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The Stewardship Manager advances United Way’s major gift and planned giving programs. The position is responsible for cultivating and stewarding donors and prospects capable of making a major gift. The Stewardship Manager reports to the Senior Vice President of Philanthropy and is responsible for supporting the VP and SVP in their fundraising efforts.&nbsp; This position holds the primary working relationships with the leaders of the de Tocqueville society cabinet.We offer a comprehensive benefits package including 12 days of vacation earned over the first 12 months of employment, sick pay, 10 company holidays, 5 1/2 flexible/personal holidays, 3 volunteer days, parental leave, health, dental, vision and life insurance for you and your family, short term disability, long term disability, and a 403(b) with an organization match and 3-year vesting schedule.General Responsibilities:&nbsp;<ul><li>Inform and administer department strategies identifying and engaging current donors and major gift prospects to increase major and planned gifts</li><li>Help create executable, replicable and measurable fundraising outcomes for the department</li><li>Manage a portfolio of donors, meeting with them regularly and working with them to build an understanding of their philanthropic interests and how United Way can deepen our&nbsp;</li></ul>relationship with them.&nbsp;<ul><li>Ensure all current donors, lapsed donors and prospects are solicited appropriately and accurately.&nbsp;</li><li>Participate in creating and delivering department programs and events, collateral and communication plans in coordination with Marketing &amp; Communications.</li><li>Collaborate with other departments and organizational leadership.&nbsp;</li><li>Monitor and maintain budget controls.</li><li>Help set fundraising goals for de Tocqueville Society in partnership with Chairs and internal stakeholders.</li></ul>Key Accountabilities:&nbsp;<ul><li>Represent United Way’s de Tocqueville Society at all United Way events (some nights and weekends).&nbsp;</li><li>Recruit and support de Tocqueville chairs, committee chairs and cabinet members.&nbsp;</li><li>Participate in creating and delivering department programs and events, collateral and communication plans in coordination with Marketing &amp; Communications.</li></ul>KSA (Knowledge, Skills and Abilities):<ul><li>Bachelor’s degree required in related areas of position responsibilities</li><li>Minimum 3-5 years of experience in a major gifts role with proven results fer example experience working with donor capable of making a major or planned gift</li><li>Working knowledge of tax smart giving tools, planned giving programs and vehicles</li><li>Proficient in Microsoft Office&nbsp;</li><li>Experience with donor databases</li><li>Strong analytical and critical thinking skills</li><li>Excellent written and verbal communication skills</li><li>Team oriented with a commitment to fostering strong, productive, working relationships with all staff, volunteers, and the overall community</li></ul>To apply, please access&nbsp;<a href="https://helpingpeople.org/careers/" target="_blank">https://helpingpeople.org/careers/</a> to submit your resume&nbsp;and/or cover letterEmployment is contingent upon a successful background check.United Way of Greater St. Louis is an equal opportunity employer.

