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Job Description 
Position Title Philanthropic Advisor 

Department Development Reports To – Vice President of 
Development

FLSA Status – Exempt Classification – Full Time UWW Code - 

Announcement

The Community Foundation and United Way of Volusia-Flagler Counties seeks an ambitious, inquisitive 
and solution-minded individual to serve as a Philanthropic Advisor. The ideal candidate will have: 
Required: 

 • 3-5 years of professional experience
 • Ability to connect with high-net worth clients through active listening
 • Capacity to provide solutions tailored to clients’ needs and goals
 • Pipeline building experience including identifying leads, developing strategies for introductions,

creating and executing professional presentations, and the ability to close
 • Polished, professional presentation skills
 • Competency to learn and effectively utilize various technology systems

Preferred: 
 • Professional designation (CAP, CFP, CFRE, etc.)
 • Charitable planning experience
 • High dollar sales or fundraising experience

Core Responsibilities 
Effective Fundraising 

 • Listens to the needs, interests, and passions of the donor with an eye towards connecting them
with community work.

 • Prioritize and support the philanthropic goals of donors by developing individualized plans for
success.

 • Engage in development process of research, identification and prioritization of appropriate new
donor opportunities and coordinate an introduction to the Foundation.

 • Facilitate execution of fund agreements.
 • Drive revenue through special events such as the Celebration of Philanthropy, donor

engagement events, etc.

Strategic Relationship Management 
 • Practices strong written and oral communication skills.
 • Understands and can articulate the donor-centric benefits of our organization that is both a United 

Way and a Community Foundation.
 • Actively utilizes all available resources to respond to donor goals.
 • Cultivate relationships with existing and prospective donors to further the goals of the 

organization.


 • Cultivate and manage relationships with professional advisors to increase awareness of the 
organization and promote charitable giving in financial and estate planning.

 • Serve as a spokesperson for the integrity, role and value of the organization.
 • Foster public awareness and understanding of the organization and its work through 

presentations to professional advisors, prospective donors, community organizations and other 
interested groups.

Entrepreneurial and Innovative 
 • Considers new opportunities to achieve goals and drives improvement in process.
 • Stays current in the technical aspects of charitable giving including tax law, technology, etc.
 • Recognizes the power of effective stewardship (thanking donors, informing them about the impact

of their gift, keeping them apprised of progress on the community work it is intended to address
and deepening the relationship) and develops and implements plans to steward donors of all giving
levels.

Business Development and Sales 
 • Oversee the management of the day-to-day needs of fundholders, leveraging the expertise of 

colleagues as needed.
 • Develop presentations and proposals, donor relationship review reports and well-written 

correspondence with donors.
 • Demonstrate ability to achieve a strong proficiency in utilization of CRM.
 • Ability to close a sale and support donor interests.

Qualifications 

-Bachelor’s degree from an accredited institution OR 3-5 years of experience in sales, nonprofit 
management, development, or other field. 
-Experience in fund-raising, gift-planning, and/or sales activity in a non-profit or for-profit setting. 
Professional designation in fundraising preferred. 
-Strong interpersonal relationship skills. 
-Professional and polished presentation skills. 
-Written and oral communication proficiency. 
-Driver’s license. 

Working Conditions &amp; Physical Requirements 
Work is carried out in a controlled, agreeable environment as generally represented by normal office 
conditions. Employees may be required to assist with or attend various offsite events related to programs 
or fund raising that are scheduled evenings and/or weekends. These events may require several hours on 
your feet and assisting with heavy lifting and carrying. 

Direct Reports – 
N/A 

Date last reviewed/revised: 9/6/2024


<ul>	<li>Effective Fundraising</li>
</ul>

Community Foundation & United Way of Volusia-Flagler Counties

United Way of Volusia-Flagler Counties ES

United Way of Volusia-Flagler Counties, Inc.

