POSITION SUMMARY

The Senior Manager of Legacy Gift Relations is responsible for securing legacy gifts, stewarding long-term funding relationships, and managing the strategic direction as well as the day-to-day operation of MUW’s planned and legacy giving program, Endow United.

This role includes moving existing prospects along the pipeline toward documentation, surfacing new prospects, reporting, and carrying out the stewardship program. A comfort level and sensitivity to connecting with high-net worth individuals, frequently elderly, to discuss and inspire their bequests and legacy planning is required.

Recognizing the importance of legacy giving and the procurement of non-cash assets in meeting Community Investment Campaign goals, the Sr. Manager of Legacy Gift Relations reports to the Director of Individual Giving and collaborates with other Development team members to build the pipeline of future support and raise awareness of legacy giving within MUW’s seven-county footprint.

KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS

2. Work with Data and Analytics team to manage and track the cultivation and solicitation of planned giving prospects and donors in MUW’s CRM (Andar) toward achieving annual and long-range fundraising targets.

3. Work closely with the Database Operations and Analytics Manager to maintain database of Legacy donor profiles and related i information. Analyze donor information for trends, gaps, and opportunities.

4. Work closely with the Chief Financial Officer & the Endowment Committee to the Board to oversee proper management of the planned giving program.

• Manage and oversee MUW Endowment Committee to the Board a. In collaboration with the Director of Individual Giving, solicit, enlist, and maintain active membership.

b. Work with the Chair of the Endowment Committee to identify, implement, assess, and analyze priority topics and goal.

c. Work with the Chair of the Endowment Committee to develop and execute meeting cadence, agenda, and logistics.

6. Assess and analyze strategies, membership numbers and dollars raised from endowed annual gifts, wills or estate plans, the naming of MUW as a beneficiary to life insurance policies, and/or direct gifts to the MUW Endowment Fund.

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  Provide briefing materials and advice on solicitation strategies to the CEO/President, CDO, Community Investment Campaign Chairs, and other key players in solicitations which involve legacy commitments.

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  Work collaboratively with Development colleagues on projects such as supporting other gift officers in legacy gift solicitations, donor recognition, donor stewardship, legacy gift marketing and special events.

9.Other duties as assigned.

Metro United Way Vision and Mission The vision of Metro United Way is that our regional community will be the most vital, caring community in the nation. Our mission is to improve lives by mobilizing the caring power of our community.

Metro United Way (MUW) is a force for positive change. We work every day to lift our community by mobilizing people and maximizing resources to advance opportunity and equity for all. MUW brings together businesses, nonprofits, government agencies, foundations, and individuals to engage in the kinds of collaboration that changes lives. With this support, we are uniquely positioned to make a significant, lasting impact in our fight for the education, financial independence, and health of every person in the seven-county region we serve.

For more than 100 years, MUW has united and empowered communities by investing in the full potential of individuals and families to ensure positive, sustainable change. We use data-driven insights to identify our community’s greatest needs and address systemic challenges with a focus on advancing equity and sharing opportunities for all. Together, we fight to improve the disparities that persist in early care and education, economic mobility, home ownership, racial equity, and public policy in Jefferson, Bullitt, Oldham and Shelby counties in Kentucky and Clark, Floyd, and Harrison counties in Indiana.

MUW is amidst a deep redesign of its strategy and operations. Building on its core strength of mobilizing the caring power of communities, it is undergoing an extensive effort to re-imagine the civic engagement and impact it can have in the region. However, we continue to unite community partners around critical programs and initiatives tailored to meet the specific needs of each community. These include programs and initiatives in early childhood development, economic empowerment & mobility, policy advocacy to support systemic reform, workforce development, homelessness prevention, mentoring and facilitation of neighborhood networking. In 2020, MUW received a one-time gift of $20 million from activist and philanthropist MacKenzie Scott, which was a testament to its continuous investment in programs and services that combat racial and social injustice.

There is no single solution, and we strongly believe that the key to social change is working together beyond individual efforts to impact widespread progress. That is why our approach is so effective - we are on the ground, leading collective action that drives results at scale.

