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Summary:The Volunteer Income Tax Assistance (VITA) Program is a key part in the work done by United Way of the Plains Financial Stability focus area, which assists residents in becoming financially independent by focusing on education and services that build financial stability. The VITA Program Manager is responsible for the coordination and execution of the VITA program which provides free tax services for households that meet eligibility requirements.<a href="#_msocom_1">[DM1]</a> <a href="#_msocom_2">[MP2]</a> Key Responsibilities:Under the direction of the Vice President of Community Impact, the VITA Program Manager will assist in developing, implementing, and reporting on vital components of the VITA program. Candidate must have strong professional, interpersonal, project management and communication skills. Focus of responsibilities will include (and are not limited to): <ul><li>Project management of marketing and communication activities and collateral </li><li>Assist in volunteer recruitment, training, and retention<a href="#_msocom_3">[DM3]</a> <a href="#_msocom_4">[MP4]</a> </li><li>Planning and implementation of special events, such as Mega Tax Days </li><li>Coordination and implementation of outreach and education activities </li><li>Execute in-person outreach in assigned counties, engaging prospective partners, and building awareness of Financial Stability goals and services </li><li>Complete VITA training and certification in accordance with IRS and United Way of the Plains requirements </li><li>Grant writing, grant reporting</li></ul>Minimum requirements and qualifications: The requirements listed below are representative of the knowledge, skill, and/or ability required. The ideal candidate will have the following education and skill requirements: • Strong interpersonal, written, and verbal communication skills • Great attention to detail • Strong problem-solving skills • Computer (Word, Excel, PowerPoint) • Demonstrated ability to work effectively with and gain the respect and support of varied and changing    constituencies including staff, community representatives, and volunteers• Ability to represent United Way with public/private partners across all levels of organizations • Ability to work independently, with proven time management skills•Self-motivated professional and team player who is inclusive, flexible, creative, curious, and energetic • Decisive and resourceful individual with the willingness to accept responsibility and take charge of results; able to pivot and problem solve • Must be available to work flexible hours during the tax season, including evenings and SaturdaysPhysical Demands:These physical demands are representative of the requirements necessary for an employee to successfully perform the essential functions of this position:<ul><li>The employee is required to actively listen and communicate clearly. </li><li>The employee is required to speak publicly. </li><li>The employee is required to walk, reach with arms and hands, climb, balance, twist, lean, move from one location to another and to stoop, kneel, crouch or crawl. </li><li>Ability to lift and carry 25 pounds. </li><li>Vision abilities required by this job include close and far. </li><li>Ability to operate a computer keyboard, and lift files and reports. </li><li>Must have a valid driver's license and means of transportation.</li></ul>Non-Negotiable Hiring Criteria:<ul><li>Effective and skilled communicator in both one-on-one interactions and group settings. </li><li>Excellent writing skills. </li><li>Proficient in Microsoft Office applications (Excel and PowerPoint). </li><li>Naturally curious and self-motivated in a never-ending pursuit of continuous improvement.</li><li>Ability to interact in a positive way with individuals and groups. </li><li>Must be flexible and multitask oriented; can adapt to changing priorities. </li><li>Can work independently and responsibly while managing numerous projects simultaneously. </li><li>Dependable and reliable to meet deadlines; remains calm under pressure. </li><li>Lead by personal example; your word is your bond. </li><li>Possess excellent judgment and creative problem-solving skills. </li><li>Helps create a work environment that embraces and appreciates diversity.</li></ul>Core Competencies for all United Way Professionals <ul><li>Mission-Focused: The United Way Professional’s top priority is to create real social change that leads to better lives and healthier communities. This competency drives their performance and professional motivations. </li><li>Relationship-Oriented: The United Way Professional understands that people come before process and is astute in cultivating and managing relationships toward a common goal. </li><li>Collaborator: The United Way Professional understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. </li><li>Results-Driven: The United Way Professional is dedicated to shared and measurable goals for the common good including creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. </li><li>Brand Steward: The United Way Professional is a steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network. </li></ul>How to Apply: Submit your cover letter and resume via email to: <a href="mailto:careers@unitedwayplains.org" target="_blank">careers@unitedwayplains.org</a> with “VITA Program Manager” in the subject line.Application Deadline: For priority consideration, apply by May 17, 2024; position will remain open until filled. More information about the United Way of the Plains can be found at <a href="https://unitedwayplains.org/" target="_blank">https://unitedwayplains.org/</a> United Way of the Plains is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of, race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law.