United Way of Greater St. Louis

Greater St. Louis

Leadership Societies Manager

Stewardship ManagerJob Summary:&nbsp;The Stewardship Manager advances United Way’s major gift and planned giving programs. The position is responsible for cultivating and stewarding donors and prospects capable of making a major gift. The Stewardship Manager reports to the Senior Vice President of Philanthropy and is responsible for supporting the VP and SVP in their fundraising efforts.&nbsp; This position holds the primary working relationships with the leaders of the de Tocqueville society cabinet.We offer a comprehensive benefits package including 12 days of vacation earned over the first 12 months of employment, sick pay, 10 company holidays, 5 1/2 flexible/personal holidays, 3 volunteer days, parental leave, health, dental, vision and life insurance for you and your family, short term disability, long term disability, and a 403(b) with an organization match and 3-year vesting schedule.General Responsibilities:&nbsp;<ul><li>Manage a portfolio of donors, meeting with them regularly and working with them to build an understanding of their philanthropic interests and how United Way can deepen our relationship with them.&nbsp;</li><li>Ensure all current donors, lapsed donors and prospects are solicited appropriately and accurately.&nbsp;</li><li>Participate in creating and delivering department programs and events, collateral and communication plans in coordination with Marketing &amp; Communications.</li><li>Collaborate with other departments and organizational leadership.&nbsp;</li><li>Monitor and maintain budget controls.</li><li>Help set fundraising goals for de Tocqueville Society in partnership with Chairs and internal stakeholders.</li><li>Inform and administer department strategies identifying and engaging current donors and major gift prospects to increase major and planned gifts</li><li>Help create executable, replicable and measurable fundraising outcomes for the department</li></ul>Key Accountabilities:&nbsp;<ul><li>Represent United Way’s de Tocqueville Society at all United Way events (some nights and weekends).&nbsp;</li><li>Recruit and support de Tocqueville chairs, committee chairs and cabinet members.&nbsp;</li><li>Participate in creating and delivering department programs and events, collateral and communication plans in coordination with Marketing &amp; Communications.</li></ul>KSA (Knowledge, Skills and Abilities):<ul><li>Bachelor’s degree required in related areas of position responsibilities</li><li>Minimum 3-5 years of experience in a major gifts role with proven results fer example experience working with donor capable of making a major or planned gift</li><li>Working knowledge of tax smart giving tools, planned giving programs and vehicles</li><li>Proficient in Microsoft Office&nbsp;</li><li>Experience with donor databases</li><li>Strong analytical and critical thinking skills</li><li>Excellent written and verbal communication skills</li><li>Team oriented with a commitment to fostering strong, productive, working relationships with all staff, volunteers, and the overall community</li></ul>To apply, please access&nbsp;<a href="https://helpingpeople.org/careers/" target="_blank">https://helpingpeople.org/careers/</a> to submit your resume&nbsp;and/or cover letterEmployment is contingent upon a successful background check.United Way of Greater St. Louis is an equal opportunity employer.

