Director, Major & Planned Giving

United Way - Lebanon, PA4.2

30+ days ago
Director, Major & Planned Giving
United Way of Lebanon County is currently seeking a talented professional or retiree to serve as the Director of Major and Planned Giving, This position will play a vital role in ensuring UW continues to serve as the leader in the non-profit community for generations. The Director is an experienced fundraiser or community leader focused on mission and values and shares our vision for ensuring a better future for all children, families and adults living in Lebanon County.

Position Summary: The Director is responsible for creating and implementing strategies and building relationships that advance United Way’s community building mission. Working independently and in conjunction with board members, staff and volunteers, the director will steward relationships with pacesetter and Tocqueville donors, prospective donors, foundations and grant funding institutions leading to measurable increased investments in and engagement with United Way of Lebanon County.
Classification: Full-time, exempt; Competitive Market Rate Salary, DOE

Key Responsibilities:
  • Create, prioritize and execute a major gift and planned giving strategy for Pacesetter, TocquevilleSociety and Red Feather giving at a net growth rate number (donors) and percentage (dollars) consistentwith the plan
  • Identify, qualify, cultivate and solicit prospective major and planned gifts in collaboration with boardand CEO
  • Plan and execute a series of donor and prospect engagement events and recognition events
  • Cultivate relationships with trust officers, financial planners, accountants, lawyers and estate planningprofessionals
  • Secure federal, state and/or local funding, and private foundation grant funding
  • Develop working committees of current and past board members, donors, trust officers and attorneys tofacilitate planned giving initiatives
  • Oversee a comprehensive CRM system for all major and planned gifts and prospects
Qualifications: Five years professional work experience preferred; BA/BS required; Advanced analytical skills to research and identify giving potential; Exceptional interpersonal and communication abilities; Proven ability to create a climate of confidence and trust with stakeholders; High-level computer, CRM and technology proficiency; and, a passion for United Way’s mission, vision and accomplishments.

  • Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.
  • Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.
  • Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
  • Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
  • Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.