Job Description

Job Description

Job Description

Description:

United Way of the Bluegrass (UWBG) works to create the opportunity for all members of our community to have a better life. We focus on the building blocks of a good life — a quality education, financial stability for individuals and families, and good health. The work of UWBG focuses on strategic initiatives, public education, advocacy, outcomes and evaluation, development and strengthening of partnerships/collaborations, convening, resource mobilization and investment as well as backbone and engagement strategies and activities. We bring together the voices, the expertise, and the resources to define, articulate and implement a common agenda for change for our region. That is what it means to "Live United" in Central Kentucky.

POSITION

The Development Officer, Stewardship & Data Mining (DOSDM) implements and refines methods to support UWBG’s process driven approach for donor relationships to build maximum resources for achievement of community impact objectives. This DOSDM guides the donor and prospect engagement effort by creating database management strategies to effectively identify and measure the strength of current donor and prospect relationships and create an inward flow of prospects through direct marketing activities. He/She establishes, promotes, and strengthens relationships with, as well as solicits donations from, individual/corporate donors who do not donate through an employee campaign. The DOSDM provides necessary donor information and reporting to President and Chief Executive Officer, Vice President, Resource Development, and other team members as appropriate. The DOSDM’s stewardship functions have a direct bearing on the quality of relationships between the UWBG and its donors. He/She will maintain positive donor relations which contributes to ongoing and long-term donor support of UWBG. The DOSDM will be responsible for creating customized stewardship plans to ensure that significant donors are recognized and stewarded in a way that is meaningful to them, so that their relationship with UWBG is strengthened and deepened.

ESSENTIAL FUNCTIONS

• Meets the fundraising goals of United Way of the Bluegrass through effective personal and team portfolio account management.
• Effectively manages, solicits, cultivates, and grows assigned portfolio of transactional accounts and individuals.
• Meets annual measurable goals and objectives.
• Collaborates with resource development team members, organizational leadership, and volunteers to implement the broader resource development goals.
• Identifies and researches new individual, corporate or workforce donor prospects through resources as needed.
• Conducts in-depth analysis of the Andar database (and soon Bloomerang) through data mining, predictive analytics, and data modeling tools to discover major gift prospects.
• Organizes and conducts research on individuals, corporations, and foundations identified as potential donors through the development prospect review process. Conducts advanced level financial and biographical research on major gift prospects including investigating, analyzing, and synthesizing pertinent information into concise reports.
• Analyzes, interprets, and summarizes complex financial disclosure documents for purposes of wealth assessment.
• Identifies and qualifies new, cold prospects for frontline fundraisers. Identifies new prospects for philanthropic needs of UWBG with special focus on prospects with a capacity to make large gifts.
• Produces high-level prospect research profiles/reports, using resources such as: real estate records, SEC filings, philanthropic giving reports, FEC filings, and foundation tax returns.
• Identifies high net-worth and ultra-high net-worth prospects with a demonstrable propensity to make a gift to UWBG through various research and analytics methods, and resources available.
• Performs a comprehensive review of all research products/output prior to dissemination, checking for thoroughness and accuracy.
• Recommends prospect assignments for development officers and qualifies the portfolios of development officers.
• Works with other Resource Development team members to validate results and track success of proactive identification efforts.
• Assists Development Officers and other front-line fundraising staff in prospect strategy development and documentation.
• Identifies creative and strategic methods to help development officers engage prospects.
• Reviews contact reports of each development officer for updates to prospect plans and strategies. Updates the CRM database (Andar or Bloomerang) with information from contact reports and meetings with the development officers (examples: prospect plans, ratings, assignments).
• Monitors and tracks revenue generation and pipeline activities. Provides reports, measurable tools and statistics as required by Vice President, Resource Development (VPRD).
• Develops, maintains, and evaluates strategies that support and enhance processes in individual donor relationships that result in reduced donor churn, increased upgrades (average gift) and major gifts.
• Maintains a regular schedule of individualized major donor communications; produces communications to make certain all donors understand the impact of their gifts; and oversees donor acknowledgement and recognition in all forms.
• Grows, retains, manages, communicates, and builds relationships with loyal contributors.
• Collaborates across multiple teams and departments to promote a culture of stewardship and stewardship best practices across the organization.
• Serves as a subject matter expert to build and enhance the systems necessary to support that culture, by providing guidance, advice, and trainings to drive organization-wide adoption of stewardship best practices.
• Serves as liaison to finance/administration, along with other RD team members as necessary, to manage, collaborate and resolve issues relating to gift/pledge processing, progress reporting and fundraising management.
• Works with program staff and rest of development team to maintain a level of functional expertise on the issues of education, income, and health.
• Assists with year-round communication strategies and deliverables with key stakeholders and donors, including identified UWBG alumni (past chairs, board members, etc.).
• Provides data for use in outside calls and presentations.
• Coordinates and/or provides support for events.
• Along with Marketing, identifies and executes direct marketing strategies (“special” appeal, online, mail, etc.) that results in increased revenue and new donor acquisition.
• Participates regularly in ongoing organizational learning opportunities aimed at the same.
• Performs other duties as assigned.

