Union Settlement
Associate Director of Development, Individual Giving
Union Settlement, New York, New York, us, 10261
Associate Director, Individual Giving
Job Description
Organizational Summary
Union Settlement is an East Harlem based nonprofit organization founded in 1895. For 128 years, Union Settlement has provided critical and innovative programming to children, youth, families, and older adults. As a pioneer of the settlement house movement, Union Settlement continues to meet the needs of the ever-changing East Harlem community through its core programs. Through these programs, New Yorkers gain opportunities, develop skills, and become empowered to pursue and achieve their dreams.
Today, Union Settlement provides services through 33 program sites in approximately 28 locations. Union Settlement’s current programmatic portfolio includes 8 core program areas: Early Childhood Education, Youth Services (including after school programs), Family Services (including the Family Enrichment Center and the Family Childcare Network), the East Harlem Community Partnership, Adult Education, Mental Health Services, Older Adult Centers, and Economic Development. Union Settlement serves more than 10,000 individuals and nearly 1,000 businesses every year.
Strengthened by a dynamic, diverse, and collaborative workforce of more than 350 employees, Union Settlement also serves as a connector, convener, and advocate for East Harlem and its partners. To learn more about Union Settlement, visit www.unionsettlement.org.
Position: Associate Director, Individual Giving
Department: Fund Development
Reports to: Director of Development
Hours: Full-time
Salary: $75,000 - $85,000
FLSA: Exempt
Location: On-site, with the potential for some remote work.
Positions Reporting to this Role: None
Position Summary:
The Associate Director, Individual Giving is responsible for leading, designing, and implementing a donor-centric strategy to increase annual and multi-year revenue from individuals principally through major gifts. Reporting directly to the Director of Development, the Associate Director, Individual Giving will be a key member of the Development Team. They must create strong working relationships with staff and members of the Executive Team, Senior Management Team and Board of Directors.
With a focused understanding of Union Settlement’s vision and program needs, this role will help achieve the objective of aligning fundraising efforts and strategic direction. The position is responsible for overseeing systems and processes related to all key aspects of Individual Giving fundraising. This position is accountable for donor research, moves management, donor appreciation, database management, and all necessary actions to achieve revenue targets. This individual serves as part of a dynamic fundraising team by meeting with donors to cultivate and solicit for increased level of giving. The Associate Director, Individual Giving will work with leadership, Development team, volunteers, mission delivery team and the broader philanthropic community to build and shape the philanthropic vision for Union Settlement.
Responsibilities:
Grant Writing & Reporting
Conceptualize and write compelling case statements and proposals for institutional funders, including complex proposals that require working closely with Union Settlement’s teamEnsure all application materials (e.g. narrative and attachments) are of the highest quality and all deadlines are metGenerate accurate and timely responses for all due diligence requests and/or grant reports during and after the grant agreementMaintain the highest levels of accountability and compliance standards for donors and funding sourcesEnsure timely submission to funders, and that deliverables and milestones are tracked appropriately for all grants Develop and implement grant contract review processesLead and execute site visits for current and potential fundersSolicitation & Strategy
Qualify, develop, and maintain year-round relationships with a portfolio of 100-150 individual gift donors or prospects to grow immediate funding, long term funding and planned gifts.Serve as a primary fundraiser along with CEO and Development team, building donor relationships through face-toface cultivation, solicitation, and stewardship activityGrow annual revenue from individual donors through relationship-based fundraising and strategic moves management, with an emphasis on long-term stewardship and engagementCreate individual engagement, stewardship plans and giving goals for each donor based on giving history, relationship and the organization's knowledge of the donor's giving potentialProvide regular updates to CEO regarding Individual Gift solicitations, moves management strategies and requests for leadership engagement/stewardshipPrepare for regular portfolio review meetings and moves management discussions in partnership with the CEO and the Development team to focus on strategic stewardship of donorsServe as the point of contact for all individual and planned giving inquiriesWork with the CEO and the Development team to develop unique giving opportunities in the context of current campaigns, and to identify any needed collateralRecruit and steward individual donors by building year-round engagement activities to maximize revenue, build donor loyaltyCollaborate with CRM Database Manager to implement prospect management strategies.Identify and communicate potential opportunities and/or relationships to increase the chapter's ability to raise funds and grant wishesMeet or exceed individual metrics of prospect meetings, proposals submitted and dollars raised.Drive strategy and set goals for the Major Gifts program including building relationships with faculty and other internal partners, identifying compelling funding opportunities, and collaborating with team members in JAX Advancement to ensure the development of a fluid and enduring donor pipeline.Represent Union Settlement in high-level external engagements with funders.Generate detailed action reports and analytics on Individual Giving fundraising progress as requested.Develop strong relationships within the community to foster a positive image of Union Settlement.Achieve annual Individual giving targets.Partner with the CPO and CFO to develop annual projections and budget for the Individual Giving portfolio.Lead strategy briefs and driving meetings.Other duties as assigned
