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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: $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.

UWABC Office

United Way of Asheville and Buncombe County

Volunteer Engagement Manager

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;

Orange County United Way

Information & Referral Specialist, 211 OC

Purpose of PositionUnder the supervision of the Sr. Manager, HMIS the CIE Network Specialist works to support the partner network for the GetHelpOC Community Information Exchange.&nbsp;Key Duties and Responsibilities<ul><li>Provide support through the GetHelpOC helpdesk for the network partners including functionality, data quality, and best practices.</li><li>Provision and de-provision authorized user access.</li><li>Provide oversight of partner network usage and engagement.</li><li>Follow-up with network partners on pending referrals that are outside of expected response to ensure meeting network standards.</li><li>Maintain regular contact with GetHelpOC Referral Managers and Care Coordination user staff as needed.</li><li>Participate in GetHelpOC partner meetings.</li><li>Provide routine network usage, standard, and key performance indicator insights.</li><li>Assist with GetHelpOC data clean up.</li><li>Assist with writing knowledge base articles.</li><li>Participate in GetHelpOC partner meetings.</li><li>Work cross functionally to assure partner communications and messaging is consistent and provides best in class direction for our&nbsp;partners.</li><li>In collaboration with the GetHelpOC team, ensure the participating agency adheres to GetHelpOC’s Policy and Procedures including data security.</li><li>Other duties as assigned. Responsibilities may change under manager discretion.</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; listens to others without interrupting; remains neutral and unbiased; remains open&nbsp;to&nbsp;others'ideas&nbsp;and&nbsp;tries&nbsp;new&nbsp;things.Oral Communication - Speaks clearly; 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 - Tactfully approaches others; 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; ability to speak effectively before groups of customers or employees of the organization.Job Requirements /Technical Knowledge<ul><li>Associate’s or Bachelor’s degree, or three years’ equivalent experience</li><li>1+ years working in the health and human service field preferred</li><li>1+ years with experience in Salesforce or equivalent preferred</li><li>Ability to maintain a positive, professional, and a discreet demeanor</li></ul>Compensation<ul><li>$24.00 - $27.00/hour with 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 be able to remain in a stationary position 75% of the time.&nbsp; The person in this position needs to occasionally move about inside the office to access file cabinets, records, and office machinery.&nbsp; Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and computer printer. Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, including under the desks.&nbsp; The person in this position frequently communicates with coworkers and customers who have inquiries about our business operations and the community we service; therefore, the person must be able to exchange accurate information. The employee must occasionally lift and/or move up to 10 pounds.Send Resumes To:&nbsp;<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>&nbsp;

