Major and Planned Gifts Officer

United Way of South Central Michigan-posted 2 days ago

Full-time • Mid Level

Hybrid • Kalamazoo, MI

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The philosophy of balancing equity and successful donor cultivation at our organization is at the heart of our mission, which is deeply intertwined with the principles of equity and the advancement of ALICE (Asset Limited, Income Constrained, Employed). As the Major and Planned Gifts Officer, you will use your experience in fundraising and your passion for centering people to make a meaningful impact by securing, stewarding, and retaining transformational gifts that will shape the future of the organization and reinforce its commitment to equity and ALICE. You will develop strategies, centering our commitment to equity and community collaboration, to meet the annual fundraising goals and play a critical role in driving our fundraising efforts to new heights, cultivating and stewarding relationships with our most generous donors. With a proven track record of success in securing six- and seven-figure gifts, you will inspire, lead, and mentor our team of gift officers to reach their full potential. As Major and Planned Gifts Officer, you will have the opportunity to work with a talented and dedicated team, collaborate with executive leadership, and build partnerships with philanthropic leaders across the region. This is a strategic leadership position working closely with senior staff and board members to develop and implement innovative fundraising strategies that will propel our mission forward. This is a hybrid role (three days in person) located out of the Kalamazoo office. Routine travel within the region is required.

Equity, Diversity and Inclusion Contribute to an equitable, diverse and inclusive organizational culture that centers people in every solution, process and function.
Develop and implement a donor cultivation strategy that aligns our equity framework, mission, and strategic priorities.
Manage and develop an effective team that promotes equity, diversity, and inclusion.
Partner with Leadership Team to support and cultivate staff to have the required skills needed to further the organization's mission.
Fundraising Strategy and Leadership Develop and execute strategies to identify, research, cultivate and solicit qualified prospects for mid-level, major and planned gifts in collaboration with the RDMO and the Executive Leadership Team.
Set the vision and direction for the team's major and mid-level fundraising team, including strategies and goals for current and prospective donors.
Participate in the development, management and monitoring of department goals and objectives supporting the organization's strategic plan.
Expand and grow donor base beyond historic United Way corporate campaign participants.
Donor Portfolio Management and Stewardship Cultivate relationships with individual donors and prospects, through personal visits and other forms of direct personal contact in accordance with performance targets.
Develop and implement year-round engagement strategies for all donors above $5,000.
Working with leadership and other Resource Development team members, create a plan and set goals for each donor in the portfolio based on past giving history, engagement level, propensity, and affinity.
The plan will serve as the foundational communications and marketing plan for each person the caseload.
Ensure the timely execution of mid-level and major gifts donor plans, using the Veritus model.
Planned Giving and Legacy Development Responsible for establishing UWSCMI Legacy Society program to grow revenue from planned gifts as well developing relationships with the Planned Giving community.
Data Management, Reporting and Compliance Maintain accurate donor and prospect records in the CRM system.
Document substantive donor interactions, ensure confidentiality of sensitive information, and provide progress reports as requested.
Collaboration and Cross-Functional Partnerships Collaborate with the communications, marketing, grants teams to develop compelling donor prospects and stewardship reports.
Partner with finance and programs teams to obtain information on the use of donor funds and communicate outcomes to donors.
Other duties as assigned.

Demonstrates a commitment to equity, diversity and inclusion and ability to apply anti-oppressive and anti-racist principles in the workplace.
Progressively responsible individual donor cultivation at the $10,000 level and above for major gifts and/or planned giving experience with demonstrated achievement growing programs, revenue and cultivating donor relationships.
Formal education such as a bachelor's degree in business, non-profit management, public relations, marketing, sales, or related field or professional certification in major or planning giving or fundraising may substitute or supplement experiences to meet this requirement.
Demonstrated experience supervising and cultivating equitable and people-centered environments in which staff can succeed.
Excellent listening, written and verbal communication skills.
Experience executing strategies that support the organization's values and strategic direction.
Ability to take initiative and be creative in thinking and solutions.
Strong presentation, public speaking and project management abilities.
Maintain a deep understanding of and personal alignment for United Way of South Central Michigan programs and initiatives.
Presence and confidence to project credibility to high-income prospects and donors.
Reliable transportation for local travel.
Use of a personal motor vehicle for transportation requires proof of insurance and the driver must have a valid Driver's license.
Successful completion of a criminal background check.
Candidate must be able to work successfully in a remote environment with private office space and high-speed internet.

UWSCMI offers a competitive total rewards package including a competitive salary, medical coverage with an employer contribution of 85% towards single coverage and 70% towards dependent coverage, dental and vision with a 90% employer contribution towards single and dependent coverage, life insurance with an employer-paid benefit of 2 times annual salary, short-term disability and long-term disability effective the first of the month following hire.
In addition, UWSCMI provides a 10% employer contribution into the 403(b) retirement plan each year with full vesting after 3 years of service and 20 days Paid Time Off, 13 days Paid Sick Time, 5 Paid Volunteer Days, 3 Floating Holidays and 11 Paid Holidays each year (Paid time off, sick time. Paid volunteer time and floating holidays are prorated the first year).

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