VITA Program Manager

Summary:The United Way of the Plains 211 Resource Navigation Center serves as a critical tool for Kansas residents in 98 counties across the state, seeking resources in their time of need.  The 211 Call Specialist is United Way’s front-line representative to the public, handling requests that can range from providing immediate simple information to cases of complex social problems, requiring research, advocacy, and crisis intervention. Our Call Specialists have both individual and shared responsibility and accountability for delivering quality, professional help to our neighbors in need.This full-time position is made for a person with a passion for helping people find the best resources in their community in their time of crisis and uncertainty. At the core level, the successful candidate serves as an advocate and resource to individuals needing help, through referrals to agencies, programs and/or community groups.Key Responsibilities:<ul><li>Answers United Way 211 calls, texts, and online chats on an assigned schedule.</li><li>Assess a caller’s needs and makes accurate referrals to appropriate community agencies, programs and services.</li><li>Research requests for information through multiple avenues.</li><li>Serves as an advocate for individuals experiencing difficulties or lacking in abilities needed to make effective contacts with agencies, programs or groups.</li><li>Documents narrative and statistical records accurately on all caller contacts.</li><li>Works toward achieving departmental goals: i.e. abandonment rate, response time, follow-up, etc.</li><li>Stays informed on broad social issues, programs, and changes in services.</li></ul>Qualifications: <ul><li>Demonstrated ability to listen and communicate effectively with people, with attributes of empathy, compassion, respect and a true desire to help others in need. </li><li>Excellent verbal and written communication skills with the technical ability to use a computer to complete job functions. </li><li>College credit hours in social work or a related field and/or experience working in a human service position are preferred.</li></ul>Physical Demands:These physical demands are representative of the requirements necessary for an employee to successfully perform the essential functions of this position:<ul><li>Ability to actively listen and communicate clearly. </li><li>Ability to operate a computer, keyboard, and phone.</li></ul>Non-Negotiable Hiring Criteria:<ul><li>Effective and skilled communicator in both one-on-one interactions and group settings. </li><li>Excellent writing skills. </li><li>Proficient in Microsoft Office applications (Excel and PowerPoint). </li><li>Naturally curious and self-motivated in a never-ending pursuit of continuous improvement.</li><li>Ability to interact in a positive way with individuals and groups. </li><li>Must be flexible and multitask oriented; can adapt to changing priorities. </li><li>Can work independently and responsibly while managing numerous projects simultaneously. </li><li>Dependable and reliable to meet deadlines; remains calm under pressure. </li><li>Lead by personal example; your word is your bond. </li><li>Possess excellent judgment and creative problem-solving skills. </li><li>Helps create a work environment that embraces and appreciates diversity.</li></ul>Core Competencies for all United Way Professionals <ul><li>Mission-Focused: The United Way Professional’s top priority is to create real social change that leads to better lives and healthier communities. This competency drives their performance and professional motivations. </li><li>Relationship-Oriented: The United Way Professional understands that people come before process and is astute in cultivating and managing relationships toward a common goal. </li><li>Collaborator: The United Way Professional understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. </li><li>Results-Driven: The United Way Professional is dedicated to shared and measurable goals for the common good including creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. </li><li>Brand Steward: The United Way Professional is a steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network. </li></ul>How to Apply: Submit your cover letter and resume via email to: <a href="mailto:careers@unitedwayplains.org" target="_blank">careers@unitedwayplains.org</a> with “211 Call Specialist” in the subject line.Application Deadline: For priority consideration, apply by May 17, 2024; position will remain open until filled. More information about the United Way of the Plains can be found at <a href="https://unitedwayplains.org/" target="_blank">https://unitedwayplains.org/</a> United Way of the Plains is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of, race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law.

211 Call Specialist

United Way of Story County (UWSC) is seeking a community-oriented leader who is passionate about driving positive changes in the lives of individuals and families. As the Associate Director of Engagement, you will be a connector, building relationships with a diverse group of donors and volunteers to improve the quality of life in our community. More than just a job, it is a chance to educate community members about local needs and solutions, rally resources, inspire action, and transform lives across Story County. Your work will bring together donors and volunteers to invest in United Way of Story County’s mission, including young philanthropists through engagement with the Young Leaders Society affinity group. UWSC is seeking an individual with a passion for building relationships and a bachelor’s degree with two years of nonprofit or related work experience, or a combination of education background and extensive work experience. Individuals with experience in resource development, project management, and volunteer coordination/engagement are strongly encouraged to apply.UWSC provides a comprehensive benefits plan, including single health and dental plans, flex spending account, life insurance, paid holidays, vacation and personal leave, retirement plan with an employer match, a hybrid work environment, and an Infant at Work policy. This is a full-time professional salaried position with a starting annual salary range of $50,000 – 56,000.UWSC is committed to hiring a diverse workforce and promotes a working environment that is racially, ethnically, linguistically, and culturally diverse. UWSC is an equal opportunity employer. Please electronically submit a resume and cover letter or professional statement by Noon on Monday, May 13 to <a href="mailto:unitedway@uwstory.org" target="_blank">unitedway@uwstory.org</a>. Please call (515) 268-5142 if you experience issues with your submission. For more information, visit <a href="http://www.uwstory.org" target="_blank">www.uwstory.org</a>.

