Major Gifts Specialist

Position Summary

To directly contribute to the mission of United Way of Palm Beach County (UWPBC) by providing administrative and fundraising support to the Philanthropy team by sustaining and growing the Tocqueville Society and stewarding major donor relationships.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following :

• Provide administrative and fundraising support to the Senior Vice President of Philanthropy,and Philanthropy team in integrating the teams cross-functional internal department relationships and customer service for donors, philanthropists, and prospective donors
• Provide all account follow-up that may include but is not limited to compose / draft letters; set-up appointments; schedule meetings; conduct research as needed regarding current and prospective accounts and individuals
• Provide cross-functional support and department integration that includes but is not limited to typing; data entry; filing; word-processing; proofreading; taking meeting minutes; internal and external correspondence; report generation and queries; coordinating registration and food for receptions, luncheons, meetings and events; assist with mailing projects
• Serve as the lead administrator on all Tocqueville Society / Major Gifts events and Affinity Group integration with other UWPBC departments. Manage RSVP process, provide guest / sponsor correspondence, coordinate with Finance Department on billing and collections, and serve as central point on all administrative items for each event
• Prepare Tocqueville and Affinity Group reports and work closely with Resource Development, Finance, IT, and Operations teams to ensure data integrity and cross-functional communication
• Coordinate volunteer opportunities with Affinity Groups and donors
• Provide telephone support for the team that includes but is not limited to answering calls, receptionist rotation, recording and delivering accurate messages,referring complaints and requests for information to appropriate staff and following up as needed
• Scheduling, setting up, and providing virtual meetings or in person meetings, which include recording, and completing meeting minutes
• When necessary, participate in various after hours and weekend activities that benefit UWPBC and the community
• Assist,asassignedbymanagement,with the organization's disaster response efforts
• Perform other similar duties as opportunities are represented and / or assigned

Minimum Qualifications (Knowledge, Skills, and Abilities)

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

United Way of Palm Beach County is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.