Job Description: Manager of Individual Philanthropy
About United Way of the Greater Triangle:
With a bold mission to invest in community-driven solutions that advance racial and economic justice, United Way of the Greater Triangle (UWGT) is building the team to work together to realize that mission. We fund nonprofits through our three pillars: Cradle to Career, Equity in Leadership and Healthy Families. If you are justice-oriented, love relationship cultivation and fundraising, join us as our next Manager, Individual Philanthropy.
Reporting to the Chief Philanthropy Officer, this role is responsible for stewarding individual donors, community, and campaign donors as well as contributing to broader philanthropy team vision, goals and culture. This role is responsible for thanking donors, maintaining high-impact touchpoints throughout the year, and ensuring accurate and updated contact and demographic information in our databases. Additionally, this role manages our leadership donor society, executing on events, branding, marketing, and donor benefits. The Manager of Individual Philanthropy will lead solicitation and acquisition efforts through direct mail and email campaigns, as well as initiating new campaigns to acquire new donors.
The Manager of Individual Philanthropy supports senior leadership for board and donor meetings through conducting research on donor history, affinity, and interests to help prepare for effective engagement. The role coordinates and collaborates with campaign managers on leadership donor events within their campaigns.
- Meet or Exceed Fundraising Goals and Benchmarks:
- Execute on industry best practice fundraising strategies.
- Design and execute on a plan to meet goals and benchmarks with support from the Chief Philanthropy Officer.
- Stewardship and Donor Communications:
- Generate and send out acknowledgement letters, both through mail and email.
- Manage direct mail and email solicitations including donor segment strategies, messaging, and tracking results.
- Dream up and execute on new stewardship opportunities to engage and recognize donors.
- Work with campaign managers to maintain an accurate database of leadership donors within their respective campaigns.
- Leadership Donor Management:
- Oversee and manage the UWGT leadership donor society (donors contributing $1,000 and above).
- Organize and execute events for leadership donors, ensuring branding, marketing, and donor benefits are well presented.
- Donor Solicitation and Acquisition:
- Develop and execute donor solicitation campaigns through direct mail and email.
- Strategize and implement new campaigns to attract and acquire new donors.
- Use prospect and donor research to enhance campaigns and identify new opportunities.
- Support Senior Leadership and Campaign Managers:
- Assist senior leadership in preparing for board and leadership donor meetings by providing briefs on donors.
- Collaborate with campaign managers on planning and executing leadership donor events within their campaigns. Support strategies to acquire new donors within corporate campaigns.
- Relationship Management
- Build lasting, catalytic relationships with top leadership donors and key contacts at top corporate accounts.
- Maintain strong year-round customer service to donors and prospects, ensuring a tailored relationship approach.
- Identify donors and stories to highlight in newsletters, annual reports, and other collateral.
- Communicate the stories of the impact of our work, verbally and in writing, to key stakeholders throughout the community.
- Database Management
- Accurately input, export, and edit customized donor data in a variety of digital platforms and tools. Actively support the goals of the overall Philanthropy team by working flexibly as assignments require.
- Support regional priorities and goals of UWGT outside of the scope of fundraising when requested.
- You’re an outstanding communicator. When you speak or write, people listen. You are adept at choosing the right medium and voice for the audience. You listen and understand others well.
- You love customer service. You put people first; delivering great customer service fuels you. You build relationships across lines of difference in race, class, gender, sexual orientation, age, and other demographics represented in our corporate and community partners.
- You get results in fundraising. You know what you’re after and have optimism and a plan to get there. You ambitiously pursue goals and have a record of results raising resources.
- You’re organized. You pay big attention to the small details. You organize your time and efforts to maximize efficiency while also holding true to our organizational values.
- You’ve got a plan. You set ambitious plans and execute on them, making them come to fruition to achieve outstanding results. You are crystal clear on the outcomes you’re trying to achieve and can see the discrete parts that need to happen in order to reach those outcomes. You execute on plans with fidelity, and can adjust course if necessary. Plans you author are so clear that others understand and can contribute. You operate with a high sense of purpose, even in the midst of change and ambiguity.
- You’re a team player. You both step forward and back when necessary. You add velocity to other people and teams and are able to ask for help, support and inspiration when you need it. You know that we do better when we each bring our strengths to the fold.
- You have an orientation to justice. You have a systems understanding of the root causes of poverty and use that lens to approach achieving our mission. You engage in personal work and work with teams to ensure that we have a more just world.
- You’re an optimist. You believe that we can accomplish what we are setting out to do. You have a bold imagination about the possibilities in the future, even within the unknowns of now. This optimism allows you to capture additional market share, attention and relationships.
A glimpse into your first 90 days:
- Get to know your teammates and UWGT’s history and this unique moment in time
- Learn our tools and materials: epledge, Mailchimp, Andar, Salesforce CRM, Microsoft suite, specifically forms + planner, Eventbrite, Signup Genius
- Learn the current state of individual philanthropy at UWGT
- Collaborate with the data team to begin executing on donor stewardship and acknowledgement process
- Attend UWGT nonprofit partner site visits to learn more about their work on the ground
- Join and support the Corporate Philanthropy team at campaign events
- Generate lists, contribute to strategy, and execute fall 2023 direct mail and email solicitations
- Manage and execute fall 2023 donor stewardship touchpoint
- Bachelor’s degree (or 5+ years of equivalent experience) in fundraising, sales or business development
- Proven record of results in fundraising, including managing direct mail or email campaigns
- Knowledge of CRM databases (Salesforce preferred) and large-scale data management, and the ability to comprehend, analyze, and present financial and statistical data effectively.
- Proficient in Microsoft Suite
- Passionate about the mission of UWGT
- Excellent external and interpersonal communication skills
*Don’t have all the reqs but are passionate about our mission? We still want you to apply.
Does this sound like you? We want you to apply by submitting your resume and cover letter to firstname.lastname@example.org by August 30th. The salary range for this position is $60,000 – $78,000, alongside a generous benefits package, including medical, dental, 401K matching, and a hybrid work environment.
Diversity, Equity, and Inclusivity (DEI) Vision Statement:
United Way of the Greater Triangle is committed to fostering an inclusive and equitable organization that strives for equal opportunity in all its endeavors. We aim to create a welcoming environment, enable success for all, promote fairness, civility, and respect, and honor the diverse voices within our organization and the Greater Triangle community.