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Position Summary Statement:
A critical member of United Way of Central Maryland’s Major Gifts team, the Membership Manager will work cross-functionally across the organization with Development, Finance, and Donor Services as well as directly with high-level donors. This position entails being an ambassador and advocate for United Way’s strategic vision and goals throughout daily activities including gift processing, data accuracy/management and relationship building with major donors ($2,500 and more). The position may interact with high-level executives, donors and volunteers who serve as members of the Board of Directors, Campaign Cabinet, Tocqueville Society, Women United, Emerging Tocqueville and Planned Giving programs. This position requires attention to detail, adherence to deadlines, working knowledge of database systems, a collaborative spirit, strong organization and written and verbal communication skills.
Essential Duties and Responsibilities – Includes the following but is not limited to:
75% Tocqueville Account Management (gifts of $10,000 or more)
1. Manage all aspects of the 550+ Tocqueville Society (TQV) donor accounts including: managing the annual solicitation process, pledge processing, monitoring billings and monthly designation payouts, communications with the donors (written and verbally), and reporting. Work cross-functionally with Donor Services (DS) & Finance (FI) departments to ensure accuracy and timeliness of TQV account processing. Help to build stronger relationships with major donors, Support the Major Gifts team with TQV, Emerging Tocqueville (ETQV) and Women United-Tocqueville (WU-TQV) retention and recruitment efforts. Also processes all incoming Gold Leadership Level ($5,000 – $9,999) pledges.
2. Bi-Weekly communications with the Major Gifts/Development team to update them on incoming TQV pledges and significant pledge changes (including significant changes in RUM) for immediate thank you calls to the donors.
3. Work closely with DS and FI departments to improve procedures for TQV pledge processing and develop problem-solving strategies to ensure quality service for the donors.
1. Convene cross-functional team meetings as necessary to follow up on TQV pledge processing issues. Complete other projects as dictated by the cross-functional meetings.
2. Participate in monthly meetings with DS staff, following their month-end review, to review TQV accounts for accuracy and hold quarterly reviews of TQV high touch accounts with DS staff.
3. Ensure accuracy of credit card charges for TQV donors on a weekly basis.
4. Participate in the tax receipt process – review reports for accuracy of TQV accounts.
5. Prepare and submit adjustment forms to DS for account corrections as needed, create communications log for each adjustment and follow up on their completion.
6. Create Step-Up program memo envelopes for donors requiring manual uploads.
4. Prepare contribution communications for all TQV donors: bi-weekly acknowledgement letters, packets for new TQV donors, pledge reminders, designation changes, receipts, etc.
5. Work with DS to organize and implement annual TQV pledge audit.
Drive the TQV solicitation process and the follow-up solicitations, which includes all TQV donors as well as Gold and some Silver level prospects.
15% Special Events and Project Management
Assist in the planning and execution of Major Gifts’ events and collateral to enhance TQV, ETQV and WU-TQV) donor engagement and recognition.
1. Assist in the execution of two annual recognition events for major donors – the annual Tocqueville Society and Jane B. Meyerhoff Society (JBM; $25K – $49.9K) events.
2. Support Major Gifts’ team members with planning and execution of approximately three “In Their Own Words” breakfast series events.
3. Support staff members with planning and execution of volunteer engagement events.
4. Assist in planning, development and implementation of all Major Gifts collateral including Tocqueville pledge form, Dix Anneés Society listing, Tocqueville Society by giving level brochure, and other miscellaneous collateral as requested; proof-read and review all Major Gifts collateral for accuracy.
5. Assist in the creation of the annual TQV Society Membership Book: confirm photo and recognition information with all Tocqueville donors and coordinate completion of the book with the Marketing department.
6. Annual preparation of TQV Executive Council materials including, but not limited to: TQV & WU-TQV giving history charts, retention/attrition rate charts, designation comparison charts, industry comparison charts, TQV profile by company listing, TQV company rankings, LS donor lists by company, Legacy Circle listings, etc.
7. Other duties as assigned.
10% Data Analysis
Provide data analysis and reporting of TQV, ETQV, WU-TQV giving to assist with Major Gifts strategic planning, recognition and grant proposals.
1. Assist the Chief Major Gifts Officer and Grant Development Officer with grant proposals and progress reports for various foundation gifts and principal gifts, including tabulating results and developing reports for LS, TQV and JBM Challenge Grant Programs.
2. Generate reports for LS, TQV, and WU-TQV campaign results; complete calculations for membership numbers, dollars raised and designations.
3. Develop Tocqueville Society profiles by company and by giving level, and update Major Gifts giving one-pagers.
Interaction: (Internal & External)
- Internally with all departments and level of staff within UWCM
- Externally with major donors, community leaders, staff members of profit and not for profit businesses, government agencies and the general public.
Bachelor’s degree and a minimum of three (3) years related experience or significant long-term related experience may be substituted for a degree (Loaned Executive experience applies).
Skills and Abilities:
- Ability to work independently with high degree of self-motivation & initiative
- Critical thinking skills
- A comprehensive understanding of the UWCM mission, vision, services and structure
- Effectively represent UWCM within the community structure
- Excellent interpersonal skills (i.e. customer service, relationship & team building)
- Effective communicator (written and oral)
- Handling multiple tasks (prioritizing)
- Extremely detail-oriented
- Problem solving and crisis management
- Maintain a professional demeanor at all times
This position requires the ability to drive to off-site locations, walking, standing and sitting. Occasionally weights of over 25 pounds are required to be lifted.
Interested candidates should send their resume along with your salary requirements to firstname.lastname@example.org. No phone calls, please!
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