Senior Director, Tocqueville Society and Major Gifts at United Way of Miami-Dade
REPORTS TO: AVP, Tocqueville, Major Gifts and Endowment
EXPECTATION FOR ALL EMPLOYEES:
Support the mission, vision and values of United Way of Miami Dade (UWMD). When appropriate, participate in various after hours and weekend activities that benefit UWMD and the community. Due to the leadership role UWMD is called upon to play in the community, particularly during times of crisis, it is the expectation that all UWMD staff will be fully engaged in the organization’s crisis plan and response efforts.
Develop and build relationships in the community to address the health and human service needs of the community through United Way of Miami-Dade. Focus on fundraising for both annual and Endowment campaigns from individuals who can make gifts of $10,000 or more, with a focus on those giving $50,000 or more.PRINCIPAL DUTIES AND RESPONSIBILITIES
- Helps manage volunteers on the Tocqueville Cabinet to ensure they make their goal of raising new dollars for United Way’s community plan.
- Ensures that all Tocqueville Society gifts are accounted for during the fiscal year.
- Manages relationships with approximately 100-125 prospective and current donors that can make major/planned gifts of $10,000 or more. Identify, qualify, cultivate, solicit and steward same.
- Participates in all aspects of the gift cycle:
- Initiate contacts with potential leadership and major gift donors
- Develops appropriate cultivation strategies for them, including working with volunteers
- Moves potential donors in an appropriate and timely fashion toward solicitation and closure
- Makes solicitations when appropriate
- Maintains stewardship contacts with donors; adhere to the highest ethical standards; demonstrate empathetic disposition, and perseverance; reflect optimistic and positive attitude, and convey sensitivity to needs of the donors
- Participates in 20 donor meetings a month. With at least two solicitations of a major gift a month. Goal to close $500,000 in new major and planned gifts in a year.
- Works collaboratively with and in support of volunteers, other development staff, and other United Way staff to achieve the needs of the prospects.
- Participates in prospect management meetings to ensure coordination of cultivation, solicitation, and stewardship activities.
- Ability to gauge when the donor would be open to a blended gift comprised of a major gift and a planned gift to maximize the potential of the donor to give.
- Attends United Way events as well as outside events for United Way representation, networking etc.
- Manages team to support goals.
QUALIFICATIONS/ SKILLS AND KNOWLEDGE REQUIREMENTS
Education Requirements: Bachelor’s degree required. Master’s preferred.
Experience Requirements: Five years of experience in individual fundraising with a track record of closing major gifts in education, human services area preferred.
Core Competency Requirements:
EXCELS AT CUSTOMER SERVICE – Serves (treats) all customers (internal and external) with utmost respect and responsiveness in order to deepen relationships and advance UWMD’s mission.
DRIVES FOR RESULTS – Has a passion for innovation and risk-taking, meets and exceeds qualitative and quantitative goals in a thoughtful and time-driven manner.
COMMITS TO THE ORGANIZATION – Has the responsibility for aligning one’s own behavior, leadership and commitment with the needs, priorities, goals and culture of UWMD.
EMBRACES DIVERSITY AND INCLUSION – Creates an atmosphere that respects and embraces engagement of all people, ideas and backgrounds and aligns with United Way’s values.
SEIZES LEARNING – Able and willing to learn new skills and knowledge and accept new challenges to further United Way’s mission.
MANAGES MULTIPLE PROJECTS AND TASKS – 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.
PERSONIFIES TEAMWORK – Demonstrates good collaboration and communication to be effective in any team setting.
Internet Explorer, Word, Excel, Outlook, Andar (database) and Salesforce (CRM) Takes the responsibility to learn & use technology to increase one’s own productivity and keeps technical skills up to date. Maintains accurate and current data files.
Other Essential Knowledge/Skills: Public speaking skills, sales ability, excellent writing skills, and negotiation skills. Excellent interpersonal skills and demonstrated record of completing tasks. Successful experience in taking a prospect from identification to solicitation.
Spanish language not a requirement but helpful. Demonstrates leadership qualities and serves as a role mode by aligning one’s own behavior with the organization’s priorities. Looks for ways to utilize unique strengths of a diverse workforce to accomplish project goals. Seeks out broader scope of knowledge. Takes a systematic effort over a limited period of time to obtain needed and in-depth information. Independently manages multiple tasks with diverse objectives; sets priorities and determines resource requirements; establishes due date based on management priorities. Plays a significant role in success of team. Consistently offers assistance or takes lead with tasks. Sets a good example and is viewed as a resource. Takes personal responsibility for helping team achieve results
Contacts: Internal. Communicate with all levels of the organization to exchange information, and negotiate solutions within policy guidelines.
External. Communicate with volunteers, key volunteers, donors, and general public to exchange information, collect information, coordinate projects, problem solve, sell products or services, and cultivate relationships.
Direct Supervision of Others: Senior Manager, Prospect Research & Portfolio Management; Senior Administrator, TS.
HOW TO APPLY
Interested candidates should contact Katie Repici, Associate Vice President, Tocqueville & Major Gifts at email@example.com.