- Workplace Fundraising
o Identify, qualify, cultivate, and steward assigned donors and prospective donors by soliciting and closing gifts from individuals in support of organizational priorities
o Conduct at least 20 personal visits annually as part of the development moves management process to facilitate the closure of annual gifts from current and/or prospective donors
o Build and manage portfolio with a cross-sector range of stakeholders, including senior executives, top donors, cabinet/committee members, and more
o Execute of high yield employee giving fundraising campaigns across accounts
o Ensure growth in account participation rates, unrestricted funding designed to further our mission, and Leadership Giving.
o Implement innovative strategies and opportunities to engage with key corporate Workplace accounts year-round to nurture, advance, and enhance relationships to institutionalize United Way within the workplace.
o Develop formal partnership plan with account goals that align in support of the department defined goals
o Relentlessly focus on raising funds by confidently and effectively asking for money and closing deals
o Leverage a range of tactics and engagements to grow workplace giving in assigned accounts by 10% annually to increase revenue
- Community Fundraising Team Support
o Support the Community Fundraising team by coordinating logistic for high-touch priority accounts during campaigns season
o Manage the ongoing logistics and coordination for Combined Federal Campaign accounts
o Assist with the development of a strategic plan for Annual Giving programs to meet yearly financial and participation goals
o Support the planning and execution of department goals around WalkUnitedLA and LA Marathon
- Internal Collaboration
o Maintain a deep and comprehensive understanding of United Way’s priorities, our partners’ interest, and where they intersect to create win-win outcomes that drive deeper relationships internally and externally
o Provide a high level of customer service to relevant internal stakeholders including programs leads to manage the coordination and logistics of team projects
- Workplace Stewardship
o Support the Donor Services processes and procedures required to execute departmental functions
o Respond to requests for materials and reports from donors, and conduct basic research on current and/or potential donors
o Provide customer service to donors and volunteers (mostly via phone and/or email) including resolving customer service issues related to designations, fees, timing of gifts, ‘Thank You’, acknowledgements, etc.
- Donor Data Integrity
o Maintain accurate donor data in CRM to capture the breadth and depth of relationships with donors, partners, and prospects and consistently document key conversations
o Track metrics to determine where we excel or struggle and how to improve efforts