Job Description

Overview

Metro United Way Vision and Mission The vision of Metro United Way is that our regional community will be the most vital, caring community in the nation. Our mission is to improve lives by mobilizing the caring power of our community.

Metro United Way (MUW) is a force for positive change. We work every day to lift our community by mobilizing people and maximizing resources to advance opportunities and equity for all. MUW brings together businesses, nonprofits, government agencies, foundations, and individuals to engage in the kinds of collaboration that changes lives. With this support, we are uniquely positioned to make a significant, lasting impact in our fight for the education, financial independence, and health of every person in the seven-county region we serve. 

For more than one hundred years, MUW has united and empowered communities by investing in the full potential of individuals and families to ensure positive, sustainable change. We use data-driven insights to identify our community’s greatest needs and address systemic challenges with a focus on advancing equity and sharing opportunities for all. Together, we fight to improve the disparities that persist in early care and education, economic mobility, home ownership, racial equity, and public policy in Jefferson, Bullitt, Oldham and Shelby counties in Kentucky and Clark, Floyd, and Harrison counties in Indiana. 

 MUW has undergone a major shift with its impact model, focusing on three distinct pillars: Thriving Kids, Strong Households, and Equitable Community. Building on its core strength of mobilizing the caring power of communities, MUW has re-imagined the civic engagement and impact it can have in the region. However, we continue to unite community partners around critical programs and initiatives tailored to meet the specific needs of each community. These include programs and initiatives in early childhood development, economic empowerment & mobility, policy advocacy to support systemic reform, workforce development, homelessness prevention, mentoring and facilitation of neighborhood networking. In 2020, MUW received a one-time gift of $20 million from activist and philanthropist MacKenzie Scott, which was a testament to its continuous investment in programs and services that combat racial and social injustice.

 There is no single solution, and we strongly believe that the key to social change is working together beyond individual efforts to impact widespread progress. That is why our approach is so effective - we are on the ground, leading collective action that drives results at scale.

Job Skills / Requirements

POSITION SUMMARY

The ideal candidate for the Director of Tocqueville Society is an innovative and results-driven leader who is enthusiastic about growing MUW’s Tocqueville Society, an elite group of some of the organization’s most generous donors ($10,000+). The Director is responsible for building and maintaining relationships with current and future Tocqueville donors, including identifying potential members, renewing and retaining current members, developing strategies to engage and connect members, and managing related programs and events.

KEY RESPONSIBILITIES

Develop, implement, regularly assess, and sustain intentional relationship and moves-management strategies toward the achievement of growth, retention, participation, and revenue goals as it relates to individual giving. This includes, but is not limited to:

• Serves as the primary point of contact and relationship manager for the Tocqueville portfolio – currently approximately 135 households.
• Provides direction, planning and implementation of strategies to drive overall growth in Tocqueville Society revenue and membership.
• Identify and cultivate relationships with prospective donors to create a Tocqueville pipeline.
• Recruit, train and manage members of the volunteer-led Individual Giving Committee.
• Manage planning and execution for Tocqueville event and programs.
• Create and conduct retention and stewardship programs for Tocqueville donors.
• Train volunteers and staff on best practices and strategies for Tocqueville solicitation.
• Maintain donor database of Tocqueville gift activities and related information.
• Develop and implement a year-round strategic relationship program that encourages Tocqueville donors to give, advocate, and volunteer aligned with MUW strategic priorities.
• Network and actively promote MUW with key individuals and at community functions.
• Establishing and maintaining relationships with individual donors and prospects throughout the MUW’s seven county footprint through personal visits and other strategic cultivation plans that are customized to ensure their integration into MUW’s mission.
• Identifying donors' areas of interests through relationship development and aligning those interests with strategies/products/programs of MUW.
• Developing year-round processes tailored to support the retention and growth of current and lapsed major gift and legacy gift donors.
• Other duties as assigned. 

 Support a plan that identifies, cultivates, and solicits new planned giving prospects to leave a legacy while prioritizing the stewardship and recognition of current Endow United members.

Actively attend and participate in community events and meetings to increase Metro United Way’s presence through networking, prospecting and relationship building.

KNOWLEDGE, SKILLS, AND ABILITIES

• Must be personally committed to advancing MUW's values, mission, goals, and strategies.
• Minimum five years of development or sales experience in either profit or non-profit entities, relationship management, or comparable experience considered.
• Demonstrated success achieving ambitious goals in a competitive, fast-changing environment.
• Relationship-oriented professional with a history of success in leading and developing mid and major-level fundraising initiatives with results that meet or exceed goals and objectives.
• Experience interpreting data and presenting in a compelling way to various stakeholders.
• Strong proficiency in Microsoft Office applications, including Word, Excel, PowerPoint; and familiarity with utilizing CRM platforms to help inform data-driven decisions.
• Ability to work and lead with minimal supervision, take initiative, utilize innovative techniques, and to excel in a fast-paced environment.
• Outstanding written and verbal communication skills, including public speaking, training, facilitation, administrative and interpersonal skills.
• Comfortable working with specific and measurable performance expectations and can analyze and understand financial and statistical data. 
• Strong time management skills and ability to successfully manage multiple priorities and responsibilities. 
• High level of integrity, professionalism, and dependability with a strong sense of urgency and results -orientation.
• Recognizes the value that diversity brings to an organization and community and has a commitment to expand equity whenever possible.
• Ability to tactfully handle stressful situations, negotiate and resolve conflicts, maintain confidentiality and to respect and observe organizational protocol.
• Passion for serving individuals and communities. 

Additional Information / Benefits

Benefits: Medical Insurance, Life Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Paid Sick Days, Paid Holidays, Short Term Disability, Long Term Disability, 401K/403b Plan, Educational Assistance