CIE Network Specialist

POSITION SUMMARY: (Hybrid, 3 days in office - Alexandria, VA)The Procurement Manager is responsible for supporting the Procurement team's work, including the implementation and operational functions of the procurement strategies, vendor relationships, and contract management. The Procurement function at United Way Worldwide (UWW) is as enterprise-wide function that involves an oversight role in the UWW Procurement process, a compliance role in grant funded purchases, and a role in the development, negotiation, and administration of the Vendor Resource Center (VRC). The VRC is an online portal that lists providers in an assortment of categories, highlighting a mix of offers, discounts, and/or custom products that help our members thrive.The candidate will have a solid understanding of all procurement stages, a level of familiarity around purchasing requirements under federal grants, and experience with formal vendor on-boarding/off-boarding and performance tracking.KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION: An individual must be able to perform each essential duty listed below at a satisfactory level:<ul><li>Ability to reach expert level in the use of UWW’s contract management system; the Business Relationship Process (BRP). &nbsp;Enter select relationships into the BRP routing system while serving as a BRP expediter/processor and adding value to the process. &nbsp;</li><li>Help manage the flow and communication functions of the Request for Proposal (RFP) process which could include, coordinating proposal evaluations, Q&amp;A process, sending vendor notifications and other administering other RFP activities.&nbsp;</li><li>Help manage the VRC, ensuring consistently in how offers are communicated to the network, updating vendor pages on UWW’s UnitedWayOnline intranet, retrieving and tracking data from vendors (sales, network adoption, rebate revenue, etc.), maintaining a vendor prospect pipeline, and helping to oversee all aspects of the Vendor Resource Center (VRC)</li><li>Use of Purchase Orders for authorizing purchases, vendor and expense reporting and reconciliation. &nbsp;Serve as Procurement team lead in generating Purchase Order reports, cross-documentation with BRP, and the ongoing monitoring of Purchase Order segments (for example: grant funded purchases).</li><li>Strong collaborator who will assist in the training of internal customers with different procurement strategies, offer guidance on UWW procurement threshold requirements vs. best practices, and help ensure UWW Purchasing Policy adherence.&nbsp;</li><li>Ensure procurement files are stored appropriately in the document repository, accessing and providing procurement records to support grant-funded purchases, monitoring and updating file documents of ongoing vendor relationships (i.e. insurance certificates).</li><li>Assist in developing and executing reports, pulling data, sharing those outputs with others, and offering insights. &nbsp;Outputs may be related to vendor performance, contracts, RFPs, and/or UWW/grant-funded purchases.</li><li>Lead vendor and vendor prospect calls related to discovery, onboarding, demonstrations, and performance, working across departments with various stakeholders and subject matter experts.</li><li>Organize, maintain and consult various lists to be made available to purchasers. &nbsp; Lists may include UWW vendors, VRC vendors, or government vendor lists. &nbsp;</li><li>Document processes, help develop and manage a template library for RFPs, RFP Scorecards, RFP Vendor Selection forms and related RFP source documents.</li></ul>PRIMARY JOB REQUIREMENTS<ul><li>Bachelor’s degree in business or related field</li><li>Minimum of 3 years of proven experience working in a procurement environment or relevant professional experience.&nbsp;</li><li>Proactive and proven ability to work cross-functionally with multiple stakeholders with a consultative approach.</li><li>Experience working with Microsoft Office products (Excel, PowerPoint, Word, Teams).</li><li>Strong verbal and written communications, customer service, and reporting skills.</li><li>Proficiency with Smartsheet, SalesForce, Zoom applications</li><li>Prior experience working independently and taking initiative, while also functioning productively within a team.</li><li>Strong attention to detail and good organizational skills</li><li>Prioritize, multi-task, and meet deadlines in a fluid environment</li><li>Articulate communications skills to clearly convey financial concepts to internal teams.