Philanthropy Specialist
The Philanthropy Specialist will work with a team of professional fundraisers to build relationships and implement the United Way of the Lowcountry’s Annual Campaign Plan as set by the Director of Philanthropy and the President/CEO.They will support the Residential and Workplace Campaigns in Bluffton, Hilton Head Island and Beaufort by cultivating new donors, existing donor retention and growth, and recruiting volunteer “Champions” to help with fundraising efforts.The Philanthropy Specialist must have excellent written and verbal communication skills and be comfortable with making presentations to the public.This team member will work from United Way offices in both Bluffton and Beaufort as needed.PRIMARY RESPONSIBILITIES:

Philanthropy and Donor Stewardship: 75%

  • Maintain and grow existing donor base for Workplace and Residential Campaigns.
  • Cultivate and acquire new donors through phone calls, face-to-face meetings and presentations to the public.
  • Meet or exceed expectations of established timelines, deadlines and deliverables.
  • Deliver weekly progress reports to the Director of Philanthropy.
  • Build the mission of United Way of the Lowcountry into all communications, both written and verbal.
  • Work closely with the Director of Marketing & Communications on all collateral and written materials, following the company’s policy and using best practice.
  • Employee is expected to be dedicated to meeting the expectations and needs of internal and external donors through the provision of superior customer service; gathers and reviews donor information and uses it to positively impact current and future opportunities; acts with donor in mind; establishes; maintains effective relationships with donors; and gains their trust and respect.
  • All donor information is held in confidence with sensitivity to rights-to-privacy and confidentiality laws.
  • Participates in team meetings as called by the Director of Philanthropy, working together to ensure the success of all aspects of fundraising strategies, providing critical input, support, information and feedback.

CRM and Database Management: 10%

  • Learn customer relationship management using the Charity Proud prospect management software to track and build stewardship of major gifts.
  • Become proficient in Charity Proud system to include account management, CRM prospect management, campaign management and reporting.
  • Responsible for timely database entries of all donor records and notes, building out donor profiles.
  • Responsible for report generation as requested by management and volunteers.


Volunteer Services and Recruitment: 10%

  • Recruit and support leadership and campaign volunteers for the Annual Campaign and other initiatives as requested by the Director.
  • Facilitate meetings, and provide volunteers with timely reports, information and collateral so they are successful in their fundraising efforts.
  • Utilize volunteers, when possible, for Annual Campaign logistical support such as mailings, delivery of campaign materials, cultivating new workplace and residential campaigns, speaking engagements, private fundraising parties, and with donor relationship cultivation and building.

Meetings and Events: 5%

  • Help coordinate and participate in monthly meetings for the Philanthropy Team such as Regional Cabinet Meetings, de Tocqueville Society, Chairman’s Circle, and UW Board of Director Meetings (as needed), providing reports as required, and providing meeting summaries with action items clearly outlined.
  • Help coordinate and produce special events such as the Annual Meeting, Campaign Kickoff, UW Golf Tournament, Tocqueville Society private parties, Power of the Purse, etc.
  • Participate in community networking opportunities provided by local groups, organizations or through community events.



Work is carried out in a controlled, agreeable environment as generally represented by normal office conditions. It may include some minor annoyances such as noise, odors, drafts, etc. The employee is in a non-confined office-type setting in which he or she is free to move about at will. In addition, the employee will travel via personal vehicle or public transportation to client sites, workplace events, presentations, etc.


Physical Activity:

While performing this work, the employee:

  • Will spend substantial time standing, sitting, speaking and listening.
  • Must regularly lift and/or move up to 20 pounds and occasionally lift and/or move up to 25 pounds.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.


Equipment and Software Operation:

This position may operate any/all of the following equipment:

  • Telephone, cell phone, scanner, copier and fax machine
  • Computer, printer and related equipment
  • Audio-visual equipment
  • Personal automobile
  • Microsoft Office
  • Internet Explorer
  • Charity Proud Donor Database

Key Competencies:

  • Donor-focused, ethical, professional and trustworthy.
  • Bachelor’s degree plus three years’ experience working in nonprofit fundraising.
  • Donor retention, growth, cultivation and acquisition experience.
  • Strong relationship-building skills.
  • Strong business focus and work ethic.
  • Demonstrated analytical decision-making skills.
  • High attention to detail and ability to multi-task.
  • Excellent time and project management skills.
  • Ability to engage and inspire high level volunteers
  • Possess a driven, high energy and positive attitude.
  • Ability to maintain a professional demeanor.
  • Adjust to various audiences.
  • Team player who can effectively work and interact with staff, volunteers, and the public in a positive, supportive and friendly manner.
  • Excellent written and verbal communication skills, presentation skills and speaking skills.
  • Excellent computer and technical skills, including proficiencies with Microsoft Outlook, Word, Excel, PowerPoint, CMS/CRM software and prospect management.


Other Requirements:

  • Valid South Carolina driver’s license, proof of auto insurance coverage, daily access to a personal vehicle.
  • Ability to work hours outside of 8:30 am – 5:00 pm workday and to work occasional weekends and some weekly evening events.
  • Professional demeanor and appearance required, choosing the correct attire to represent the United Way of the Lowcountry, Inc. in conservative environments where professional appearance and dress is mandatory.
  • Donor information is confidential, and you are required to always maintain that confidentiality.
  • Other duties as assigned.

Salary: $40,000 (Exact compensation may vary based on skills and experience.)

Featured Benefits

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • Disability insurance
  • Sick time and paid time off
  • Paid holidays
Please email your cover letter and resume to Director of Philanthropy Michael Murphy.