Philanthropic Advisor

Why United Way Suncoast?Do you want to be part of a non-profit organization that makes a difference in your community? Do you want to be part of a passionate team focused on improving the lives of others? Now is your opportunity! United Way Suncoast is seeking a Manager, Corporate Philanthropy. The Manager, Corporate Philanthropy manages a comprehensive donor relations, stewardship, recognition, and retention program to include identifying, developing, and maintaining high quality relationships with workplaces to raise funds to support United Way Suncoast’s strategic direction and community impact initiatives.We're not asking you to apply for a job. We're asking you to embrace a movement that gives people the freedom to rise. In return, you'll be embraced by colleagues that will appreciate every contribution you make.Our team members enjoy a work environment built on transparency and trust. There are many growth opportunities including the ability to learn about and contribute to efforts across the organization. We offer a competitive total rewards package including shortened benefit eligibility periods, several weeks of PTO, and no cost medical and dental options to name a few!Objectives:<ul><li>Serves as the point of contact and relationship manager within an assigned portfolio of accounts, maintaining a focus on maximizing revenue, building donor loyalty and confidence, and implementing UWS’s community impact objectives.</li><li>Prepares data-based reports to measure progress and accurately projects annual and multi-year revenue of assigned portfolio.</li><li>Prepares research and materials to support the development of individual, foundation, and/or workplace donations.</li><li>Collaborates cross-functionally to support volunteers, cabinets, societies, and provide experiences that demonstrate the work and mission of United Way Suncoast.</li><li>Manages donor recognition for assigned portfolio(s). Prepares written acknowledgements of donations and impact reports.</li><li>Creates new pipeline opportunities as assigned.</li><li>Accurately maintains donor data in the CRM system(s).</li><li>Supports affinity group, leadership society, and signature event logistics, programming, calendar management, and promotions.</li><li>Collaborates to coordinate the creation of branded collateral for affinity groups. Internally promotes the benefits of volunteers being a part of affinity groups.</li><li>Serves as an external representative of United Way Suncoast’s mission, vision, and values by participating in committees, serving as spokesperson, and creating and delivering presentations to present key messages on the local, regional, and national platform.</li><li>May contribute to budgets and forecasting; effectively manages resources.</li><li>Consistently demonstrates Our Suncoast Code and Values including applicable elements of leading self, team, and organization.</li><li>Develops and refines processes to improve efficiency and achievement of goals and objectives.</li></ul>Qualifications &amp; Skills for Success:<ul><li>Typically reflects four (4) or more years of relevant experience, including management experience.</li><li>Bachelor’s degree in a related field; equivalent training or experience may be accepted in lieu.</li><li>Ability to work some evening and weekend hours.</li><li>Ability to work and drive extensively in-the field within the Suncoast region.</li><li>Bilingual or Multilingual (English/Spanish/Creole) a plus.</li></ul>Diversity, Equity, and Inclusion:<ul><li>Behaviors reflect a belief that individuals from diverse backgrounds lead to a more successful organization.</li><li>Educates oneself about DEI issues within the organization and community.</li><li>Demonstrates a willingness to become aware of and address one’s own implicit biases.</li><li>Deliberately works to include individuals from underrepresented backgrounds in efforts both internally and externally as appropriate.</li><li>Identifies and integrates the tools and resources needed to create more equitable environments.</li></ul>

