Vice President, Major Gifts & Planned Giving
Job Postings
Monday, April 07, 2014 12:00 AM

Vice President, Major Gifts & Planned Giving

United Way of Broward County is seeking a senior level development professional to lead our successful Major Gifts & Planned Giving program. This individual must be passionate about the fundraising profession and United Way.  Through proactive efforts to engage donors, and in a highly collaborative and rapidly expanding development environment, the Vice President, Major Gifts & Planned Giving cultivates and solicits major and planned gifts both independently and in coordination with the Vice President, Workplace Campaign and their development staff.
This position is externally focused and primarily responsible for completing discovery and qualifying visits with loyal donors and developing solicitation strategies for planned gifts.

 Duties and Responsibilities include:

  • Manage major gifts and planned giving program, including
  1. Cultivation, solicitation and stewardship of existing major and planned giving donors  
  2. Identification and solicitation of new major gifts, endowment gifts and planned gifts for UWBC.
  3. Growth of endowment fund
  • Manage Tocqueville Society major donor program to include:
  1. Cultivate, solicit and steward existing Tocqueville Society donors and prospective donors
  2. Management of Tocqueville Society Co-Chairs and Cabinet
  3. Ensure partnership with Campaign team for penetration of workplace firms/corporations with Tocqueville Society engagement opportunities
  • Provide strategic leadership to organization
  1. Work with Community Impact to gain full understanding of our products in order to provide customized investment options for donors
  2. Represent the view of our individual donors as our strategic plan continues to develop
  • Retain and cultivate a personal portfolio of planned giving prospects and donors to steward their current and long term relationships with United Way.
  • Schedule and conduct regular face-to-face visits with current and potential leadership & planned gift donors and prospects. .
  • Focus on high potential Loyal Contributor’s to encourage current and deferred planned gifts.
  • Utilize staff and volunteer resources to enhance philanthropic gift opportunities and increase donor engagement and recognition opportunities. 
  • With assistance from Administrative Assistant, consistently document key conversations with donors and other pertinent information into the prospect management database.
  • Actively engage donors and prospects through a full complement of events designed to cultivate and enhance those relationships and the value of their leadership & planned gifts to United Way’s long-term mission and goals.
  • Provide consistent follow-up post events to secure commitments or move relationship forward.
  • Manage Tocqueville Society donor stewardship processes and activities to include:
    -Pledge and designation processing
    -Acknowledgments, robust thank you program and Charitable Gift Summary reports

-Personal contact and personal meeting

  • Partner with marketing to develop all communications, including solicitations, newsletters and correspondences for Tocqueville Society donors and planned giving donors
  • Partner with Volunteer Engagement staff to create, execute and oversee volunteer engagement plans for Tocqueville Society members that further the mission of United Way of Broward County.

Education and Experience

  • Bachelor’s Degree with a minimum of 7 years of progressive experience in fundraising or community outreach / sales in a corporate environment with at least (5) years at a senior level of management
  • Experience working with high end donors/clients required.
  • Administrative and supervisory experience working with volunteers and staff supervision a must.
  • Computer proficiency required in customer relationship management systems, Microsoft Office software programs, and electronic giving and information exchange.
  • Work experience in a non profit environment and knowledge of United Way Operations preferred.

 This position is eligible for full benefits, including Medical, Dental, Vision, 401k, STD/LTD, Life Insurance

For immediate consideration, please forward resume to hr@unitedwaybroward.org