Mid-Level Gift Officer
HOW TO APPLY: https://recruiting.myapps.paychex.com/appone/MainInfoReq.asp?R_ID=7153225
COMPANY SUMMARY
Join United Way of Greater Rochester and the Finger Lakes and become part of a collaborative, mission-driven team dedicated to creating lasting impact across our community. Guided by our values of integrity, action, caring, and teamwork, we foster a welcoming and inclusive culture where employees are encouraged to bring their authentic selves to work and grow professionally. We offer competitive benefits, generous paid time off, retirement and wellness programs, hybrid work flexibility, professional development opportunities, and meaningful ways to give back while building strong connections with colleagues who are passionate about making a difference.
The Mid-Level Gift Officer is responsible for executing engagement and fundraising strategies for a defined portfolio of donors contributing between $1,000 and $9,999. This role focuses on building meaningful relationships that increase donor retention, deepen engagement, and grow giving over time.
Reporting to the Associate Director of Individual Giving, this position plays a key role in implementing donor strategies developed for the annual giving portfolio under $10,000. The Mid-Level Gift Officer provides insight and feedback to inform strategies for donors in the $1,000–$9,999 range and is accountable for executing those strategies to achieve revenue and engagement goals.
ESSENTIAL FUNCTIONS
Portfolio Management & Donor Engagement:
Manages a defined portfolio of approximately 150–200 mid-level donors and prospects ($1,000–$9,999) to achieve annual revenue and engagement goals
Executes strategies for qualification, cultivation, solicitation, and stewardship of assigned donors
Builds and maintains strong donor relationships through personalized outreach including meetings, calls, written communication, and events
Develops individualized engagement plans to move donors toward increased giving and long-term philanthropic investment
Strategy Execution & Collaboration:
Provides ongoing input and frontline insights to inform strategy development for the mid-level donor segment ($1,000–$9,999)
Collaborates with the Associate Director to refine messaging, engagement tactics, and upgrade pathways
Partners with the Donor Stewardship Coordinator to enhance the donor experience through events, communications, and recognition
Donor Growth & Pipeline Development:
Identifies and qualifies new mid-level donor prospects
Supports movement of donors into higher giving levels, including Leadership Giving and Tocqueville Society pathways
Collaborates with the Major Gifts team to identify and transition donors ready for major gift engagement
Data, Systems & Performance Tracking:
Maintains accurate and timely donor records in CRM systems
Tracks portfolio activity, progress toward goals, and donor movement
Uses data to inform outreach priorities and identify opportunities for growth
Ensures adherence to performance metrics established by the CDO, Sr. Director and Associate Director of Individual Giving
Cross-Functional Collaboration:
Works with Marketing & Communications to support donor messaging and campaigns
Partners with Community Impact to connect donor investments to meaningful outcomes
Collaborates with Workplace and Corporate Giving teams to ensure consistent donor engagement across channels
ROLE CLARITY WITHIN INDIVIDUAL GIVING STRUCTURE
Associate Director of Individual Giving:
Develops strategy for all donors under $10,000
Oversees execution across all segments
Directly manages execution for donors under $1,000
Mid-Level Gift Officer:
Provides input into strategy for donors $1,000–$9,999
Leads execution of strategy for this portfolio
Accountable for relationship management and revenue outcomes within assigned portfolio
SKILLS AND COMPETENCIES
Strong relationship management and donor engagement skills
Effective communicator and storyteller
Results-oriented with ability to manage toward revenue goals
Strategic thinker with ability to translate strategy into action
Highly organized with strong attention to detail
Data-informed decision making
Professionalism, integrity, and accountability
EDUCATION AND EXPERIENCE
Bachelor’s degree in related field or equivalent experience
3–5 years of experience in fundraising, sales, or relationship management
Experience managing a donor or client portfolio preferred
Demonstrated success meeting performance or revenue goals
REPORTS TO: Associate Director of Individual Giving
SUPERVISORY RESPONSIBILITY: None
WORK SCHEDULE AND TRAVEL: Hybrid. Local travel required. Some Nights and Weekend Events
FLSA CLASSIFICATION: Exempt
SALARY RANGE: $62,354-$70,040
* The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered.
HOW TO APPLY: https://recruiting.myapps.paychex.com/appone/MainInfoReq.asp?R_ID=7153225
JOIN THE TEAM!
United Way of Greater Rochester and the Finger Lakes is a dynamic and collaborative work environment comprised of dedicated professionals who are driven to make our community a better place. Join our team and make an impact serving our region with your time and talent.
OUR MISSION
Mobilize the goodwill and resources of our community so that everyone can thrive.
OUR VALUES
Within our organization and the communities we serve, we act consistently with…
- Integrity - We do what we say
- Action - We work to make something better today
- Caring - We remember the human connection
- Teamwork - We believe in the power of collaboration
CULTURE STATEMENT
We are committed to creating a welcoming environment that embraces, values, respects, and encourages people to show up as their authentic selves to produce their best work. Together we ensure that processes, policies, and practices foster fairness, belonging, and equity that reflect the views and values of all people within all levels of our organization.
WHAT WE OFFER
- Competitive financial and wellness benefits
- Generous paid time off, retirement plan, and other fringe benefits
- Hybrid working arrangements
- Opportunities to give back to the community in life-changing ways
- Paid professional development
- Team events and internal committees for connection opportunities and fun!
This job description lists only the responsibilities and qualifications deemed essential to the position in support of the ADA. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions. United Way of Greater Rochester and the Finger Lakes is an Equal Opportunity Employer. This policy prohibits discrimination based on sex, race, color, religion, creed, national origin, age, marital status, sexual orientation, gender expression, disability, genetic predisposition, veteran status, or status as a member of any other protected group or activity.