KNOWLEDGE, SKILLS, AND ABILITIES

• Must be personally committed to advancing MUW’s values, mission, goals, and strategies.
• Experience: 3-5 years of fundraising, financial services, and one-on-one solicitation, or related experience in either profit or non-profit entities, relationship management, or comparable experience considered.
• Demonstrated success in prospect identification, relationship building, strategizing and solicitation of planned gifts.
• Experience in working with high-net-worth individuals in private banking, financial services, financial planning, or related professions.

• Superior verbal and written communication skills; ability to speak and write clearly and concisely for a broad audience; ability to communicate tactfully and diplomatically with a variety of personalities
• Ability to analyze and exercise sound judgment in all situations.
• Strong sense of urgency and motivation.
• Strong organizational skills and the ability to manage multiple priorities.
• Strong innovator with the ability to think creatively and challenge the status quo, when necessary.
• Ability to feel comfortable in a change environment and in ambiguous situations.
• Possess a servant leader mentality and customer service focus.
• Must be able to take initiative, create and execute strategies, demonstrate leadership, work independently, and produce consistently high-quality work in a variety of tasks.
• Computer/Office Skills: Strong proficiency in Microsoft Office applications including Word, Excel, and PowerPoint. Familiarity with Customer Management software a plus.
• Must be able to work nights, weekends, and other unusual hours when necessary.

• Recognizes the value that diversity brings to an organization and community and has a commitment to expand equity whenever possible.
• Ability to tactfully handle stressful situations, negotiate and resolve conflicts, maintain confidentiality and to respect and observe organizational protocol.
• Passion for serving individuals and communities.

THE IDEAL CANDIDATE:

• Has a thorough understanding of MUW’s pillars of support and passionate about the mission.
• A self-starter in developing prospect leads and pursuing gift plans for prospective donors; including an ability to move easily between major gifts and planned giving.
• Has a track record in thoughtfully cultivating prospects – understands prospects’ philanthropic interests; works with the prospect to find MUW opportunities that align with prospects’ philanthropic goals.
• Able to take initiative, create and execute strategies, demonstrate leadership, work independently, and consistently produce high-quality work.
• Approaches their current role with positivity, sense of urgency and a focus on outcomes.
• Is consistently able to think strategically about what’s best for the team, organization, and our community.
• Has excellent data management and reporting skills; and a willingness and ability to handle confidential information.
• Provides insight into special event strategy to leverage events that cultivate and steward donors.
• Is an expert communicator and collaborator; able to forge solid relationships with colleagues and clients.
• Is an enthusiastic and engaged professional with demonstrated ability to comfortably interact with multiple audiences.
• Has a high regard for self-responsibility - able to hold themselves accountable for maintaining ambitious goals within the Endow United portfolio and provide reasonable solutions to course correct, as needed.
• Is able to work nights and/or weekends when necessary and other unusual hours, as needed.
• Elevates learning and professional growth among others and self.
• Has an eye for detail and can anticipate blind spots.
• Has a well-built professional network and a willingness to open doors to new investment opportunities.

BEHAVIORAL EXPECTATIONS

• Embraces the Metro United Way Values:

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  Champion Equity – Commits to operationalizing and integrating diversity, equity and inclusion into our culture every day, because without equity our other values are incomplete.
• Think We Before Me – Prioritizes team and community over self; is a consistent ambassador of MUW both inside and out of the office.
• Build Up – Cultivates growth in self, colleagues and community through succeeding and failing forward.
• Break Through – Demonstrates courage, innovation, and resiliency by embracing change and encouraging and acting on new ideas.
• Own It – Takes personal responsibility and accountability for one’s role and actions.

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  Assists or takes on new tasks to help Metro United Way achieve its mission.
• Maintains confidentiality regarding personnel and organizational information.
• Adheres to and models the Metro United Way Guidelines for Appropriate Conduct at all times.

Note: The description given is intended only to provide information about the general nature of the job and is not an all-inclusive list of the job duties, skills or abilities