United Way of Story County

Associate Director of Engagement

Position SummaryThe Major Gifts Officer (MGO) is responsible for developing, planning, and implementing innovative fundraising strategies for United Way's mid-level and major giving programs and Planned Giving. This position supports the Chief Development Officer and the Resource Development efforts to mobilize resources from individuals, corporates and other community partners, to raise approximately $5M annually. As a key member of the Resource Development Team, this role builds positive relationships with development volunteers, Board members, individual donors, corporate partners and community leaders to achieve ambitious fundraising goals and ensure positive donor and volunteer experiences. The MGO sets the vision for mid-level and major donor engagement, aligning near-term goals with future-oriented plans that prioritize United Way's commitment to lead with racial equity. Additionally, the MGO personally manages a donor portfolio of high net-worth individuals.

United Way of Pierce County

Major Gifts Officer (MGO)

<h2>Position Summary </h2>The Resource Development Manager reports to the Senior Vice President of Resource Development and will play a critical role in the management of United Way of Palm Beach County’s corporate workplace fundraising campaigns.  This position will oversee a defined portfolio of corporate relationships to support the total annual workplace revenue goals. Workplace revenue is comprised of employee giving campaigns, workplace-led special events, and corporate gifts. The Resource Development Manager is expected to develop, cultivate, and manage new and existing corporate relationships as part of the overall fundraising strategy. The ideal candidate thrives in a forward-facing role, building relationships and providing excellent customer service. This position will work cross-functionally with internal stakeholders as well as work externally with a defined segment of corporate industries to aid in their corporate social responsibility initiatives. This position serves as a key participant of the Campaign Cabinet to support new business and re-engagement business strategies. The Resource Development Manager is essential to the success of United Way of Palm Beach County’s financial commitment to the community to strategically address the most critical needs and create systemic change through helping youth succeed, stabilizing families, and empowering healthy lives.<h2>Essential Duties and Responsibilities</h2>The essential functions include, but are not limited to the following:<ul><li>Manage large portfolio of assigned corporate accounts to aid in the planning and execution of corporate “workplace” giving initiatives</li><li>Increase investment in United Way by expanding and diversifying resource development efforts in workplace campaigns with the support of the Campaign Cabinet</li><li>Make presentations and represent United Way of Palm Beach County in the community at local events and workplace campaign kick-offs </li><li>Ensure that accurate, up-to-date information is maintained in the database for assigned portfolio of accounts</li><li>Work in collaboration with full development team to ensure corporate partners are educated and aware of all affinity group engagement opportunities for their employees</li><li>Ability to build consensus and facilitate collaboration and productive relationships with diverse individuals, groups, organizations, and community</li><li>Work closely in partnership with finance and pledge processing for the pledge reconciliation process to help ensure UW is in receipt of full giving amounts</li><li>Manage and monitor progress and results for all assigned accounts</li><li>Work in partnership with assigned temporary campaign staff by participating in the training, support, motivation, problem solving and assessment of assigned accounts</li><li>Collaborate with marketing to develop content for fundraising needs including year-round menu of giving opportunities and other seasonal corporate engagement materials</li><li>Represent UWPBC at public speaking engagements with local businesses and events </li><li>Assist, as assigned by management, with the organization’s disaster response efforts</li><li>Perform other duties as assigned by Director of Resource Development</li></ul><h2>Minimum Qualifications (Knowledge, Skills, and Abilities)</h2><ul><li>Bachelor’s degree with 1-3 years of experience in the field of sales and/or fundraising, or a minimum of 4 years’ experience in fundraising. </li><li>Must have strong writing skills and be proficient in Word, Excel, and database management</li><li>Ability to manage multiple demands; results oriented and ability to work quickly and accurately </li><li>Experience in working with Boards and volunteers a plus; extremely tactful and diplomatic in dealing with confidential concerns</li><li>Ability to solve problems independently, effectively, and creatively</li><li>Works well with people and engenders trust and confidence from fellow staff and volunteers</li><li>Excellent verbal and written communication skills </li><li>Understanding of and commitment to CRM (customer relationship management)</li></ul>

