Head of project management business

JOB DESCRIPTION (Non-Management)

Job Title: Project Manager, Individual Giving

Status: Full-Time

Full Time Department: Resource Development

This position is responsible for managing key donor communications, stewardship, and engagement initiatives that support leadership giving. This role manages the production of donor recognition publications, electronic newsletters, solicitation campaigns, stewardship and acknowledgment processes, and event prospecting activities. Working collaboratively across fundraising, marketing and communications, data, and digital teams, the project manager ensures the timely, accurate, and effective execution of donor communications and mailings while maintaining high standards of quality, data integrity, and project management. The ideal candidate is highly organized, detail-oriented, and skilled at coordinating multiple projects and deadlines in a collaborative environment.

MANAGE ANNUAL CREATION AND PUBLICATION OF LEADERSHIP REGISTRY

Lead the management and production of annual Leadership Society donor recognition publication process and ensure that donor and company information is accurate for over 5,000 names

Create and manage the timeline for production

Work with Data Team to create audit lists to review and edit before populating document

Work with Marketing Director to design the registry

Distribute to all RD to review audited lists and make edits as appropriate

Coordinate printing of piece

Oversee distribution of the piece electronically to Leadership Donors and print pieces for major donors

MANAGE LEADERSHIP ELECTRONIC NEWSLETTER

In partnership with the Digital Marketing & Communications Specialist, manage creation and deployment of monthly electronic newsletter

Manage annual calendar for creation of Leaders United; Work closely with Donor Networks teammates to recommend content and collect article bullet points, photos, and links in a timely manner for Digital Marketing Specialist to write articles

Submit all elements to Digital Systems or Communications team for design five business days in advance of deployment date

Review performance metrics regularly and adjust strategy, accordingly, aiming for continuous improvement

Ensure all content is relevant, timely, and interesting to Leadership Donors

Serve as a proofreader and gain approval from Director, Individual Engagement and Manager, Donor Networks for each issue

MANAGE LETTER SOLICITATION CAMPAIGN

Create and manage the timeline for developing, ordering, and mailing all solicitation letters and relevant materials

Request and format relevant data for Account Manager and MGO review to make accurate goal and letter assignments

Request relevant data to send audits to Account Managers and MGOs

Work with mail house representatives for monthly solicitations

Develop content and schedule email solicitations

MANAGE ACKNOWLEDGEMENT PROCESS

Manage postcard acknowledgement for gifts under $1,200 to donors in and out of workplaces

Pull and format acknowledgement reporting data, and distribute weekly Leadership and Major Gift acknowledgement data to Account Managers and MGOs

Co-manage CEO Outreach List for ongoing stewardship, often in-tandem with gift acknowledgement at all levels

MANAGE EVENT PROSPECTING PROCESS

Pull and format prospecting data for event registrants, before and after signature events

Upload prospecting data to CRM

Manage event prospecting thank you card mailing

MANAGE DONOR STEWARDSHIP MAILING PROCESS

Pull and format data for Individual Giving stewardship mailings

Ensure all materials are mailed in a timely manner

Actively participate in special workgroups and projects as assigned.

Undergraduate degree related to marketing, sales, business, or philanthropy and a minimum of 2-4 years' experience, or equivalent experience directly related to fundraising

Extensive computer experience (Word, PowerPoint, Teams) and the ability to learn new programs independently required

Requires significant expertise and experience in utilizing Excel for multiple purposes and the ability to research and utilize functions as the need arises independently

Strong analytical abilities to manage and utilize large data files required

Database and project management experience required

Demonstrated skills in writing and editing copy for various purposes

The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.

United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.

United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.

Brand Steward. United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.

AMERICANS WITH DISABILITIES

It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual's physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC's policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment.

It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non- merit factor or other legally protected characteristic. This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions.

BELONGING & INCLUSION STATEMENT

Belonging & Inclusion is a core value at United Way of Greater Milwaukee & Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. It is not designed to be a comprehensive inventory of all duties and qualifications required.