Major Gifts Operations Associate Fundraising We partner to design, support and grow systems that accelerate financial stability and upward mobility for individuals and families living in or near poverty and striving for a brighter future. Our vision is that Central Indiana will be a community where children, individuals and families thrive; neighbors care for each other; and we are proud of all our residents' quality of life. We pursue this vision in all we do as we ask our community to give, advocate and volunteer. We believe that vision can only be achieved if pursued with shared values, and therefore place great emphasis on building a team that will pursue this vision together with ICARE. This is an exciting time to be part of United Way of Central Indiana's team as we embark on a new strategic framework that fosters innovation, builds community partnerships, and integrates across traditional functional areas. Inclusion-Courage-Accountability-Respect-Excellence Position Summary United Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. Major Gifts Operations Associate will help advance the mission of UWCI by providing strategic project support to the Major Gifts Team members, volunteers, and donors. This includes coordinating schedules internally and externally, data entering and reporting, and overall tracking of events and deadlines for the team. Major Gifts reporting and basic prospect research will be part of the role. This role is also responsible for assisting with events involving the Tocqueville and Meridian Societies, as well as the Forever United Network (FUN) Position Duties & Responsibilities The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Partnership: Actively participate in team meetings, providing suggestions and feedback to further the effectiveness of the team fundraising efforts. Team Support: Responsible for timely, accurate, thorough and pro-active support of the major gifts fundraising team members. Efforts include, but are not limited to the following: Provide primary fundraising and project support. Schedule meetings, prepare agendas and materials, track RSVPs, and coordinate logistics. Query organizational database and extract data as requested. Generate and run multiple accurate reports from organizational database. Pull lapsed donor reports and send lapsed donor letters as requested. Monitor check log for real time knowledge of individual gifts arriving in the mail and process accordingly. Compile and type statistical reports (charts, graphs, and spreadsheets) Managing email communication lists and mailing lists for Tocqueville Society, Meridian Society, and the Forever United Network. Pulling and organizing as needed for specific invitations and communications. Manage the Tocqueville and Meridian Master List and cross checking with available pledge data sources. Type & prepare correspondence, mail merges, labels & other documents. Proofread and edit documents as needed and requested. Update mailing lists and record bulk communications and event participation in the database. Data tracking and reporting for Major Gifts and Forever United Network. Request and collect data for the Major Gift Executive Summary and other executive/board reports and create the summary. Troubleshoot and field general requests from donors and team members. Provide donor and/or company reports and other materials for weekly meetings. Assist with the evaluation of trends within portfolios. Manage special event cash payments and deposits. Track inventory & ordering of fundraising supplies not managed by logistics. Work collaboratively with Major Gifts Team and Fundraising Team to deliver a quality experience to constituents. Troubleshoot and field general requests from donors and team members. Annual Goals: Achieve established goals. Work with the Leadership Giving Director to ensure goals reflect, align, and contribute to the broader goals of the organization. Constituent Relationships Work collaboratively with Major Gifts Team and Fundraising Team to deliver a quality experience to constituents. Troubleshoot and field general requests from donors and team members. Flexibility: As with any successful organization, UWCI is evolving with our changing external environment. Flexibility is a key attribute for this position. A willingness to take on additional duties to ensure the success of the team is essential. Performs special assignments and other work, on an as-needed basis Qualifications To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives. The individual should have effective communication skills, attention to detail and organization, flexibility, adaptability and the ability to multi-task and be open-minded in a fast-paced environment. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues. This individual is able to read and comprehend instructions, correspondence, and memos. Writes routine reports and correspondence. Presents information in one-on-one and/or group situations to customers, clients, managers and other employees of the organization and/or responds to questions and complaints. Routinely applies common sense understanding to carry out instructions furnished in written, oral, or diagram form. Is able to deal with problems involving concrete variables in standardized situations. Makes limited decisions and determines best methods to solve problems by referring to established precedents and policies. Impact of decisions is usually low to moderate cost. Education and/or Experience Bachelor's degree preferred. Four years administrative or sales support experience required. Thorough knowledge of all aspects of non-profit organizations preferred. Must have excellent written and verbal communication skills, a strong reputation for integrity and professionalism, ability to resolve conflict constructively, strong performance management and evaluation capabilities including the willingness and ability to ensure accountability, ability to build strong relationship both inside and outside UWCI, ability to think strategically, commitment to fostering an inclusive environment consistent with UWCI's commitment to diversity and inclusion. Must have the ability to prepare, explain, and monitor performance, manage a diverse group of donors and volunteers, manage projects and workload, and engage constructively with the other members of the UWCI team. Must be proficient with Microsoft Office Suite. *Work experience may substitute for education requirements on a case-by-case basis. Core Competencies United Way of Central Indiana's team is evaluated on the following core competencies: Inclusion Courage Accountability Respect Excellence Job Knowledge Thriving in Change Position Leader: Leadership Giving Director Position Leads: N/A FLSA Status: Non-Exempt, Full-Time Salary Range: $23/hr Benefits: Complete Benefits Package Available Reviewed: May 2023 Equal Opportunity Employer Please apply at uwci.org/careers This position description does not constitute a contract of employment or a guarantee of any terms or conditions of employment. UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI's right to assign or reassign duties and responsibilities to this position at any time.