Regional Financial Development Director: Southeast Region
To support the YMCA Mission by working as an enthusiastic member and leader of the Financial Development team to develop and support a comprehensive year-round program to promote best practices for face-to-face, volunteer-led fund-raising throughout the Association, with special emphasis on the Annual Campaign, Capital projects and endowment fund-raising.
Primary responsibility for the planning, oversight and execution of fundraising for assigned branches. Direct staff responsibility for ensuring that the planning, recruiting, training and motivating of volunteers and, the management of the Campaign is successfully executed to make goal. Also serves as point or support on branch capital campaigns for assigned branches.
• Serve as the lead for the Hall Y Capital Campaign including but not limited to working with Executive Vice President and other branch leadership to successfully hit the Capital Campaign goal.
• Provide leadership to support and empower YMCA staff (FDs as direct reports to this individual) and volunteers to significantly increase capacity for Annual Campaign growth, emphasis should be placed on additional involvement and oversight of the top Branch campaigns (Brace Family and Morrison) with the greatest potential for growth.
• Ensure the implementation of key performance indicator goals and benchmarks for the assigned branches and provide support and demand accountability for results.
• Work with the Financial Development Directors, Executive Directors and branch leaders to ensure their skills are maximized and that their focus is on the best practice of face-to-face fund-raising with an emphasis on year-round major gift development.
• In concert with the Executive Directors and Financial Development Directors, lead the strategy to identify and recruit board volunteers with capacity and propensity to give.
• On an on-going basis meet with the Executive Directors and Financial Development Directors to ensure best practices for tracking donor engagement and prospect identification in NXT.
• In conjunction with Association FD staff, oversee the identification, vetting, evaluation and assignment of key Annual Campaign prospects (and existing donors) to avoid multiple branch solicitations, etc.
• Work with the branch Financial Development staff and marketing department to ensure that messaging is visible and concise in all branch marketing materials.
• Work with branch leadership to develop and implement the cultivation and solicitation strategies for key donor prospects, in conjunction with asks, provide proper coaching and training for volunteers and staff alike.
• Accompany volunteers and staff on selected face-to-face asks in order to assist and coach and to increase effectiveness on calls.
• Monitor progress of the Campaign via dashboard updates and generate additional reports for staff and volunteers as needed.
• Analyze the purpose of branch fund-raising special events and determine the efficacy of such based on net returns.
• Responsible for the development of the Campaign budget for assigned branches.
• Partner with “back office” staff to ensure procedures are in place and executed on a timely and regular basis to support volunteer and donor efforts. This includes following established procedures for maintaining database, acknowledging all gifts (to include annual, capital and endowment), providing recognition to donors, generating pledge reminders and past due correspondence, file upkeep and maintenance, working with Finance department liaison on periodic audits (payroll deduction, capital pledge balances, write-offs, etc.) and, working with I.T. and • Marketing re. electronic giving to leverage technology to our competitive advantage.
• Assist in the review of donor information to include in the printed Annual Report which is produced in the early spring.
• In conjunction with executing the plan for the staff division of the Annual Campaign, make a meaningful personal gift.
YMCA Competencies (Team Leader):
• Accepts and demonstrates the Y’s values. Demonstrates a desire to serve others and fulfill community needs. Recruits volunteers and builds effective, supportive working relationships with them. Supports fund-raising.
• Works effectively with people of different backgrounds, abilities, opinions and perceptions. Builds rapport and relates well to others. Seeks first to understand the other person’s point of view and remains calm in challenging situations. Listens for understanding and meaning, speaks and writes effectively. Takes initiative to assist in developing others.
• Makes sound judgments and transfers learning from one situation to another. Embraces new approaches and discovers ideas to create a better member experience. Establishes goals, clarifies tasks, plans work and actively participates in meetings. Follows budgeting policies and procedures and reports all financial irregularities immediately. Strives to meet or exceed goals and deliver a high-value experience for members.
• Pursues self-development that enhances job performance. Demonstrates an openness to change and seeks opportunities in the change process. Accurately assesses personal feelings, strengths and limitations and how they impact relationships. Has the functional and technical knowledge and skills required to perform well, uses best practices and demonstrates up-to-date knowledge and skills in technology.
Education and skill requirements:
• 4 year college degree in Business, Management or related field.
• Minimum of 10 years in a fund-raising capacity.
• Minimum of 10 years experience working with high-level volunteers, key stakeholders and/or groups of influential community leaders.
• Minimum of 5 years experience managing others and/or teams.
• Demonstrated ability to develop diverse strategies to accomplish goals.
• Demonstrated ability to develop a deep understanding organization needs and to develop programs and methods to address those needs.
• Strong understanding of and adherence to confidentiality.
• Strong ability to operate in a professional manner in all situations.
• Possesses good listening skills.
• Possesses good follow-through and administrative skills.
• Ability to handle diverse responsibilities resourcefully and multi-task effectively.
• The physical activities of this position include stooping, kneeling, crouching, reaching, standing, sitting, walking, pushing, pulling, lifting, grasping, feeling and repetitive motions.
• Talking and clear communication is required for expressing or exchanging ideas by means of the spoken word.
• Hearing is required to perceive information at normal spoken word levels, with or without correction.
• The employee must be able to perform light work, exerting up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently and/or a negligible amount of force consistently to move objects.
• The employee is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures, transcribing, viewing a computer terminal and extensive reading.