Overview

Job Announcement – Portfolio Stewardship Manager

United Way of King County works to build a community where all people have homes, students graduate, and families are financially stable. Our culture fosters collaboration, teamwork, open communication, leadership, integrity, and accountability.

With our unwavering focus on racial justice for all, we hope to achieve racially equitable outcomes in King County and beyond. We believe that having staff, volunteers, and supportive community members who represent diverse backgrounds and circumstances will help us more effectively accomplish our mission.  We aim to a create a welcoming and inclusive work environment, and we also strive to have a diverse staff and particularly encourage Black and Indigenous people, and people of color to apply and join our team.

Job Summary:

The Portfolio Stewardship Manager is responsible for prospect and donor pipeline management. They work with the Major Gifts and Individual Giving frontline fundraisers to create a strategic, integrated program of prospect identification, research, and donor management. This position also prepares and provides profiles and reports, both in-depth and otherwise, on potential and identified annual and campaign prospects including individuals, family foundations and corporations for the CEO and Development leadership.  This role manages a portfolio of annual fund donors who require stewardship of gifts between $5,000 and $49,999.

The annual recruiting salary range is $69,500 – $71,500 DOE. This position is open until filled; first consideration will be given to applications received within two weeks of posting.

* Full COVID-19 vaccination is required for this role [proof of record will be requested during the onboarding process].

Essential Duties:

  • Evaluates prospect portfolio potential and works closely with frontline fundraisers on managing their pipelines. Researches and keeps team apprised of best practices in cultivation and solicitation strategies as the team works to provide donors and prospects valuable activities and engagement.
  • Identifies new and high-level annual and campaign major gift leads and prospects through electronic alerts, analysis, screening information, data mining techniques, push technology, demographic searches, etc.
  • Prepares prospect reports for use by senior Development staff, CEO, and Campaign Co-Chairs.  Works with Donor Services and Major Gifts team members and serves as prospect tracking and record keeping processes lead.
  • Maintains and analyzes prospective and upgraded donor data and develops current and prospective donor lists and data. Produces current and prospective donor profiles and helps determine appropriate solicitation ranges.
  • Manages a portfolio of “stewardship only” donors who request minimum contact yet make significant gifts annually.  Ensures these donors have a positive, yet limited, relationship with United Way of King County.
  • Leads list management of Major Gifts Team portfolios regarding movement of qualified/disqualified leads, treatment in database, communication streams, etc.
  • Provides research support for Major Gifts work with high-level ambassadors, campaign chairs, board chairs, and others. Identifies and refreshes connections in advance of volunteers assuming their leadership positions.
  • Manages to onboard new fundraisers and fundraising support staff to prospect management tools and policies and provide ongoing training and information sessions for all users of prospect management tools.
  • Cooperates with Senior Principal Gifts Manager on 6 figures+ pipeline. Helps the major gifts team with identifying long term six figure prospects in their portfolio and provides support such as wealth screenings, relationship mapping, and other forms of research.
  • Performs other duties as assigned.

DISCLAIMER: This job position performs other assignments and performs other duties as assigned. The contents of this job description may change as deemed necessary by United Way of King County.

Core Competencies:

  • Proven qualitative and quantitative analytical and research skills. Proven advanced proficiency in conducting donor research, with experience in recognizing and assessing wealth indicators and giving capacity as well as identifying prospects.
  • Proven intermediate proficiency in locating relevant information in a variety of formats: including electronic, hard copy, telephone calls, conversations with staff and volunteers, then consolidating it in a well-organized report format.
  • Demonstrated ability to work effectively with high-level volunteers and to solve complex problems.
  • Proven adaptability and excellent planning and organizing skills that demonstrate the ability to manage multiple simultaneous requests for information and prioritize those requests to meet deadlines.
  • Proven exceptional communication skills (verbal and written) that include sensitivity to donor information.
  • Proven strong collaboration skills and demonstrated ability to effectively relate to a diverse audience.
  • Demonstrated ability to quickly and concisely synthesize large amounts of information.

Education and Experience:

Bachelor’s degree, or equivalent, specializing in a related field. At least five years’ experience in prospect research; fundraising/development experience and non-profit experience strongly preferred. Intermediate knowledge of donor types and understanding of fundraising processes and donor cycles. Proficient in MS Office (intermediate level) and experience with relational database such as Microsoft Dynamics CRM a plus. Knowledge of information systems including a variety of software, internet, and various databases, and knowledge of prospect research ethics, including statements by APRA and CASE, helpful.

UWKC is an equal employment opportunity employer, and all applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristics protected by law.  United Way of King County values a diverse workplace and strongly encourages individuals who identify as Black, Indigenous, and People of Color to apply.

We are an Employer of National Service: AmeriCorps, Peace Corps, and other national service alumni are encouraged to apply.

Additional Information:

United Way of King County is an exceptional workplace that can provide you with:

  • Opportunities to work with smart, passionate, and enthusiastic team members and volunteers
  • Ongoing collaboration with diverse staff and other constituents
  • A desirable culture of high-performance expectations and accountability
  • Exciting and challenging work
  • Opportunities to help solve the community’s toughest problems
  • Competitive pay that is commensurate with demonstrated successful performance and experience
  • Many other benefits that we are happy to discuss with you

Application Procedures:

Please apply online via the following link. You will be asked to upload your resume and provide a cover letter as well as complete the UWKC application.

https://phf.tbe.taleo.net/phf04/ats/careers/v2/viewRequisition?org=UWOKC&cws=37&rid=199

***Applicants MUST apply at the UWKC Career Center to be considered for this position.***

COVID-19 Update:

Protecting the health and safety of our communities is a top priority.  Due to the circumstances surrounding the pandemic, all interviews will be conducted remotely for the time being.  We will provide candidates who are selected for interviews with all the required instructions for the interview process.

United Way of King County values workplace flexibility. Our office is currently closed, and staff are working remotely until February 22, 2022. We will continue to monitor the COVID-19 situation as well as the overall health of our community and we may adjust the office opening date as needed. When our office does reopen, we will offer a hybrid approach combining in-office work and remote work for our staff.

Please note that proof of full COVID-19 vaccination is required for this role.