  Stewardship Manager

Direct Hire &nbsp;Portland, MaineWe are proud to be partnering with the United Way of Southern Maine in their search for a President and CEO to lead the organizational efforts of this organization in adapting to a changing environment and emerging challenges. &nbsp; This President and CEO will serve as the primary spokesperson and ambassador for the United Way of Southern Maine actively engaging with the Maine community.&nbsp; This position will be based exclusively on-site in Southern, Maine. The United Way of Southern Maine works with the community to quickly respond to emerging needs and tackle persistent issues, including child care, food insecurity, housing instability, and mental health. The President and CEO will provide effective leadership in developing financial resources, ensuring organizational success in a changing environment and in identifying and responding to community priorities in human needs. This leadership role is responsible for leading, managing, administering, and being the cultural champion for all aspects of the organization. The President and CEO must have significant experience with building deep and meaningful relationships with key stakeholders, championing a community impact perspective, rallying others around a vision and a strategic plan, and positioning the organization for the future. The President and CEO will be active in the community, a person of humility, and integrity, a trusted steward of community resources, a convener, advocate, and catalyst for change. Key responsibilities include: Champion a strategic vision, execute strategic initiatives, and drive organizational outcomes<ul><li>Achieve measurable community-wide impact on integrated education, financial stability and health goals while balancing a commitment to basic needs.</li><li>Deepen relationships with stakeholders who give, advocate, volunteer and partner for greater results.</li><li>Grow revenue from multiple sources and provide leadership in developing financial goals and innovative strategies.</li><li>Build the organizational structure, competencies, culture, operational processes, structure, and technology to support effectively and efficiently achieving organizational goals.</li><li>Progressively lead the organization while managing organizational risk.</li></ul> Build teams and achieve operational excellence<ul><li>Create, implement, and maintain effective systems and processes that help people work effectively, communicate, and collaborate efficiently, using a collaborative leadership model.</li><li>Develop strong teams with highly performing, diverse, and empowered staff that will accomplish goals and work plans effectively.</li><li>Assure continued employee professional development, engagement, collaboration, and retention along with the acquisition of future skills needed by the organization.</li><li>Ensure proper stewardship of and accountability for the overall operational and fiscal integrity of the organization within established policies.</li></ul> Own the brand, public relations and relationship building<ul><li>Be the lead brand ambassador for the United Way of Southern Maine.</li><li>Cultivate and develop cooperative relationships among service providers, funding sources, planning bodies, and community groups to plan for, fund, and implement an effective community impact agenda and human services system.</li><li>Establish and build relationships with top leaders in the community, including those representing the highest levels in business, government, and non-profit sectors.</li></ul> Lead and coordinate board activities<ul><li>Serve as a principal professional resource to the chair of the board and key volunteer committees of the board and assist in matters of policy formation, interpretation, and implementation.</li><li>Manage recruiting and development of board members representative of the entire community.</li><li>Identify and initiate appropriate issues requiring policy decisions/actions and assure implementation.</li><li>Assure the continuity of volunteer direction for the United Way through a program of cultivation, recruitment, and motivation of community leadership.</li></ul> Successful candidates in this process will meet the following requirements<ul><li>Demonstrated success in organizational leadership as a senior-level executive providing community focus.</li><li>Demonstrated ability to quickly cultivate key stakeholder relationships.</li><li>Proven community leadership in developing programs, partner relationships, and building teams and coalitions.</li><li>Proven leadership in fundraising and increasing revenue.&nbsp; Experience with major gifts will be important.</li><li>Exceptionally strong communication, presentation, public speaking, and relationship management skills with the ability to connect and relate at multiple levels.</li><li>Experience in utilizing data, analytics, and metrics to understand emerging trends and implement innovative strategies.</li><li>Demonstrated ability to think and act quickly and strategically and instill confidence, trust, and respect.</li><li>Expertise in making tough decisions, recognizing the need for change, and managing change including allocation of resources.</li><li>Experience in attracting, developing, and retaining next-gen leaders and top performers.</li><li>Advanced degree preferred.</li></ul> Job Relationships The scope of this position is broad, requiring the President to establish and maintain significant relationships with persons at all levels within the community including corporate executives, labor representatives, other funding organizations, human care organizations, government representatives, other United Ways (both local and national), and representatives of all other constituencies. Close working relationship with senior management team and general relationships with entire staff. Primary Organizational Standards and Behaviors<ul><li>Strategic perspective/Organizational Knowledge</li><li>Stewardship/Accountability</li><li>Community Knowledge/ External Awareness</li><li>Diversity</li><li>Quality/Continuous Improvement</li><li>Relationship Management/ Customer Service</li><li>Collaboration/Communication</li><li>Technical Skills</li><li>Technology</li><li>Leading by Example</li></ul>Working Conditions/Physical Demands<ul><li>Normal office environment, not subject to extremes in temperature, noise, odors, etc.</li><li>Regularly uses computer keyboards requiring eye-hand coordination and finger dexterity.</li><li>Will involve travel to meetings and attendance at early morning or evening meetings.</li></ul> The above statements are intended to describe the general nature and level of work being performed by people assigned to do this job. The above is not intended to be an exhaustive list of all responsibilities and duties required. Interested candidates should send a cover letter and resume to; Mary Warren Libby Director of Recruiting Services, Prosearch <a href="mailto:Mary@prosearchmaine.com" target="_blank">Mary@prosearchmaine.com</a> ProSearch is proud to be an affirmative action / equal opportunity employer. All qualified applicants will receive consideration without regard to race, creed, gender/sex, marital status, sexual orientation, citizenship status, color, religion, national origin, age, disability, veteran status, or any other status protected under local, state, or federal laws.

United Way of Southern Maine

President and CEO

Job Description 
Position Title Philanthropic Advisor 

Department Development Reports To – Vice President of 
Development

FLSA Status – Exempt Classification – Full Time UWW Code - 

Announcement

The Community Foundation and United Way of Volusia-Flagler Counties seeks an ambitious, inquisitive 
and solution-minded individual to serve as a Philanthropic Advisor. The ideal candidate will have: 
Required: 

 • 3-5 years of professional experience
 • Ability to connect with high-net worth clients through active listening
 • Capacity to provide solutions tailored to clients’ needs and goals
 • Pipeline building experience including identifying leads, developing strategies for introductions,

creating and executing professional presentations, and the ability to close
 • Polished, professional presentation skills
 • Competency to learn and effectively utilize various technology systems

Preferred: 
 • Professional designation (CAP, CFP, CFRE, etc.)
 • Charitable planning experience
 • High dollar sales or fundraising experience

Core Responsibilities 
Effective Fundraising 

 • Listens to the needs, interests, and passions of the donor with an eye towards connecting them
with community work.

 • Prioritize and support the philanthropic goals of donors by developing individualized plans for
success.

 • Engage in development process of research, identification and prioritization of appropriate new
donor opportunities and coordinate an introduction to the Foundation.

 • Facilitate execution of fund agreements.
 • Drive revenue through special events such as the Celebration of Philanthropy, donor

engagement events, etc.

