Development Officer

United Way•Orlando, FL

2d•Hybrid

About The Position

The Development Officer oversees mid-level and major individual giving, including donor cultivation, solicitation, and stewardship strategies; engagement gatherings; and donor agreements. The role manages high-value donor portfolios and uses data to guide donor engagement and revenue forecasting. The officer partners with the SVP to develop strategic plans and measurable revenue-growth goals, and works across departments and donor constituencies to advance HFUW’s fundraising and organizational goals. The position also oversees donor portfolio management, proposals, solicitation volunteers, donor cultivation events, prospect review, individual donor agreements, relationship-management goals, forecasting, CRM reporting, and timely gift recording and recognition. The role promotes compliance with organizational policies and confidentiality requirements, stays informed about HFUW services and community issues, and may be classified as essential during critical situations. It requires frequent travel to locations in Orange, Osceola, and Seminole Counties, reliable transportation, and access to a private, secure internet connection and quiet, confidential workspace. The position works in a hybrid indoor environment, with occasional outdoor work and frequent early mornings, evenings, and weekends.

Requirements

Bachelor’s degree in business, nonprofit administration, or a related field, or an equivalent combination of experience and education in lieu of a degree.
Seven years of experience in nonprofit, social services, business, fundraising, or sales.
Valid driver’s license.
In-depth expertise in leadership gifts, fundraising, planned giving, and financial and estate planning.
Public speaking skills and the ability to network and confidently address large groups and corporate leadership.
Strong networking skills to build and foster key relationships.
Intermediate Microsoft Office experience.
CRM database experience.
Customer service skills and experience.
Ability to edit, complete, and assemble reports.
Attention to detail and accuracy.
Excellent analytical skills.
Ability to multitask and work in a fast-paced environment.
Strong written and oral communication skills.
Strong interpersonal skills to understand and respond effectively to potential donors’ and clients’ needs and interests.
Ability to use critical-thinking and problem-solving skills.
Ability to use organizational skills effectively.
Access to a private, secure, and stable internet connection.
Access to a quiet, confidential workspace.
Ability to travel frequently to multiple locations in Orange, Osceola, and Seminole Counties; reliable transportation is required.
Ability to meet the described physical demands, including frequent travel, operation of motor vehicles, keyboard use, and occasional lifting and moving of items up to approximately 30 pounds.

Nice To Haves

Master’s degree preferred.
Volunteer management experience preferred.
Advanced Excel experience preferred.

Responsibilities

Partner with the SVP to develop strategic plans with measurable revenue-growth goals within the position’s scope.
Conduct direct outreach and presentations to solicit donations and communicate HFUW’s mission, aligning donor interests with organizational needs.
Manage and grow a portfolio of mid-level and major individual-gift donors and prospects for annual giving.
Create and present funding proposals tailored to donor interests and intent.
Identify, recruit, and manage solicitation volunteers for HFUW’s annual Fundraising Drive.
Lead donor cultivation gatherings or activations for the Leadership Society and Tocqueville Society.
Manage the creation, execution, and tracking of HFUW individual donor agreements.
Direct the annual prospect review process to evaluate donor potential, prioritize engagement, and inform targeted fundraising.
Create and develop policies and procedures within the position’s scope.
Set measurable relationship-management and revenue-forecasting goals.
Collaborate to identify new and existing donors through board members, impact groups, workplace campaigns, individual giving, volunteers, and fee-for-service opportunities.
Manage daily donor engagement, including projections, Account Management Plans, forecasts, and donor activity tracking.
Track revenue, retention, visits, communications, and key activities in CRM dashboards.
Ensure adherence to organizational policies and procedures and promote compliance within the team.
Collaborate with other departments to ensure consistent brand representation.
Oversee timely recording and recognition of gifts, analyze trends and opportunities, and share insights to maximize revenue and donor loyalty.
Stay informed about HFUW services, products, and issues affecting the communities served.
Maintain client and staff confidentiality and comply with HIPAA, FIPA, PHI, and PII requirements.
Contribute to organizational success by performing other assigned duties and responsibilities.