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Director, Tocqueville Society

Director, Tocqueville Society

companyUnited Way of Dane County
locationMadison, WI, USA
remoteHybrid
PublishedPublished: Published 3 weeks ago
Full time
$58,200 - $75,600 per year

United Way of Dane County has been tackling Dane County’s toughest challenges for over 100 years. With a mission to unite the community to achieve measurable results and change lives, we are committed to build a Dane County where everyone can succeed in school, work and life. Through strategic partnerships and collaborative work, United Way brings the many voices of Dane County together to find common ground and develop a strategic architecture for change, while engaging businesses and individuals to give, advocate and volunteer in Dane County. Together, we are The Power of Many. Working for All. 

United Way of Dane County fights for the education, financial stability and health of everyone in Dane County. We are committed to the vision of a Dane County where everyone can succeed in school, work, and life. To facilitate this, we follow our Plan for Community Well-Being, which outlines four community goals focused on priority areas of Early Childhood, Education, Income that supports Housing, and Health – the building blocks of a stable life. Each of these goals is achieved through collective impact, the implementation of United Way initiatives and community-based programs operated by nonprofit partners. 

Achieving our mission means being an equity leader and striving for outcomes that reflect a more inclusive community. United Way of Dane County recognizes racism as a public health crisis, understands it is the root cause of inequity in our society and stands in total opposition to all acts of racism and discrimination. Our DEI (Diversity, Equity and Inclusion) Statement reflects our commitment to support transformative social change and to address structural inequities and oppression. 

PURPOSE OF POSITION 

The Director, Tocqueville Society is responsible for the achievement of transformative philanthropic and engagement goals associated with the growth and development of the Tocqueville Society. This position will manage the society’s volunteers and donor portfolio, with the goal of retaining existing donors, recruiting new donors, and ensuring that donors are fostered and understand the impact of their investments. The position will also have a specific focus on expanding gifts from targeted populations not traditionally included in the United Way campaign. The Tocqueville Society is comprised of more than 260 households making an annual gift of $10,000 or more.  

40%       Tocqueville Program Management  

  • Manage the Tocqueville program under the supervision of the Senior Director of Leadership and Major Giving, and in coordination with the Director, Foundation and Gift Planning and the Coordinator of Foundation and Major Gifts. 
  • Grow membership and revenue from Tocqueville Society members both inside/outside of the workplace campaign, fostering enduring donor relationships and inspiring heightened giving. while retaining current members with a strategy of thoughtful engagement that creates pathways for increased giving.
  •  Create incentive recognition for Tocqueville donors, with a keen focus on enhancing acknowledgement for our top-tier donors giving $100,000+ annually. 
  • Spearhead Tocqueville events, ensuring every detail is curated thoughtfully for maximum impact. 
  • Develop and implement Tocqueville event plan for the year to drive engagement. Set event objectives and measure ROI for each event or activity.   
  • Serve as the lead staff to design, promote and carry-out all aspects of Tocqueville Society events and activities to educate, recognize and thank existing donors and recruit new donors. 
  • Coordinate the development of compelling external marketing materials to include but not limited to mailings, brochures, advertisements, web content, newsletters and other materials in accordance with the established Tocqueville annual Calendar.
  • Track and analyze membership metrics and fundraising progress, providing actionable insights to guide strategic decision making and empower executive leadership.
  • Manage all strategies to achieve departmental goals and objectives and action steps for each Tocqueville-related project. 

35%       Donor Relationship Management  

  • Retain and cultivate a portfolio of donors and prospects. Personally initiate and cultivate ongoing and year-round one-on-one relationships with constituents that enhance the donor’s commitment and lifetime loyalty to United Way of Dane County with a focus on retraining donors. Introduce planned giving and endowed opportunities to donors as appropriate.   
  • Strategically engage with prospects including retirees, emphasizing the enduring importance of their support and enticing new donors to join the Tocqueville Society. 
  • Creatively craft prospect lists that help expand United Way’s support in the community to those who are outside of the traditional workplace campaign. 
  • Work closely with Tocqueville Leadership, Affinity Groups, campaign staff, Employee Campaign Managers and other United Way volunteers and staff to identify, cultivate and solicit gifts to amplify our impact through collective action.
  • Demonstrate exemplary stewardship by providing engaging and timely feedback on investments. Provide effective recognition for donors through a personalized thank you program.  Consistently document key conversations with donors and other pertinent information into database.  
  • Achieve relationship performance goals including number of monthly meaningful donor interactions. 

15%       Volunteer Management  

  • Work with the Tocqueville Cabinet to strengthen Tocqueville Society. 
  • Recruit, develop, and empower Cabinet members, fostering a culture of collaboration and innovation within our philanthropic community.  
  • Collaborate with key stakeholders to engage existing Tocqueville members and recruit new champions, leveraging volunteer networks to amplify our impact.

