The Individual Engagement Manager / Major Gift will primarily serve as an annual giving frontline fundraiser. This role will have direct responsibility for maintaining and managing a personal portfolio of major gift donors with the primary responsibility to identify, steward, and invite annual investment in UWECI at the major gifts level. Additionally, this role will work closely with the VP, Donor Engagement and Development and / or President / CEO to identify donors at the major gift level for stewardship to planned giving, endowment giving, and / or capital giving.
Essential Skills
- Ability to self-sufficiently develop, implement, and manage a portfolio of major gift donors.
- Ability to cultivate one-on-one relationships with new and existing individual donors at the major gifts level.
- Understanding of how to identify and move a donor through the moves-management system to increase giving.
- Ability to identify an individual donor's philanthropic goals to connect the donor to UWECI's community impact.
- Excellent written and verbal communication skills.
- Experience in individual donor recruitment and stewardship or relationship sales.
- Experience in non-profit communities.
Essential Job Functions
Lead Campaign Cabinet Subcommittees as assigned.Work closely with volunteers and internal departments to recognize donors year-round.Utilize CRM software to record visits and communications, as well as gather and maintain accurate donor information to maintain donor database integrity.Direct involvement with implementation of department's strategic plan.Col l aborate w i th t he Comm u nity I m pa c t st a ff and pa r tners to u nder s t a nd and effectively a r ticulate how d o nor dol l ars s up port U W E CI's wo r k in the c om munityAssist as needed in all fundraising programs and activities and perform other duties as assigned by UWECI leadership.Work interdepartmentally as needed to project manage the grant writing process.Individual Portfolio Work :
Act as primary relationship manager for a portfolio of individual prospects; playing lead role in stewardship, moves-management, inviting donor investment in UWECI, and closing major gifts.Identi f y pro s p ecti v e major gift donors i ns i de and o utside corporate workplace giving / annual campaign by wo r king c l ose l y w i th UW ECI ' s Resou r ce D e v e lop m ent sta f f , Campaign Cabinet, and the corporate engagement team.Identi f y pro s p ecti v e major gift donors i ns i de corporate workplace giving / annual campaign who are retiring or are retired and invite them to invest in UWECI on an individual level.P r omote lead e r s hip g i v ing and adv a n c e d on ors to their next giving society level, s u p port t he ac ti v it i es of all UWECI's giving societies, and develop and lead Sinclair and Quarton Giving Societies.Assist in development and leadership of Tocqueville Giving Society.Resea rc h, i d e n tify, ana ly ze, a nd com m un i c a te key d o nor t r ends, results, a nd oppor t unit i es t o ensure c o nt i nued g ro wt h i n d o nors and re v enue s while meeting predefined metrics .Benchma r k an d m e asure r e t ention a nd d o nor value attrition.Attend UWECI Events.In collaboration with the VP, Donor Engagement and Development and President / CEO, identify potential donors at the major gift level for planned giving, endowment giving, or capital giving investments to UWECI.Works closely w i th the VP, Donor Engagement and Development i n de v eloping and i m ple m enting major g i v ing s t rategies a n d a reco g nition program for m a j or and endowm e nt donor s .Affinity Group(s) :
In conjunction with ELU committee chairs and vice-chairs :Lead monthly steering committee meetings including creation of the agenda and meeting notes.
Lead affinity group event planning.Lead / Co-Lead monthly / bimonthly affinity group event subcommittee(s).One-on-one stewardship of individual committee members and affinity group supporters.Recruitment of new steering committee members.Monitor affinity group campaign designations.Leading affinity group fundraising effort.Spread general awareness of UWECI and affinity group in the community.