Relationship Lead, Philanthropy & Major Gifts

We are looking for someone who can play a crucial role in cultivating meaningful long-lasting philanthropic relationships with a portfolio of major donors and prospects while driving revenue growth by strategically managing individual donors giving $10000 or more. This position guides donors through all phases of the donor journey ensuring a personalized impactful and meaningful experience. This role willdevelop and execute targeted fundraising strategies conduct in-depth donor research and track progress to ensure successful outcomes and activity metrics are achieved on an annual basis. This role fosters long-term connections acting as a personal point of contact to ensure donors are engaged and connected to United Ways cause. This externally focused role is dedicated to delivering a donor-centric experienceleveragingstrategic philanthropy to alsoretainand cultivate mid-level donors andelevatethem to major giving levels. The position reports directly to the Director of Individual Giving.

The Day to Day:

Customer Relationship Development

• Oversee a portfolio of 125-150 major donors and prospects through all stages of the donor giving cycle - qualification cultivation solicitation and stewardship advancing the organizations philanthropic goals and strengthening our donor relationships.
• Design and implement comprehensive strategies toidentify attract cultivate engage andretaina robust individual donor base driving the growth of major gifts and strengthening long-term donor relationships.
• Conduct research on current and prospective major gift donors to develop tailored and customized philanthropic strategies that support annual stewardship plans ensuring that all relevant information is accurately recorded in our database.
• Foster and implement stewardship strategies to strengthen donor relationships and improveretentionmetrics.
• Build relationships with major donors toidentifyprospects for our planned giving program.
• Steward confirmed planned giving donors in the portfolio to ensure continued engagement and long-term support.
• Collaborate with workplace relationship owners toidentifyor create opportunities for engaging with current and potential major gift donors at their workplaces.
• Develop and review tailored philanthropic proposals for support stewardship materials and other collateral materials.
• Build and nurture philanthropic relationships with donors and prospects through both digital and in-person interactionsdemonstratingexpertiseinsolicitingindividual donations across various mediums including face-to-face meetings telephone calls virtual meetings and written correspondence.
• Demonstrate confidence and professionalism in donor-facing environments with the ability to proactively initiate conversations build authentic relationships and engage comfortably with new contacts and stakeholders. Thrives in dynamic settings takes initiative independently and is comfortable stepping outside their comfort zone to foster meaningful connections in support of fundraising goals.

Customer Relationship Stewardship

• Oversee the identification tracking analysis and reporting of major donors and prospects ensuring thorough documentation of donor meetings and interactions including detailed action notes within the donor database.
• Work closely with other departments to align fundraising strategies and ensure a cohesive approach to donor engagement.
• Leverage goal tracking data to formulate financial projectionsidentifypotential issues and refine engagementstrategiesas necessary.
• Support the development and lead the implementation of donor recognition programs to acknowledge and celebrate major donors contributions.
• Coordinate and manage MajorGiftâdonorthank-you calls by assigning outreach to staff Cabinet volunteers and/or Executive Leadership Team members tracking completion and outcomes in the CRM and ensuringâtimelyâand consistent donor stewardship follow-up.â
• Provide personalized reports to major donors highlighting the measurable outcomes of their philanthropiccontributionsand clearlydemonstratehow their support is driving meaningful progress in advancing the organizations mission.
• Strategically attend United Way and workplace campaign events asrequiredto cultivate and/or steward current and potential major donors.
• Support stewardship recognition and major gift prospecting events by fostering personal connections with donors ensuring they feel valued and engaged in the organizations philanthropic efforts while creating a meaningful experience that strengthens their relationship with the organization.
• Lead and coordinate Major Gifts Cabinet activities in collaboration with key internal teammates and stakeholders including supporting the recruitment engagement retention and stewardship of Cabinet member volunteers; organizing meeting schedules and logistics; coordinating agenda development and meeting facilitation support; and preparing background briefings and materials to equip cabinet members for opportunities with current and prospective donors in support of major gift fundraising strategies and outcomes.
• Stay informed onindustrybest practices emerging trends and innovations to ensure the organizationremainsat the forefront of major gift fundraising strategies.
• Proactivelyidentifyand make recommendations to refine processes and adopt effective practices that drive sustained growth in major donor revenue and philanthropic support.

