Associate Director, Institutional Giving

Associate Director,
Institutional Giving

Job Description

Organizational Summary

Union Settlement is an East Harlem based nonprofit organization
founded in 1895. For 128 years, Union Settlement has provided
critical and innovative programming to children, youth, families,
and older adults. As a pioneer of the settlement house movement,
Union Settlement continues to meet the needs of the ever-changing
East Harlem community through its core programs. Through these
programs, New Yorkers gain opportunities, develop skills, and
become empowered to pursue and achieve their dreams.

Today, Union Settlement provides services through 33 program sites
in approximately 28 locations. Union Settlement’s current
programmatic portfolio includes 8 core program areas: Early
Childhood Education, Youth Services (including after school
programs), Family Services (including the Family Enrichment Center
and the Family Childcare Network), the East Harlem Community
Partnership, Adult Education, Mental Health Services, Older Adult
Centers, and Economic Development.  Union Settlement serves
more than 10,000 individuals and nearly 1,000 businesses every
year.

Strengthened by a dynamic, diverse, and collaborative workforce of
more than 350 employees, Union Settlement also serves as a
connector, convener, and advocate for East Harlem and its partners.
To learn more about Union Settlement, visit
www.unionsettlement.org

Position: Associate Director,
Institutional
Giving                                

Department: Development
Reports to: Director of
Development                                                                     

Hours: Full-time 
Salary: $70,000 –
$80,000                                                                             
               
FLSA: Exempt 
Location: On-site, with the potential for
some remote work.
Positions Reporting to this Role:  None

Position Summary:

The Associate Director, Institutional
Giving is with a proven track record of identifying,
securing, and stewarding major foundation, corporate and government
gifts.  is responsible for managing and planning activities
that increase, diversity and sustain funding from corporate,
foundation and government entities for Union Settlement’s program
and initiatives.  The Associate Director is responsible for
leading, designing, and implementing a donor-centric strategy to
increase annual and multi-year revenue from corporate, foundation
and government principally through grants & endowments.
Reporting directly to the Director of Development, the
Associate Director, Institutional Giving
will be a key member of the Development Team. They must create
strong working relationships with staff and members of the
Executive Team, Senior Management Team and Board of Directors.

With a focused understanding of Union Settlement’s vision and
program needs, this role will help achieve the objective of
aligning fundraising efforts and strategic direction. The position
is responsible for overseeing systems and processes related to all
key aspects of Individual Giving fundraising.  This position
is accountable for donor research, moves management, donor
appreciation, database management, and all necessary actions to
achieve revenue targets. This individual serves as part of a
dynamic fundraising team by meeting with donors to cultivate and
solicit for increased level of giving. The Associate
Director, Individual Giving will work with
leadership, Development team, volunteers, mission delivery team and
the broader philanthropic community to build and shape the
philanthropic vision for Union Settlement.

Responsibilities 

Grant Writing & Reporting:

• Conceptualize and write compelling case statements and
  proposals for institutional funders, including complex proposals
  that require working closely with Union Settlement’s team
• Ensure all application materials (e.g. narrative and
  attachments) are of the highest quality and all deadlines are
  met
• Generate accurate and timely responses for all due diligence
  requests and/or grant reports during and after the grant
  agreement
• Maintain the highest levels of accountability and compliance
  standards for donors and funding sources
• Ensure timely submission to funders, and that deliverables and
  milestones are tracked appropriately for all grants Develop and
  implement grant contract review processes
• Lead and execute site visits for current and potential
  funders

