POSITION: Fundraising & Donor Relations Strategist
REPORTS TO: Vice President of Organizational Development & Member Services
DEPARMENT: Membership Services
DATE: March 2021
PART I: OBJECTIVE & RESPONSIBILITIES
OBJECTIVE: Indiana United Ways is a membership association serving 40+ United Ways working across Indiana counties. The Fundraising & Donor Relations Strategist is charged with building exemplary relationships with members; working closely with members to develop and implement fundraising and donor retention priorities; liaising with United Way Worldwide fundraising/training and development staff and IUW’s external-facing pledge processing and accounting department; and working cross-functionally with teammates to promote an understanding of local United Way fundraising challenges and needs, as well as fundraising trends and best practices. This role does not have a monetary fundraising goal for Indiana United Ways or for any of our local United Ways.
RESPONSIBILITIES: This key position guides members in sourcing donor data, analyzing donor segments, developing appropriate fundraising goals, and creating fund development, marketing or volunteer engagement plans. This position will also provide training and technical assistance to the staff and Boards of local United Ways on a variety of topics within the fundraising, marketing, donor stewardship, volunteer engagement and management, and product development arenas.
Membership Support Services (80% of time)
· Source, analyze, and support members in understanding and effectively utilizing donor data to establish fundraising targets
· Provide technical assistance, guidance, training or extended coaching to local United Way staff and their Boards
· Develop and/or advise on the most appropriate methods to implement fundraising, donor stewardship and volunteer engagement plans
· Model fundraising and donor engagement best practices in real-world settings
· Assist members with the fundraising portions of network-only accessible grant applications; advise members on external grant opportunities in conjunction with the Membership Services Team.
· Educate local United Way staff and Board on year-round fundraising and traditional Workplace Campaign best practices
· Assist members in costing, launching, and growing impact “products” that attract and retain donors
· Advise members on tools and trainings that meet the local United Way’s professional development needs
· Support members in completing the fundraising portion of internal grants
· Provide training, professional development and coaching around fundraising and donor stewardship to Boards of Directors
Network Engagement (10% of time):
· Lead regular cohort calls and meetings with fundraising and volunteer engagement staff from local United Ways across the state
· Develop/lead or support trainings on digital platforms and social media as fundraising and friend-raising tools
· Contribute tips, tools, best practices, and highlight member fundraising achievements to the IUW website and member newsletter
· Coordinate fundraising-related network trainings with contractors, vendors, and partners as required
Administrative (10% of time):
· Staff/team meetings
· Tracking member service delivery/points of contact
· Participation in United Way Worldwide cohort groups or trainings
· Intern supervision from time to time
PART II: SCOPE
The work of the Fundraising & Donor Relations Strategist is complex as this position will educate, engage, challenge, and collaborate on multiple levels and with audiences with varying degrees of understanding of (and experience with) fundraising and the traditional United Way Workplace Campaign. The Fundraising & Donor Relations Strategist will work with IUW peers and staffs and Boards from local United Ways that range from one to 20 person outlets to provides advice and support in developing and/or executing fund development plans that are aligned to strategic, operational, and impact plans. This position requires a high tolerance for member-defined KPIs (rather than prescribed) and a well-rounded working knowledge of related disciplines (e.g.: marketing, community impact, change management). This position also requires consultative adeptness, a collaborative nature, and an assets-based client management style.
PART III: QUALIFICATIONS
Experience, Skills and Education:
· The ideal candidate for this position is someone who has fundraising experience and background and is prepared to teach and consult others in effective fundraising tactics.
· Prior consulting background is a must
· Track record of fundraising success is a must; fundraising certifications are a plus
· Strong knowledge of United Way fundraising methods and network tools is preferred
· Knowledge of digital marketing and fundraising platforms
· Qualitative and quantitative evaluation design
· Experience with designing training programs, including adult learning epistemology
· Prior non-profit experience is preferred. Prior membership association experience a plus
· Strong public speaker with the ability to influence
· Ability to both think strategically and execute on tactics independently and as part of a team
· Master’s Degree (preferred) in nonprofit management, philanthropic studies, marketing, business, or organizational leadership and development. Bachelor’s Degree in an applicable field of study + experience also considered.
PART IV: WORKING CONDITIONS
Physical Demands/Work Environment:
· -/+ 70% in-state and occasional out of state travel may be required as member
needs dictate; access to own transportation and a valid driver's license is necessary
· Periodic work outside of normal business hours
· Moderate level of stress from tight deadlines and multiple project deadlines
· Moderate level of mental and/or visual fatigue and/or eyestrain may result from looking at a computer screen for extended periods of time
· Employee is regularly required to sit, stand, reach, communicate and listen for extended periods of time
The following workplace competencies have been identified IUW and are required of all employees:
· Integrity by being accountable for actions, keeping commitments, and being truthful and
· A continuous improvement work ethic and a demonstrate a willingness to develop self,
fellow staff members, volunteers, and community
· Willingness to engage in independent and team-based assignments
· A commitment to Diversity, Equity and Inclusion
· Sound reasoning and good common sense
· Active participation in departmental, team, and full-staff meetings and undertakings
Please submit a cover letter and resumé to email@example.com
Indiana United Ways is an Equal Opportunity/Affirmative Action Employer. As an Equal Opportunity Employer, we do not discriminate on the basis of age, race, sex, sexual orientation, gender identity, gender expression, color, religion, national origin, disability, genetic information, or any other status protected by federal, state or local law.
Before employment with Indiana United Ways (IUW), a new hire must show proof of vaccination. All new employees must either: (a) truthfully and accurately show their vaccination card to the Human Resources Director (i.e., receipt of second dose in a 2-dose series vaccine such as Pfizer or Moderna, or receipt of a single-dose vaccine, such as Johnson & Johnson) or (b) obtain an approved Human Resources vaccine exemption form (with specification of any reasonable accommodation if applicable and available).
My signature below indicates I have read and understand this job description, the workplace competencies, and IUW’s Covid-19 vaccination requirements and should not be construed as an employment contract.
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