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Major Gifts and Planned Giving Director

United Way of North Central New Mexico
Albuquerque, NM

Relocation expenses: Not paid

Full time
Bachelor's Degree

Published on 22 Feb 2023

Expires on 17 Feb 2023

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Major Gifts and Planned Giving Director

Job Title: Major Gifts and Planned Giving Director

Department: Corporate Relations

Exempt: Yes

Reports to: Chief Corporate Relations Officer

Salary Classification: Level IV

Location: Albuquerque 


Headquartered in Albuquerque, United Way of North Central New Mexico (UWNCNM) serves the people of five counties:  Bernalillo, Sandoval, Santa Fe, Torrance, and Valencia.  Its mission is to bring people and resources together to measurably improves lives and strengthen our communities.

UWNCNM brings together donors, businesses, nonprofits, government, and others to create better solutions to our community’s challenges.  Our programs and donor dollars ensure that individuals and families in Central New Mexico have the opportunity to achieve potential through education, that they are healthy and safe, are financially stable and live life with dignity.

UWNCNM has a strong commitment to Diversity, Equity and Inclusion and is seeking a Director of Major Gifts and Planned Giving who will contribute to this cross-functional organizational initiative and uphold the following values:  

  • We value the visible and invisible qualities that make you who you are. 
  • We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community. 
  • We believe that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems. 
  • We strive to include diversity, equity, and inclusion practices at the center of our daily work.

We commit to using these practices for our business and our communities.


  • To increase resources to support UWNCNM’s purpose, vision, mission, and initiatives through Principal Gifts ($25,000 and more) and Legacy Gift commitments.
  • To ensure the highest level of customer service to Tocqueville Society members and Impact Investor donors with consistency and dependability. Responsible for managing the Tocqueville Society to increase personal giving, donor loyalty and engagement, including the identification, cultivation, solicitation, and stewardship of members’ gifts.


Job Responsibilities:                                                 

  • Identify and cultivate prospects and solicit gifts:
    • For immediate and multi-year support
    • Build long-term assets, including endowment
    • Legacy (Planned) gifts
  • Build and manage relationships:
    • For UWNCNM staff and volunteers with investors and prospective investors
    • Support colleagues in their relationships with identified prospects
    • Develop and manage cultivation and solicitation strategies for priority prospects.
  • Identify prospects:
    • From donors lists and other UW relationships
    • From research – prospects without relationships with UW
    • Prioritize prospects to maintain a continuous list for active cultivation.
  • Manage stewardship of all Tocqueville, Principal and Legacy gift commitments.
  • Manage volunteers in fundraising and supporting services to donors.
  • Record and track multi-year and Legacy gift commitments.
  • Interact with UWNCNM staff regarding DDI activity.
    • With Development staff as a vital resource for identifying opportunities and moving prospects toward large gifts
    • With Development Team relative to perspective and skills to ask for larger investments, including Legacy Gifts
    • With Community Impact, Finance, and Communications Teams in consideration, development, and marketing of investment opportunities
  • Participate in Community Impact Committee activity as liaison relative to Development.
  • Participate in activities of Finance Committee, and its Investment Sub-Committee relative to Legacy assets and endowment.
  • Manage volunteer Gift Acceptance Committee to apply policies and make recommendations to Finance Committee regarding gifts other than cash and securities.
  • Coordinate with CEO to maintain high level of involvement of board of directors in Principal and Legacy gift activities.
  • Evaluate various gift opportunities and giving vehicles relative to suitability for prospective investors.
  • Maintain a community presence via organizations and events.
  • Maintain policies, procedures and documentation/records for Tocqueville Gifts, Principal Gifts and Legacy Giving
  • Employee Relations and Supervision
  • Supervises the Tocqueville Society Donor Relations Specialist and Major Gifts Officer, as well as temporary staff working with the Tocqueville team.
  • Assigns and schedules projects and tasks and monitors progress while ensuring team members have the skills, support, and tools necessary to be successful.
  • Manages performance and writes evaluations; works with team members to develop goals and professional development and with CCRO to develop Development Team goals.
  • Other duties as assigned.