</li></ul>SECONDARY JOB REQUIREMENTS<ul><li>Financial reporting systems (NetSuite accounting system experience a plus)&nbsp;</li><li>Knowledge of the Federal Acquisition Requirement (FAR) and/or associated FAR supplements</li><li>Project Management experience, Project Management Professional (PMP) certification</li><li>Experience working inside a federated nonprofit environment</li><li>Familiarity with Drupal open-source platform</li></ul>This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered.&nbsp; &nbsp;SALARY STATEMENTThe budgeted lifespan salary range for this position is currently $75,000 to $95,000 per year. &nbsp;Salary is determined by several factors including applicant’s knowledge, ­­­skills, experience, position, equity, and market.COMPETENCIESAn individual must be able to demonstrate the following competencies at a satisfactory level:Accountability/Results Orientation - Is accountable for the work results and performance to budget of an assigned team. Participates in the articulation of and communicates work goals and objectives, as well as expected work results. Assists in identifying work quality standards and training team members and accepts responsibility for the team's achieved outcomes. Protects the United Way brand, promoting its relevance and statue to the extent possible. Behaves ethically and honestly in all activities done on behalf of UWW and the movement. Demonstrates a commitment to UWW’s values, including diversity and inclusiveness.Decision-Making/Risk-Taking - Evaluates available information and recommends a course of action. Contributes own assessment of risks and implications of decisions in team decision-making efforts. Develops and proposes effective alternative solutions. Uses judgment appropriately in decision-making. Knows when to shift decision-making upwards.Teamwork Collaboration - Shares pertinent information and keeps team members informed on a regular basis. Ensures that processes, systems and resources are available and direct them properly to enable the team to efficiently accomplish its goals and objectives. Able to adapt quickly to changing conditions or performance expectations. Able to focus on assignments during periods of change and/or uncertainty.Relationship Management - Embodies and promotes UWW's values and guiding principles. Promotes a "win-win" philosophy in dealing with others. Serves as a role model in dealing with others to accomplish organization goals and objectives. Works effectively with United Way staff, volunteers and other stakeholders to achieve strategic direction. Able to manage and sustain key relationships to benefit the United Way movement and/or UWW. Formulates and communicates in an ethical and politically sensitive manner.Communications - Expresses ideas and concepts in a clear and concise manner. Is persuasive and influences others. Actively listens to others to understand their perspectives. Seeks input and feedback on individual, team and departmental performance and environment. Supports openness.Innovation/Creativity - Shares a deep commitment to the UW vision. Develops a "connected" vision for the Group. Has a plan to meet Group vision and contribute to overall success. Promotes a climate that values and rewards innovation and creativity. Acknowledges and champions the efforts of others to "think outside the box.” Maintains knowledge of current and emerging trends that affect United Ways, UWW and/or the non-profit sector. Demonstrates ability to analyze information and translate into specific, effective action/solutions.ABOUT UNITED WAY WORLDWIDEUnited Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.United Way Worldwide is an equal opportunity employer. We evaluate 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. The EEO is the Law poster is available here:&nbsp;<a href="http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank">http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a>. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail&nbsp;<a href="mailto:Victoria.Privett@uww.unitedway.org" target="_blank">Victoria.Privett@uww.unitedway.org</a> or call 703 -836-7112 and provide the nature of your request and your contact information.We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.UNITED WAY WORLDWIDE’S DIVERSITY, EQUITY &amp; INCLUSION STATEMENT OF PRINCIPLEWe take the broadest possible view of diversity.&nbsp;We value the visible and invisible qualities that make you who you are.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 every community.We believe that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.We strive to include diversity, equity, and inclusion practices at the center of our daily work.We commit to using these practices for our business and our communities.Join us in embracing diversity, equity and inclusion for every person in every community.LIVE UNITED.