Strategic Relationship Management 
 • Practices strong written and oral communication skills.
 • Understands and can articulate the donor-centric benefits of our organization that is both a United 

Way and a Community Foundation.
 • Actively utilizes all available resources to respond to donor goals.
 • Cultivate relationships with existing and prospective donors to further the goals of the 

organization.


 • Cultivate and manage relationships with professional advisors to increase awareness of the 
organization and promote charitable giving in financial and estate planning.

 • Serve as a spokesperson for the integrity, role and value of the organization.
 • Foster public awareness and understanding of the organization and its work through 

presentations to professional advisors, prospective donors, community organizations and other 
interested groups.

Entrepreneurial and Innovative 
 • Considers new opportunities to achieve goals and drives improvement in process.
 • Stays current in the technical aspects of charitable giving including tax law, technology, etc.
 • Recognizes the power of effective stewardship (thanking donors, informing them about the impact

of their gift, keeping them apprised of progress on the community work it is intended to address
and deepening the relationship) and develops and implements plans to steward donors of all giving
levels.

Business Development and Sales 
 • Oversee the management of the day-to-day needs of fundholders, leveraging the expertise of 

colleagues as needed.
 • Develop presentations and proposals, donor relationship review reports and well-written 

correspondence with donors.
 • Demonstrate ability to achieve a strong proficiency in utilization of CRM.
 • Ability to close a sale and support donor interests.

Qualifications 

-Bachelor’s degree from an accredited institution OR 3-5 years of experience in sales, nonprofit 
management, development, or other field. 
-Experience in fund-raising, gift-planning, and/or sales activity in a non-profit or for-profit setting. 
Professional designation in fundraising preferred. 
-Strong interpersonal relationship skills. 
-Professional and polished presentation skills. 
-Written and oral communication proficiency. 
-Driver’s license. 

Working Conditions &amp; Physical Requirements 
Work is carried out in a controlled, agreeable environment as generally represented by normal office 
conditions. Employees may be required to assist with or attend various offsite events related to programs 
or fund raising that are scheduled evenings and/or weekends. These events may require several hours on 
your feet and assisting with heavy lifting and carrying. 

Direct Reports – 
N/A 

Date last reviewed/revised: 9/6/2024


<ul>	<li>Effective Fundraising</li>
</ul>

Community Foundation & United Way of Volusia-Flagler Counties

United Way of Volusia-Flagler Counties ES

United Way of Volusia-Flagler Counties, Inc.

Philanthropic Advisor

Salary and Benefits: $46,800 to $52,000 annually plus full benefits, including: paid vacation, sick and personal leave; employer contributions to 401(k); contributions to health, dental and vision insurance benefits; self-care fund, life and disability insurance; and coaching and support.

UWABC Office

United Way of Asheville and Buncombe County

Community School Coordinator- Asheville Middle

Salary and Benefits: $45,900 to $51,070 plus full benefits, including: paid vacation, sick and personal leave; employer contributions to 401(k), contributions to health, dental and vision insurance benefits, life and disability insurance, employee assistance program, lifestyle spending account, and coaching and support.

Volunteer Engagement Manager

Hiring Range and Benefits:&nbsp;$47,600 to $52,885 annually plus full benefits, including paid vacation, sick and personal leave; employer contributions to 401(k), contributions to health, dental and vision insurance benefits and self-care fund, life and disability insurance, and coaching and support

