Reports to: Executive Director
Hours: Part-time at 15 - 19 hours per week
The Resource Development Assistant is responsible for the day-to-day donor database functions required to maintain healthy donor relations records. In addition, performs a variety of data entry tasks as outlined below. Supports the Executive Director and Community Engagement Manager in preparing for fundraising-related meetings and events. Works cross-functionally with all staff and volunteers to support United Way as a whole. Other duties as assigned. With organizational growth, this position may have the opportunity to increase in hours and responsibilities.
- Records campaign packets and donor pledges and payments
- Provides campaign reports as requested
- Researches, acquires and records donor detail
- Serves as UWMC’s donor database expert
- Collects and records campaign reports from third-party processors and other LUWs
- Safe guards confidential donor detail
- Monitors security, software releases, training opportunities, and other updates or functions of UWMC’s donor database
- In concert with the Executive Director, generates quarterly and year-end invoices for Bill-Me donors and uncollected pledges
- Ensures designations are tracked and honored
- Generates and records Square donation reports
- Monitors Campaign email
- Monitors obituaries and updates donor detail as needed
- Coordinates/schedules campaign presentations for the Executive Director and, as needed, the Community Engagement Manager
- Generates and mails donor thank you notes and tax receipts
- In concert with the Executive Director and Community Engagement Manager, provides workplace Campaign Coordinators with resources
- Develops and maintains donor database processes
Events & Drives:
- Records in-kind donations, grants, special event income and sponsorships
- Administrative support as requested
- Answers and transfers calls appropriately
- Greets and welcomes visitors
- Directs callers to 211 as needed
ESSENTIAL CORE COMPETENCIES for all United Way staff:
An education in Office Administration or ability to demonstrate experience is required. Strong knowledge of MS Office is essential. Experience with database oversight preferred but not required. Additional understanding of QuickBooks software preferred but not required. Must possess excellent analytical, organizational, detail oriented, communication, and people skills. Ability to work in a team environment, contribute positively to organizational culture, multi-task, meet deadlines, and driven results is required. Must be comfortable working in an environment where priorities shift as needed and adhere to our Anti-Harassment and Diversity, Equity and Inclusion policies. Ideal candidate will have experience in working with others and excellent customer service skills.
A work schedule will be established in partnership with the Executive Director upon hire.
Employees at United Way Manitowoc County are provided a range of benefits. A number of the programs, such as Social Security, workers’ compensation, and unemployment insurance, cover all employees in the manner prescribed by law. Additionally, all employees are eligible for mileage reimbursement, EAP (Employee Assistance Services) for themselves and their immediate family, and professional develop opportunities. Other benefits provided by United Way are available based on eligibility.
RETIRMENT, LIFE AND DISABILITY
All United Way Manitowoc County employees are eligible for a simplified employee pension plan (SEPI) with 10% employer contribution. Full-time regular employees are eligible for Group Life insurance 1x annual salary and Accidental Death and Dismemberment Insurance (GLI) and Group Long-Term Disability Insurance (GDI).