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Manager, Major Giving & Tocqueville

Alexandria, VA

Relocation expenses: Not paid

Mid-Senior Level
Full time
3 - 5 years of experience
Bachelor's Degree

Published on 19 May 2017

Expires on 2 Jun 2017

Manager, Major Giving & Tocqueville

United Way Worldwide is the world’s largest privately-funded nonprofit. Our global mission is to improve lives by mobilizing the caring power of communities to advance the common good. United Way envisions a world in which all individuals and families develop and achieve their full potential through education, income stability, and healthy living. United Way employees possess the passion, expertise, and resources required to make great things happen–we invite you to be a part of the change–to Live United.

POSITION SUMMARY: As Manager, Major Giving and Tocqueville, you will serve as a key member of the Major Donor Relations team, reporting directly to the Sr. Director, Major Donor Relations. You will join an experienced group of major gifts professionals who develop, curate and promote key major and planned giving strategies that support the United Way Worldwide network in raising more than $1 billion annually in major gifts. In this important role, you are responsible for driving key performance metrics at both the network and local Major Market levels within United Way including progress on U.S. Tocqueville Society revenue and membership metrics. Major Donor Relations team members are part of the Investor Relations department, working collectively to build the capacity of the global network of 1,800 local United Ways and secure $4.8 Billion to meet United Way Worldwide’s mission.

Major gifts professionals are one part expert fundraiser, one part skilled relationship manager and two parts doer. You will work closely with other team members as well as cross-functionally to accelerate organizational goals for Tocqueville giving—increasing membership, retention, and lifetime value. Specifically, you will join a newly-formed Bold Play 1 Solutions team including others from throughout the organization. Your role is both internal and network-facing and you will build relationships and interact with more than 400 local United Ways that have local Tocqueville Society programs. You are a Rockstar!

KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION: An individual must be able to perform each essential duty listed below at a satisfactory level:

  1. Work in partnership with Sr. Director, Major Donor Relations to develop, strengthen and execute all relevant Tocqueville Society strategies, including Million Dollar Roundtable, throughout the U.S. Network. Provide support to Sr. Director Major Donor Relations and other key executives within UWW and immediate team members.
  2. Build and manage relationships with local United Ways’ major gifts professionals, including key successful and high potential markets. Inspire and activate local United Way contacts. Provide world-class customer relationship management.
  3. Assess for improvement and opportunities and provide effective solutions to local United Ways and other internal team members who are working with local United Ways to increase their Tocqueville and major giving strategies. Work with all functions within UWW to provide seamless and coordinated relationship with targeted markets.
  4. Review and analyze key network data to determine and monitor progress on established goals; use data to drive focus on markets with greatest potential and highest stewardship potential for increased retention. Provide quarterly updates on key activities and progress toward goals. Understand research strategies for qualifying prospects and donors for increased investments.
  5. Develop content (curate new/refresh existing best practices) for Tocqueville program and create implementation guidebooks and other resource materials; consider audience, including major gifts professionals, chief professional officers and board-level volunteers; updates to website.
  6. Develop content (curate new/refresh existing best practices) for major gifts training and create resource materials; consider audience, including major gifts professionals, chief professional officers and board-level volunteers; updates to website.
  7. Create conference presentations and webinars on Tocqueville strategies and major gifts. At times, provide training or support for trainings; at other times, secure others to provide training.
  8. Support and manage key elements of network-wide major gifts trainings and conferences. Additionally, support and help coordinate events designed to cultivate and steward major donors to local United Ways as well as to United Way Worldwide. Work in partnership with other team members and departments to support successful execution.
  9. Develop and manage reestablishment of national Tocqueville Society including recognition and key communication strategies to strengthen cultivation and stewardship outcomes. Work cross-functionally to secure development of digital strategy to ensure year-round, sustainable communications practices and content as well as to develop acquisition and retention practices for Tocqueville giving within GCL companies.
  10. Provide operational support to network professional advisory group on major gifts, Major and Planned Giving Council (MPGC) as well as U.S. Committee of the UWW Leadership Council, a high-level volunteer advisory group of HNWIs and donors to United Way. Draft regular information updates, emails and correspondence; set meetings and build agendas; plan in-person gatherings, etc. Work with Sr. Director, Major Donor Relations on strategy to elevate visibility and recognition of these two groups of highly-skilled network major gift professionals and key donors.
  11. Other duties as assigned. Above duties may be emphasized differently as needed based on skill set and competencies of Major Donor Relations team and established goals.

Knowledge, Skills, and Abilities:

  • Donor-centric/ Relationship-oriented – builds relationships at all levels—donors, volunteers, and colleagues—and leverages the diverse skills and personalities of immediate team, colleagues within the organization and United Way network to achieve departmental, organizational and network-wide goals
  • Action oriented – manages simultaneous multiple projects and influence cross-functional departmental colleagues
  • Creative, innovative, flexible – seeks out and thinks of new ways to solve old problems; quickly adapts as new opportunities and challenges emerge using advanced problem solving and process improvement; handles shifts in assignments well and is eager to support where needed and learn new skills
  • Volunteer management – manages skilled and high-level volunteers to increase loyalty to investment United Way’s mission and accelerate achieving goals and objectives

Qualifications

This position is critical to the organization’s overall success and supports a renewed focus on Tocqueville and major giving with the U.S. Network. Creative in thought, able to work independently and with minimum supervision.

  • Bachelor’s degree with at least three (3) years of advancd level experience in a similar role.Additionally, this position requires one to three years of experience in a leadership role.
  • 3-6+ years experience managing a high net worth individual (HNWI) donor network; must include advance-level fundraising and HNWI donor and relationship management experience
  • Previous experience with multiple United Ways including working with volunteer structures such as a Tocqueville or Campaign Cabinet or relevant experience
  • 20% – 30% travel is expected with potential for increased travel over time

PREFERRED:

  • Indepth knowledge of major giving strategies, including; cultivation and stewardship strategies, moves management as well as customer relationship management;
  • Experience co-creating aligned investment solutions for current and prospective donors
  • Strong understanding of full service United Way(s) through direct work experience, specifically, managing high-level volunteer and peer-to-peer asks through Tocqueville Cabinet

If you are selected for an interview, you will be contacted.

ABOUT UNITED WAY WORLDWIDE:

United Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are enthusiastic about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.

United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, age, and other legally protected characteristics. The EEO is the Law poster is available here: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf. If you need a reasonable accommodation because of a disability for any part of the employment process, please call 703-836-7100, ext. 428 and provide the nature of your request and your contact information.

We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.

United Way Worldwide is located in Old Town Alexandria, VA; minutes from downtown Washington, DC. We offer competitive salary and excellent benefits including: free parking and onsite gym; health, dental, vision, life, short-term and long-term disability insurance; 403(b) retirement plan; tuition assistance; paid time off; medical appointment leave; family sick leave; employee assistance program; monthly volunteer opportunities.