Manager, Major Gifts

Job Title:  Manager, Major Gifts                                                                                        Status:  Full-Time 

Department:  Resource Development                                                                             Grade:  Management
 

Date Prepared:  01/08/2024                                                                                              FLSA Status:  Exempt

SUMMARY
This position is responsible for the management of individual donor engagement which includes the following groups:  Community Gifts, Leadership Society, Major Gifts, Planned Giving, and the supervision of staff assigned to manage these donor groups.  Develop, manage, and implement effective strategies and tactics to cultivate new relationships, increase donor engagement, and in turn increase financial contributions from strategic donor groups to United Way’s annual campaign.  Provide professional customer care to individual donors and volunteers, ensuring quality follow through and overall satisfaction.  This position reports to the Vice President, Resource Development.

RESPONSIBILITIES
Include the following, but are not limited to:

DIVISON MANAGEMENT

• Monitor staff performance to strategic goals/expectations and provide timely coaching & feedback.
• Assist staff in identifying and managing top prospects within their assigned portfolios.
• Manage staff projects and committees as assigned as well as special assignments required by other divisions.
• Remain current by having up-to-date knowledge of internal support processes.
• Provide regular and timely communication with Management Team, cabinet leadership, ambassadors, and assigned volunteers.
• Staff projects and committees as assigned, as well as special assignments with other divisions as required by Vice President – Resource Development.
• Working closely with staff to oversee management and production of the annual leadership society donor recognition publication process and ensure that donor and company information is accurate for over 5,000 names as well as monthly Leadership Newsletter.
• Lead a cross-departmental work group to ensure that all individual solicitations are timely and appropriate.
• Manage the acknowledgement process of individual donors so that all thank you correspondence is thoughtful, timely and accurate.
• Execute multi-year gift procurement strategy aligned with United Way’s Key Initiatives
• Refocus public perception of United Way from a three-month campaign to a year-round community impact leader in communications and interactions with customers.

EXPECTED OUTCOMES
Increase the contribution and engagement level of individuals within the above donor segments.  Integrate all aspects of United Way’s development strategy in work plans.  Demonstrate effective division leadership.  Effectively communicate United Way’s value add to all constituents.

TOCQUEVILLE SOCIETY PROGRAM MANAGEMENT

• Manage portfolio of Jane Bradley Pettit Society members, Tocqueville Donors, and Prospects.
• Identify, cultivate, solicit, and steward major gift donors ($10,000+) inside and outside the workplace.
• Design the strategy to recruit, cultivate and/or steward major gifts donors and qualified prospects by using marketing materials, working with other Resource Development staff, planning events and other engagement opportunities.
• Work collaboratively with Resource Development Account Managers to identify major gifts prospects from the Workplace Campaign.
• Work closely with Tocqueville Society Cabinet members.
• Oversee the Major Gifts Communications calendar and timeline, as well as other key communication to donors from United Way leadership.

EXPECTED OUTCOMES
Build and maintain relationships with current and prospective Tocqueville Society members providing excellent customer service.
Effectively communicate United Way’s value-add to all constituents.  Increase revenue from major donor base.

PLANNED GIVING PROGRAM MANAGEMENT

• Help to identify planned giving prospects and coordinate their solicitation.
• Working closely with Planned Giving lead, develop effective planned giving strategies as well as identify opportunities to promote unique planned giving opportunities and transformational gift vehicles.
• Help to develop process for maintaining relationships with current Legacy Society Members including annual touch points. 

EXPECTED OUTCOMES
Implementation of strategies to demonstrate growth of the overall Planned Giving program by building and maintaining relationships with current and prospective Planned Giving prospects by providing excellent customer service.

PERFORMANCE STANDARD 
All United Way information is held confidential.  There is no disclosure of any internal United Way strategic information, or volunteer, vendor and donor information.

SUPERVISORY RESPONSIBILITIES
Manage/supervise staff responsible for the management of the following divisions: Community Gifts, Leadership Society, Major Gifts and Planned Giving. Carry out supervisory responsibilities in accordance with the organization’s policies and applicable laws.  Responsibilities include interviewing, hiring or effectively recommending hiring, and training support staff; planning, assigning and directing work; appraising performance and coaching; effectively recommend performance-based increases; discipline employees; handling and resolving complaints and employee relations problems.  
EDUCATION & EXPERIENCE REQUIREMENTS

• Undergraduate degree related to marketing, sales, management or business, human services, or philanthropy

from a four-year college or university and 7+ years fundraising or related experience

• Understanding of marketing, sales or fundraising and high touch customer service roles, as well as general supervisory experience.
• Understanding of non-profits, human services, and philanthropy.

CORE COMPETENCIES

• Mission-Focused.  The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities.  This drives their performance and professional motivations.
• Relationship-Oriented.  United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.
• Collaborator.  United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
• Results-Driven.  United Way professionals are dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
• Brand Steward.  United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.

ADDITIONAL SKILLS & COMPETENCIES
Ability to apply database management software concepts to practical situations.  Proficient with computer applications such as MS Office, Word, Excel, Access, PowerPoint, ANDAR, and Internet desired.

LANGUAGE SKILLS 
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.  Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.  Ability to write speeches and articles for publication that conform to prescribed style and format.  Ability to effectively present information to top management, public groups and/or boards of directors.

MATHEMATICAL SKILLS 
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

REASONING 
Ability to define problems, collect data, establish facts, and draw valid conclusions.  Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. 

PHYSICAL DEMANDS
The physical demands at UWGMWC are representative of what is needed to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and occasionally kneel.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting is required (such as loading paper into a paper tray).
• Ability to uphold the stress of traveling (in designated positions).
• Regular, predictable attendance is required; including additional overtime as business demands dictate.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (business office with computers, phone, printers and light traffic).
• Ability to work in a confined area.
• Ability to sit at a computer terminal for an extended period of time.

AMERICANS WITH DISABILITIES
It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended.  UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual’s physical or mental disability.  UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense.  UWGMWC’s policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment. 

EQUAL OPPORTUNITY EMPLOYER
It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic.  This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions. 
DIVERSITY, EQUITY & INCLUSION STATEMENT:
Diversity, Equity & Inclusion is a core value at United Way of Greater Milwaukee & Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work.

 
This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.