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Director of Gift Development

2 months ago

Houston, Texas, United States United Way of Central New York Full time
Job Title: Director, Gift Planning

United Way of Greater Houston seeks a skilled and experienced Director, Gift Planning to join our team. As a key member of our Principal Gifts Team, you will be responsible for growing and managing a portfolio of principal gift-level ($100,000+) prospects and donors.

Key Responsibilities:
  • Identify, cultivate, solicit, and steward endowment and planned giving prospects and donors.
  • Develop an annual and multi-year work plan and strategies, with emphasis on proposal success rate for a portfolio of endowment and planned giving prospects.
  • Conduct a minimum of 8 individual donor visits a month.
  • Develop endowment and planned giving marketing/communication information and materials with assistance from the Marketing & Communications Team.
  • Establish communication plans with current and prospective endowment and planned giving donors.
  • Coordinate with affinity and recognition group staff to promote to donor members of these groups, including outlining a growth plan for the Alexis de Tocqueville Society Legacy Circle.
  • Refine and maintain tracking and reporting related to endowment and planned giving.
  • Ensure activity is recorded in electronic donor records in a timely manner.
  • Monitor and incorporate information about donors identified via FreeWill through United Way Worldwide.
  • Track planned gift expectancies in donor database and communicate secured gifts with Accounting department.
  • Initiate strategy and coordinate Principal Gifts Team stewardship efforts.
  • Maintain and serve as the primary resource for endowment and planned gift donor stewardship information.
  • Update and finalize gift acceptance, planned giving, and endowment policies in coordination with senior leadership.
  • Develop and maintain a list of endowment funding and funded opportunities in coordination with senior leadership.

This is an exciting opportunity to join a dynamic team and make a meaningful impact in the lives of our donors and the community we serve.