United Way of Palm Beach County

Resource Development Manager

As a Campaign Associate on our Resource Development team, you will play a vital role in supporting the planning, execution, and success of individual fundraising campaigns and initiatives. Your role is critical to ensure the smooth functioning of fundraising campaigns and donor engagement efforts. You will collaborate closely with team members to reach our ultimate goal of maximizing donor engagement and revenue generation to support our organization's mission and programs.Key Areas of Responsibility:<ul><li>Assist in the coordination and execution of individual giving programs and campaigns to increase donor retention and acquisition.</li><li>Maintain accurate donor records and databases, including entering new donor information, updating contact details, and tagging donor records.</li><li>Assist in the development and execution of targeted communications and appeals to individual donors such as mass mailings, email distributions, and other forms of donor outreach.</li><li>Aid in organizing donor cultivation events, including donor appreciation gatherings and volunteer opportunities.</li><li>Generate reports and queries from the donor database to assist in donor segmentation, analysis, and campaign targeting.</li><li>Support efforts to understand donor portfolios history, preferences, and interests to apply learning to donor programming.</li><li>Stay informed about best practices in nonprofit fundraising and administrative support through training opportunities and professional development resources.</li><li>Contribute to a positive and supportive team environment, sharing ideas and contributing to team goals.</li></ul>Minimum Qualifications:<ul><li>Bachelor’s degree required.</li><li>One to three years of experience in corporate affairs, fundraising, sales, communication, or related fields.</li><li>Proficiency in Microsoft Office products and familiarity with Salesforce CRM preferred.</li><li>Strong interpersonal, analytical, organizational, and time management skills.</li><li>Effective written and verbal communication skills.</li><li>Team-oriented with a strong work ethic.</li><li>Ability to lift up to 20 pounds.</li><li>Frequent local travel within the regional area, including occasional evenings, and weekends.</li><li>Reliable personal transportation is required. </li></ul>Related Core Competencies:<ul><li>Genuine belief in United Way's mission.</li><li>Ability to thrive in a fast-paced environment.</li><li>Proactive attitude towards learning and achieving goals.</li><li>Strong attention to detail and communication skills.</li><li>Comfortable with both qualitative and quantitative data.</li><li>Ability to work independently and collaboratively.</li><li>Commitment to excellence and building positive relationships.</li><li>Initiative in seeking solutions and opportunities.</li></ul>Salary starting $45,000, plus competitive benefits packageApplicants should apply by Wednesday, May 15, 2024, via the link below:<a href="https://jobapply.page.link/NXCB4" target="_blank">https://jobapply.page.link/NXCB4</a>UWGC is an Equal Opportunity Employer Committed to Diversity, Equity and Inclusion

United Way of Greater Cincinnati

Campaign Associate

POSITION: RESOURCE SPECIALIST 
 

REPORTS TO: Family Resiliency Center Assistant Director 
 
Purpose: The Resource Specialist supports the mission of El Paso United 

Family Resiliency Center by greeting community members and 
connecting clients with resources to help promote healing and 
resiliency in the wake of the shooting on August 3, 2019. The 
Resource Specialist supports the efforts United Way of El Paso 
County as the backbone of the Family Resiliency Center under the 
direction of the Director. 

TIMELINE: The Resource Specialist is an immediate, temporary position starting 
May 1, 2024 – September 30, 2024. 

 
MAJOR DUTIES &amp; RESPONSIBILITIES: 
 
Client Services 

ï· Greet community members at the front desk as they approach the El Paso 
United Family Resiliency Center seeking support as a result of the tragic mass 
casualty event on August 3, 2019. 

ï· Greet internal and external customers, donors, and volunteers, fielding routine 
questions and inquiries. 

ï· Provide a welcoming and safe environment for community members to feel 
comfortable seeking care. 

ï· Update a directory of resources and points of contact as necessary to provide 
accurate information to community members seeking support. 

ï· Maintain accurate records of clients seeking care and obstacles faced to 
continually provide feedback to the Director on the need for evolving programs 
and resources. 

ï· Document all referrals and partnerships to facilitate necessary follow-through and 
information-sharing. 

 
Administrative 

ï· Maintain contact with all partners and stakeholders, including updating contact 
information (phone, email, mailing address) into a central database as 
necessary. 

ï· Answer, screen and direct incoming calls to the appropriate resource or staff 
member. 

ï· Responsible for reception TV monitor and content of slideshow. 

ï· Collect, open and distribute incoming and outgoing mail. 

ï· Answer emails for general inquiry regarding the El Paso United Family Resiliency 
Center. 

ï· Schedule and facilitate communication regarding meetings of staff and partners, 
including making arrangements for meeting spaces, sending invites and 
reminders, coordinating conflicting schedules, maintaining RSVP lists, registering 
guests, and securing vendors, as appropriate. 

ï· Maintain calendar for common spaces and facilitate room set-up, as appropriate. 


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ï· Collect, track, and report data related to the usage of the Center and services 
provided. Provide recurring updates and progress reports to UWEPC and 
partners on the services offered by the Center as well as the use by community 
members. 

ï· Collect, track, and report expenses incurred by the Center in an effort to provide 
services to the community, to include donations, grants, and in-kind resources. 

ï· Maintain purchase order system and purchase office (including postage), 
housekeeping and other miscellaneous supplies within established budget; 
ensures all supplies are stocked and available for staff use. 

ï· Keep all office equipment properly maintained including making sure copier and 
printers are properly stocked. Arrange for equipment maintenance. 

ï· Responsible for fixed asset inventory. 

ï· As requested, compose miscellaneous correspondence, emails, memos, reports, 
etc. using proper grammar, spelling and punctuation. 

