Job Summary: This position works in the Philanthropic, Donor and Community Services Division (PDCS). PDCS is the primary vehicle for organizational fundraising and volunteer engagement efforts. The Individual Relationship Manager, Leadership Giving is responsible for planning, organizing and conducting an annual leadership giving campaign (gifts of $1,000 or more) within four leadership giving societies. The Relationship Manager is expected to analyze and evaluate strengths and weaknesses of past Society campaigns to affect improvement going forward; maintain knowledge of community political, social and economic factors that may impact the annual campaign; and participate in the identification, recruitment, orientation and training of all Society volunteers. This role will also focus on building and maintaining strong relationships with key individuals while having the ultimate goal in mind of increasing Leadership Giving dollars and membership.
Staff Y N
Volunteers Y N
• Provide direction and support to society chairs and volunteers, including assisting in setting goals, task identification, motivational ideas, timelines and schedules for area(s) of responsibility, recognition, and reporting
• Conduct meetings with volunteers to track society progress and project anticipated results while ensuring every effort is made to hit society goals
• Recruit volunteer cabinets and assist in recruiting Society Chairs
• Manage and guide volunteer cabinet teams to develop and implement strategies to identify, solicit, and engage donors and prospects
• Facilitate and prepare invites, agendas, and other necessary documents for all Leadership Giving cabinet meetings
• Write scripts, agendas, and timelines for all Society events, in addition to speaking and attending said events
• Collaborate with Society chairs to create and execute strategies to better engage and recognize the volunteer cabinets through service projects, agency tours, happy hours, etc.
• Collaborate with events staff and Society Chairs to guide vision for all Leadership Giving events
• Work with martketing team to create Leadership Giving materials
• Work with data manager and Director of Leadership Giving to generate pledge card lists and other reports as appropriate
• Attends all Leadership Giving events
• Coordinate with relevant staff to develop and execute campaign solicitation strategies and year-round donor communication plans for Leadership Givers and Prospects
• Develop categories of donor and prospect portfolios to initiate a giving pipeline strategy and assist in the creation process of donor portfolios
• Identify, qualify, cultivate, and steward relationships with prospects and deepen United Way’s relationship with current donors
• Generate leads for new company campaigns and de Tocqueville ($10,000 or more) donors and filter to appropriate staff
• Understand the vision of United Way in order to recruit and grow Leadership gifts
• Represent Leadership Giving in the community and be readily able to speak about Leadership Giving
• Have a comprehensive knowledge of all United Way products and services
• Work alongside society chairs to create strategy, vision, and a voice for each of the Leadership Giving Societies
• Incorporate young professional engagement into all Societies
• Increase Leadership Giving dollars and membership
KSA (Knowledge, Skills and Abilities):
• Bachelor’s degree and minimum of two years relevant work experience
• Experience in fundraising or sales
• Experience with special events preferred
• Exceptional relationship-management and customer service skills, responding to volunteers’ needs in a manner that provides added value and generates significant customer satisfaction
• Demonstrate the ability to manage client expectations and the scope and scale of projects
• Demonstrate the ability to accurately identify customers’ expressed and unmet needs to help the customer achieve their goals and objectives
• Strong analytical and critical thinking skills with the ability to build processes and metrics to determine how to improve our efforts and where we excel
• Demonstrated project management skills with the ability to hold self and others accountable for high-quality, timely and effective results
• Demonstrated ability to hold information confidential with excellent judgment. Position continually requires demonstrated poise, tact and diplomacy
• Attention to detail composing, typing and proofing materials, establishing priorities and meeting deadlines, often under pressure
• Ability to work autonomously, as well as to take direction as needed
• Demonstrate the ability to maintain high-level and consistent work ethic in all work-related duties
• Excellent written and oral communication skills
• Proficient in Microsoft Office and database applications
• Demonstrated understanding of diversity, equity, and inclusionary practices
• Team-oriented with a commitment to fostering strong, productive working partnerships with all staff, volunteers, and the overall community
ORGANIZATIONAL COMPETENCIES: WHO WE ARE & HOW WE WORK TOGETHER…THE UNITED WAY
Steward the Vision
Uphold and support our strategy.
Embrace big picture; focus on efforts that add significant value.
Nurture commitment to our common vision and shared values.
Act with Integrity
Uphold organizational values in all business dealings.
Do what is right and ethical across all constituencies.
Maintain high standards of personal integrity with colleagues and volunteers.
Commitment to Service
Work hard to understand and do what is best for our community and our customers.
Demonstrate urgency in meeting community, volunteers, customer and organizational needs.
Balance organizational needs and customer needs to achieve mutually beneficial results.
Create a climate of energy, excitement and personal investment.
Encourage & Embrace Innovation
Curious and exploratory regarding creative ideas and solutions.
Seek continuous improvement in products, services and processes.
Facilitate implementation of processes that produce improved service and community outcomes.
Demonstrate Mutual Respect
Act to preserve relationships, even under challenging circumstances.
Respect and appreciate individual differences in perspective and background.
Treat others fairly and consistently.
Respond to the concerns and cares of co-workers and the community.
Integrate efforts across organizations, and within functions and departments.
Promote working together and remove obstacles to teamwork.
Work through conflict to create results.
Align individual goals with organizational strategies.
While performing the duties of the job, employee is required to regularly use hands, frequently required to stand, walk, sit, reach with hands and arms, climb, stoop, kneel, crouch, talk and hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision and ability to adjust focus.
Traditional office work environment
Outdoors work environment
Non-traditional work hours: evenings and some weekends as needed
Travel: Less than 30%, meetings and events within United Way’s 16-county region
Must have valid driver’s license and reliable transportation or access to reliable and available transportation