Neighborhood Resource Center

United Way Suncoast

Centennial

Manager, Corporate Philanthropy

United Way of Broward County fights for the Health, Education and Financial Prosperity of EVERY person in our community.General Description: In collaboration with the Major Gifts team, the Major Gifts Officer (MGO) will be responsible for helping United Way of Broward County (UWBC) reach its fundraising goals by identifying, cultivating, soliciting, and stewarding major gifts. MGO will work closely with the Director, Major Gifts (DMG) to cultivate donors and prospects within the Major Gifts revenue streams: transformational giving, major gifts of $10k plus, planned giving, foundations, and capital campaign.&nbsp; In addition, the MGO will develop strong Donor Relations through individual and collective outreach, communication, and events to ensure retention and promote increased giving.&nbsp; Responsibilities will also include supporting the coordination and leadership of the Major Gift and Legacy committees.&nbsp; A portfolio of major gift donors and prospects must be individually maintained.Primary Job Responsibilities &amp; Duties:&nbsp;<ul><li>Implement overall Major Gifts strategy developed by DMG.</li><li>Identify, engage and re-engage donors, particularly those emerging as the next generation of potential philanthropic leaders.</li><li>Conduct individually tailored, one-on-one cultivation and solicitation meetings and work with appropriate volunteers to strategize and manage their cultivation and solicitation of targeted donors.</li><li>Identify and solicit new major gifts.&nbsp;</li><li>Connect United Way Staff and Board of Directors to new and/or prospective Tocqueville Society members.</li><li>Cultivate, steward and build trusted relationships with a portfolio of major donors and prospective major donors and legacy giving prospects to generate new and increased giving.</li><li>Effectively develop, organize, manage, support and motivate a volunteer team to aid in the identification, cultivation and solicitation of high capacity donors and prospective donors.</li><li>Partner with Major Gift and Development colleagues, for identification of prospects</li><li>Develop meaningful ways to engage major gift donors and prospects throughout the year including personal visits, executing unique events and volunteer opportunities to connect our members to the work United Way is doing in Broward County.</li><li>Create and implement a stewardship and recognition plan, including thanking donors, events and leadership registry.</li></ul>Other Job Duties:&nbsp;<ul><li>Maintains confidentiality of all materials, and uses judgment and tact in dealing with internal and external inquiries.</li><li>Understand the United Way of Broward concept, mission, purpose, philosophy and background to handle routine calls from public in an effective and diplomatic way.</li><li>Develops and maintains good working relationships with staff, board members, major donors, volunteers, agency representatives, and guests of the DMG.</li><li>Plans and prioritizes work to meet scheduled deadlines; adjusts personal schedule to assure completion of tasks, assignments, etc.</li><li>Works only under general supervision; uses discretion and judgment in the performance of daily duties.</li><li>Exhibits leadership and initiative in work habits and adhering to UWBC policies.</li><li>Performs other duties and assumes other responsibilities as assigned by the DMG.</li><li>Due to the leadership role United Way is called upon to play in the community, particularly during times of crisis, it is the expectation that all United Way staff will be fully engaged in the organization's crisis plan and response efforts.</li></ul>Education &amp; Experience:&nbsp;<ul><li>Bachelor’s degree required (advanced degree or advanced certification such as CFRE preferred)</li><li>3-5 years of experience in development, advancement, or fundraising, with demonstrated success in nonprofit.&nbsp;</li><li>Ability to set goals strategically and oversee execution.</li><li>High level of discretion and ethical approach to fundraising.</li><li>Proven ability to interact and influence philanthropic leaders.</li><li>Experience motivating and managing high-profile volunteer leadership and senior executives.</li><li>Ability to work cross-functionally with various internal and external constituents.</li><li>Ability to organize and complete multiple tasks simultaneously with close attention to detail and prioritization to meet deadlines.</li><li>Excellent written and verbal communication and presentation skills.</li><li>Proficiency in database management, Microsoft Office Suite, and other computer skills, as required.</li></ul>Supervise:&nbsp;Temporary staff;VolunteersCore Competency Requirements:<ul><li>Excels at customer service&nbsp;– Serves (treats) all customers (internal and external) with utmost respect and responsiveness in order to deepen relationships and advance UWBC’s mission.&nbsp;</li><li>Drives for results&nbsp;– Has a passion for innovation and risk-taking, meets and exceeds qualitative and quantitative goals in a thoughtful and time-driven manner.&nbsp;</li><li>Commits to the organization&nbsp;– Has the responsibility for aligning one’s own behavior, leadership and commitment with the needs, priorities, goals and culture of UWBC.&nbsp;</li><li>Embraces diversity and inclusion&nbsp;– Creates an atmosphere that respects and embraces engagement of all people, ideas and backgrounds and aligns with United Way’s values.&nbsp;</li><li>Seizes learning –&nbsp;Able and willing to learn new skills and knowledge and accept new challenges to further United Way’s mission.&nbsp;</li><li>Manages multiple projects and tasks&nbsp;– Effectively manages time and resources to respond to emerging needs while continuing to deliver on organizational goals, objectives and timelines, and seeks help when needed in juggling priorities.&nbsp;</li><li>Personifies teamwork&nbsp;– Demonstrates good collaboration and communication to be effective in any team setting.</li></ul>Environment &amp; Physical Demands:&nbsp;The environment is climate controlled (i.e., heated and air-conditioned).&nbsp; Lighting is adequate through overhead lighting as well as windows and blinds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands include sitting and/or standing for extended periods of time, bending, lifting approximately 25 pounds, regular use of the telephone, copier, fax and computer, and occasionally driving the United Way vehicle.&nbsp; Demands also involve protracted concentration.&nbsp; &nbsp;