ï· Coordinates schedules, makes and tracks appointments, and arranges and 
coordinates travel schedules. 

ï· Serve as liaison between Property Management and staff regarding Fire &amp; 
Safety, Business Continuity Plan, and other building announcements. 

ï· Serve as liaison between IT vendor and staff. 

ï· Supports department personnel by assisting with copying, faxing, filing, mailing, 
and other tasks of a similar nature. 

ï· Provide assistance to the Director, as needed. 

 
Community Partnerships 

ï· Maintain working knowledge of the status of programs, engagement, and 
initiatives to fully participate and provide status updates, when necessary. 

ï· Seek and maintain strong community partnerships with local service providers 
and potential supporters. 

ï· Cultivate a strong collaborative of response and engagement in the El Paso 
United Family Resiliency Center by convening partners to assess community 
needs and strategically execute programs in collaboration with partners. 

ï· Participate in recurring program and strategic meetings to assist in shaping the 
vision of UWEPC Community Impact products and partnerships in relation to the 
El Paso United Family Resiliency Center. 

ï· Advocate for UWEPC Community Impact products with community partners and 
stakeholders. Research new programs and services that may be relevant to the 
mission and values of UWEPC. 

ï· Develop and cultivate successful strategic business/personal relationships. 

ï· Facilitate relationships with potential sub-contractors for direct services to clients 
including reporting, and information-sharing. 

 
CROSS FUNCTIONAL RESPONSIBILITIES: 

 
Community Engagement 

ï· Work effectively with other teams at UWEPC to provide appropriate support and 
value to partners. Leverage relationships to create additional opportunities with 
other organizations and individuals. 


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ï· Foster creative thinking and facilitate future partnerships within corporate 
accounts. 

ï· Attend key community events and activities as a way to promote United Way of 
El Paso County’s mission, vision and core values becoming a defined community 
ambassador for United Way. 

ï· Cultivate community support for United Way by maintaining contacts with local 
organizations, businesses and individuals. 

 
Results 
Results are integral to the direction and the long and short-term success of community 
engagement. 
 
QUALIFICATIONS – KNOWLEDGE, EDUCATION AND EXPERIENCE 
 
Associate’s degree in subjects related to office administration, business, health and 
human services, non-profit or organizational management, or social services, plus two 
years of work experience and/or an equivalent combination of education and experience 
related to the duties of the position. 
 
Knowledge of the non-profit sector is essential. Skills in grant management, program 
management, case management and/or volunteer engagement are desired. 
 
Skills and Demonstrated Abilities 

ï· Strong leadership, verbal, and written communication skills; and strong 
presentation and interpersonal skills. 

ï· Strong writing, typing, and computer skills. Intermediate knowledge of MS Office 
applications. 

ï· Intermediate knowledge of social media platforms i.e. Facebook, Twitter, 
Snapchat, Instagram. 

ï· Must possess the ability to effectively and efficiently coordinate multiple projects 
and staff. 

ï· Ability to develop and execute strategic plans with multiple, complex tasks and 
projects. 

ï· Deep understanding of program performance measurement techniques, 
performance metrics, and evaluation principles. 

 
Personal Attributes 

ï· Works well with other people, including effective communication. 

ï· Works effectively in a dynamic, innovative and changing environment. 

ï· Pays attention to detail, accuracy and quality. 

ï· Works independently and take initiative to form strategies and accomplish tasks. 


Successful candidate must also embody personal attributes of honesty, integrity, 
professional behavior, tact, sense of urgency, and sense of humor. 
 

Other Requirements 

Must be able to work a flexible schedule with the possibility of early morning, evening, 
and weekend work. 


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Valid Texas or New Mexico driver’s license, insurance and vehicle required. 
The employee may occasionally travel using personal vehicle and/or work outside normal 
office environment. Must possess a valid driver’s license, current auto insurance, and daily 
access to reliable vehicle. 
 
The physical demands described here are representative of those that must be met by an 
employee. Reasonable accommodations may be made to enable individuals with 
disabilities to perform the essential functions. While performing the duties of this job the 
employee is regularly required to sit, talk, and/or hear. Continual use of the hands with 
wrist and finger movement using a keyboard is required. Specific vision abilities required 
by this job include long hours viewing a computer monitor screen and occasionally lifting 
up to 25 pounds. 
 
The above statements are intended to describe the general nature and level of work 
being performed by the individual in this position. They are not intended to be an 
exhaustive list of all duties, responsibilities, and skills required of the position. Duties, 
responsibilities and activities may change at any time with or without notice. 
 
 
Job Classification: Full Time, Non-Exempt Salary Range $30,000 - $35,000 
 
 
This is a full time non-exempt position with competitive Benefits (Health, Dental, Life 
Insurance and Retirement Contributions). 
 
