Manager, Business Giving

POSITION SUMMARY

Oversee workplace giving, fundraising, and volunteer efforts to increase and/or exceed revenue goals. Develop strategies to cultivate corporate donor relationships, track donor activities, and improve workplace giving campaigns to increase support.

KEY RESPONSIBILITIES & ESSENTIAL DUTIES OF POSITION

An individual must be able to perform each essential duty listed below at a satisfactory level:

Manage the planning and implementation of Workplace Giving Rallies, fundraising, and volunteer opportunities.

Solicit donations through direct outreach and presentations, aligning donor interests with organizational needs.

Secure fee-for-service opportunities, aimed at diversifying and enhancing revenue streams.

Partner with the Director and other leadership to set measurable goals for relationship management and revenue forecasting aligned with corporate partner needs and social responsibility.

Manage and grow a portfolio of corporate and individual accounts focused on workplace giving as the leading solicitation strategy.

Lead the Employee Rally Manager (ERM) meetings relevant to strategic campaign priorities, plan the process, and evaluate the campaigns.

Collaborate to identify new and existing donors across donor networks, workplace rallies, individual giving, volunteers, and fee for service opportunities.

Develop innovative strategies to secure resources, fundraise, and cultivate donor relationships, including sponsorships, corporations, foundations, and Employee Resource Groups.

Manage daily partner engagement, including preparing projections within Database, developing ask strategies, updating forecasts, and tracking donor activity.

Gather and analyze campaign data, evaluate results, and recommend improvements to drive increased revenue for HFUW.

Track revenue, retention, visits, and key activities in CRM dashboards; provide regular updates, including activity status, weekly forecasts, projections, account analysis, monitoring reports, and monthly reports to meet goals.

Implement and maintain policies and procedures for the position’s scope to ensure overall HFUW operational excellence.

Communicate HFUW's mission and vision to diverse audiences through presentations and one-on-one conversations.

Ensure adherence to all organizational policies and procedures, staying informed about updates, and promoting compliance within the team.

Collaborate with other departments to ensure consistent brand representation.

Collect and evaluate campaign feedback to highlight achievements or opportunities for growth.

Ensure timely recording and recognition of donor gifts, while analyzing trends and opportunities to maximize revenue, enhance donor loyalty, and share key insights.

Stay informed about HFUW’s services, products, and the key issues affecting the communities we serve.

Maintain client and staff confidentiality and adhere to HIPAA, FIPA, PHI, PII requirements.

Provide back-up support to Development and External Relations team.

Contribute to overall organizational success by performing other duties and responsibilities as assigned.

JOB REQUIREMENTS

Job requirements include:

Associate degree or equivalent combination of experience and education may be considered in lieu of degree. Bachelor’s degree preferred.

Valid Driver License required.

Three to five years of experience in nonprofit, social services, business, fundraising, or sales experience required.

Public speaking skills and networking with the ability to confidently address large groups and corporate leadership required.

Prior experience soliciting and working with diverse corporate stakeholders required.

Strong networking skills to build and foster key relationships.

Intermediate experience with Microsoft Office required, with advanced experience in Excel preferred.

RM database experience preferred.

Customer service skills and experience required.

Ability to edit, complete, and assemble reports.

Attention to detail and accuracy.

Excellent analytical skills.

Ability to multi-task and work in a fast-paced environment.

Ability to work independently with minimal supervision required.

Strong communication skills, both written and orally, required.

Strong interpersonal skills to understand and respond effectively to the needs and interests of potential donors and clients.

Strong proofreading skills required.

Ability to utilize critical thinking and problem-solving skills.

Ability to utilize organizational skills effectively.

Must have access to a private, secure, and stable high-speed internet connection.

Must have access to a quiet, confidential workspace.

COMPETENCY REQUIREMENTS

Communications - Ability to communicate effectively.

Business Ethics - Ability to work with integrity and ethics.

Judgment - Ability to use sound judgement.

Initiative - Ability to take initiative.

Teamwork - Ability to work in a team environment.

Problem Solving - Ability to identify and resolve problems.

Planning & Organization - Ability to plan and organize work activities.

This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job.

PHYSICAL DEMANDS

Physical demands include:

Constantly moving about to accomplish tasks or moving from one worksite to another.

Constantly communicating with others to exchange information through speaking, hearing, reading, and writing.

Constantly repeating motions and fine manipulation that may include the wrists, hands, and/or fingers. Ability to type using a keyboard.

Constant use of standard office equipment such as the telephone and/or headset, copier, and computer.

Constantly assessing the accuracy, neatness and thoroughness of the work assigned.

Constantly viewing information on a computer screen.

Constantly traveling to the office or offsite location.

Frequently bending, stooping, or kneeling.

Frequently lifting and moving items weighing up to approximately 30 pounds.

Frequently remaining in a stationary position, often sitting, or standing for prolonged periods.

Frequently operating motor vehicles.

Occasionally ascending or descending stairs, ramps, and the like.

WORKING CONDITIONS

Working conditions include:

Hybrid inside working environment.

Frequent working in an outdoor environment with high or low temperatures.

Frequent early mornings, evenings, and weekend hours.

High level of long periods of concentration.

Frequent interactions with internal and external customers.

Reliable transportation required.

Frequent travel to multiple locations in Orange, Osceola, and Seminole Counties.

CORE VALUES

• Passion: Dive in – Create enthusiasm and inspire others.
• Authenticity: Be Real – Keep it honest and set the example.
• Collaboration: Live United – Work together and mobilize for change.
• Empowerment: Own it – Be courageous and make it happen.

Heart of Florida United Way offers a very extensive benefits package for full-time employees that we are very proud to share with you!

Medical Insurance (Health, Dental, Vision) – on the 1st day and HFUW pays up to 80% of your premium.

Company-Paid Benefits – HFUW provides all full-time employees with the opportunity to enroll in short-term & long-term disability insurance, as well as $50,000 in life insurance, all 100% paid by HFUW.

401k w/ Company Contribution – not only does your 401k start on the 1st of the month following your start date, but after 1 year of employment and 1000 hours worked, you will receive 5% contribution from HFUW, regardless of your personal contribution to your plan.

Paid Time Off – HFUW offers an extensive amount of time off so you can focus on your personal health, family priorities, and work-life balance. Full-time employees start accruing paid time off (5 weeks your 1st year) off upon hire, with generous carry over and accruals.