Principal Gifts Officer , Planned & Restricted Giving

UNITED WAY OF GREATER ATLANTA•Atlanta, GA

2d•Onsite

About The Position

United Way of Greater Atlanta (UWGA) is undergoing a significant transformation to accelerate and scale its mission of driving sustainable and equitable improvements in the well-being of children, families, and individuals in the greater Atlanta area. The organization's core mission is to unite Greater Atlanta to create, amplify, and accelerate solutions that promote child well-being by addressing complex social challenges. UWGA's ambitious goal is to triple unrestricted revenue by 2029 to become the best-in-class investor in child well-being, ultimately eliminating zip code as a barrier to future success. This transformation aims to amplify impact by increasing investment in solutions that make a lasting difference for Child Well-Being in Greater Atlanta. The Major Gifts team is crucial in fostering philanthropic connections, demonstrating the effectiveness of UWGA's mission through data-driven insights. As ambassadors, the team builds trusted relationships with donors, aligning their passions with UWGA's work and providing compelling reasons to invest in lasting change. Fundraising is viewed as a shared responsibility, with every employee contributing to inspiring generosity and ensuring donor accountability. The team operates as servant leaders, committed to excellence and the children and families they serve.

Requirements

Undergraduate degree required.
Extensive experience with high-net-worth individual donors, family foundations, and foundation program development.
Ten plus years of progressive individual fundraising experience and planned giving experience, including the demonstrated ability to identify, cultivate, and close major gifts.
Advanced interpersonal, oral, and written communication skills.
Organization skills for a fast-paced work environment.
Microsoft Office knowledge including Excel, PowerPoint, Word, etc.
Experience with CRM/database management.
Ability to manage multiple projects, meet external needs while preserving internal relationships and meeting strict deadlines and requirements.
Must be a self-starter and able to work effectively independent of direct supervision.
Highly Advanced fundraising skills and experience in working with executive and C Suite individuals.
Proposal development and writing ability.
Knowledge about planned giving, blended giving, and gift agreements.
Exceptional skills managing individual donor portfolios and developing prospects from identification through solicitation while moving them towards increased giving.
Ability to think strategically and implement strategic policies and practices.
Ability to work collaboratively to achieve common goals, fostering cooperation, transparency, and communication.
The ability to motivate others through communication, modeling appropriate behavior, optimism, and high achievement.
Openness to new ideas and their implementation.
Ability to react and adapt to changing situations appropriately.
Ability to maintain a high level of confidentiality and organization.
Working knowledge of Microsoft Dynamic CRM, Raiser’s Edge, or similar CRM software.
Highly attentive to detail and exceptional grammar required.
Dedicated to shared and measurable goals and metrics.

Nice To Haves

Advanced Degree.
AFP CFRE certification.
Experience implementing and managing major gifts and planned giving programs.
Experience with programmatic and capital campaigns.
Demonstrated fundraising innovation, especially as it relates to portfolio management.
Successful solicitation of major gifts from individuals.
Optimistic and excited about the mission of United Way of Greater Atlanta.
Willing to work on a team and be a team player.
Self-starter and strong attention to donor details and relationships.
Resilient and energetic, willing and able to pivot quickly.
Servant leader and committed to the success of the full team.

Responsibilities

Provide direction, planning, and implementation of strategies to drive proposal and gift growth for high-net-worth individuals, family foundations, planned giving donors, new markets, and donors.
Build and manage a portfolio of 50-80 high net worth donors, family foundations, and other organizational prospects, including identifying, qualifying, cultivating, soliciting, and stewarding them.
Work closely with colleagues across departments, volunteers, boards, and community leaders.
Implement and guide strategies for the retention, growth, and engagement of individual and family foundation donors, as well as new constituents.
Develop and execute strategies for individual donor identification, cultivation, and proposal development to achieve net growth in revenue and membership.
Develop and execute strategies for family foundation identification, cultivation, and proposal development to achieve net growth in revenue and membership.
Develop a strategic plan for planned giving growth and awareness among existing and new donors.
Develop a strategy, plan, and stewardship approach for all donors, new donors, and additional organizational outreach.
Ensure the successful execution of the strategic plan by working with leadership and appropriate team members and volunteers.
Direct and execute events and activities that support constituency recruitment, stewardship, and engagement.
Establish and manage a quality control system for family foundation, major donor, and planned giving marketing materials, communications, and stewardship events.
Develop individual strategic cultivation plans for individual donors and key family foundation donors and prospects.
Ensure all Donor constituency data is accurately entered into the system and aligned with goals and outcomes.
Secure 80 approved face-to-face visits per year, with no fewer than 8 per month.
Qualify 15 new individual donors or family foundation portfolio-level prospects.
Submit a minimum of 25 major gift solicitations per year at the level required for this position.
Secure the annual dollar goal set by Development leadership.
Make all necessary contacts via phone, email, etc., to achieve the mentioned results.
Document all data necessary to track goals through timely submission of activity within the UWGA CRM.
Develop, implement, and manage a productive, fluid portfolio of 50-80 prospects through best practices.
Exceed all yearly revenue and metric-driven goals.
Promote collaboration and regularly collaborate with colleagues within the Office of Development and other departments.
Ensure the proper stewardship of individuals.
Increase awareness and knowledge about the Child Well-Being Movement among prospects, donors, and other key stakeholders.
Develop a solid and detailed working knowledge of United Way’s funding priorities and products.
Perform other duties as assigned by the Vice President of Development.