The United Way of El Paso County is an equal opportunity employer. We champion 
diversity, equity, and inclusion. We take action to ensure equal opportunity and all 
candidates are considered without regard to race, color, religion, national origin, age, sex, 
sexual orientation, gender identity, marital status, ancestry, physical or mental disability, 
veteran status, or any other legally protected status.

United Way of El Paso County

Resource Specialist

POSITION SUMMARYThe Philanthropy Officer plays an integral role in growing a culture of individual philanthropy that is respectful and transparent to donors while meeting UWM’s fundraising needs. This position is responsible for designing and implementing an annual giving plan, along with supporting a major gifts program, to meet the position revenue goals. Reporting to the Senior Director of Individual Giving in Resource Development, the Philanthropy Officer is responsible for research, strategy, solicitation, and stewardship of annual gifts from a portfolio of leadership donors in the Palmetto Society. Palmetto Society are donors giving $1,000 to $9,999 annually. This position will work with the Director of Women In Philanthropy and Young Leaders Society to identify individual donors who have capacity to raise their giving. Successfully develops new and varied resources from donors, achieving specified benchmarks and improving relationships. This position focuses on relationship-building strategies that create consistent and positive experiences for donors. This position is responsible for stewardship process for gifts from donors giving $1,000 to $9,999.ESSENTIAL DUTIES &amp; RESPONSIBILITIES Workplace Campaigns <ul><li>Work closely with campaign managers to identify donors who are near or at the Palmetto Society level to establish a relationship with them in efforts to raise their giving. </li><li>Develop key relationships with leadership donors. </li><li>Recruit and retain Palmetto Society donors within workplace campaigns.</li><li>Perform year-round account research to identify new prospects and stay current on industry trends.  </li></ul>Donor Engagement  <ul><li>Manage the Palmetto Society Cabinet which is responsible for peer-to-peer growth of the Palmetto Society through their own community connections. Palmetto Society are those donors giving $1,000 to $9,999 annually. </li><li>Work closely with volunteers, and internal departments to set and accomplish annual and long-term goals to attract and sustain resources and engage and recognize donors year-round.  </li><li>Coordinating engagement and stewardship events for leadership donors.</li><li>Manage the acknowledgement process for donors giving $1,000 to $9,999.</li><li>Collaborate and work with Senior Director of Individual Giving, on events, strategies for individual giving and work as a partner in accomplishing individual giving revenue goals for UWM.</li><li>Collaborate with team members on special projects involving workplace campaigns and affinity groups.  </li><li>Utilize StratusLIVE (CRM) to record visits and communications, as well as gather and maintain accurate donor information.  </li><li>Develop and implement leadership giving growth strategies.  </li><li>Collaborate with the Community Impact staff and partners to understand and effectively articulate how leadership and affinity group donor dollars support UWM’s work in the community.  </li><li>All other duties as assigned.</li></ul> Leadership Giving ($1,000 - $9,999) <ul><li>Assist with creation and implementation of strategic plan for leadership giving, including prospecting, communications, cultivation, retention, moves management, and stewardship. </li><li>Identify prospective leadership donors inside and outside workplace settings by working closely with UWM’s Resource Development staff.  </li><li>Meet an annual individual giving revenue goal from assigned portfolio. </li><li>Conduct at least 50 unique in person meetings a year and record the results/information in StratusLIVE.</li><li>Work with Senior Director of Individual Giving to identify Palmetto Society members who have the capacity and interest in joining the Tocqueville Society or Tocqueville Step Up Program. Tocqueville Society are donors who give $10,000 or more annually to United Way.  </li><li>Work with the Senior Director of Individual Giving to identify Palmetto Society donors who are retired or are retiring from the workplace, that would like to stay engaged with United Way and have an interest in joining the Tocqueville Sustainers Legacy Program.</li><li>Promote leadership giving and advance donors to higher levels. Develop, in collaboration with the Marketing and Communications team, a compelling case for support. </li><li>Support the activities of the Palmetto Societies and affinity groups. </li><li>Conduct research and analyze and manage data and demographic information relevant to this donor segment.  </li><li>Research, identify, analyze, and communicate key donor trends, results, and opportunities to ensure continued growth in donors in revenues.  </li><li>Benchmark and measure retention and donor churn.  </li><li>Develop donor stewardship through engagement in personal visits, events, volunteerism, and recognition of contributions.</li></ul>CORE COMPETENCIES<ul><li>Effective Communication: Work effectively with volunteers and staff. Must maintain confidential information. Excellent interpersonal and relationship-building and written and verbal communication skills.  </li><li>Strategic Relationship Management: Work to understand, relate to, and engage constituents to improve their experience with UWM’s brand and generate more significant relationships with them. Continually builds and expands the network of donors.  </li><li>Customer Oriented: Listens to the needs, interests, and passions of the donor with an eye towards connecting them with UWM’s work in the community. Identifies, engages with, adapts to, and influences various types of individuals and organizations.  </li><li>Innovation and Creativity: Remain open to new ways of doing business. Recognizes and capitalizes on emerging opportunities. Flexible, adaptable, and open to change. Committed to continuous learning.  </li><li>Action Oriented/Results-driven: Demonstrate strong drive to achieve meaningful results and able to follow through on commitments. Work on concurrent assignments and meet deadlines.  </li><li>Cultural Competency: Able to understand, communicate, and interact effectively with people across cultures. </li></ul>REQUIRED &amp; PREFERRED QUALIFICATIONSRequired<ul><li>Two years’ experience in annual fund fundraising with demonstrated results in meeting goals in past roles.  </li><li>Goal-oriented, self-starter and ability to be strategic in fundraising strategies.</li><li>Knowledge of development principles, fundraising techniques and ethics, including moves management donor strategies.  </li><li>Proven project management skills, including the ability to balance multiple projects in varying degrees of implementation. </li><li>Demonstrated ability with Microsoft Office (Word, Excel, PowerPoint), donor databases (for example StratusLIVE, Salesforce, or Wealth Engine). </li><li>Ability to travel throughout the area we serve. </li><li>Bachelor's degree required.</li></ul>