United Way of Broward County

Major Gifts Officer

United Way of Broward County fights for the Health, Education and Financial Prosperity of EVERY person in our community.General Description: The Development Officer (DO) is charged with implementing strategies within an assigned book of business, with a focus on growing revenue for UWBC’s community impact agenda.&nbsp; The position will strategize, create and implement year-round engagement plans that lead to effective and successful revenue generation to fuel our work.&nbsp;Also, the DO will identify, recruit and develop prospects for new business development on a year-round basis. New business may include new workplace campaigns, new corporate gifts, new sponsorships, grants and new gifts in kind for UWBC.Primary Job Responsibilities &amp; Duties:&nbsp;<ul><li>Serve as the lead United Way staff for a portfolio of select companies and organizations.</li><li>Collaboratively plan and execute their annual workplace campaigns to achieve revenue goals.&nbsp; The goals will be centered around the annual campaign, special initiative fundraising, sponsorship fundraising, grant funding and response to custom giving interests that align with UWBC’s mission.</li><li>Maintain current understanding of UWBC Community Impact work and be able to articulate to donors and the Broward community.&nbsp; Participate in internal and external committees to gain and keep current such understanding.</li><li>Develop individualized campaign objectives and key messages for accounts (liaison with other staff/dept’s as appropriate).&nbsp;</li><li>Work cross departmentally to coordinate year round donor/volunteer engagement opportunities connected to our community impact agenda to enhance fundraising campaigns.</li><li>Research, write and support grant applications as appropriate.</li><li>Work with staff members responsible for financial reports, pledge processing and data entry to ensure account data is accurate and information is collected, recorded and distributed accurately and timely.</li><li>Attend and assist with United Way events for fundraising and awareness including planning, implementation and evaluation particularly as they relate to campaign and outreach to new donors.</li><li>Work with Major Gifts team to identify and create pipeline of donors with growth potential.</li><li>Maintain current and accurate information in Andar database and CRM tools on all prospects and assigned accounts.</li><li>Performance evaluation to include feedback from direct constituents, both internal and external</li></ul>Required Skills:<ul><li>Experience in developing strategic plans for year-round corporate engagement.</li><li>Ability to work independently, making appropriate decisions with direction as needed.</li><li>Ability to manage relationships with constituents, both on a one on one and/or group basis.</li><li>Strong written and oral presentation skills.</li><li>Ability to work cross-functionally with Marketing, Finance, Major Gifts, and Community Impact to achieve position objectives and increase revenue.</li><li>Ability to organize, prioritize and meet deadlines.</li><li>Knowledge of business and social community.</li><li>Ability to work outside of standard office hours.</li><li>Experience with donor relations database and CRM systems.</li><li>Ability to analyze financial data to determine workplace strengths/weaknesses and develop innovative strategies to maximize results.</li><li>Performs other duties and assumes other responsibilities as assigned by supervisor.&nbsp;</li></ul>Supervises:&nbsp;Campaign Associates, volunteers and interns.Education &amp; Experience:&nbsp;<ul><li>Bachelor’s degree and/or at least 3 years’ experience in fund raising, sales or relationship building.</li><li>Focused sales/marketing experience with applied emphasis on customer relationship management.</li><li>Experience working with volunteers.</li><li>Experience working with or knowledge of United Way operations desirable.</li><li>Computer proficiency required in customer relationship management systems and Microsoft Office software programs.</li><li>Demonstrated ability to build and maintain effective working relationships with key stakeholders&nbsp;</li><li>Excellent organizational, verbal and written communication skills.</li></ul>Core Competency Requirements:<ul><li>Excels at customer service&nbsp;– Serves (treats) all customers (internal and external) with utmost respect and responsiveness in order to deepen relationships and advance UWBC’s mission.&nbsp;</li><li>Drives for results&nbsp;– Has a passion for innovation and risk-taking, meets and exceeds qualitative and quantitative goals in a thoughtful and time-driven manner.&nbsp;</li><li>Commits to the organization&nbsp;– Has the responsibility for aligning one’s own behavior, leadership and commitment with the needs, priorities, goals and culture of UWBC.&nbsp;</li><li>Embraces diversity and inclusion&nbsp;– Creates an atmosphere that respects and embraces engagement of all people, ideas and backgrounds and aligns with United Way’s values.&nbsp;</li><li>Seizes learning –&nbsp;Able and willing to learn new skills and knowledge and accept new challenges to further United Way’s mission.&nbsp;</li><li>Manages multiple projects and tasks&nbsp;– Effectively manages time and resources to respond to emerging needs while continuing to deliver on organizational goals, objectives and timelines, and seeks help when needed in juggling priorities.&nbsp;</li><li>Personifies teamwork&nbsp;– Demonstrates good collaboration and communication to be effective in any team setting.</li></ul>

