The development associate is responsible for engaging, cultivating, and soliciting donors and prospects in his or her portfolio through face-to-face solicitations; organizing cultivation and fundraising events, educational projects, and hands-on activities; and providing support to the leadership committee. This position will responsible for the General Insurance Division, Life Insurance Division, Accountants Division, and a sell side firm campaign
- Organize small- and large-scale fundraising events, and assume collective responsibility for the execution, implementation, and success of the Wall Street Dinner.
- Large-scale fundraising events, including the General Insurance Event and the Life Insurance Breakfast.
- Develop and implement a plan for post-event follow-up, including calling and meeting with donors; create new cultivation events, including intimate boutique briefings and networking receptions throughout the year.
- Communicate often with his or her donors on the business opportunities within the General Insurance, Life Insurance, and Accounts divisions and other areas of the Wall Street Division.
- Educate donors and prospects about UJA-Federation’s mission through one-on-one cultivation activities, fundraising events, educational programs, and mitzvah projects.
- Develop and implement appropriate fundraising strategies to increase dollars raised for the annual campaign; employ a variety of fundraising techniques including face-to-face solicitations, fundraising events, phone sessions, and written communications.
- Thinking strategically, recommend and implement new strategies, programs, and initiatives for his or her constituency.
- Develop and update research on individuals and companies in portfolio, identifying viable prospects through outreach and relationship-building activities.
- Collaborate with staff in other divisions to develop and implement strategies involving donors across divisional lines; this includes collaboration with fundraisers for the annual campaign, Planned Giving & Endowments Campaign, and Centennial and Special-Initiatives Campaigns.
- Organize agency site visits, volunteer activities, missions to Israel and other countries, and other meaningful activities.
- Strategically involve lay leadership, providing necessary professional support to appropriate lay committees, including setting agendas, preparing reports and presentations, writing meeting notes, and providing necessary follow-up.
- Maintain records of donor portfolios, and evaluate progress regularly with supervisor.
- Stay current on donors and industries in portfolio as well as philanthropic trends; this includes reading newspapers, trade publications, journals, and other related materials.
- Provide support at events, becoming proficient and knowledgeable about event management; this includes being held accountable for all aspects of an event, including fundraising, budget, journal preparation, and working with event managers and M&C liaison.
Skills & Experience
- Bachelor’s degree required.
- Three years or more of postcollege work experience; fundraising experience, including face-to-face and phone solicitation, a plus.
- Excellent interpersonal and customer-service skills.
- Team player with the ability to multitask within a fast-paced work environment.
- Strong working knowledge of Microsoft Office, including Excel and Access.
- Strong written and verbal communication skills, as well as active listening skills.
- Knowledge of issues facing the Jewish community and passion for UJA-Federation’s mission.
- Entrepreneurial self-starter.