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Foundation Executive Director

Vero Beach, FL

Relocation expenses: Not paid

CEO/President/Executive Director
Part time
3 - 5 years of experience
Bachelor's Degree

Published on 30 Nov 2022

Expires on 30 Nov 2022

Foundation Executive Director

The United Way Foundation of Indian River County [UWF] is a Type 1 Supporting Organization for the United Way of Indian River County [UWIRC].  Through an operating agreement between these two entities, the Executive Director is employed by UWIRC, but is operationally directed and largely overseen by the UWF Board of Directors.

Position Summary:  The Executive Director provides organizational and strategic leadership to the United Way Foundation, guiding the board in the management of the organization’s endowment funds and leading UWF’s major and planned giving fundraising efforts.

This is a part-time, 20 hours/week position. 

Core Responsibilities:

Resource Development:

  • Grow the United Way Foundation’s Endowment Funds – Restricted and Unrestricted
  • Identify, cultivate, and close on major and planned gifts
  • Manage a top pool of prospects, cultivating donors for major and/or legacy gifts to the UWF
  • Coordinate and assist UWIRC staff (as needed) with current and prospective Tocqueville donors
  • In coordination with the UWIRC Director of Philanthropy, secure all necessary UWF sponsorships and shared events sponsorships (i.e. - Donor Appreciation Event and Alexis de Tocqueville Society events.)

Administration and Operations:

  • Develop and manage UWF budget with assistance from UWIRC's Finance Department.
  • Manage all required UWF filings and necessary operational accounts, including State of Florida Annual Report, Florida Department of Agriculture, UWW's CGA program, etc.
  • Provide staff support to the UWF Board of Directors and all UWF Committees:
  • Coordinate meetings
  • Discuss priority action items with respective Committee Chairs
  • Prepare agendas
  • Facilitate/coordinate communications
  • Oversee all UWF marketing, in coordination with the UWF Marketing Committee and UWIRC's Marketing Director
  • Work in conjunction with UWIRC's CEO and Director of Philanthropy to develop a strategic, comprehensive annual operational timeline:
  • For maximization of UWIRC and UWF resources
  • To support effective resource development efforts for both UWIRC and UWF
  • To avoid scheduling conflicts of activities, projects, programs, etc.
  • To effectively cultivate and manage relationships with key stakeholders - business leaders, major donors, volunteers, etc.
  • Review, maintain and update all UWF policy documents as appropriate
  • Coordinate, as appropriate, all interactions with UWF's investment managers and auditor, and provide information for annual audit and 990 preparations in conjunction with UWIRC
  • Ensure appropriate UWF donor recognition

Other Assigned Duties:

  • Attendance at UWIRC staff meetings
  • Support key UWIRC events as appropriate
  • Represent UWF on community committees as appropriate (Planned Giving Council, IRC Funders Forum, Association of Fundraising Professionals etc.)
  • Represent UWF at key community events

MINIMUM JOB REQUIREMENTS:

Education:

  • Bachelor’s degree preferred, or equivalent combination of training and experience.

Experience and Skills:    

  • 2 to 4 years of experience in an equivalent position.
  • Must have fundraising experience including annual fundraising campaigns, fundraising events, donor relations/cultivation, and the ability to secure major gifts.
  • Commitment to best practices in fundraising administration.
  • Ability to work independently under limited supervision within an established job description.
  • Exceptional organizational, time management, and analytical skills.
  • Must be willing to ask people for monetary donations to achieve annual fundraising goals.  
  • Must be comfortable with public speaking and donor cultivation.
  • Ability to build strong relationships with volunteers and a diverse range of key stakeholders.
  • Proven ability to manage and prioritize multiple tasks to meet deadlines.
  • Ability to manage telephone and in-person communication with strong customer service skills.
  • Professional demeanor, ability to work independently, with sound judgment and discretion in managing confidential donor and campaign information.
  • Must possess strong presentation skills.
  • Proficient in Microsoft Office products and ability to learn other applications including Raisers Edge software.
  • Must have a valid driver’s license and reliable transportation.

Personal Characteristics:

  • A reliable and enthusiastic team player.
  • Seeks creative and innovative solutions.
  • Exhibits high personal standards of integrity, honesty, and character.
  • Easily move between being an independent self-starter and a collaborative team member.
  • Presents a high degree of maturity, reliability, and self-confidence.
  • Strong organizational and time management skills with exceptional attention to detail.
  • Passion, humility, integrity, positive attitude, mission-driven, and self-directed.

Physical Requirements:

With or without reasonable accommodation, employees in this position must be able to sit and type at a computer terminal for up to 8 hours per day with appropriate breaks and perform tasks that require fine dexterity and repetitive motions using the arms, hands, wrists, and fingers. Some functions require standing and sitting for extended periods of time. Lifting may be necessary at times.  Must be able to stoop, bend and lift on a frequent basis. Further details of established essential functions for this position will be addressed/discussed during the interview process.

This job description is subject to change at any time.

United Way of Indian River County is an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.