CORE UNITED WAY COMPETENCIES

MISSION-FOCUSED - A top priority is to create real social change that leads to better lives and healthier communities. This competency drives performance and professional motivations.

RELATIONSHIP ORIENTED - Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.

COLLABORATOR - Understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.

RESULTS-DRIVEN - Dedicated to shared and measurable goals for the common good, creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.

BRAND STEWARD - A steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

RESOURCE DEVELOPMENT COMPETENCIES

EFFECTIVE FUNDRAISING - Is donor-focused and results-driven, with a relentless focus on gaining financial resources to support United Way’s mission and community impact strategic objectives. Sets ambitious yet realistic goals; Connects donors’ and prospects’ interests directly to United Way’s work. Creates a strong case for support and successfully “sells” the idea, program, or funding opportunity to donor and/or supporter. Inspires commitment and support for United Way.

STRATEGIC RELATIONSHIP MANAGEMENT - Develops and maintains strategic relationships that generate the financial resources necessary to support United Way’s mission. Builds trust and donor commitment to United Way. Creates win-win relationships; engages with donors year-round, not just during campaign season, to nurture and enhance relationships. Displays cultural knowledge and sensitivities and applies that knowledge to fundraising efforts. Is visible with donors and community leaders.

ENTREPRENEURIAL AND INNOVATIVE – Creatively seeks new opportunities to generate revenue and other resources that add greater value to the organization and the community including the ability to understand and contribute to the product development process, able to assess donor’s interest, and accurately convey those to cross-functional team. Identifies, anticipates, and adapts to changing market trends and business needs. Understands challenges and opportunities in the business environment; Focuses on continuous improvement.

BUSINESS DEVELOPMENT AND SALES - Plans, implements, and evaluates business development and sales efforts. Uses multiple methods and various sources of information to identify and approach prospective donors and maintains positive relationships with existing donors. Collaborates with Community Impact Department (CI). Engages CI in donor engagement and fundraising by learning details of current community impact solutions. Shares information with CI about donor needs and interests to improve existing products and create new ones.

QUALIFICATIONS

• Bachelor’s Degree in applicable field (e.g. business, communications, nonprofit management, etc.) or work experience equivalent.
• Excellent strategic thinking and problem-solving skills, with attention to detail and follow through. Achievement oriented; shows initiative and enthusiasm while demonstrating uncompromising responsibility, courage, and self-confidence, even in the face of difficulties.
• Ability to work with diverse groups.
• Proficient with Google and Microsoft Suites.
• Strong organizational skills, detail oriented with ability to manage multiple projects simultaneously, and to work calmly under the pressure of competing priorities and deadlines.
• Demonstrated ability in managing projects of varying complexities from conception to completion
• Excellent teamwork, interpersonal and customer service skills including the ability to work respectfully and inclusively with a diverse set of individuals.
• Demonstrated ability to effectively manage, foster and grow long-standing donor relationships.
• Track record of being highly adaptable to working with changing priorities.
• Excellent written and oral communication skills.
• Demonstrated ability to work effectively with and influence stakeholder support including other staff, active volunteers, and donors.
• High energy, personal initiative, and passion for the work.
• Operate effectively as a highly self-motivated independent contributor, as well as a team-player collaborating as a member of cross-functional teams.

Preferred Experience

• 5 years of direct fundraising experience in a nonprofit organization.
• 5 years of data mining experience, including expertise on database structure, capabilities, and management.
• Demonstrated background in commercial sales or nonprofit development with a track record of directly contributing to financial growth and retention.
• Experience within a nonprofit or impact organization is preferred.
• Professionally supportive of UWBG’s mission.
• Experience with CRM (Andar or Bloomerang preferred).

WORK ENVIRONMENT

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, etc. This position will be primarily based out of the central UWBG office. Hybrid work one day a week is possible with Manager approval. This position requires regular travel between and throughout the communities we serve.

EXPECTED WORK HOURS

Monday through Friday, 8:30AM-5:00PM. Flextime hours must be approved by your manager. Must be willing to work a non-standard work schedule, including nights, weekends, and other unusual hours.

PHYSICAL REQUIREMENTS

The employee must regularly communicate clearly, in oral and written formats, with others in person, over the phone, and via other devices. The employee must be able to transcribe, read extensively, prepare, and analyze data and figures, and operate a computer and other standard office machinery. The employee must be able to lift, carry, push, and/or pull objects weighing up to 25 lbs.

PRE-EMPLOYMENT SCREENING REQUIREMENTS

Any candidate offered a position may be required to pass pre-employment screenings as mandated by UWBG. These screenings may include a national background check, language testing, and Motor Vehicle Record (MVR) review. A writing sample will be required of final candidates.

BENEFITS

Our robust benefits package includes 100% employer-paid premiums on employee-only health, dental, and vision plans; 3%-6% employer contributions to 401(k), employer-paid life/STD

Job Tags

Similar Jobs