Resource Development Manager

The Marketing and Communications Manager is a temporary grant-funded position (through June 30, 2025). Position term will be extended based on successful performance and additional grant funding.In June 2024, UWPNW was awarded $2.5 million (with a contract from June 1, 2024 through June 30, 2025) from the Washington state Department of Commerce to implement the UWPNW Community Reinvestment Plan Asset-Building Project (Project). UWPNW and local United Way organizations in Washington state will engage in activities to deliver Community Reinvestment Account dollars to Black, Latine, and tribal communities in Washington state, prioritizing Clark, King, Pierce, Snohomish, Spokane, and Yakima Counties.&nbsp;The Community Reinvestment Plan (CRP), published in October 2023, outlines investment of $200M of state funds to support grant programs intended to “address racial, economic, and social disparities in Washington communities” intended for “individuals disproportionately harmed by the historical design and enforcement of state and federal criminal laws and penalties for drug possession.”UWPNW, in partnership with local United Way organizations, will engage in asset-building activities that include:<ul><li>Providing outreach and technical assistance to support By/For organizations, including those associated with Local Advisory Teams within the six prioritized Washington counties: Clark, King, Pierce, Snohomish, Spokane, and Yakima.</li><li>Supporting Asset Building Initiative projects that promote and advance policies and programs to help Black, Latine, and tribal communities. These projects will provide opportunities for participants to build, maintain, and preserve financial assets.</li><li>Planning and implementing a statewide Volunteer Income Tax Assistance scheduling system and exploring opportunities to scale VITA services in regions of the state and to populations who don’t currently access the program.</li><li>Overseeing and implementing an Individual Development Account (IDA) project to provide matched savings accounts, up to $10,000, to participants using their savings from earned income.</li></ul>SUMMARYUnited Ways of the Pacific Northwest (UWPNW) is the regional trade association for 31 local United Ways in Washington, Oregon and Idaho. United Ways in the Pacific Northwest are committed to improving lives by mobilizing the caring power of communities to advance the common good in the areas of education, income and health.The Marketing and Communications Manager will play an important role in elevating the asset-building initiatives through the Community Reinvestment Plan (CPR). This position will work closely with the Director of Marketing in the planning and execution of strategic marketing communications and asset creation that will help drive outreach efforts for the identified asset-building activities within the six prioritized counties in Washington. The Marketing and Communications Manager will also collaborate with Local Advisory Teams to provide marketing assistance as needed.&nbsp;KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF THE POSITION<ul><li>Work closely with the Director of Marketing to implement multi-channel (online and offline) marketing and communications strategies that support the goals of the CRP.</li><li>Actively present an organizational mindset of openness, equity, and inclusion through language, practices, and imagery in all public-facing communications and interactions.</li><li>Develop and maintain a consistent and compelling narrative across all communication channels. Assist in the creation of marketing assets that create a cohesive and engaging message for print, online, and all other communication vehicles. Create compelling press releases, blogs, website &amp; social media content, and marketing collateral to highlight the CRP’s efforts, progress, and success stories, focusing on the initiative's impact</li><li>Collaborate with the CRP Local Advisory Team leads to ensure effective communication of the CRP’s mission and ongoing initiatives, assisting with specific marketing needs as requested.&nbsp;</li><li>Develop and refresh content on the UWPNW CRP public-facing website.&nbsp;</li><li>Analyze and report on the effectiveness of various marketing and communication strategies, offering recommendations as needed to improve engagement and ensure the best outreach to target communities</li><li>Leverage&nbsp;social media, SEO, and other digital tactics to enhance project visibility and engagement, measure and track effectiveness of tactics.</li><li>Manage timelines to ensure the timely delivery of marketing and communication assets.</li><li>Regularly innovate, introducing new marketing ideas that enhance project outreach and meet marketing and communication goals.</li><li>&nbsp;Develop and implement text marketing campaigns.</li><li>Other duties as assigned.</li></ul>QUALIFICATIONS<ul><li>A bachelor’s degree in communications / marketing is preferred.</li><li>Five years of work experience executing and managing communications and marketing in business, government, or nonprofit environments.&nbsp;</li><li>Experience with text marketing campaigns preferred.</li><li>Experience working with diverse communities, particularly Black, Latine, and tribal populations.</li><li>Bilingual proficiency in English and Spanish is an asset for this role, supporting cross-cultural communication.</li><li>Must be willing and available to travel occasionally throughout the region, including visits to CRP partner sites, as well as meetings around the state with collaborative partners. Reimbursement for travel costs provided.&nbsp;</li><li>Strong interpersonal communication skills and emotional intelligence, and ability to work collaboratively with a variety of project stakeholders.</li><li>Excellent written and oral communication skills.</li><li>Ability to think and work independently, and do so diligently in a virtual office environment, with significant use of phone, email, video conference and other tools.</li><li>Strong proficiency with computer applications, such as Creative Cloud, word processing, spreadsheet and presentation programs and comfortable working with internet applications, including social media and website content management. Graphic design / Canva skills a plus.</li><li>Demonstrate a strong ethical foundation, ensuring integrity, accountability, and transparency in all professional interactions and decision-making processes.</li><li>Cultural Competence: Demonstrate the ability to communicate and effectively interact with people across cultures, ranges of ability, genders, ethnicities, and races. Demonstrate knowledge of the history of discrimination in America, particularly as it relates to race and racism, and how this history has led to disparities experienced by marginalized communities such as BIPOC, people with disabilities, LGBTQ+ communities, and others. Demonstrate the ability to successfully deliver culturally responsive services.</li><li>Must consent to criminal background check.</li></ul>POSITION CLASSIFICATION/COMPENSATIONFull time, hourly position (40 hours/ week) with $200/month internet/phone/power stipend, negotiable benefits, retirement plan and generous annual leave including paid vacation/holidays. This position is 100% remote, residing in Washington state is required. Salary Range: $60,000-$70,000.&nbsp;Application Process:To apply, submit a cover letter and resume through the United Way Careers link, thoroughly detailing your skills and experience. The job description and application process are also posted on the UWPNW website at&nbsp;<a href="http://www.uwpnw.org/employment" target="_blank">www.uwpnw.org/employment</a>.&nbsp;Application review will begin September 30th. Open until filled.UWPNW is an equal opportunity employer and encourages applications from individuals of all backgrounds and experiences. We are committed to creating a diverse and inclusive environment where everyone can thrive.

