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<h2>The Principal Gifts Officer (PGO) is a key member of the United Way of Greater Atlanta’s Office of Development. The PGO will adhere to internal policies and best practices related to Major Gift and Multi-Year giving portfolio management and fundraising. This role involves collaboration with multiple Development Teams and other UWGA staff.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h2><h2><strong>Key Responsibilities:</strong></h2><ul><li><strong>Strategy and Implementation:</strong>&nbsp;Provide direction, planning, and implementation of strategies to drive proposal and gift growth for high-net-worth individuals, family foundations, and new markets and donors.</li><li><strong>Portfolio Management:</strong>&nbsp;Build and manage a portfolio of 50-80 high net worth donors, family foundations, and other organizational prospects. Responsibilities include identifying, qualifying, cultivating, soliciting, and stewarding donor prospects in a dynamic, fast-paced fundraising environment.</li><li><strong>Collaboration:</strong>&nbsp;Work closely with colleagues across departments, volunteers, boards, community leaders, and others. Must be collaborative, professional, innovative, responsible, and maintain a strong work ethic and attention to detail.</li><li><strong>Expertise:</strong>&nbsp;Be well-versed in individual and family foundation stewardship, fundraising strategy, and the art and science of individual fundraising. Write and produce high level donor solicitation proposals. &nbsp;Significant experience in collaborating with others to close gifts and managing individual portfolios is essential.</li><li><strong>Engagement and Reporting:</strong>&nbsp;Implement and guide strategies for the retention, growth, and engagement of individual and family foundation donors, as well as new constituents. Report on at least 8 substantive visits per month.</li></ul><h2><strong>Essential Duties and Responsibilities</strong></h2><p>The PGO will be responsible for the following goals, duties, and responsibilities:</p><ul><li>Develop and execute the Individual donor identification, cultivation, and proposal development, at a net growth rate in revenue raised and membership consistent with both annual and multi-year strategic planning.</li><li>Develop and execute the family foundation identification, cultivation and proposal development, at a net growth rate in revenue raised and membership consistent with both annual and multi-year strategic planning.</li><li>Develop a strategy, plan, and stewardship of all donors, new donors and additional organization outreach.</li><li>Responsible for ensuring the successful execution of the strategic plan by working with the President, SVP of Revenue, VP of Major Gifts, and appropriate team members and volunteers.&nbsp;</li><li>Direct and execute all events and activities that support constituency recruitment, stewardship and engagement.</li><li>Establish and manage a quality control system for family foundation marketing materials and communications, stewardship events etc.</li><li>Work with the Major Gift Team to develop individual strategic cultivation plans for individual donors and key family foundation donors and prospects.</li><li>Ensure all Donor constituency data is currently entered in the system and appropriate to goals and outcomes.</li><li>Secure 96 approved face-to-face visits per year, no fewer than 8 per month.</li><li>Qualifying 15 new individual donors or family foundation portfolio level prospects.&nbsp;</li><li>Submitting a minimum of 25 major gift solicitations per year at the level required by this position.</li><li>Securing annual dollar goal as set by Development leadership.</li><li>Making all contacts necessary via phone, email, other, to achieve the above-mentioned results.</li><li>Documenting all data necessary to track said goals through the timely submission of activity within the UWGA CRM, as required by internal policies.</li><li>Develop, implement, and manage a productive, fluid portfolio of 50-80 prospects through best practices.&nbsp;</li><li>Exceed all yearly revenue and metric-driven goals.</li><li>Promote collaboration, recognizing our shared goals, and regularly collaborate with colleagues within the Office of Development and other departments as needed.&nbsp;</li><li>Ensure the proper stewardship of individuals.</li><li>Increase awareness and knowledge among prospects, donors and other key stakeholders about the Child Well-Being Movement.</li><li>Develop a solid and detailed working knowledge of United Way’s funding priorities and products</li><li>Other duties as assigned by the Vice President of Development</li></ul><h2>Qualifications &amp; Competencies</h2><p><strong>Qualifications</strong></p><ul><li>Undergraduate degree required.</li><li>Extensive Experience with high-net-worth individual donors, family foundations, foundation program development</li><li>Ten plus years of progressive individual fundraising experience, including the demonstrated ability to identify, cultivate, and close major gifts.</li><li>Advanced interpersonal, oral, and written communication skills.</li><li>Organization skills for a fast-paced work environment.</li><li>Microsoft Office knowledge including Excel, PowerPoint, Word, etc.</li><li>Experience with CRM/database management.</li></ul><p>Preferred Qualifications</p><ul><li>Advanced Degree</li><li>AFP CFRE certification</li><li>Experience implementing and managing capital campaigns.&nbsp;</li><li>Demonstrated fundraising innovation, especially as it relates to portfolio management.</li><li>Successful solicitation of major gifts from individuals.</li></ul><p><strong>Competencies</strong></p><p>&nbsp;A successful individual in this role will have:</p><ul><li>Ability to manage multiple projects, meet external needs while preserving internal relationships and meeting strict deadlines and requirements.</li><li>Entrepreneurial and highly energetic.&nbsp; Must be a self-starter and able to work effectively independent of direct supervision.&nbsp;</li><li>Highly Advanced fundraising skills, proposal development and writing ability and knowledge.&nbsp;</li><li>Exceptional skills managing individual donor portfolios and developing prospects from identification through solicitation while moving them towards increased giving.</li><li>Ability to think strategically and implement strategic policies and practices.&nbsp;</li><li>Ability to work collaboratively to achieve common goals, fostering cooperation, transparency, and communication.&nbsp;</li><li>Ability to motivate others through communication, modeling appropriate behavior, optimism and high achievement.&nbsp;</li><li>Openness to new ideas and their implementation.&nbsp; Ability to react and adapt to changing situations appropriately.&nbsp;</li><li>Ability to maintain a high level of confidentiality and organization.</li><li>Working knowledge of Microsoft Dynamic CRM, Raiser’s Edge, or a similar CRM software</li><li>Highly attentive to detail and exceptional grammar required.</li><li>Dedicated to shared and measurable goals and metrics.</li></ul>

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