About you:

Its important to us that you understand the importance of relationships and how it impacts all our work resulting in operating with a strong customer service focus. You possess strong interpersonal and relationship management skills and the ability to build engaging relationships through trust teamwork and direct communication.

You demonstrate use ofcritical thinking to analyze and interpret information to make decisions makerecommendationsand to solve a self-motivated relationshipbuilderwho works independently you take initiative and engage professionally with volunteers donors and stakeholders to support fundraising goals.

You possess strong verbal and written communication skills with high level of attention to detail. You will demonstrate knowledge of administrative functions such as writing correspondence scheduling meetingsmaintainingrecords and liaising with internal and external are highly organized with the ability to set priorities and create action plans to complete work while handling confidential donor information by ensuring that all data is managed with discretion and in compliance with privacy and experience or training in Donor Relations Account Management Fundraising and Sponsorship Event Management and/or Volunteer Management considered an asset.

You have a knowledge of MS Office (we use cloud-based Office 365) SharePoint iWave and CRMs and are comfortable in a digitally focused environment.

Your background includes a post-secondary degree in Business Social Sciences Humanities or a related area plus a minimum of four (4) to six (6) years related experience. A combination of education and experience will be considered.

A valid drivers license and vehicle are required as some travel will be involved within Edmonton and surrounding area.

You align with and integrate our core values throughout all organizational and business practices and you consistently act with personal professional and behavioral integrity.

You see yourself in our Values.
We value and operate with a commitment to:

Creating solutions.

Continuous learning.

Being courageous in our work.

Capturing our customers hearts and minds.

Being insights driven and utilizing real data.

Applying a lens of equity and inclusion to all that we do.

Why work with us

We are people who love what we doâandâare passionate about our work. We offer rewarding work a positive workplace culture and a totalârewardsâpackage. Our work environment is a hybrid - with time spent both collaborating in the office as well as remotely.ââ

United Way of the Alberta Capital Region takes a systems-wide approach to collaborate and deliver local programs and services that address multiple facets of community well-being.

At United Way of the Alberta Capital Region we value the contributions our employees make in supporting and advancing ourâpurpose andâvalues andâhaveâa workplace culture where actions are aligned and focused on achieving ourâenvisionedâfuture.âWe believeâthatâa balanced Total Rewards Programâhelps fosterâa culture and workplace experience where our colleagues will flourish to the benefit of those served through our United Way.ââ

Fundamental to this isâourâcommitment to pay equity and a living wage.âAs part of our Total Rewards Program this position is also eligible for:

• 4 Day Work Week Program (January August)
• Flexible hours (Hybrid work environment)
• Birthday off
• Professional Coaching
• LinkedIn Learning
• Extended Health & Dental
• Health Spending Account & Wellness Spending Account
• Employee & Family Assistance Program
• People Connect (virtual psychological support)
• RRSP matching
• 12 days of Personal Illness and Family Responsibility Leaveâ
• 4 weeks vacation
• The salary range for this role is $68000 - $75000

*(Starting salary based on experience and budgetary considerations)

All Benefits are subject to applicable eligibility requirements.

United Way of the Alberta Capital Region is committed to creating an inclusive workplace that reflects our diverse community that we serve. We encourage candidates from diverse backgrounds and those who may need accommodation to apply to join our team. By incorporating a variety of experiences and perspectives we create opportunities for innovative solutions and maximize the impact of our work.

To learn more about United Wayâof theâAlberta Capital Region please visitââ

United Way of the Alberta Capital Region has once again beenrecognized as one of the2025 Best Workplaces in Government and Social Services.

Employment Type : Full-Time
Experience: years
Vacancy: 1