Development Officer

United Way of Brevard, Florida (UWB) was established in 1957 by a group of concerned individuals who wanted to help those who were in need. Our work focuses on the building blocks of a good life – Education, Income and Health. Our community wins when kids succeed in school, adults can secure a good job, manage their finances, and provide a healthy environment for their families.&nbsp;Together, the contributions of thousands of individual donors become a force for change in the&nbsp;community.
POSITION SUMMARY AND KEY RESPONSIBILITIES 
The Manager, Resource Development will effectively manage a portfolio of campaign accounts for the annual workplace campaign and other resource development activities.
<ul><li>Responsible for year round relationship maintenance, growth, and new relationship development with targeted campaign accounts.&nbsp; May achieve this goal through such activities as meeting with select accounts, attending specific meetings, and providing a variety of print/verbal information regarding United Way activities and its impact on the community.&nbsp;</li>
<li>Identify and build relationships with new prospective donors, including companies capable of running workplace campaigns and/or making corporate gifts, as well as individual donors.</li>
<li>Assist in the qualification and cultivation of major donors capable of giving at a leadership level, helping to increase membership in United Way of Brevard’s giving circles, including the Tocqueville Society ($10,000+ annual giving).</li>
<li>Assist the Director, Resource Development in resolving problems associated with fund raising objectives and monitoring goal progress.</li>
<li>Prepare, analyze, research and review campaign data and reports as required or requested.&nbsp;&nbsp;</li>
<li>Assist employers with the development and implementation of their internal United Way Campaign including but not limited to the facilitation of training for employer contacts, group meetings and agency tours.&nbsp;</li>
<li>Respond to requests for materials and information from employers and perform a variety of clerical duties associated with campaign activities including maintenance of account files.&nbsp;</li>
<li>Participate in pre-campaign recruitment, training and management activities for volunteers and account executives.</li>
<li>Ancillary duties include a variety of responsibilities including collaborating with the Communications Department on the development of campaign materials; assisting in various functions with policy and procedure development; staffing special events as needed; and attending various networking functions to support departmental objectives.</li>
<li>Perform other related duties as assigned.</li>
</ul>Mental Demands
<ul><li>Read and interpret documents or instruments.</li>
<li>Perform highly detailed work.</li>
<li>Assist or guide problem solving.</li>
<li>Perform mathematical functions.</li>
<li>Conduct meetings and presentations.</li>
<li>Prepare written communication.</li>
<li>Perform highly specialized analytical reasoning.</li>
<li>Withstand stress.</li>
<li>Handle multiple, concurrent tasks and constant interruptions.</li>
</ul>Environment and Physical Activity
<ul><li>The environment for this position is an open office that is clean and comfortable and includes driving the employee’s own vehicle approximately 40% of the time. Reliable transportation is required.</li>
<li>Evening and weekend work is required.&nbsp;</li>
<li>The position is in a non-confined office-type setting in which the employee is free to move about and may include some minor annoyances such as noise, odors, drafts, etc.</li>
<li>The employee spends time writing, typing, speaking, listening, lifting (up to 50 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.</li>
<li>May operate any or all of the following: telephone, cellular telephone, copy, fax machines, calculator, personal computer, related printers and related office equipment.</li>
