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POSITION SUMMARY

Develop and implement strategies to enhance the individual giving campaigns and diversify revenue streams. Lead individual giving, fundraising events, and volunteer efforts to increase and/or exceed revenue goals.

KEY RESPONSIBILITIES & ESSENTIAL DUTIES OF POSITION

An individual must be able to perform each essential duty listed below at a satisfactory level:

• Oversee the administration of all individual giving campaigns —excluding Workplace Giving Rallies—and solicitation volunteer opportunities under the position’s scope. 

• Manage the planning, execution, and evaluation of the annual HFUW community fundraising drive.

• Manage the recruitment, training, communication, and stewardship of the Fundraising Drive Chairs and Leadership Society Host Committee to support program execution and participation goals.

• Serve as the primary individual responsible for managing and executing individual giving strategies for $1,200 and above giving levels, inclusive of Tocqueville Society.

• Lead the development and implementation of HFUW’s annual fund appeal strategy to drive year-round donor engagement and giving.

• 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 individual Leadership accounts.

• Lead strategic direction for Individual Development prospecting in partnership with the Technology team to ensure effective data use and opportunity identification.

• 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 HFUW.

• Collaborate to identify new and existing donors across donor networks, workplace rallies, individual giving, volunteers, and fee for service opportunities.

• Manage daily partner engagement, including preparing projections within database, building ask strategies, updating forecasts, and tracking donor activity.

• Collaborate with the Senior Vice President and Vice President to analyze campaign data, evaluate results, and make improvements to drive increased revenue for HFUW.

• Track revenue, retention, visits, and key activities in CRM dashboards.

• Strategically engage donors to deepen involvement through events, volunteerism, impact groups, and programs, while increasing support and revenue for HFUW.

• Constantly monitor and provide leadership and support to the Coordinator.

• Ensure appropriate coaching, performance reviews, and professional development opportunities are provided to direct reports to ensure optimal staff and client service.

• Ensure adherence to all organizational policies and procedures, staying informed about updates, and promoting compliance within the team.

• Collaborate with Vice President and Human Resources to address performance concerns and departmental processes to enhance outcomes. 

• Collaborate with department leadership to develop strategies that will maximize revenue enhancement.

• 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.

• Five years in nonprofit, social services, business, fundraising, or sales experience required. 

• Three years of supervisory or coaching experience required.

• Valid Driver License required. 

• 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.

• Strong proofreading skills required.

• 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 bending, stooping, or kneeling.

• Frequently lifting and moving items weighing up to approximately 30 pounds.

• Frequently remaining in a stationary position, often sitting, or standing for prolonged periods.

• Frequently operating motor vehicles (passenger van and similar vehicles).

   

• Occasionally ascending or descending stairs, ramps, and the like.

WORKING CONDITIONS

Working conditions include:

• Hybrid inside working environment. 

• Frequent 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.

Heart of Florida United Way offers a very extensive benefits package for full-time employees that we are very proud to share with you!
 
Medical Insurance (Health, Dental, Vision) – on the 1st day and HFUW pays up to 80% of your premium.
 
Company-Paid Benefits – HFUW provides all full-time employees with the opportunity to enroll in short-term & long-term disability insurance, as well as $50,000 in life insurance, all 100% paid by HFUW.
 
401k w/ Company Contribution – not only does your 401k start on the 1st of the month following your start date, but after 1 year of employment and 1000 hours worked, you will receive 5% contribution from HFUW, regardless of your personal contribution to your plan.
 
Paid Time Off – HFUW offers an extensive amount of time off so you can focus on your personal health, family priorities, and work-life balance.  Full-time employees start accruing paid time off (5 weeks your 1st year) off upon hire, with generous carry over and accruals.