Manager of Major Gifts Major Gifts Fundraising We partner to design, support and grow systems that accelerate financial stability and upward mobility for individuals and families living in or near poverty and striving for a brighter future. Our vision is that Central Indiana will be a community where children, individuals and families thrive; neighbors care for each other; and we are proud of all our residents' quality of life. We pursue this vision in all we do as we ask our community to give, advocate and volunteer. We believe that vision can only be achieved if pursued with shared values, and therefore place great emphasis on building a team that will pursue this vision together with ICARE. This is an exciting time to be part of United Way of Central Indiana's team as we embark on a new strategic framework that fosters innovation, builds community partnerships, and integrates across traditional functional areas. Inclusion-Courage-Accountability-Respect-Excellence Position Summary United Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission by deepening and maintaining relationships with major donors and prospects. The manager will identify, qualify, engage, cultivate, solicit and steward current and prospective major donors. The manager will be responsible for meeting various benchmarks and an annual revenue target. This role supports the Tocqueville Society's ability to reach its goals through support of the Director of Major Gift's management of the Tocqueville Council. This role also manages the creative and engaging stewardship of Tocqueville donors and/or leads the non-workplace portfolio efforts, including setting goals, developing, and executing upon an annual communications and solicitations plan, and stewarding donors. United Way of Central Indiana's Tocqueville Society was formed in 1990 and is made up of hundreds of individuals, each making annual contributions of $10,000 or more. Society members reflect extraordinary dedication to inspiring a better way of life for everyone in our community. Position Duties & Responsibilities The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Fundraising: Work closely with the Major Gifts Director to reach defined Tocqueville goals around donor retention, acquisition, and growth. Be an active member of the Transformational Giving Team, driving attainment of personal goals within the donor pipeline. Actively and creatively engage and steward Tocqueville donors who do not desire traditional donor call stewardship and cultivation. Create and execute strategies to meet and exceed personal donor portfolio goals. Complete a minimum of 120 meaningful donor interactions per year with assigned portfolio, focusing on Tocqueville members and prospects. Portfolio will consist of donors and prospects both within and outside of UWCI corporate partner companies. Management of an assigned portfolio of current and prospective individual donors and/or reaching the strategic goals set for the non-workplace portfolio through development and execution of an annual communications and solicitations plan supports our ability to reach the strategic goals set for the Tocqueville Society. Portfolio management includes development of a communications plan and regular outreach through phone, email, mail, and meetings to ensure donors progress through the moves management continuum. Constituent Relationships: Work with UWCI's Community Impact and Fundraising team to identify, develop and implement opportunities to communicate community impact work and UWCI goals and priorities to key stakeholders. Be knowledgeable about UWCI's work in Central Indiana and be an effective and compelling communicator to advance engagement and brand value. Ensure acknowledgement of gifts is sent in a timely manner. Ensure all donor recognition is tracked and implemented in SCRM and through regular maintenance of the Tocqueville and Meridian Societies master list. Relationships: Develop and maintain regular contact with existing and prospective donors. Identify and communicate with appropriate UWCI team members regarding opportunities to leverage these relationships more broadly. Support the Director of Major Gifts in providing leadership, strategy, and support to the Tocqueville Society Council. Annual Goals: Achieve established goals for annual fundraising, engagement, and donor calls. Work with other members of the UWCI team to ensure goals reflect and align and contribute to the broader goals of the organization. Lead and support work group and short-term project efforts related to strengthening major gifts strategies. Flexibility: UWCI is evolving with our changing external environment. Flexibility is a key attribute for this position. A willingness to take on additional duties to ensure the success of the team is essential. Performs special assignments and other work, on an as-needed basis. Qualifications To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives. The individual should have effective communication skills, attention to detail and organization, flexibility, adaptability and the ability to multi-task and be open-minded in a fast-paced environment. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues. This individual routinely reads, interprets and analyzes financial reports, general business periodicals, professional journals, technical procedures, and/or governmental / legal regulations. Routinely writes complex and detailed reports and business correspondence. Routinely presents information and responds to questions from groups of managers (may include Top Management), clients, customers, and the general public. Routinely solves practical problems and deals with a variety of concrete variables in situations where standardization exists. Is able to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Makes day-to-day and/or daily decisions used to support strategic direction. Decisions often require thought and are structured. Decisions tend to be short term (one year or less) and usually moderate to high cost. Education and/or Experience Bachelor's degree required. Master's degree preferred. CFRE preferred. Two to four years major gift fundraising experience required. Experience soliciting and securing gifts of $10,000 or more is preferred. Knowledge of the central Indiana community and the human service sector is preferred. Must have excellent written and verbal communication skills, a strong reputation for integrity and professionalism, ability to resolve conflict constructively, strong performance management and evaluation capabilities including the willingness and ability to ensure accountability, ability to build strong relationship both inside and outside UWCI, ability to think strategically, commitment to fostering an inclusive environment consistent with UWCI's commitment to diversity and inclusion. Must have the ability to prepare, explain, and monitor performance, manage a diverse group of donors and volunteers, manage projects and workload, and engage constructively with the other members of the UWCI team. *Work experience may substitute for education requirements on a case-by-case basis. Position Leader: Major Gifts Director Position Leads: N/A FLSA Status: Exempt, Full-time Salary Range: Mid 60's to Low 70's Benefits: Complete Benefits Package Available Reviewed: June 2023 Equal Opportunity Employer Please apply at uwci.org/careers This position description does not constitute a contract of employment or a guarantee of any terms or conditions of employment. UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI's right to assign or reassign duties and responsibilities to this position at any time.