United Way of the Midlands

Director of Individual Philanthropy

Purpose of PositionEnrollment Specialist is primarily responsible for helping people over the phone assess their eligibility and successfully apply on their behalf for benefits programs including, but not limited to: CalFresh (known federally as Supplemental Nutrition Assistance Program or SNAP), Low-Cost Utility Assistance, California Alternative Rates for Energy Program (CARE), and other approved application processes.Key Duties and Responsibilities<ul><li>Perform in-depth screenings and assessments, collects client information, and encourage clients to apply for entitled benefits.</li><li>Enroll clients over the phone through BenefitsCal (online – primarily CalFresh), and other approved application processes, which includes answering questions on their behalf, obtaining consent and uploading images of their documentation. </li><li>Maintain accurate tracking and reporting for enrollment programs and referral services.</li><li>Conduct client follow-up via phone and text message to ensure the continuation of benefits.</li><li>Follow up with the client to determine application approvals and advocate on their behalf when experiencing barriers.</li><li>Provide first-contact resolution by ensuring that each customer’s needs are addressed to the best of 2-1-1’s ability during their first contact with 211OC. </li><li>Collaborate with and serve as a resource to community organizations and 211OC staff to share best practices and other knowledge.</li><li>Assist with community outreach events throughout the County of Orange. </li><li>Assess participants’ immediate needs and make referrals to appropriate resources.</li><li>Develop an expert working knowledge of the 211OC’s management software including Community Information Exchange database, telephony, softphone, texting, administrative systems and other approved software.</li><li>Empower clients to choose the services they feel are most appropriate for their situations.</li><li>De-escalate upset clients and intervene during crises and/or situations of abuse.</li><li>Troubleshoot unavailability of services through expert knowledge of navigation of the 211OC’s resource database and through teamwork with other I&amp;R Specialists and the Resource Department. </li><li>Assist clients in problem-solving when no services are available which can meet their needs.</li><li>Divide time between answering contacts for benefits enrollment and the 2-1-1 general line based upon department call volume and staffing levels.</li><li>Advocate on behalf of clients who have been denied services</li><li>Troubleshoot basic technological failures</li><li>Performs other duties as assigned</li></ul>Core CompetenciesAll employees, in performing their respective tasks and duties, are to perform quality work within deadlines, with or without direct supervision; interact professionally with other employees, customers, and suppliers; work effectively as a team contributor on all assignments; and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.Interpersonal Skills - Maintains confidentiality; remains open to others' ideas and tries new things. Active listener, able to handle conflict and remains neutral in situations open to others' ideas, and tries new things.Oral Communication - Effective communicator demonstrates the ability to de-escalate conflict. Listens and obtains clarification; responds well to questions; participates in meetings.Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and interpret written information.Teamwork - Exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests.Professionalism - Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration, regardless of status or position; accepts responsibility for own actions; follows through on commitments.Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. Able to effectively present in front of groups of customers or employees of the organization.Job Requirements /Technical Knowledge<ul><li>High School Diploma or BA/BS Degree in the Human Service Field</li><li>Prior experience providing information and referral services or related experience in the human service field is desirable</li><li>Must be Bilingual (English and Spanish– verbal and written) </li><li>One year of experience working directly with individuals and families in crisis from the community</li></ul>Compensation<ul><li>$20.90 per Hour. Competitive Benefits</li></ul>Physical Demands Physical demands are representative of the requirements necessary for an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this Job, frequent communication with other employees, and community members, in person, on the phone, and computer. Occasionally travel off-site to meetings and events. Able to lift, carry, push, and/or pull up to 25 pounds. Requires occasional stooping, kneeling, crouching, and/or crawling. Sedentary, sitting, walking, occasional lifting (overhead, waist level) from the floor, bending. Frequent near vision use for reading and computer use; may require long periods of sitting and/or standing. Frequent hand use and finger dexterity are needed to use a computer keyboard and operate standard office equipment. Job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change or new ones may be assigned at any time with or without notice.Send Resumes To: <a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a>Orange County United Way18012 Mitchell South, Irvine, CA 92614<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a>

