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Major Gifts Officer

United Way of Greater Milwaukee & Waukesha County
70,000 - Hybrid Schedule - Onsite presence required.
United States, Wisconsin, Milwaukee
225 West Vine Street (Show on map)
Oct 01, 2024
JOB SUMMARY: Responsible for identifying, cultivating, soliciting, recognizing, and providing stewardship for a portfolio of major giving donors ($10,000+) and prospects. Responsible for cultivating relationships with, and providing excellent donor service to, Tocqueville Society members and Campaign Cabinet Volunteers who include many top community leaders and high-level donors. This primarily outward facing, results-oriented role will require the candidate to be a high-energy and inspiring leader who has the demonstrated ability to build strong, mutually beneficial relationships. The successful candidate will demonstrate exceptional professionalism and discretion. Additionally, this role strengthens United Way's long-term sustainability by bringing a data driven and collaborative team approach to major gifts fundraising. With a strong alignment with United Way's culture and eco-system, this role is responsible for developing a pipeline of loyal donors who will continue to place United Way as their philanthropic partner of choice throughout their lifetime. PRIMARY RESPONSIBLITIES Essential job functions and expected performance standards include the following. Other duties may be assigned. Identify, cultivate, solicit, and steward major donors ($10,000 +) that are a part of our Tocqueville Society inside and outside of workplaces. This is in partnership with the Major Gifts and Corporate teams. With direction from the Manager, Major Gifts, assist in developing strategies to recruit, cultivate and/or steward major giving donors and prospects. Set fundraising goals on assigned portfolio of prospects and donors as well as follow up to secure their giving. Manage the Tocqueville Society committee through recruitment and management, planning and execution of meetings, consistent communication, and timeline management. Manage assigned Tocqueville Society Cabinet members in their volunteer fundraising role. This includes advising, individualized support, tracking and prompting follow up, ensuring notes are updated, and other types of support based on each volunteer's needs. Help plan stewardship and cultivation events as well as engagement opportunities for Tocqueville donors and prospects. Attend evening meetings, events, and engagement opportunities as needed throughout the year. Maintain detailed and accurate account information in United Way's CRM (ANDAR). Work collaboratively with all Resource Development Account Managers to identify major gifts and Legacy Giving prospects from the Workplace Campaigns. Expected Outcomes: Build and maintain relationships with current and prospective major giving donors as appropriate. Effectively communicate United Way's value-add to all constituents. Integrate all aspects of United Way's resource development strategy. Demonstrate effective campaign and resource development leadership. Increase revenue from leadership donor base. JOB REQUIREMENTS: QUALIFICATIONS AND COMPETENCIES Requires experience in fundraising and demonstrated success in soliciting and securing major gifts at our Tocqueville Society Level ($10,000+) Experience developing expansive relationships with donors and volunteers. High comfort level interfacing with business and community leaders, plus strong interpersonal skills, and ability to work with diverse audiences and across generations. Demonstrated ability to develop and implement strategies to drive best practices and maximize outcomes. Strong contacts within United Way of Greater Milwaukee & Waukesha County's four county footprint. Excellent communication (verbal & written) skills. Ability to communicate not only with donors and volunteers, but with other team members across our organization. Excellent planning and time management skills with the ability to successfully manage multiple projects. Project Management experience desirable. Perseverance and willingness to take on impressive challenges. High-energy, inspiring team leader and member. Good understanding of group dynamics and group facilitation skills. Effective analytical and problem-solving skills. CORE COMPETENCIES & ATTRIBUTES Mission-Focused. Ability to link donor, volunteer, and advocates' aspiration to needs; Ability to catalyze others' commitment to mission; Strives vigorously to accomplish shared goals; Separates one's own interests from organizational interests in order to make the best possible judgements for the organization. Relationship-Oriented. United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal. Allocates time for relationship building, consciously creates time for engaging with others and deepening relationships. Help others achieve their goals by sharing ideas, time, and resources. Collaborator. United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. Focuses on shared goals. Results-Driven. United Way professionals are dedicated to shared and measurable goals for the common good, creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. Has a clear vision and focus on results and can effectively communicate goals and impact. Has the necessary organizational skills to deliver on our modern business model. Advocates for support of our strategic initiatives and the foundational and sustaining force of our community impact fund. Brand Steward. Acts with integrity and strong ethics to foster trust at all levels. REQUIRED EDUCATION AND EXPERIENCE Bachelor's degree related to non-profit management, marketing, sales, communications, management or business, human services, and/or philanthropy. 6+ years related experience, or equivalent experience in fundraising, major gifts and individual stewardship experience; may be substituted by CFRE credential or demonstrated fundraising success. Minimum of three (3) years professional experience working in a non-profit organization in a "high end" donor fundraising capacity. At least five (5) years supervisory or volunteer management experience. At least two (2) years' experience planning and executing events. OTHER SKILLS & ABILITIES LANGUAGE Ability to respond to common inquiries or complaints from customers, agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups and/or boards of directors. MATHEMATICAL SKILLS Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. PHYSICAL DEMANDS The physical demands at UWGMWC are representative of what is needed to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and occasionally kneel. Specific vision abilities required by this job include close vision requirements due to computer work. Light to moderate lifting is required (up to 25lbs). Ability to uphold to the stress of traveling (in designated positions). Regular, predictable attendance is required; including additional overtime as business demands dictate. Ability to drive automobile to meetings, appointments, and events. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate noise (business office with computers, phone, printers and light traffic). Ability to work in a confined area. Ability to sit at a computer terminal for an extended period of time. AMERICANS WITH DISABILITIES It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual's physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC's policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment. EQUAL OPPORTUNITY EMPLOYER It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic. This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions. DIVERSITY, EQUITY & INCLUSION STATEMENT: Diversity, Equity & Inclusion is a core value at United Way of Greater Milwaukee & Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work. This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.