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.