</ul>JOB REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position.&nbsp; The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.&nbsp; Individual abilities may result in some deviation from these guidelines.
Education and Experience
<ul><li>Bachelor degree Preferred and two (2) or more years of related experience or the equivalent combination may be acceptable.&nbsp;</li>
<li>Previous fundraising, communications or sales experience required.&nbsp;</li>
<li>Understanding of and some experience with statistical reporting, collection, analysis and reporting.</li>
<li>Ability to extract simple database information and make recommendations based upon statistical analysis.</li>
</ul>Skills/Abilities 
<ul><li>Excellent organization and time management skills and the ability to work with minimal supervision while performing duties.</li>
<li>Proficient skills in personal computer operation, including word-processing, spreadsheet and data management software programs.</li>
<li>Solid oral, written and interpersonal communication skills required.</li>
<li>Strong public speaking skills required.</li>
<li>Current Florida driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.</li>
<li>Must be able to perform this position safely, without endangering the health or safety to himself or herself or others.</li>
</ul>Personal characteristics and skills 
<ul><li>Possess an adequate level of broad business and leadership skills.</li>
<li>Effective at generating resources and financial support for the organization.&nbsp;</li>
<li>Dedicated to shared and measurable goals for the common good – creating, resourcing, scaling and leveraging strategies for broad investment and impact.&nbsp;</li>
<li>Able to build trust in United Way and its relevance in the community.</li>
<li>Values the network and strives to leverage United Way’s breadth of community presence, relationships, and strategy.</li>
<li>Understand community trends and human service issues.</li>
<li>Excels in leadership, teambuilding, effective utilization of volunteer resources, management skills, and communication skills.</li>
</ul><ul><li>Ability to build relationships with different types of people, including clients, organization members, and providers.</li>
</ul>United Way of Brevard is an equal opportunity employer. We offer a competitive salary, a learning environment, and employee benefits to include health insurance, paid holidays, paid time off, and a retirement plan. Please submit your resume and cover letter to <a href="mailto:hr@uwbrevard.org" target="_blank">hr@uwbrevard.org</a>.
UNITED WAY CORE COMPETENCIES FOR ALL STAFF
<ul><li>Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations.</li>
<li>Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.</li>
<li>Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.</li>
<li>Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.</li>
<li>Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.</li>
</ul>ABOUT BREVARD COUNTY FLORIDA
Brevard County, Florida, also known as Florida’s Space Coast, is a groundbreaking region along the east coast of the Sunshine State. Home to the world-famous launch pads of Kennedy Space Center and Cape Canaveral Space Force Station, Brevard County’s rich history is built upon generations of high-tech talent, yet boasts a small-town community feel where members can truly make a difference. &nbsp;With an abundance of amenities for the right work-life balance, Florida’s Space Coast offers a unique lifestyle with tropical weather, cultural activities, educational opportunities, year-round outdoor recreation, and a family-friendly atmosphere. Even the world's most significant vacation playground is just a short ride, which means you can get annual passes for endless access to the thrills and off-season crowds at Orlando theme parks and attractions, all while enjoying the relaxed oceanside community that has sent man to the moon, and continues to launch advances for humankind. You can learn more about the endless lifestyle options found here, at <a href="http://www.LiveBigSpaceCoast.com" target="_blank">www.LiveBigSpaceCoast.com</a>.