10%       Organizational Support  

  • As part of the management team, participate in program development and information support to entire organization. 
  • Participate in organizational activities. 
  • Represent United Way of Dane County in the community as a professional and in an effective and appropriate manner, including public presentations and other activities. 
  • Other tasks as assigned. 

Skills:  Demonstrated ability to communicate effectively ability to motivate volunteers and staff and ability to work with people of diverse backgrounds.  Strong ability to research, plan and organize with attention to detail and ability to understand and utilize available technologies. 

Minimum Qualifications 

  • Bachelor’s degree in non-profit leadership or management, business management, marketing, social sciences or related disciplines, or equivalent experience. 
  • General knowledge of leadership giving and major gifts. 
  • Highly effective written and oral communication skills.
  • Demonstrated ability to motivate volunteers and staff. 
  • Ability to work with people of diverse backgrounds. 
  • Good organizational and time management skills. 
  • Strong event planning skills with attention to detail. 
  • Professional presence and depth and breadth of experience to credibly represent UWDC and our community partners locally, statewide, and nationally.  
  • Ability to maintain confidentiality. 
  • Valid Wisconsin Driver’s License. 

Minimum Experience 

  • Minimum of five years of experience in non-profit leadership, fundraising, business management or related field and/or a combination of work and volunteer experience with escalating responsibilities. 
  • Specific knowledge of fund development and marketing and relationship development fundamentals. 
  • Demonstrated leadership ability. 
  • Special knowledge of principles and practices of prospect research, sales, marketing, communications, public and media relations. 
  • General knowledge of budgeting, project management, planning and computer technologies including CRM, analytics and reporting.
  • Understanding and ability to work with data, projects, facilitate meetings and volunteer management.
  • Experience designing programs in partnership with analytics, talent culture and/or learning and development.
  • Ability to build and manage productive relationships through an open, friendly and inclusive environment. 
  • Must be able to meet deadlines and be flexible.
  • Ability to work in a fast-paced environment, high level of organizational and interpersonal skills. 
  • General working knowledge of Microsoft Office computer systems including Microsoft 365, word processing and spreadsheets, and the ability to learn client data management platforms.

Job Relationship

External:  Volunteers, Volunteer Committees, Donors, Prospects, Businesses

Internal:  Volunteer Committees, Community Engagement & Marketing, Technology Services, Finance and

Administration, and Community Impact (with Strategic Collaborations) Departments.

HOURS OF WORK:

  • Core hours are Monday through Friday from 8:00 am to 4:30 pm.  Hours may vary based on activities and may require early morning, late evenings and in some cases, weekend hours. 
  • Possibility for limited hybrid work. Three days in office requirement; Times in office may vary beyond three days, based on projects, initiatives, collaborations, and responsibilities.

TIME COMMITTMENT:

  • Full-time salaried position. FLSA Exempt.
  • Driving and travel within Dane County to support events and engagements required.
  • Some evening and weekend hours may be required to staff outreach events.

SALARY RANGE: 

$58,200 - 75,600 (based on experience). Along with salary, we offer a very generous employee benefits package. This position offers the options of health, vision, dental, life and disability insurance. United Way contributes 8% of gross wages to a defined contribution plan that is fully vested after 5 years of employment, and employees also have the option to contribute to a 403b plan. We offer our employees a good amount of paid vacation, sick and personal time off in addition to 9 paid holidays each year.

DEADLINE TO APPLY:  Friday, May 31st by 4:00pm CST. 

Please submit a resume and cover letter with your application. The submitted cover letter should be no more than 2 pages, specifically outlining your skills and duties that make you qualified for this position. 

Values:

United Way values serve as the foundation for United Way’s talent management strategy and culture, and inform the essential abilities (skills, knowledge, behaviors) that United Way professionals must have to perform their jobs successfully.
 

Diversity, Equity & Inclusion: 

We provide opportunities for all people while working to change systemic and personal biases for equitable outcomes. 

Excellence: 

We operate at the highest standards to achieve our mission and exceed community expectations. 

Innovation: 

We create and catalyze unique approaches to address the community’s most pressing needs. 

Teamwork: 

We work in collaboration and cooperation towards a shared vision of community well-being. 

Wellness: 

We respect and support one another, encouraging each other to create space for self-care and to lead balanced lives. 

EEO/AAP Policy Statement

At United Way of Dane County, we not only accept difference — we celebrate, support and thrive on it for the benefit of our employees and community. United Way of Dane County is proud to be an equal opportunity workplace and an affirmative action employer. We center community in what we do and strongly encourage ALL people to apply to join us in our work at United Way of Dane County—regardless of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, justice involvement, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

Salary range

  • $58,200 - $75,600 per year