Job Title

Position Type: Full Time, Exempt

Reporting To: Vice President, Donor Engagement & Development

Hours: 40/ week minimum

Supervisory Position: No

# of Direct Reports (if applicable): N/A

Education

Level of Education Required: Bachelor’s Degree

Work Experience: (  ) 1-3 years, (X) 3-5 years, (  ) 5-7 years, (  ) 7+ years

Education Requirement: 5+ years of related experience will be accepted in place of required degree

Preferred field(s) of study: Non-Profit, Fundraising, Marketing, Business, Public Relations, Communications, Relationship management or related field.

Essential Skills

• Ability to self-sufficiently develop, implement, and manage a portfolio of major gift donors.
• Ability to cultivate one-on-one relationships with new and existing individual donors at the major gifts level.
• Understanding of how to identify and move a donor through the moves-management system to increase giving.
• Ability to identify an individual donor’s philanthropic goals to connect the donor to UWECI’s community impact.
• Excellent written and verbal communication skills.
• Experience in individual donor recruitment and stewardship or relationship sales.

Preferred

• Experience in non-profit communities.
• Relationship Management
• Grant Writing
• Working knowledge of CRM software.

Core Values and Behaviors

Core Values

• Expect Excellence: Hold ourselves and others to the highest standards while embracing and learning from challenges.
• Encourage Growth: Create greater impact through continual learning and innovation.
• Engage Community: Connect with networks and communities to address needs to improve the lives of every person.
• Exercise Integrity: Act ethically, honestly, and responsibly.

Professional Core Competencies

• Mission-Focused: Priority to create real social change that leads to better lives and healthier communities. This drives performance and professional motivation.
• Relationship-Oriented: An understanding that people come before process; cultivate and manage relationships toward a common goal.
• Collaborator: Understand the roles and contributions of all sectors of the community and mobilize resources through meaningful engagement.
• Results-Driven: Dedicated to shared and measurable goals for the common good; create, resource, scale and leverage strategies and innovations for broad investment and impact.
• Brand-Steward: Understand the role and importance in protecting and growing the reputation and results of the greater network of United Ways.

Primary Purpose

Donor Engagement:

• Lead Campaign Cabinet Subcommittees as assigned.
• Work closely with volunteers and internal departments to recognize donors year-round.
• Utilize CRM software to record visits and communications, as well as gather and maintain accurate donor information to maintain donor database integrity.
• Direct involvement with implementation of department’s strategic plan.
• Collaborate with the Community Impact staff and partners to understand and effectively articulate how donor dollars support UWECI’s work in the community.
• Assist as needed in all fundraising programs and activities and perform other duties as assigned by UWECI leadership.

Individual Portfolio Work:

• Act as primary relationship manager for a portfolio of individual prospects; playing lead role in stewardship, moves-management, inviting donor investment in UWECI and closing major gifts.
• Identify prospective major gift donors inside and outside corporate workplace giving/annual campaign by working closely with UWECI’s Resource Development staff, Campaign Cabinet and the corporate engagement team.
• Identify prospective major gift donors inside corporate workplace giving/annual campaign who are retiring or are retired and invite them to invest in UWECI on an individual level.
• Promote leadership giving and advance donors to their next giving society level, support the activities of all UWECI’s giving societies, and develop and lead Sinclair and Quarton Giving Societies.
• Assist in development and leadership of Tocqueville Giving Society.
• Research, identify, analyze, and communicate key donor trends, results, and opportunities to ensure continued growth in donors and revenues while meeting predefined metrics.
• Benchmark and measure retention and donor value attrition.
• Attend UWECI events.
• In collaboration with the VP, Donor Engagement and Development and President/CEO, identify potential donors at the major gift level for planned giving, endowment giving, or capital giving investments to UWECI.
• Works closely with the VP, Donor Engagement and Development in developing and implementing major giving strategies and a recognition program for major and endowment donors.

Women United Affinity Group:

This position will be assigned the Women United affinity group associated with UWECI.  Tasks will include:

• Lead monthly steering committee meetings including creation of the agenda and meeting notes.
• Lead affinity group event planning, organization, and day-of execution.
  • Events include:
    • Women United Luncheon
    • Women United Power of the Purse
  • Lead/Co-Lead monthly/bimonthly affinity group event subcommittee(s).
  • One-on-one stewardship of individual committee members and affinity group supporters.
  • Recruitment of new steering committee members.
  • Monitor affinity group campaign designations.
  • Leading affinity group fundraising efforts.
  • Spread general awareness of UWECI and affinity groups in the community.

Job Skill and Attributes

• Innovation and Creativity: Remain open to new ways of doing business. Critically examine rules to see if they have outlived their Recognizes and capitalizes on emerging opportunities. Flexible, adaptable, and open to change. Committed to continuous learning.
• Action Oriented/Results Driven: Demonstrate strong drive to achieve meaningful results and able to follow through on Anticipate and resolve problems effectively. Work on concurrent assignments and meet deadlines.
• Effective Communication: Prepare clear, complete, and concise reports. Work effectively with volunteers and staff. Must maintain confidential Excellent interpersonal and relationship-building and written and verbal communication skills.
• Strategic Relationship Management: Work to understand, relate to, and engage constituents to improve their experience with UWECI’s brand and generate more significant relationships with Develop and grow relationships to drive positive impact for the community on issues we have identified as important. Continually builds and expands the network of donors.
• Customer Oriented: Listens to the needs, interests, and passions of the donor with an eye towards connecting them with UWECI’s work in the community. Identifies, engages with, adapts to, and influences various types of individuals and organizations.
• Cultural Competency: Able to understand, communicate, and interact effectively with people across cultures.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to person the essential functions.

While performing the duties of this job, the employee may be frequently required to use finger and hand motion and occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move objects up to 20 lbs. Specific vision abilities required by this job include close vision and ability to adjust focus. Travel to offsite meetings is an essential part of this role; a valid driver’s license and access to a vehicle is required.

Accountability and Decision Making

This position must coordinate and communicate regularly with VP, Donor Engagement & Development and the President/CEO regarding vision and strategy for leadership giving.

Decisions must align with guidelines and/or policies of the Donor Engagement department and United Way of East Central Iowa.

Note: This job description indicates the normal type and level of work expected of the incumbent. Incumbent may be asked to perform other duties as apparent or assigned.