Job/Position Skills:
Nonprofit experience and a successful track record in fundraising program management.Ability to work collaboratively to ensure strong departmental and chapter structure.Adherence to deadlines, strong organizational and time management skills.Excellent analytical skills and attention to detail.Experience in team-based, cross functional work environments with effective and respectful communication skills.Ability to maintain confidentiality.Excellent oral and written communication skillsCollaborative work ethic with strong interpersonal skillsRequires a passion for and a commitment to the mission of Make-A-Wish.Qualifications:
Willingness to travel locally and regionallyBachelor’s Degree; Master’s Degree a plus.Proven track record of at least 5+ years progressively responsible development experience, with demonstrable results across multiple streams of funding.Strong understanding of fundraising principles, strategies, and trends in the non-profit sector.Five plus years’ experience with donor databases, Salesforce preferred.Experience in establishing and institutionalizing donor database best practices.Passion for the organization’s mission and genuine commitment to its values. Familiarity with social service programs and a strong desire to help improve the lives of the residents in East Harlem.Exceptional organizational skills, attention to detail, and the ability to manage multiple projects simultaneously in a fast-paced, challenging, constantly changing environment. .Overall flexibility and ability to work under pressure and meet deadlines.A dedicated work ethic, diligence, and readiness to be a hands-on team member helping foster a collaborative and goal driven environment.Excellent computer skills, including Microsoft Suite experience is essential.Excellent computer skills, including knowledge of Microsoft Suite. Preference for advanced skills in Excel, data analysis and creating data visualizations.Knowledge of East Harlem community strongly preferred.
CO R E CO M P E T E N C IE S
Leading Others: Creates a sense of urgency throughout the organization on the importance of achieving outcomes. Inspires, influences, and enables team members to reach their goalsFacilitating Change: Approaches challenges with creativity and flexibility. Demonstrates analytical thinking. Guides change to meet Union Settlement’s goals.Managing Performance: Evaluates and revises goals semi-annually with the team. Provides consistent supervision and documents performance highlights and concernsApplying and Developing Expertise: Embraces and leads the team to achieve milestones. Seeks and supports professional development opportunities for team members. Manages finances and budgets effectivelyCommunicating and Collaborating: Listens well and actively engages with others with honesty and integrity and holds team accountable to the same standard
Union Settlement’s Diversity, Equity & Inclusion Commitment
Union Settlement is an equal opportunity employer. They do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Job Description
Organizational Summary
Union Settlement is an East Harlem based nonprofit organization founded in 1895. For 128 years, Union Settlement has provided critical and innovative programming to children, youth, families, and older adults. As a pioneer of the settlement house movement, Union Settlement continues to meet the needs of the ever-changing East Harlem community through its core programs. Through these programs, New Yorkers gain opportunities, develop skills, and become empowered to pursue and achieve their dreams.
Today, Union Settlement provides services through 33 program sites in approximately 28 locations. Union Settlement’s current programmatic portfolio includes 8 core program areas: Early Childhood Education, Youth Services (including after school programs), Family Services (including the Family Enrichment Center and the Family Childcare Network), the East Harlem Community Partnership, Adult Education, Mental Health Services, Older Adult Centers, and Economic Development. Union Settlement serves more than 10,000 individuals and nearly 1,000 businesses every year.
Strengthened by a dynamic, diverse, and collaborative workforce of more than 350 employees, Union Settlement also serves as a connector, convener, and advocate for East Harlem and its partners. To learn more about Union Settlement, visit www.unionsettlement.org.
Position: Associate Director, Individual Giving
Department: Fund Development
Reports to: Director of Development
Hours: Full-time
Salary: $75,000 - $85,000
FLSA: Exempt
Location: On-site, with the potential for some remote work.
Positions Reporting to this Role: None
Position Summary:
The Associate Director, Individual Giving is responsible for leading, designing, and implementing a donor-centric strategy to increase annual and multi-year revenue from individuals principally through major gifts. Reporting directly to the Director of Development, the Associate Director, Individual Giving will be a key member of the Development Team. They must create strong working relationships with staff and members of the Executive Team, Senior Management Team and Board of Directors.
With a focused understanding of Union Settlement’s vision and program needs, this role will help achieve the objective of aligning fundraising efforts and strategic direction. The position is responsible for overseeing systems and processes related to all key aspects of Individual Giving fundraising. This position is accountable for donor research, moves management, donor appreciation, database management, and all necessary actions to achieve revenue targets. This individual serves as part of a dynamic fundraising team by meeting with donors to cultivate and solicit for increased level of giving. The Associate Director, Individual Giving will work with leadership, Development team, volunteers, mission delivery team and the broader philanthropic community to build and shape the philanthropic vision for Union Settlement.
