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POSITION SUMMARY

Oversee mid-level and major individual giving inclusive of cultivation, solicitation, and stewardship strategies—including engagement gatherings and donor agreements—while managing high-value donor portfolios and leveraging data to drive informed engagement and accurate revenue forecasting.

KEY RESPONSIBILITIES & ESSENTIAL DUTIES OF POSITION

• An individual must be able to perform each essential duty listed below at a satisfactory level:
• Partner with the SVP to develop strategic plans with measurable goals for revenue growth under the position’s scope.
• Conduct direct outreach and presentations to solicit donations and communicate HFUW’s mission, aligning donor interests with organizational needs.
• Manage and grow a portfolio of mid-level and major gift individual donors and prospects for annual giving purposes.
• Create and present funding proposals tailored to donor interest and intent.
• Identify, recruit and manage solicitation volunteers for HFUW’s annual Fundraising Drive.
• Serve as Project Lead for any donor cultivation gatherings or activations for Leadership Society and Tocqueville Society.
• Manage the creation, execution, and tracking of HFUW individual donor agreements, ensuring consistency, accountability, and alignment with organizational goals.
• Direct the department’s annual prospect review process to evaluate donor potential, prioritize engagement strategies, and inform targeted fundraising efforts.
• Create and develop policies and procedures under the position’s scope, to ensure overall HFUW operational excellence.
• Set measurable goals for relationship management and revenue forecasting aligned with position’s scope.
• Collaborate to identify new and existing donors across board members, impact groups, workplace campaigns, individual giving, volunteers, and fee for service opportunities.
• Manage daily donor engagement, including preparing projections, developing Account Management Plans (AMP), updating forecasts, and tracking donor activity.
• Track revenue, retention, visits, communications, and key activities in CRM dashboards.
• Ensure adherence to all organizational policies and procedures, staying informed about updates, and promoting compliance within the team.
• Collaborate with other departments to ensure consistent brand representation.
• Oversee timely recording and recognition of donor gifts, while analyzing trends and opportunities to maximize revenue, enhance donor loyalty, and share key insights.
• Stay informed about HFUW’s services, products, and the key issues affecting the communities we serve.
• May be classified as essential, requiring prompt and effective action during critical situations to ensure the safety and well-being of the community.
• Maintain client and staff confidentiality and adhere to HIPAA, FIPA, PHI, PII requirements.
• Contribute to overall organizational success by performing other duties and responsibilities as assigned.

JOB REQUIREMENTS

Job requirements include:

• Bachelor’s degree in business, nonprofit administration, or related field required, or equivalent combination of experience and education may be considered in lieu of degree. Master’s degree preferred.
• Seven years in nonprofit, social services, business, fundraising, or sales experience required.
• Valid Driver License required.
• In-depth expertise in leadership gifts, fundraising, planned giving, and financial and estate planning is required.
• Volunteer management experience preferred.
• Public speaking skills and networking with the ability to confidently address large groups and corporate leadership required.
• Strong networking skills to build and foster key relationships.
• Intermediate experience with Microsoft Office required, with advanced experience in Excel preferred.
• CRM database experience required.
• Customer service skills and experience required.
• Ability to edit, complete, and assemble reports.
• Attention to detail and accuracy.
• Excellent analytical skills.
• Ability to multi-task and work in a fast-paced environment.
• Strong communication skills, both written and orally, required.
• Strong interpersonal skills to understand and respond effectively to the needs and interests of potential donors and clients.
• Ability to utilize critical thinking and problem-solving skills.
• Ability to utilize organizational skills effectively.
• Must have access to a private, secure, and stable internet connection.
• Must have access to a quiet, confidential workspace.

COMPETENCY REQUIREMENTS

Communications - Ability to communicate effectively.

Business Ethics - Ability to work with integrity and ethics.

Leadership - Motivate and inspire others.

Conflict Resolution - Encourage open communication to resolve difficult situations.

Strategic Thinking - Develop strategies to achieve organizational goals.

Innovation - Develop innovative approaches and ideas.

Project Management - Manage and complete projects on time and budget.

This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job.

PHYSICAL DEMANDS

Physical demands include:

• Constantly moving about to accomplish tasks or moving from one worksite to another.
• Constantly communicating with others to exchange information through speaking, hearing, reading, and writing.
• Constantly repeating motions and fine manipulation that may include the wrists, hands, and/or fingers. Ability to type using a keyboard.
• Constant use of standard office equipment such as the telephone and/or headset, copier, and computer.
• Constantly assessing the accuracy, neatness and thoroughness of the work assigned.
• Constantly viewing information on a computer screen.
• Constantly traveling to the office or offsite location.
• Frequently remaining in a stationary position, often sitting, or standing for prolonged periods.
• Frequently operating motor vehicles (passenger van and similar vehicles).
• Occasionally bending, stooping, or kneeling.
• Occasionally lifting and moving items weighing up to approximately 30 pounds.

WORKING CONDITIONS

Working conditions include:

• Hybrid inside working environment.
• Occasionally working in an outdoor environment with high or low temperatures.
• Frequent early mornings, evenings, and weekend hours.
• High level of long periods of concentration.
• Frequent interactions with internal and external customers.
• Reliable transportation required.
• Frequent travel to multiple locations in Orange, Osceola, and Seminole Counties.

CORE VALUES

• PASSION: Dive in – Create enthusiasm and inspire others.
• AUTHENTICITY: Be Real – Keep it honest and set the example.
• COLLABORATION: Live United – Work together and mobilize for change.
• EMPOWERMENT: Own it – Be courageous and make it happen.