Manager, Individual Giving (Major Gifts)

United Way of Massachusetts Bay; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

United Way of Massachusetts Bay is seeking a Manager of Individual Giving (Major Gifts) to lead the major gifts program and cultivate relationships with high-net-worth donors. You will manage a portfolio of 100–125 donors, co-develop strategies with the Director, and drive moves management to achieve revenue targets.

You will engage donors through in-person visits, calls, events, and personalized outreach, building internal partnerships to maximize impact for the community.

Qualifications

• Experience managing a portfolio of 100–125 donors and prospects.
• Strong donor cultivation and solicitation skills.
• Ability to coordinate engagements, events, and stewardship activities.

Responsibilities

• Co-develops cultivation, solicitation, and stewardship strategies for the major gifts program.
• Manages a major gift portfolio of 100–125 prospects with accurate donor records.
• Executes a moves management plan to drive engagement and giving.
• Performs donor research and leverages information for prospect strategies.
• Maintains meeting notes in the CRM and shares timely insights with the team.
• Cultivates internal partnerships to achieve fundraising goals.
• Supports major gifts events planning and donor engagement activities.

Skills

Donor cultivation

Portfolio management

Donor relations

Moves management

Communication

Tools

Andar database

Job description

Manager, Individual Giving (Major Gifts)

Posted on January 03, 2025

POSITION OVERVIEW:

Reporting to the Director, Individual Giving (Major Gifts), the Manager of Individual Giving is responsible for achieving clearly defined revenue goals by cultivating relationships with high net-worth donors and prospects and effective management of a portfolio of 100-125 donors. Cultivation efforts will lead to improved donor retention, acquisition, and growth. The Manager is responsible for donor identification, qualification, cultivation, solicitation, and stewardship in support of United Way of Massachusetts Bay's fundraising efforts. They will cultivate and solicit Major Gift prospects through in person visits, phone calls, invitations to signature events, unique and personal learning opportunities, as well as other fundraising events and engagement opportunities. They are also responsible for establishing and leveraging key internal partnerships in order to achieve optimal results.

KEY RESPONSIBILITIES:

• Works closely with Director, Individual Giving (Major Gifts), to support the major gift program. Manager, Individual Giving (Major Gifts) will co-develop the cultivation, solicitation, and stewardship strategies to support the major giving program, including but not limited to converting annual leadership donors into major gift prospects.
• Manages a major gift portfolio of 100-125 prospects; maintains accurate and detaileddonor records to analyze deployment of resources against team objectives. Responsible for executing a moves management plan for a portfolio of donors and prospects; includes cultivation, solicitation, and stewardship goals achieved through strategic engagement, in person visits, personal phone calls, and handwritten notes for donors in their portfolio.
• Engages in research, utilizing existing information to effectively leverage relationships.
• Enters all meeting notes into UWMB's Andar database system within 5 business days of each visit and alerts Development staff when necessary to any time-sensitive knowledge gained from visits that could be leveraged for the good of United Way and the community.
• Builds and enhances relationships with internal colleagues to gain knowledge and trust and achieve optimal results.
• Utilizes a consultative approach with donors and prospects.
• Ensures individual goals are aligned with organizational and overall development goals.
• Co-leads discussions on strategies for leadership donor engagement.
• Supports major gifts programevents plan, inclusive of cultivation and stewardship events, in partnership with Director, Individual Giving- Major Gifts.
• Attends and participates in community events to strengthen United Way's presence and strengthens relationships with donor constituent base.
• Incorporates and practices Community Centric Fundraising principles into work plans and activities ( https://communitycentricfundraising.org/ )