqueville Legacy Circle
• Identify and solicit new major gifts and legacy gifts
• Connect and involve CEO and/or Board of Directors to new and/or prospective ADT members

Other Job Duties:

• Attend department staff meetings as needed
• Assist in United Way initiatives, projects and events
• Attend meetings, events and conferences within United Way of Broward County and at outside agencies/organizations deemed appropriate in furthering the responsibilities of the position
• Due to the leadership role United Way is called upon to play in the community, particularly during times of crisis, it is the expectation that all United Way staff will be fully engaged in the organization's crisis plan and response efforts.
• Perform all other job duties as assigned

Supervise: Temporary staff; Volunteers, Admin

Education & Experience:

• Bachelor's Degree and minimum of four years in a fundraising, development and/or sales, capacity required.  Thorough working knowledge of relationship-based fundraising procedures and philosophies.
• Prior supervisory experience is required.
• Must be detail oriented, have excellent oral, written and presentation skills, be computer literate, and demonstrate strong leadership, interpersonal and management skills.
• Ability to work comfortably and professionally with individuals of high net worth.
• 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.
• Proven ability to work with minimal supervision.

Core Competency Requirements:

• Excels at customer service – Serves (treats) all customers (internal and external) with utmost respect and responsiveness in order to deepen relationships and advance UWBC’s mission.
• Drives for results – Has a passion for innovation and risk-taking, meets and exceeds qualitative and quantitative goals in a thoughtful and time-driven manner.
• Commits to the organization – Has the responsibility for aligning one’s own behavior, leadership and commitment with the needs, priorities, goals and culture of UWBC.
• Embraces diversity and inclusion – Creates an atmosphere that respects and embraces engagement of all people, ideas and backgrounds and aligns with United Way’s values.
• Seizes learning – Able and willing to learn new skills and knowledge and accept new challenges to further United Way’s mission.
• Manages multiple projects and tasks – Effectively manages time and resources to respond to emerging needs while continuing to deliver on organizational goals, objectives and timelines, and seeks help when needed in juggling priorities.
• Personifies teamwork – Demonstrates good collaboration and communication to be effective in any team setting.

Environment & Physical Demands: The environment is climate controlled (i.e., heated and air-conditioned).  Lighting is adequate through overhead lighting as well as windows and blinds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Physical demands include sitting and/or standing for extended periods of time, bending, lifting approximately 25 pounds, regular use of the telephone, copier, fax and computer.  Demands also involve protracted concentration.