Leadership Giving Specialist

Leadership Giving Specialist 

Fundraising and Engagement  

 

We partner to design, support and grow systems that accelerate financial stability and upward mobility for individuals and families living in or near poverty and striving for a brighter future. Our vision is that Central Indiana will be a community where children, individuals and families thrive; neighbors care for each other; and we are proud of all our residents' quality of life. 

 

We pursue this vision in all we do as we ask our community to give, advocate and volunteer. We believe that vision can only be achieved if pursued with shared values, and therefore place great emphasis on building a team that will pursue this vision together with ICARE. This is an exciting time to be part of United Way of Central Indiana's team as we embark on a new strategic framework that fosters innovation, builds community partnerships, and integrates across traditional functional areas.  

 

Inclusion-Courage-Accountability-Respect-Excellence 

 

Position Summary 

United Way of Central Indiana(UWCI) recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission.The Leadership GivingSpecialist will cultivate a portfolio of Leadership-level donors ($500 - $2,500 annual giving) to strengthen their connection with United Way, resulting in long term financial commitments to the organization with a goal of growth to a major donor level.  The Manager will also lead efforts with one of the United Way Forever United Networkgroups (LINC, Emerging Leaders, Diversity Leadership Circle, Women United, Always United) by working with the volunteer leadership groups of those giving societies to increase membership and connection to United Way. The goal is to increase donor retention and engagement by enhancing the donor experience. 

 

 

 

Position Duties & Responsibilities 

The following statements are intended to describe the general nature and level of work being performed.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.   

 

 

Donor Portfolio Management 

• Conduct individual meetings with donors and potential donors to discuss their philanthropic passions and goals.  
• Manage a portfolio of 150 donors to optimize their giving and deepen their commitment to United Way of Central Indiana.Donor gifts range from $500-$2,500. 

• Achieve donor call expectations (60 annually) and annual fundraising goals. 
• Develop a donor engagement plan for assigned portfolio to assure consistent cultivation throughout the year. 
• Assure donors are recognized appropriately and are encouraged to attend recognition opportunities. 

 

 

Leadership Level Donor Acquisition 

• In partnership with the Leadership Giving team, consistently and actively identify prospective leadership level donors and cultivate those individuals towards becoming leadership donors.  

 

Giving Society Leadership 

• Provide staff leadership and guidance for one of the United Way of Central Indiana Forever United Network Giving Societies (LINC, Emerging Leaders, Diversity Leadership Circle, Women United, Always United).  Giving Circles are comprised of donors who give at least $1,000/year to United Way. 

• Work directly with the volunteer steering committee of the assigned giving society to set annual goals and design engagement opportunities resulting in increased membership in the society. 

 

Donor Recognition 

• In partnership with the Leadership Giving team and the Events Manager, deliver an annual leadership Giving Recognition event that engages and shows appreciation for United Way donors. 

Donor Communication 

• Develop communications and awareness plans in tandem with UWCI marketing team. 

 

Database Management 

• Record and track donor calls, connections and emails in the United Way CRM system.  
• Maintain accurate reports of current donors list for the Forever United Network ($1,000+), prospects, and lapsed donors.  

 

Trainings/Workgroups: 

• Participate in training/workgroups as required.   

 

Annual Goals:  

• Achieve established goals. Work with the Director to ensure goals reflect and align and contribute to the broader goals of the organization.  

 

Flexibility:  

• UWCI is evolving with our changing external environment. Flexibility and adaptability are key attributes for this position. A willingness to take on additional duties to ensure the success of the team is essential. 

  

Qualifications 

To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and be present in the office while performing those functions. The requirements listed are representative of the basic knowledge, skills, and/or abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives.  The individual should have effective communication skills, attention to detail and organization, and flexibility and adaptability. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues. 

 

Education and/or Experience 

Bachelor's degree preferred.  At least two years of fundraising experience preferred.  Knowledge of the central Indiana community and the human service sector is preferred. 

Must have excellent written and verbal communication skills, a strong reputation for integrity and professionalism, strong performance management and evaluation capabilities including the willingness and ability to ensure accountability, ability to build strong relationship both inside and outside UWCI, ability to think strategically, commitment to fostering an inclusive environment consistent with UWCI's commitment to diversity and inclusion.  Must have the ability to prepare, explain, and monitor performance, manage a diverse group of donors and volunteers, manage projects and workload, and engage constructively with the other members of the UWCI team. 

 

*Work experience may substitute for education requirements on a case-by-case basis.  

 

Physical Demands:   

 

The physical demands described here are general representations of those that must be met by an employee 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 sit, reach with hands and arms, talk, and hear. The employee frequentlyis required to use hands to touch and handle objects. The employee frequently stands or walks. 
• The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision and the ability to adjust focus. 

 

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. 

• Office setting, with sustained use of a computer. 

• The noise level in the work environment is minimal to moderate. 
• Maintains personal/professional competency and works to create an environment of courtesy, respect, enthusiasm, and a positive attitude in all interactions both internal and external to the organization. 

Core Competencies 

United Way of Central Indiana's team is evaluated on the following core competencies: 

• Courage 

• Accountability 
• Respect 
• Excellence 
• Thinking Strategically 
• Stakeholder Experience 

• Effective Communication 

 

 

 

Position Leader:Leadership Giving Director   

Position Leads:N/A 

FLSA Status:Exempt, Full-time 

Salary Range:Market 

Benefits:Complete Benefits Package Available 

Reviewed:May 2023 

 

 

 

 

  

 

Equal Opportunity Employer 

Please apply at uwci.org/careers 

This position description does not constitute a contract of employment or a guarantee of any terms or conditions of employment.  UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI's right to assign or reassign duties and responsibilities to this position at any time.  

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://uwci.hirecentric.com/jobs/225952-40421.html