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Individual Gifts Officer

Position Summary

This leader believes that solutions to complex social problems are possible when Kansas Citians are united for transformative change. Primary responsibility is to grow revenue by developing a pipeline for current and deferred gifts through outreach, solicitation and stewardship of individual donors and professional advisors. 

Position Duties & Responsibilities

The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Fundraising
Manage a portfolio of current and prospective Tocqueville Society and Legacy Giving donors. Identify, cultivate and solicit annual, endowed and planned major gifts for UWGKC ($10K+ annual, $100,000K+ endowed, $50k+ planned). Assist with the Senior Vice President of Individual Giving to execute on United Way of Greater Kansas City’s (UWGKC) Tocqueville Society ($10,000+) strategies and activities to grow giving and engagement of individuals. Develop an annual work plan and strategies that contribute to the acquisition and retention of annual, planned and endowment gifts. Work with Senior Vice President of Individual Giving to develop planned giving and endowment gift policies, procedures and marketing materials and assist in launching a Tocqueville Legacy Circle. Conduct an average of 12 donor visits or significant and substantiated moves per month to improve engagement and the percentage of resources under management that support UWGKC strategies and goals. Work with UWGKC’s Community Impact and Philanthropy teams to identify, develop and implement opportunities to communicate community impact work and UWGKC goals and priorities to key stakeholders. Manage at least one key partnership relationship. 

Relationships
Responsible for assisting SVP with the volunteer committees or workgroups around Tocqueville Society and planned giving. Develop and maintain regular contact with existing donors and professional advisors. Identify and communicate with appropriate UWGKC team members regarding opportunities to leverage these relationships more broadly. Assist in establishing communication plan with current and prospective Tocqueville, planned and endowment donors. Be knowledgeable about UWGKC’s work and be an effective and compelling communicator of the same to advance engagement and brand value.

Annual Goals
Achieve established goals for fundraising, engagement, plus donor and professional advisor visits working with a portfolio of approximately 150 prospects and donors. Work with other members of the UWGKC team to ensure goals reflect, align and contribute to the broader goals of the organization. 

Flexibility
UWGKC is evolving with our changing external environment. Flexibility is a key attribute for this position. A willingness to take on additional duties to ensure the success of the team is essential.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and be physically present in the office. The requirements listed are representative of the basic knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Education and/or Experience

Demonstrated history of soliciting and securing major gifts ($10,000+) is preferred. Bachelor’s degree required in philanthropic studies, public administration, business, public relations, communications, marketing or other related field.  At least two years personal, face to face successful annual, major and planned gift solicitation is required.

Must have excellent written and verbal communication skills, a strong reputation for integrity and professionalism, demonstrated intellectual curiosity, ability to resolve conflict constructively, strong performance management and evaluation capabilities including the willingness and ability to ensure accountability, to build strong relationships both inside and outside UWGKC, to think strategically, and to foster an inclusive environment consistent with UWGKC’s commitment to diversity and inclusion. Must have the ability to prepare, explain, and monitor performance, manage a diverse group of donors and volunteers, manage projects and workload, and engage constructively with the other members of the UWGKC team.

Core Competencies

  • Character: This leader follows the standards of behavior; displays honesty and integrity in every action and decision; is driven to achieve; is reflective and seeks authentic feedback; and is known as a continuous learner.
  • Team Skills: This leader is a good listener; includes and engages others; is an effective facilitator; brings the “right” stakeholders into decisions and actions; and resolves conflicts respectfully.
  • Functional Skills: This leader follows organizational policies and standards; has effective technology skills; demonstrates effective business acumen; is mindful and effectively leverages resources; has a key metrics focus in decisions; and is astute about how to improve outcomes.
  • Interpersonal Skills: This leader has effective verbal and written skills; practices a consultative approach, develops and mentors staff; is willing and able to have crucial performance conversations; and influences and inspires others.
  • Leading Change: This leader aligns his or her work to the strategies of UWGKC; understands external trends and prepares the organization accordingly; is seen as a change champion; is innovative; is seen as a thought leader in his/her respective functional scope of work.

Position Leader: Senior Vice President, Individual Giving
Position Leads: No Direct Reports
FLSA Status: Exempt