Responsibilities:
Grant Writing & Reporting
Conceptualize and write compelling case statements and proposals for institutional funders, including complex proposals that require working closely with Union Settlement’s teamEnsure all application materials (e.g. narrative and attachments) are of the highest quality and all deadlines are metGenerate accurate and timely responses for all due diligence requests and/or grant reports during and after the grant agreementMaintain the highest levels of accountability and compliance standards for donors and funding sourcesEnsure timely submission to funders, and that deliverables and milestones are tracked appropriately for all grants Develop and implement grant contract review processesLead and execute site visits for current and potential fundersSolicitation & Strategy
Qualify, develop, and maintain year-round relationships with a portfolio of 100-150 individual gift donors or prospects to grow immediate funding, long term funding and planned gifts.Serve as a primary fundraiser along with CEO and Development team, building donor relationships through face-toface cultivation, solicitation, and stewardship activityGrow annual revenue from individual donors through relationship-based fundraising and strategic moves management, with an emphasis on long-term stewardship and engagementCreate individual engagement, stewardship plans and giving goals for each donor based on giving history, relationship and the organization's knowledge of the donor's giving potentialProvide regular updates to CEO regarding Individual Gift solicitations, moves management strategies and requests for leadership engagement/stewardshipPrepare for regular portfolio review meetings and moves management discussions in partnership with the CEO and the Development team to focus on strategic stewardship of donorsServe as the point of contact for all individual and planned giving inquiriesWork with the CEO and the Development team to develop unique giving opportunities in the context of current campaigns, and to identify any needed collateralRecruit and steward individual donors by building year-round engagement activities to maximize revenue, build donor loyaltyCollaborate with CRM Database Manager to implement prospect management strategies.Identify and communicate potential opportunities and/or relationships to increase the chapter's ability to raise funds and grant wishesMeet or exceed individual metrics of prospect meetings, proposals submitted and dollars raised.Drive strategy and set goals for the Major Gifts program including building relationships with faculty and other internal partners, identifying compelling funding opportunities, and collaborating with team members in JAX Advancement to ensure the development of a fluid and enduring donor pipeline.Represent Union Settlement in high-level external engagements with funders.Generate detailed action reports and analytics on Individual Giving fundraising progress as requested.Develop strong relationships within the community to foster a positive image of Union Settlement.Achieve annual Individual giving targets.Partner with the CPO and CFO to develop annual projections and budget for the Individual Giving portfolio.Lead strategy briefs and driving meetings.Other duties as assigned
Job/Position Skills:
Nonprofit experience and a successful track record in fundraising program management.Ability to work collaboratively to ensure strong departmental and chapter structure.Adherence to deadlines, strong organizational and time management skills.Excellent analytical skills and attention to detail.Experience in team-based, cross functional work environments with effective and respectful communication skills.Ability to maintain confidentiality.Excellent oral and written communication skillsCollaborative work ethic with strong interpersonal skillsRequires a passion for and a commitment to the mission of Make-A-Wish.Qualifications:
Willingness to travel locally and regionallyBachelor’s Degree; Master’s Degree a plus.Proven track record of at least 5+ years progressively responsible development experience, with demonstrable results across multiple streams of funding.Strong understanding of fundraising principles, strategies, and trends in the non-profit sector.Five plus years’ experience with donor databases, Salesforce preferred.Experience in establishing and institutionalizing donor database best practices.Passion for the organization’s mission and genuine commitment to its values. Familiarity with social service programs and a strong desire to help improve the lives of the residents in East Harlem.Exceptional organizational skills, attention to detail, and the ability to manage multiple projects simultaneously in a fast-paced, challenging, constantly changing environment. .Overall flexibility and ability to work under pressure and meet deadlines.A dedicated work ethic, diligence, and readiness to be a hands-on team member helping foster a collaborative and goal driven environment.Excellent computer skills, including Microsoft Suite experience is essential.Excellent computer skills, including knowledge of Microsoft Suite. Preference for advanced skills in Excel, data analysis and creating data visualizations.Knowledge of East Harlem community strongly preferred.
CO R E CO M P E T E N C IE S
Leading Others: Creates a sense of urgency throughout the organization on the importance of achieving outcomes. Inspires, influences, and enables team members to reach their goalsFacilitating Change: Approaches challenges with creativity and flexibility. Demonstrates analytical thinking. Guides change to meet Union Settlement’s goals.Managing Performance: Evaluates and revises goals semi-annually with the team. Provides consistent supervision and documents performance highlights and concernsApplying and Developing Expertise: Embraces and leads the team to achieve milestones. Seeks and supports professional development opportunities for team members. Manages finances and budgets effectivelyCommunicating and Collaborating: Listens well and actively engages with others with honesty and integrity and holds team accountable to the same standard
Union Settlement’s Diversity, Equity & Inclusion Commitment
Union Settlement is an equal opportunity employer. They do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.