United Way of Brevard County, Florida

United Way of Brevard 

Manager, Resource Development

Overall Purpose of this Role: The Project Manager is responsible for implementing processes, coordinating internal donor relations activities and maintaining data integrity in support of departmental efforts. This role will collaborate effectively cross-departmentally to help advance the organization’s fundraising initiatives and ensure cohesion between all areas.&nbsp;
KEY ACCOUNTABILITIES:
Donor Relations
<ul><li>Serve as a key stakeholder in managing the organization’s donor recognition and stewardship plan for donors of all levels, ensuring that the donor experience fulfills the HFUW’s strategic imperative.</li>
<li>Work closely with Senior Executive Assistant to the President and CEO to facilitate correspondence and outreach with current and prospective donors.</li>
<li>Provide administrative functions related to donor relations including the printing and assembly of mail items.</li>
<li>Coordinate with the Finance Department on donor relations and event sponsor related billing and collections as appropriate.</li>
<li>Provide telephone support for the Resource Development team. including but is not limited to answering calls, recording, and delivering accurate messages, referring complaints and requests for information to appropriate staff, and following up as needed.</li>
<li>Prepare draft communication, edit and process outgoing correspondence, including mass mailing items and any additional communications and marketing materials.&nbsp;</li>
</ul>Prospect Research and Data Integrity&nbsp;
<ul><li>Record accurate internal processes, manage office files and other duties as assigned.&nbsp;</li>
<li>Responsible for maintaining appropriate information in the customer relationship management (CRM) software.&nbsp;</li>
<li>Collaborate with Vice President of Resource Development, Major Gift Officer, and Individual Giving Manager to create documents for donor visits and prospecting initiatives.&nbsp;</li>
<li>Ensure the accuracy of shared information, correspondence, internal databases and disseminated materials for all supported programs.</li>
<li>Identify prospective donors and members both inside and outside traditional campaign settings and market segments.</li>
<li>Review and edit mailing lists.</li>
</ul>Department Coordination
<ul><li>In consultation with department colleagues, develop and implement project management plans to support HFUW fundraising priorities and goals, with an emphasis on consistency in strategy and analytics.</li>
<li>Maintain strong relationships with members of the organization’s Engagement Team (Donor and Volunteer Experiences and Resource Development).</li>
<li>As assigned, support account managers and other fundraising activities, including year-round engagement, and executing employee campaigns.&nbsp;</li>
<li>Participate in special events throughout the year.</li>
<li>Other duties as assigned.&nbsp;</li>
</ul>FUNCTIONAL COMPETENCIES / ACCOUNTABILITIES:
Attributes and Behaviors:&nbsp;&nbsp;
<ul><li>Mission Focused: Create real social change that leads to better lives and healthier communities.</li>
<li>Relationship-Oriented: Cultivate and manage relationships toward a common goal.</li>
<li>Collaborator: Understand the roles and contributions of all sectors of the community and can mobilize resources through meaningful engagement.&nbsp;</li>
<li>Results-Driven: Dedicated to shared and measurable goals for the common good; creating resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.</li>
<li>Brand-Steward: Steward of the brand and understands the role in growing and protecting the reputation and results of the greater network.&nbsp;&nbsp;</li>
</ul>Education and Experience:
<ul><li>Bachelor’s degree or equivalent preferred.&nbsp; Equivalent combination of education and experience may be considered in lieu of degree.&nbsp;</li>
<li>3 years of experience in a project or campaign management-oriented role.</li>
<li>Prior experience working in the non-profit sector preferred.</li>
<li>Must be able to type 55+ WPM minimum.</li>
<li>Proficiency using Microsoft Office products including Word, Excel, PowerPoint, Teams and Outlook required.</li>
<li>Proven proficiency with technology, including Windows operating system, Zoom, WebEx and other electronic professional resources.</li>
<li>Experience with mass mailings and mail merges required.</li>
<li>Experience working with senior level executives/community leaders and their respective office support.</li>
<li>Ability to translate ideas quickly and efficiently into trackable, actionable plans.</li>
<li>Strong organizational skills, detail oriented with ability to manage multiple projects simultaneously, and to work calmly under the pressure of competing priorities and deadlines.</li>
<li>Valid Florida Driver’s License and ability to travel within tri-county area required.</li>
</ul>PHYSICAL DEMANDS:
Physical demands include sitting or standing for extended periods of time, bending, occasional lifting of items weighing up to approximately 30 pounds, regularly moving throughout the building between floors, traveling to outside meetings, regular use of standard office equipment such as the telephone, copier, fax and computer.&nbsp; Demands also involve protracted concentration. Job involves frequent and routinely intense public contact.