Orange County United Way

Enrollment Specialist 

Position Title: Accountant Reports to: Accounting Director Classification: Full Time - Nonexempt Annual Salary: $19.54-$24.04 DOE Location: Lee County, FL Application Deadline: May 10, 2024, 5:00 PM Submit Cover Letter and Resume: <a href="mailto:Lisette@unitedwaylee.org" target="_blank">Lisette@unitedwaylee.org</a>ABOUT UNITED WAY OF LEE, HENDRY, AND GLADES United Way of Lee, Hendry, and Glades (UWLHG) is a volunteer driven organization dedicated to improving the quality of life for all people in our community. This is accomplished through fundraising, fund distribution (90+ partners), community building, volunteer advancement, and information and referral. UWLHG is a $25+ million nonprofit social services organization, with 75+ employees in five locations with the main campus being located at 7273 Concourse Drive, Fort Myers, FL. Most of the funding is from private donations although UWLHG also receives local, state, and federal grants. Core Competencies for all United Way Professionals: • Mission-Focused: The United Way Professional’s top priority is to improve the quality of life for all people in our community. This competency drives their performance and professional motivations. • Relationship-Oriented: The United Way Professional understands that people come before process and is astute in cultivating and managing relationships toward a common goal. • Collaborator: The United Way Professional understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. • Results-Driven: The United Way Professional is dedicated to shared and measurable goals including creating, resourcing, scaling, and leveraging strategies and innovations for the best impact. • Brand Steward: The United Way Professional is a steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.  Overview of Responsibilities: The Accountant’s primary responsibilities are to ensure accurate and timely administration of the accounts payable process. • Process vendor invoices, payment requests, and ensuring proper coding and approval prior to processing invoices and preparing check runs. • Reconcile vendor accounts by conducting research and resolve pricing and quantity discrepancies in a timely manner. • Responsible for all vendor, customer, and related files according to United Way’s policies, standards, and expectations. • Corrects errors by completing adjusting journal entries. • Work closely with accounting team for any accounting discrepancies and resolving issues. • Assist in requirements and preparation of year end audit. • Maintain accounting controls by following policies and procedures, complying with federal, state, and local financial legal requirements. • Secondary duties may include but are not limited to: &gt; Assist accounting director with developing and implementing plans and goals for the department. &gt; Assist in pledge and payment processing and reporting as needed. &gt; Assist Chief Financial Officer as needed. &gt; Collaborate across departments to assist with special projects, as necessary.  Education/Requirements • Associate degree in accounting or equivalent education or experience required. • Abila MIP and Microix experience highly preferred. • At least one year’s experience in Accounts Payable preferred. • Knowledge of not-for-profit accounting preferred. • High proficiency in Microsoft Word and Excel required.  Direct Reports – None Physical Requirements &amp; Working Conditions Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, talk and/or hear. The employee is frequently required to use finger and hand motion and occasionally to stand, walk, and reach with hands and arms. The employee must frequently lift and/or move up to 30 pounds and occasionally lift and/or move up to 40 pounds. There may be additional physical requirements associated with volunteer events. Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus. Requires talking, hearing, and visual acuity sufficient to perform these major functions. Occasionally, the work of this position is spent at offsite meetings, or event locations within Lee, Hendry, or Glades County. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job operates in a professional office environment, off-site venues, and outside event areas in various weather conditions. This role routinely uses standard office equipment such as computers, phones, and photocopiers. This is a Full-Time position. Days and hours of work are Monday through Friday 8 a.m.-5 p.m. Evening and weekend events may be required occasionally for golf tournaments, auctions, and other special events. United Way is an equal employment opportunity employer and does not discriminate against any person because of race, color, creed, religion, sex, national origin, disability, age, genetic information or any other characteristic protected by law. This nondiscrimination policy extends to all terms, conditions, and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment actions. United Way will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in undue hardship. Terms of employment are subject to satisfactory negative drug testing as part of our drug-free workplace program. Background testing will be conducted because of the nature of the position. Applicants may be asked to take an online skills assessment. Additional Information: • UWLHG is an exceptional workplace provides: • Opportunity to work with smart, passionate, and enthusiastic team members and volunteers • Working with diverse staff and other constituents • Culture of high-performance expectations and accountability • Exciting and challenging work • Opportunity to help solve the community’s toughest problems • Competitive pay that is commensurate with demonstrated successful performance and experience • Paid Health and Dental Insurance for employee, 401k, and Monthly Accrued PTO

39 1 - 2 years of experience Jobs