EXECUTIVE SEARCH – VICE PRESIDENT, COMMUNITY FOUNDATION
ABOUT UNITED WAY & COMMUNITY FOUNDATION of VOLUSIA-FLAGLER COUNTIES
The United Way of Volusia-Flagler has been a leader in the community since 1941 in carrying out its mission of “increasing the organized capacity of the community to care for its people.” The United Way Community Impact Model focuses on and reports outcomes in three areas of a healthy community: education, financial stability, and health. In fiscal year 2021-22, UWVF provided 140 grants for a total of $2,360,922.
The United Way has a unique, collaborative, and innovative partnership with the Community Foundation that serves to ensure positive results for community issues through long-term investment solutions. The Community Foundation of Volusia-Flagler Counties has fifteen (15) active and engaged advisory board members and is a proud division of the United Way of Volusia and Flagler Counties, Inc. that has a team of eleven (11). The Community Foundation currently has a budget of $12M with plans to triple the growth over the next three years.
The Community Foundation of Volusia-Flagler Counties serves the community in the following ways:
- Helps donors with expert community knowledge and tax efficient charitable solutions for the causes that matter the most to them.
- Partners with community nonprofit organizations to extend expert support for financial sustainability and operational excellence.
- Manages charitable assets for the long-term benefit of our community.
VICE PRESIDENT OF THE COMMUNITY FOUNDATION
The United Way of Volusia-Flagler Counties is seeking a leader who will elevate the community profile, achieving strategic growth, and organizational stability to fulfill community impact goals. The Vice President will oversee the development and implementation of donor acquisition strategies as well as ensure long term engagement through effective donor stewardship.
The Vice President will lead efforts to enhance external partnerships with wealth managers and professional advisors. This position will manage a portfolio of current donors, assist in increasing new prospects, and in collaboration with the advisory board, ensure the proper oversight of complex contributions. As head of the Community Foundation of Volusia-Flagler Counties, the Vice President will develop and ensure execution of all fund development strategies including prospect identification, qualification, cultivation, solicitation, and stewardship in partnership with the President of the United Way of Volusia-Flagler Counties.
The Vice President of the Community Foundation will be responsible for the following:
DUTIES & RESPONSIBILITIES
- Create and implement a multi-year donor cultivation plan that engages senior leadership, Board members, and staff to ensure the Foundation is on track to achieve both short and long-term asset growth objectives in accordance with policies adopted by the United Way and Foundation boards.
- Ensures Foundation board and committee meetings are successfully facilitated including accurate and timely reports, data and supporting information to enable them to carry out their duties and responsibilities.
- Serves as primary liaison between the Foundation board and the President of the United Way of Volusia-Flagler Counties.
- Provides support to the Foundation board chair for their role on the United Way board.
Donor Relations & Stewardship
- Develop, refine, and evaluate strategies for donor cultivation and engagement utilizing data and feedback.
- Work closely with the President and staff to develop and implement professional advisor cultivation and engagement strategies with the aim of increasing referrals and charitable giving.
- Build and sustain a personal portfolio of donors by managing and growing current relationships and cultivating new relationships.
- Create and execute a plan to build out the donor services and stewardship functions of the Foundation in partnership with the rest of the Foundation team to ensure these activities are consistent, timely, accurate, and meaningful.
- Model United Way’s culture with behaviors that support philanthropy, inclusion, and priorities.
- Implement moves management plans for both current and deferred donors, to encourage fund holders to build their fund and leave estate gifts to the Foundation.
- Serves as spokesperson for the integrity, role, and value of the Foundation.
- Work with the Marketing Team to develop a comprehensive communications plan to cultivate new donors, engage and inspire existing donors through regular printed communications, annual reports, presentations, newsletters, news releases, social media, and events. In partnership, develop collateral and marketing materials for donors and prospects.
- Develop a visible and effective external profile, regularly presenting on behalf of the Foundation at large and small gatherings of influential stakeholders including donors, prospective donors, professional advisors, and business leaders, and attending various offsite community functions hosted by donors and/or nonprofit partners.
- Leads staff and ensures that appropriate standards of performance, resources and professional development opportunities are provided. Responsible for recruitment, employment, annual review and release of staff.
- Oversees and directs the general day-to-day operations of the Foundation including proposing and interpreting policy, timely processing of gifts, grants and interfund activity, donor fund statements and investment oversight.
- Advises and directs day-to-day operational activities of staff and volunteers, coordinating with board members and committees. Arranges training opportunities for staff, board members, volunteers and committee members.
- Ensures compliance with the legal requirements of a Community Foundation.
- Serve as the point of contact for the Blackbaud FIMS system.
- Serve as an active and collaborative member of the United Way Leadership team.
POSITION REPORTS TO: President of United Way of Volusia-Flagler Counties
POSITIONS SUPERVISED: Philanthropic Advisor (2) & Foundation Support Specialist
- Bachelor’s degree from an accredited institution and at least seven (7) years of experience in sales, fundraising or planned giving or estate planning, or equivalent.
- Proven ability to advise individuals and families on their philanthropic decision making and planning.
- Proven ability to successfully manage a portfolio of major gift prospects, ability to coach staff in the development and successful management of a major gifts portfolio.
- Ability to construct, articulate, and implement an annual strategic development plan.
- Demonstrated ability to influence and engage a wide range of donors and prospects and build long-term relationships.
- Expertise in understanding complex gifts such as estate gifts, securities, trusts and administration.
- Professional designation in fundraising preferred. (CFRE, CAP, CFP, etc.)
- Strong interpersonal relationship skills.
- Professional and polished presentation skills.
- Written and oral communication proficiency.
- Experience in and comfort level with technology, including familiarity with computer-based fundraising support systems. (Blackbaud FIMS system, IWave, Crescendo, Microsoft Products)
- Pass a Level 2 background check.
- Valid Driver’s license and proof of motor vehicle insurance.
- Employees are responsible for timely transportation to and from all community events, training, and presentations.
SALARY & BENEFITS
The salary range is $70,000 - $80,000 with a potential of a $20,000 incentive for reaching fundraising metrics.
The UWVF provides:
- 80% employer paid healthcare.
- 2% company retirement contribution plus a 5% match.
- Paid holidays, sick days, and 3 weeks of paid vacation days in the first year of service that will accrue based on years of service.
- Hybrid work schedule.
- Family and medical leave of up to 8 weeks fully paid.
- Employee-sponsored trainings and certifications
ABOUT THE DAYTONA BEACH AREA
Daytona Beach, FL ranks as one of the top places to live in the United States based on its desirability, value, job market, quality of life and migration, according to a new list compiled by U.S. News & World Report. As of 2020, Daytona Beach, FL had a population of 68.7k people with a median age of 39.3 and a median household income of $38,686. Between 2019 and 2020 the population of Daytona Beach, FL grew from 67,604 to 68,711, a 1.64% increase and its median household income grew from $35,893 to $38,686, a 7.78% increase.
HOW TO APPLY: United Way of Volusia-Flagler Counties has retained Catalyst Consulting Services to conduct this search on their behalf. Michelle Turman is leading this search. To be considered for this opportunity, please send a letter of interest, and resume to:
Michelle Turman, MA, CFRE