Solicitation & Strategy

• Create and implement a strong fundraising strategy and plan
  targeting foundations, corporations, and government agencies
• Initiate, cultivate, manage, and steward relationships with
  current foundation, corporation and government funders, expanding
  an existing portfolio with the goal of increasing revenue from
  institutional funders
• Grow and maintain active pipelines and manage communications
  with existing and potential institutional donors by researching,
  identifying, evaluating and cultivating prospects
• Identify fundraising opportunities, including program areas for
  funding aligned to organizational goals
• Monitor and implement best practices and understand fundraising
  trends to advise on strategy
• Serve as a primary fundraiser along with CEO and Development
  team, building donor relationships through face-to[1]face
  cultivation, solicitation, and stewardship activity
• Grow annual revenue from institutional donors through
  relationship-based fundraising and strategic moves management, with
  an emphasis on long-term stewardship and engagement
• Create individual engagement, stewardship plans and giving
  goals for each donor based on giving history, relationship and the
  organization’s knowledge of the donor’s giving potential
• Provide regular updates to CEO regarding institutional gift
  solicitations, moves management strategies and requests for
  leadership engagement/stewardship
• Prepare for regular portfolio review meetings and moves
  management discussions in partnership with the CEO and the
  Development team to focus on strategic stewardship of donors
• Serve as the point of contact for all institutional giving
  inquiries
• Work with the CEO and the Development team to develop unique
  giving opportunities in the context of current campaigns, and to
  identify any needed collateral
• Recruit and steward individual donors by building year-round
  engagement activities to maximize revenue, build donor loyalty
• Collaborate with CRM Database Manager to implement prospect
  management strategies.
• Identify and communicate potential opportunities and/or
  relationships to increase the chapter’s ability to raise funds and
  grant wishes
• Meet or exceed institutional metrics of prospect meetings,
  proposals submitted and dollars raised.
• Drive strategy and set goals for the Institutional Gifts
  program including building relationships with partners, identifying
  compelling funding opportunities, and collaborating with team
  members in to ensure the development of a fluid and enduring donor
  pipeline.
• Represent Union Settlement in high-level external engagements
  with funders.
• Generate detailed action reports and analytics on Individual
  Giving fundraising progress as requested.
• Develop strong relationships within the community to foster a
  positive image of Union Settlement. 
• Achieve annual Individual giving targets.
• Partner with the leadership to develop annual projections and
  budget for the Institutional Giving portfolio.
• Lead strategy briefs and driving meetings.
• Other duties as assigned

Job/Position Skills:

• Nonprofit experience and a successful track record in
  fundraising program management.
• Ability to work collaboratively to ensure strong departmental
  and chapter structure.
• Adherence to deadlines, strong organizational and time
  management skills.
• Excellent analytical skills and attention to detail.
• Experience in team-based, cross functional work environments
  with effective and respectful communication skills.
• Ability to maintain confidentiality.
• Excellent oral and written communication skills
• Collaborative work ethic with strong interpersonal skills
• Requires a passion for and a commitment to the mission of
  Make-A-Wish.

Qualifications: 

• Willingness to travel locally and regionally
• Bachelor’s Degree; Master’s Degree a plus.
• Proven track record of at least 5+ years progressively
  responsible development experience, with demonstrable results
  across multiple streams of funding.
• Strong understanding of fundraising principles, strategies, and
  trends in the non-profit sector.
• Five plus years’ experience with donor databases, Salesforce
  preferred.
• Experience in establishing and institutionalizing donor
  database best practices.
• Passion for the organization’s mission and genuine commitment
  to its values. Familiarity with social service programs and a
  strong desire to help improve the lives of the residents in East
  Harlem.
• Exceptional organizational skills, attention to detail, and the
  ability to manage multiple projects simultaneously in a fast-paced,
  challenging, constantly changing environment.
• Overall flexibility and ability to work under pressure and meet
  deadlines.
• A dedicated work ethic, diligence, and readiness to be a
  hands-on team member helping foster a collaborative and goal driven
  environment.
• Excellent computer skills, including Microsoft Suite experience
  is essential.
• Excellent computer skills, including knowledge of Microsoft
  Suite. Preference for advanced skills in Excel, data analysis and
  creating data visualizations.  
• Knowledge of East Harlem community strongly preferred. 
   

CO R E CO M P E T E N C IE
S

• Leading Others: Creates a sense of urgency throughout the
  organization on the importance of achieving Inspires, influences,
  and enables team members to reach their goals
• Facilitating Change: Approaches challenges with creativity and
  Demonstrates analytical thinking. Guides change to meet Union
  Settlement’s goals.
• Managing Performance: Evaluates and revises goals semi-annually
  with the team. Provides consistent supervision and documents
  performance highlights and concerns
• Applying and Developing Expertise: Embraces and leads the team
  to achieve milestones. Seeks and supports professional development
  opportunities for team Manages finances and budgets
  effectively
• Communicating and Collaborating: Listens well and actively
  engages with others with honesty and integrity and holds team
  accountable to the same standard

Union Settlement’s
Diversity, Equity & Inclusion Commitment

Union Settlement is an equal
opportunity employer. They do not discriminate on the basis of
race, color, religion, marital status, age, national origin,
physical or mental disability, gender, sexual orientation, gender
identity or expression, veteran status, or any other status
protected under federal, state, or local law.