Marketing and Communications Manager: UWPNW Community Reinvestment Plan Asset-Building Project

Position Title: Director of FinancePosition Reports to: Executive DirectorStatus: Full Time/ExemptHours per week: 37.5, with occasional evening and weekend work required.&nbsp;Location: Huntington, WV office. Position is not eligible for remote work due to responsibilities that require in-person attendance.Salary Range:&nbsp;60-70KPosition SummaryReporting directly to the Executive Director, the Director of Finance works to protect all assets of United Way of the River Cities, Inc. and United Way of the River Cities Foundation, Inc. by maintaining an effective system of accounting, financial control and reporting; serves as an ad hoc member of the Finance Committee; and works closely with Executive Director and leadership team to maintain organizational vision/mission and operations. The position requires strict confidence of all records, files, communications and information of the United Way office and its funded partner agencies. It also requires strict adherence to all state and federal laws and all United Way of the River Cities, Inc. policies and procedures.<h3>Key Responsibility Areas</h3><ol><li>Bookkeeping/Payroll<ol><li>Act on any correspondence relating to accounts receivable/payable.</li><li>Post accounts/campaign receivable to accounting/CRM systems daily. Generate reports regularly verifying accounts receivable.</li><li>Prepare and mail statements of balance due on accounts/campaign receivable.</li><li>Post pledge cancellations as appropriate and determine uncollectible receivables annually.</li><li>Verify Direct Deposit amounts with banks daily.</li><li>Maintain e-Pledge ACH/credit card system.</li><li>Prepare checks for operating disbursements and agency grants.</li><li>Reconcile all bank accounts monthly.</li><li>Assist Fundraising staff with CRM processing and necessary documentation.</li><li>Post CRM transactions to accounting system at least monthly.</li><li>Generate and deliver annual tax receipts to donors.</li><li>Compute payroll and maintain tax records including monthly federal tax deposits, quarterly payroll tax returns and annual W-2’s.</li><li>Complete mileage and other expense reimbursements to employees.</li><li>Coordinate and manage payment of employee benefits.</li></ol></li><li>Planning<ol><li>Assist Executive Director and staff in establishing an annual operating budget, and with budget monitoring and forecasting throughout the fiscal year.</li><li>Assist Finance Committee by completing preliminary financial reviews of grant applicants.</li></ol></li><li>Operations<ol><li>Ensure all business licenses are current, and records maintained.</li><li>Ensure all insurance policies are current, and records maintained.</li><li>Ensure all property records are current, and records maintained.</li><li>Ensure all technology licenses and other facility/equipment agreements are current and records maintained.</li><li>Ensure all lease and other property rental agreements are current and records maintained.</li><li>Assist Executive Director in coordinating daily operations of agency facilities.</li><li>Oversee facility and equipment contractors working at agency facilities.</li></ol></li><li>Reporting<ol><li>Maintain appropriate financial history as required by United Way of the River Cities and by government entities.</li><li>Prepare financial statements quarterly for Board of Directors and as needed for staff.</li><li>Assist with completion of annual United Way Worldwide requirements including Membership Certification and the Database 2 report.</li><li>Work with CPA firm contracted for annual audits of United Way of the River Cities, Inc. and United Way of the River Cities Foundation, Inc., providing records, files, documentation and other information as requested by auditors.</li><li>Work with contracted CPA firm to complete and file annual 990 tax forms.</li><li>Prepare reports and other documentation required to support grants received by the agency from government, charitable, corporate, or other external organizations.</li></ol></li></ol>Qualifications<ul><li>Bachelor’s degree in financial management, accounting or related field preferred.</li><li>Minimum five (5) years of accounting management experience preferred.</li><li>Experience with non-profit accounting preferred.</li></ul>Core Competencies&nbsp;<ul><li>Strategic Community Collaborator: Engages diverse stakeholders to accurately assess community needs and strategically guides United Way to contribute to the community’s priorities.</li><li>Effective &amp; Engaging Communicator: An effective and enthusiastic communicator, articulating the United Way message in a way that inspires others to act in service to the organization and the community.