Charitable Advisors LLC
  • 03-Aug-2018 to 02-Sep-2018
  • - United Way of Central Indiana
  • Indianapolis, IN, USA
  • $50,000
  • Full Time
  • Complete Benefits Package Available

Alexis Charles-Henri Clerel de Tocqueville was only 26 years old when he traveled all over the United States in 1831.  His observations, readings, and discussions with immigrant Americans formed the basis of "Democracy in America", a detailed study of American society and politics published in two volumes in 1835 and 1840.  Among his most important observations was that Americans hold in common a unique willingness to work for the public good.  Alexis de Tocqueville noted that "Americans hardly ever failed to lend faithful support to one another."
 
It is in this spirit that United Way of America created the United Way Tocqueville Society in 1984. Today the Society is one of the world's most prestigious institutions for individuals who are passionate about "the public good" and working to improve peoples' lives and strengthen communities.  United Way of Central Indiana's Tocqueville Society was formed in 1990 and is made up of hundreds of individuals, each making annual contributions of $10,000 or more.  Society members reflect extraordinary dedication to inspiring a better way of life for everyone in our community.
 
United Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission by deepening and maintaining relationships with individual major donors and prospects. Identify, qualify, engage, cultivate, solicit and steward current and prospective individual major donors. Be responsible for meeting various benchmarks and an annual revenue target.
 
Position Duties & Responsibilities
The following statements are intended to describe the general nature and level of work being performed.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. 

• Fundraising: Work closely with the Director of Tocqueville Society to reach defined Tocqueville goals around donor retention, acquisition and growth.  Be an active member of the Transformational Giving Team, driving attainment of personal goals within the pipeline.  Actively and creatively engage and steward Tocqueville donors who do not desire traditional donor call stewardship and cultivation.  Create and execute strategies to meet and exceed personal donor portfolio goals.  Complete a minimum of 120 donor calls with assigned portfolio and Tocqueville members and prospects both within and outside of UWCI Corporate partners. Work closely with the Retire United group, specifically around Tocqueville Society members and former members.
• Constituent Relationships:  Work with UWCI's Community Impact and Fundraising team to identify, develop and implement opportunities to communicate community impact work and UWCI goals and priorities to key stakeholders.  Be knowledgeable about UWCI's work in Central Indiana and be an effective and compelling communicator of the same to advance engagement and brand value. Ensure acknowledgement of gifts is sent in timely manner.  Ensure activity is recorded in CRM database in a timely manner.
• Relationships: Develop and maintain regular contact with existing and prospective donors. Identify and communicate with appropriate UWCI team members regarding opportunities to leverage these relationships more broadly. 
• Annual Goals: Achieve established goals for annual fundraising, engagement, and donor calls. Work with other members of the UWCI team to ensure goals reflect and align and contribute to the broader goals of the organization.
• Flexibility:  UWCI is evolving with our changing external environment.  Flexibility is a key attribute for this position.  A willingness to take on additional duties to ensure the success of the team is essential.

Qualifications
To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and be present in the office while performing those functions. The requirements listed are representative of the basic knowledge, skills, and/or abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives.  The individual should have effective communication skills, attention to detail and organization, and flexibility and adaptability. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues.
 
Education and/or Experience
Demonstrated history of soliciting and securing major gifts ($5,000+) is required. Bachelor's degree required.  At least two years major gift fundraising experience required.  Knowledge of the central Indiana community and the human service sector is preferred.
Must have excellent written and verbal communication skills, a strong reputation for integrity and professionalism, ability to resolve conflict constructively, strong performance management and evaluation capabilities including the willingness and ability to ensure accountability, ability to build strong relationship both inside and outside UWCI, ability to think strategically, commitment to fostering an inclusive environment consistent with UWCI's commitment to diversity and inclusion.  Must have the ability to prepare, explain, and monitor performance, manage a diverse group of donors and volunteers, manage projects and workload, and engage constructively with the other members of the UWCI team.
 
Physical Demands: 
The physical demands described here are general representations of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
• While performing the duties of this job, the employee is regularly required to sit, reach with hands and arms, talk, and hear. The employee frequently is required to use hands to touch and handle objects. The employee frequently stands or walks.
• The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision and the ability to adjust focus.
 
Work Environment: 
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Office setting, with sustained use of a computer.
• The noise level in the work environment is minimal to moderate.
• Maintains personal/professional competency and works to create an environment of courtesy, respect, enthusiasm, and a positive attitude in all interactions both internal and external to the organization.

Core Competencies
United Way of Central Indiana's team is evaluated on the following core competencies:
• Courage
• Accountability
• Respect
• Excellence
• Thinking Strategically
• Stakeholder Experience
• Effective Communication
 
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