• Director, Major and Planned Giving

    Job Locations US-TX-Dallas
    Posted Date 1 month ago(4/10/2018 3:27 PM)
    Job ID
    2018-1243
    # of Openings
    1
    Category
    Resource Development
  • Overview

    Reporting to the Senior Vice President of Major Gifts and Development Services (SVP), the Director of Major Gifts (Director) will be a leader in the major gift program for United Way of Metropolitan Dallas (UWMD) and the United Way Foundation of Metropolitan Dallas (UWFMD). Working closely with the SVP and the major gifts team, the Director will be focused on growing and stewarding relationships at United Way through individual and planned gifts.

    Responsibilities

    • Responsible for soliciting gifts of $25,000 and higher in addition to maintaining annual gift support from a portfolio of current and prospective donors.
    • Develop cultivation and solicitation strategies for prospects and donors within assigned portfolio, collaborating as appropriate with staff leaders, volunteers, and Board members.
    • Participate in a cross-functional Unite Forever campaign team to determine priorities, strategy and implement campaign plan.
    • Retain a portfolio of community and workplace Tocqueville Society members and prospects.
    • Work closely with Tocqueville team to create donor strategies and proposals with focus on growth and retention.
    • Conduct a minimum of 80 personal visits annually to cultivate or solicit major gifts to meet long-term major gift revenue goals.
    • Gain a solid understanding of UWMD programs and initiatives. Take a leadership role in soliciting major gifts for assigned impact initiatives.
    • Meet or exceed annual fundraising key performance indicators as developed by United Way leadership. The SVP will meet with the Director on a regular basis to review progress.
    • Track performance via various metrics, including face-to-face prospect visits, documented communications and interactions, and solicitations submitted and secured.
    • Maintain record of all cultivation strategies, contacts, solicitations, and results of contacts with prospects and donors in the database of record.
    • Provide effective stewardship to major donors and develop and document plans for continued engagement.
    • Work across the organization to better cultivate our donors and identify new ones. Leverage prospect management and prospect research best practices.
    • Remain conversant in Planned Giving vehicles/techniques and financial and estate planning concepts.
    • Actively engage donors and prospects through events. Provide consistent follow-up pre- and post-event to secure commitments and move relationships forward.
    • Participate or lead departmental or organizational project teams as requested.
    • Maintain discretion and confidentiality as required of donor and volunteer relationships.

    Qualifications

    • A Bachelor’s degree.
    • A minimum of four years of fundraising experience, with demonstrated success closing major gift commitments.
    • Outstanding written communication skills—for proposal preparation, communications with donors, and reports (such as newsletters and annual reports)—and oral communication skills for individual and group presentations
    • A personal leadership and management style that promotes collaboration and accessibility.
    • Demonstrated capability to identify, cultivate and solicit major gifts from individuals, businesses and private foundations.
    • Basic understanding of corporate and foundation grants process.
    • Basic understanding of planned giving.
    • Basic understanding corporate sponsorships.
    • Knowledge of and experience with the Dallas and North Texas philanthropic community desired.
    • Experience working with high-level decision makers, trustees, and other volunteers.
    • Excellent organizational, project management and time management skills.
    • Ability to work independently and take full ownership of assignments.
    • Excellent collaborator and team member, able to work well with individuals at all levels of the organization.
    • Knowledge of and ability to effectively utilize prospect tracking systems and donor databases.
    • Ability to set expectations, establish priorities and manage multiple projects in a fast-paced development department.

    CULTURAL

    • The ability to thrive in an environment that is characterized by significant growth, diversity and constant change.
    • Ability to integrate marketing, operations and financial knowledge and background to achieve organizational goals.
    • An entrepreneurial spirit and creative approach to strategy development.
    • A commitment to community service.
    • Ability to prioritize and multi-task, while working efficiently and addressing a wide variety of considerations.

    ADDITIONAL

    • Ability to work some evenings and weekends, as required by event timing.
    • Ability to lift up to 20 lbs.
    • Access to reliable transportation.

     

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