&nbsp;</li><li>Critical Thinking &amp; Creative Problem Solving: Able to address and overcome complex issues to achieve desired results – includes ability to gather, interpret and use relevant data to drive strategy development, make decisions and define results.</li><li>Planning &amp; Implementation: A leader who takes initiative in planning and developing department initiatives to achieve results that drive collective community outcomes.</li><li>Embracing &amp; Managing Change: Champions and facilitates change to ensure long-term community sustainability; successfully adapts to changing needs while maintaining positive relationships with all constituents, both internal and external.</li></ul>Skills&nbsp;<ul><li>Proficient in MS Word, Excel, Outlook, MS 360</li><li>Experience with QuickBooks, AccuFund, or other related accounting/bookkeeping software&nbsp;</li><li>Experience with data collection; database use&nbsp;</li><li>Experience with creating and maintaining budgets</li><li>Comfort and proficiency with presentation skills both one-on-one and publicly&nbsp;</li><li>Able to communicate effectively with co-workers to acquire and share needed information&nbsp;</li><li>Able to read, analyze and interpret complex materials – ability to apply concepts including fractions, percentages, ratios, and proportions to practical situations.</li><li>Able to work autonomously, take initiative and think strategically&nbsp;</li><li>Fluent in the English language, both oral and written, including correct punctuation, spelling, and grammatical usage</li><li>Ability to communicate and collaborate effectively with staff, Board members, volunteers and others in the community representing a broad range of interests and backgrounds</li><li>Understanding of and commitment to the mission, vision, and core beliefs of United Way of the River Cities&nbsp;</li></ul>Mental demands&nbsp;Duties require planning, organizing, and performing a variety of duties applying a wide range of procedures and rules. Duties require attention to detail, high degree of accuracy, reliability, timeliness, alertness, and use of judgment.&nbsp; Requires ability in verbal and written expression, creativity, and concentration. Involves access to and use of confidential data where discretion/sensitivity is of utmost importance. Mature judgment and confidence.&nbsp;Physical demands&nbsp;Frequently required to walk, sit, talk, and hear. Frequently required to work with a computer. Occasionally required to stand, reach, stoop, and handle and/or lift twenty-five pounds. Must be able to visibly check for completion and accuracy and to retrieve and transmit information. Use of general office environment equipment.&nbsp;Reasonable accommodation may be made to enable individuals to perform the essential functions.&nbsp; &nbsp;These job responsibilities are to be the main emphasis of this position. As with every job at United Way, it is not possible to define jobs precisely. Should the need exist, every person in the organization will assist in any way necessary to assure an efficient and cooperative environment.&nbsp;About United Way &nbsp;United Way of the River Cities brings people, organizations, and our community together around a common cause, a common vision, and a common path forward. We work to build up the cornerstones of education, financial stability, and health, bringing people together from all backgrounds to be a part of local solutions. &nbsp; &nbsp;We offer a competitive salary and generous benefits package including professional development; dress for your day; free onsite parking; volunteering opportunities and leave; and paid time off (PTO).  Additionally, we offer access to comprehensive health, dental, vision, life, short-term and long-term disability insurance; a cafeteria plan for medical and dependent care expenses and a 403(b)-retirement plan. &nbsp; &nbsp;We seek diverse, qualified professionals who want to make a difference in the world. We are an equal opportunity employer and recruit, employ, train, compensate, and promote qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws.  &nbsp; &nbsp;We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in our community. &nbsp; &nbsp;We believe that each United Way community member, donor, volunteer, advocate, and employee should have equal access to solving community problems. &nbsp;United Way is an Equal Opportunity Employer. We strive to include diversity, equity, and inclusion practices at the center of our daily work. We welcome applicants from diverse backgrounds and encourage them to apply.&nbsp;