Builds Relationships

Initiates, builds, and continuously strengthens relationships with investors and prospects.

Achieves Results

Takes initiative, maintains a persistently focused effort, remains goal and results oriented, and continues to improve. 

Communicates Effectively

Communicates through listening and in an open, candid, and consistent manner; delivers information effectively in a variety of settings including one-on-one, team settings, and diverse group presentations or meetings.  Delivers information effectively in a variety of formats including letters, memos, analytical reports, and presentations.

Influence Management

Able to make a persuasive argument to influence an audience; develops and uses subtle strategies to influence others; works to make others feel ownership in one’s own solutions; identifies key decision-makers on issues of concern; develops and effectively uses networks, inside and outside of UWNCNM.


  • Ability to create strong, trusting relationships with team members and external stakeholders.
  • Dedicated to seeking equity and track record of aligning to that end.
  • Exceptional problem-solving skills, including analysis and synthesis of qualitative and quantitative data.
  • Strong written and verbal communication, organization, presentation, and facilitation skills
  • Ability to navigate between independent project work and team collaborative projects.
  • Talent managing a wide variety of stakeholders at different levels and ability to support interaction between leaders.
  • Ability to coordinate with individuals from a range of disciplines and backgrounds.
  • Natural interpersonal dynamic supporting trust and engagement of others.
  • Desire to continuously incorporate feedback from the team and work with humility and competing priorities; true team player.
  • Must be able to work occasional early mornings, evenings, and weekends to attend a variety of events.
  • Must possess a valid driver’s license with appropriate auto insurance and have daily access to a reliable motor vehicle to attend offsite events, meetings, and other work activities, as needed.
  • Proficiency in Microsoft Office products.


Education:       Bachelor’s Degree



  • Technical and analytical skills
  • Strong communication skills
  • Sales skills


  • 3 years’ experience with solicitation and maintenance of planned gifts
  • Experience as a development professional soliciting major gifts
  • Experience working with and supporting volunteers

SALARY RANGE: $85,000 - $95,000 annually, 35 hours per week Full Time Employee (FTE).  


Full-time employees are eligible for health, dental, life and long-term disability insurance, a retirement plan, flexible spending account and voluntary insurance programs. We offer a tuition reimbursement plan, volunteer time off, and generous leave time.  Part-time employees may be eligible for some of these benefits.  


  •  Standard PC equipment, telephone, fax machine, copy machine, printer, and related equipment.  
  • Microsoft Office Suite, World wide web, Outlook  


  • Standard office environment, position is primarily an office setting, requiring long periods of sitting at a desk and computer to accomplish duties and to stand for limited periods of time.   
  • Regular attendance is required in this position.   
  • Must be able to operate a personal computer at an acceptable rate of speed.   
  • Must be able to view computer monitors.   
  • May be required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.   
  • Must have access to reliable internet when working from home.
  • UWNCNM currently follows a hybrid work schedule with in-office attendance required. Our current schedule requires in office attendance on Tuesdays and Thursdays and is subject to change up to 100% in office work.
  • The position demands significant community presence, including many night activities, luncheons, and breakfast meetings.
  • Use of your personal vehicle to attend offsite events, meetings, and other work activities.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 
  • Must be able to perform the essential functions of the job with reasonable accommodation.  

UWNCNM supports the Americans with Disabilities Act (ADA). Please tell us if you need accommodation to perform the job's essential functions. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

NOTICE: This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.    

Interested applicants, or if you have additional questions, should supply a resume and cover letter to by Friday, February 17, 2023.  

United Way of North Central New Mexico is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We welcome applicants with disabilities and applicants from underrepresented racial and ethnic groups.  

UWNCNM is an At-will Employer.