Philanthropy Specialist for Bluffton
United Way of the Lowcountry
United Way of the Lowcountry,
P.O. Box 202, Beaufort, SC 29902
Position Summary: This position is responsible for the implementation of the Annual Campaign Plan as set by the Director of Philanthropy and the President/CEO. (Any deviations from the plan are subject to general managerial guidance from the Director of Philanthropy). Primary duties include: Responsibility for the annual campaign for Bluffton, donor retention and growth, and new donor cultivation and acquisition (for both individuals and corporations). Major gift stewardship. Carrying out work assignments in a timely manner, following all deadlines, meeting and/or exceeding all philanthropy goals. Recruiting and working with volunteers, and serving in the role of support staff. Maintaining and entering accurate CRM database records in Charity Proud. Charity Proud report generation. Excellent communication skills both written and verbal. Must be a contributing and supportive member of the Philanthropy Team – Teamwork is key.
• Bachelor’s Degree plus three or more years working in the nonprofit industry of fund development.
• Solid background in fundraising and sales. Minimum three years successful proven fundraising including the acquisition of major gifts (individual and corporate).
• Donor retention, growth, cultivation and acquisition experience.
• Strong relationship building skills.
• Strong business focus and ethic
• Demonstrated analytical decision-making skills
• High attention to detail and ability to multi-task
• Excellent time and project management skills
• Hands-on volunteer recruitment. Ability to engage and inspire high level volunteers
• Possess a driven, high energy, positive attitude
• Ability to maintain a professional demeanor
• Adjust to various audiences
• Team player who can effectively work and interact with staff, volunteers, and the public in a positive, supportive and friendly manner.
• Excellent written and verbal communication skills, presentation skills and speaking skills
• Excellent computer and technical skills, including proficiencies with Microsoft Office Suite, Publisher, Excel, Powerpoint, spreadsheet management, email software including Constant Contact, internet browsers, Charity Proud Account Management, Prospect Management, Campaign Management, Reporting, Selection Management, Gift Entry and Gift Acquisition.
• Valid South Carolina driver’s license, proof of auto insurance coverage, daily access to a personal vehicle
• Ability to work hours outside of 8:30 am – 5:00 pm workday and to work occasional weekends and weekly evening events
• Professional demeanor and appearance required, choosing the correct attire to represent the United Way of the Lowcountry, Inc. in conservative environments where professional appearance and dress is mandatory
• Donor information is confidential and you are required to maintain that confidentiality at all times
Philanthropy and Donor Stewardship: 70%
• Primary responsibility is to maintain and grow existing donor funds, and cultivate and acquire new donor funds by contacting donors and prospects personally through phone calls and face-to-face meetings. Adhere to the timeline and deadlines. Stewardship of major gifts using prospect cultivation strategies as developed and directed by the de Tocqueville Society Chair, the Director of Philanthropy, the President/CEO, and the Regional Campaign Chair.
• Primary donor cultivation and retention will be performed by the Philanthropy Specialist.
• Implement the Annual Development Plan as developed by the Director of Philanthropy and the President/CEO, carrying out work assignments and meeting all directed deadlines for fundraising initiatives including: the Annual Campaign, planned giving, grants, special initiatives and events.
• Call reports to be completed and submitted to the Director of Philanthropy. Daily updates in Charity Proud conducted.
• Build in the mission of the organization in all communications, both written and verbal, and with volunteers and the public. Work closely with the Director of Marketing & Communications on all collaterals and written materials, following the company’s policy and using best practice (Director of Marketing & Communications must sign off prior to distribution of and/or mailing of any materials).
• Constituent-focused, ethical, professional and trustworthy. Employee is expected to be dedicated to meeting the expectations and needs of internal and external constituents through the provision of superior customer service; gathers and reviews constituent information and uses it to positively impact current and future opportunities; acts with constituent in mind; establishes and maintains effective relationships with constituents and gains their trust and respect. All constituent information is held in confidence with sensitivity to rights-to-privacy and confidentiality laws.
• Participates in the Philanthropy Team by attending all team meetings as called by the Director of Philanthropy, working together to ensure the success of all fundraising strategies, providing critical input, support, information, and feedback.
• Participate in the weekly Call Report conference calls as set by the Director. Be prepared to give call report updates and summary reports showing progress-to-goal and probability percentages on all pending accounts. Submit hand-written call reports to the Philanthropy Associate. Update Charity Proud with account information, notes, new accounts, and prospect management data.
• Team player, working in a supportive, friendly and professional manner with management, co-workers, and volunteers. Works closely with the Philanthropy Associate. Focus on proactive work ethic, following policies and overall guidelines as set by the organization.
CRM and Database Management: 15%
• Proficiency in the Charity Proud system to include: Account Management, CRM Prospect Management, Campaign Management, Reporting, Selection Management, Gift Entry and Gift Acquisition. Commitment to on-going training as offered by United Way of the Lowcountry.
• Customer relationship management using the Charity Proud prospect management software to track and build stewardship of major gifts.
• Responsible for timely database entries of all donor records and notes, building out donor profiles.
• Responsible for report generation as requested by management and volunteers.
Volunteer Services and Recruitment: 10%
• Recruit and support leadership and cabinet volunteers for the annual campaign and other initiatives as requested by the Director.
• Facilitate meetings, and provide the volunteers with timely reports, information, and collaterals so they are successful in their fundraising efforts.
• Volunteers to be instrumental in logistical support of the annual campaign such as mailings, delivery of campaign materials, cultivating industry and residential structures, speaking engagements, private fundraising parties, and with donor relationship cultivation and building.
• Organize and implement appropriate volunteer recognitions, post-event celebrations, including donor acknowledgements.
Special Initiatives and Grants: 5%
• Research appropriate grant opportunities, including coordination of information, writing and submitting the grants, tracking and providing follow-up reports/outcomes as required.
• Help coordinate and participate in monthly meetings for the Development Team such as: Cabinet Meetings, de Tocqueville Society, Chairman’s Circle, Regional Cabinet Meetings, and UW Board of Director Meetings (as needed), providing reports as needed/required, and providing meeting summaries with action items clearly outlined.
• Help coordinate, and produce special events such as the UW Golf Outing, de Tocqueville Society private parties, Power of the Purse and Executive Breakfast. Use the pre-budget planning form to keep net ratio expenses low and profits at a maximum. All expenses must be pre-approved.
• Support and participate in all United Way of the Lowcountry events such as the Annual Meeting, Campaign Kickoff, and Power of the Purse.
• Participate in community networking, as planned and approved by your supervisor, provided by local groups, organizations or through community events.
Work is carried out in a controlled, agreeable environment as generally represented by normal office conditions. It may include some minor annoyances such as noise, odors, drafts, etc. The employee is in a non-confined office-type setting in which he or she is free to move about at will. In addition, the employee will travel via personal vehicle or public transportation to client sites, workplace events, etc.
In the course of performing this work, the employee:
• Will spend substantial time standing, sitting, speaking and listening.
• Must regularly lift and/or move up to 20 pounds and occasionally lift and/or move up to 25 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Equipment and Software Operation:
The incumbent in this position may operate any/all of the following equipment:
• Telephone, cell phone, scanner, and fax machine
• Computer, printer and related equipment
• Copy machine, Calculator
• Audio-visual equipment
• Personal automobile
• Microsoft Office
• Internet Explorer
• Donor Database and/or Customer Relationship Management System
Salary: Commensurate with Experience
Start Date: ImmediateApply By Email Call to Apply 843-982-3040
Come Visit us at: United Way of the Lowcountry, P.O. Box 202, Beaufort, SC 29902