United Way of the River Cities

Director of Finance

Purpose of PositionThe primary purpose of the Information &amp; Referral Specialist at our Contact/Call Center is to assess each caller’s needs and accurately refer them to the appropriate health, human and/or social services agencies from the 2-1-1 Orange County (211OC) resource database. We achieve this by educating expert working knowledge of the 211OC resource database and its management software, advocating, and empowering each caller so that they are provided with great customer service. By the end of each call, clients are one step closer to receiving the assistance that they need.Key Duties and Responsibilities<ul><li>Provide information and referral services to clients contacting 211OC through the helpline, email, texting methods, outreach events, or any other means identified by 211OC management as official I&amp;R&nbsp;channels.</li><li>Perform in-depth screenings and assessments, collects client information, and encourage clients to apply for entitled benefits.</li><li>Connect clients to appropriate resources, empower clients, de-escalate upset clients during crises and/or situations of abuse, trouble-shoot for additional&nbsp;options.</li><li>Educate clients on available services to ensure it best fits their need and empower clients to choose the services they feel are most appropriate for their&nbsp;situations.</li><li>Follow-up with clients in critical situations to ensure they received the assistance that they needed. If not, provide them with additional resources and&nbsp;help.</li><li>Provide warm-transfers to appropriate crisis response teams in critical situations to receive help including Domestic Violence, Suicide, and Behavioral health hotlines, fire, and police&nbsp;departments.</li><li>Assist callers with different languages by using the Language&nbsp;Line.</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&nbsp;software.</li><li>Troubleshoot unavailability of services through expert knowledge of navigation of the 211OC’s resource database and&nbsp;through teamwork with other I&amp;R Specialists and the Resource&nbsp;Department.</li><li>Assist clients in problem-solving when no services are available which can meet their&nbsp;needs.</li><li>Other duties as&nbsp;assigned.</li><li>Assist with compiling monthly and bi-annual program&nbsp;reporting.</li><li>Advocate on behalf of clients who have been denied&nbsp;services.</li><li>Troubleshoot basic technological&nbsp;failures.</li><li>Performs other duties as&nbsp;assigned.</li></ul>Core Competencies<ul><li>Active listening and assessment skills</li><li>Excellent customer service skills</li><li>Computer competency with basic ability to troubleshoot technological failures</li><li>Independent decision making skills utilizing processes, systems and resources</li><li>Professional communication skills (verbal and written)&nbsp;</li><li>Possess skills in proper telephone etiquette which includes being present, patient, professional and proactive.&nbsp;</li><li>Ability to maintain a calm and sensitive demeanor&nbsp;</li><li>Ability to be part of a team, working internally and externally.</li></ul>Job Requirements /Technical Knowledge<ul><li>High School Diploma or BA/BS Degree in the Human Service&nbsp;Field</li><li>Prior&nbsp;experience&nbsp;providing&nbsp;information&nbsp;and&nbsp;referral&nbsp;servicesor&nbsp;related&nbsp;experience&nbsp;in&nbsp;the&nbsp;humanservice&nbsp;field&nbsp;is desirable.</li><li>Must be Bilingual (English and Spanish– verbal and&nbsp;written)</li><li>One year of experience working directly with individuals and families in crisis from the&nbsp;community</li><li>Ability to work evenings Monday - Friday (1:40 pm – 10:10 pm) and Saturday - Sunday (10:40 am – 7:10 pm)</li></ul>Compensation<ul><li>$20.91 per hour. Competitive benefits</li></ul>Physical Demands&nbsp;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 frequently required to stand; walk; sit; use hands to finger, handle, Talk or hear, or feel; reach with hands and arms and climb or balance. Employee must use computer, so corrected eyesight is necessary. The employee must occasionally lift and/or move up to 25 pounds.Send Resumes To:&nbsp;<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a>&nbsp;Orange County United Way18012 Mitchell South, Irvine, CA 92614<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a>&nbsp;&nbsp;

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