Administrative Project Manager

Salary Range: $82,000-$99,000 annually
Hybrid Schedule: 2 days from home and 3 days on-site
&nbsp;Benefits (The Good Stuff)
<ul><li>Exempt (Salary): 3 WKS+ Vacation Paid*</li>
<li>12 Paid Holidays</li>
<li>12 PTO Paid Days</li>
<li>Competitive Health Benefits Package</li>
<li>Wellness Program Reimbursements up to $50/month</li>
<li>Long Term Disability at NO COST</li>
<li>Life Insurance &amp; AD&amp;D 2X Annual Salary at NO COST</li>
<li>Employee Assistance Program</li>
<li>Retirement Plan UP TO 6% Employer Funding</li>
<li>Professional Development Opportunities</li>
<li>Discounted On-Site Early Childhood Care</li>
<li>Tuition Assistance for Early Education Degree</li>
<li>Free Monthly Transit Card</li>
</ul>*Vacation amounts may vary based on roles, schedules, and years of service
Help us make a difference in our community. &nbsp;United, we are tackling complex issues and turning contributions into real change. We fight for equitable access to quality education, financial security, and the health of everyone in our community. Join our team and join us in the fight for a stronger Miami!
United Way Miami, Inc. is hiring a&nbsp;Senior Director, Major Giftsto join our team. As&nbsp;Senior Director, Major Giftsyou will Develop and build relationships in the community to address the health and human service needs of the community through United Way Miami. &nbsp;Focus on fundraising for both annual and Endowment campaigns from individuals who can make gifts of $100,000 or more.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
<ul><li>Ensures that all Tocqueville Society gifts are accounted for during the fiscal year.</li>
<li>Manages relationships with approximately 100-125 prospective and current donors who can make major/planned gifts of $100,000 or more. Identify, qualify, cultivate, solicit, and steward same.
<ul><li>Participates in all aspects of the gift cycle: 
				&nbsp;- Initiate contacts with potential leadership and major gift donors 
				&nbsp;- Develop appropriate cultivation strategies for them, including working with volunteers 
				&nbsp;- Moves potential donors in an appropriate and timely fashion toward solicitation and closure 
				&nbsp;- Makes solicitations when appropriate 
				&nbsp;- Maintains stewardship contacts with donors; adheres to the highest ethical standards; demonstrates empathetic disposition, and perseverance; reflects optimistic and positive attitude, and conveys sensitivity to the needs of the donors</li>
</ul></li>
<li>Participates in 15-20 donor meetings a month.&nbsp;</li>
<li>Works collaboratively with and in support of volunteers, other development staff, and other United Way staff to achieve the needs of the prospects.&nbsp;</li>
<li>Participates in prospect management meetings to ensure coordination of cultivation, solicitation, and stewardship activities.&nbsp;</li>
<li>Attends United Way events as well as outside events for United Way representation, networking, etc.</li>
<li>Responsible for soliciting gifts of $100,000 and higher from individuals&nbsp;</li>
<li>Collaborate with the Development Officers to identify major and planned gift prospects within an account to create, cultivate, and solicit donors.</li>
</ul>&nbsp;Education Requirements:&nbsp; Bachelor’s degree required. Master’s preferred.&nbsp;
&nbsp;Experience Requirements:&nbsp; Five years of experience in individual fundraising with a track record of closing major gifts in education, the human services area preferred.
&nbsp;Technology Requirements:&nbsp;Internet Explorer, Word, Excel, Outlook, Andar (database) and Takes the responsibility to learn &amp; use technology to increase one’s own productivity and keep technical skills up to date. &nbsp; Maintains accurate and current data files.
Other Essential Knowledge/Skills:&nbsp;Public speaking, understanding of people, ability to adapt to changing situations, ability to understand and analyze industry trends, sales ability, computer skills, basic math skills, and negotiation skills. &nbsp;The Spanish language is not a requirement but helpful.
Career growth:&nbsp;We encourage you to grow by providing formal and informal development programs, coaching, and on-the-job challenges. We want you to ask questions, take chances, and explore the possible.
UWM is an equal opportunity employer and a drug-free workplace, please visit our Career site homepage to view our EEO statement and Drug-Free policy.

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