United Way Worldwide

Manager, Procurement 

The Vice President of Major Gifts at United Way of Central Alabama plays a crucial leadership role in driving fundraising efforts and cultivating strong relationships with individual donors and major gift contributors. The role is responsible for managing a team of fundraisers focused on identifying, cultivating, and expanding individual, family, and private foundation gifts. The position oversees the United Way’s Tocqueville Society ($10,000+ annually). Reporting to the Senior Vice President of Resource Development, this position serves as a key member of the Resource Development Team. This person must have the ability to lead others and communicate with a diverse set of stakeholders in a professional manner. The successful candidate will be flexible, self-motivated and able to work both independently and collaboratively. Responsibilities:&nbsp;Fundraising Strategy Development:&nbsp;Collaborate with the Senior Vice President of Resource Development and Chief Executive Officer to set fundraising targets, monitor progress, and evaluate outcomes.&nbsp;Develop and implement strategic plans for major gifts fundraising initiatives in alignment with organizational goals and priorities.&nbsp;Identify potential new donors and funding opportunities to expand and diversify United Way’s revenue stream.&nbsp;Develop strategies to generate growth in major individual and family giving.&nbsp;Work with the Marketing &amp; Communications team to create development materials, tools, and other necessary collateral supporting major gifts fundraising efforts.&nbsp;Tocqueville Society&nbsp;Oversee various giving programs within the Tocqueville Society, such as Stephens and Dunne Circles and the Million Dollar Roundtable.&nbsp;Coordinate the cultivation and solicitation of appropriate individual workplace donors with staff assigned to specific organizations.&nbsp;Oversee Tocqueville Society program components to provide meaningful experiences related to the United Way mission throughout the year.&nbsp;Develop and execute targeted solicitation plans, engagement strategies, and recognition platforms to maximize donor participation, retention, and revenue generation across these programs.&nbsp;Major Gifts and Donor Cultivation:&nbsp;Cultivate and maintain relationships with individual donors, families, private foundations, and other major gift prospects to secure significant contributions in support of United Way of Central Alabama’s mission and programs.&nbsp;Establish and implement the infrastructure needed to grow the solicitation of major gifts.&nbsp;Personally steward a portfolio of major donors, ensuring regular communication, cultivation, and engagement.&nbsp;Work closely with board members and senior leadership to identify and involve key stakeholders in donor cultivation efforts. Implement robust stewardship practices to recognize and steward donors, ensuring their continued engagement and investment in the organization.&nbsp;Identify and research potential new donors, including individuals, families, and foundations, interested in supporting the organization's endowment.&nbsp;Nurture strong relationships that develop the knowledge and understanding of each donor or prospect’s background. Create a personalized, tailored approach for each donor.&nbsp;Volunteer Management&nbsp;Recruit and support the volunteer leadership team responsible for soliciting and cultivating Tocqueville and major gifts. This includes training, committee support, and solicitation. Management of the Tocqueville Cabinet, ensuring volunteers have what they need to recruit and engage current and potential members.&nbsp;Team Leadership and Development:&nbsp;Recruit, train, and mentor a high-performing team of fundraisers focused on annual giving and major gift strategies.&nbsp;Provide ongoing coaching, support, and professional development opportunities to team members to enhance their fundraising skills and performance.&nbsp;Foster a collaborative and inclusive work environment that encourages creativity and innovation in fundraising strategies.&nbsp;Conduct annual performance evaluations and professional development planning for team members.&nbsp;Budget and Resource Management:&nbsp;With the Senior Vice President of Resource Development, develop and manage the department's budget, ensuring resources are allocated efficiently to achieve fundraising targets. Monitor fundraising metrics and regularly report progress to the Senior Vice President of Resource Development, Campaign and Tocqueville Society volunteers, and Chief Executive Officer.&nbsp;Collaborative Partnerships:&nbsp;Collaborate with divisions within Resource Development to align fundraising efforts.&nbsp;Collaborate with various departments within the organization to align fundraising efforts with programmatic initiatives and community impact goals.&nbsp;Work with Marketing and Communications teams to create compelling fundraising materials and donor communications.&nbsp;Donor Database Management: Oversee the accurate and timely recording of donor information in the organization's database. Utilize data and analytics to track and evaluate the effectiveness of fundraising strategies and make data-driven decisions to optimize fundraising efforts. Knowledge/Skills: • Knowledge of and experience with the Central Alabama philanthropic community desired. • Strong leadership presence, professional demeanor, excellent organizational, project management, and time management skills. Self-motivated and creative. • Ability to use data to inform and enhance strategy -- results orientation, goal oriented. • The ability to thrive in a fast-paced environment characterized by donor relations, process management, and collaboration. • Strong interpersonal and relationship-building skills, with the ability to strategically engage and inspire donors around giving opportunities. • Outstanding written communication skills—for proposal preparation, communications with donors, and reports—and oral communication skills for individual and group interactions and presentations. • Ability to set expectations, establish priorities and manage multiple projects in a fast-paced development department. • Excellent collaborator and team member, able to work well with individuals at all levels of the organization. • Proficient in Microsoft Office Suite. Education: • A bachelor’s degree or its equivalent is required, advanced degree or credential in the field preferred. Experience: • Ten or more years of professional work experience, with five or more years of previous experience in a fundraising, development, or sales capacity. • Five or more years of supervisory experience. • Demonstrated skill and comfort in building relationships with board members, major donors, corporate executives, and community leaders. • Experience giving presentations, staff and volunteer management, CRM/database management, and budgeting and fiscal management.

Vice President of Major Gifts

United Way of Broward County fights for the health, education and financial&nbsp;prosperity of every person in our community.
General Description: Under general supervision, the Case Manager provides case management along with service and resource coordination in a human services environment, particularly with veterans and military families as well as those with low income and homelessness related conditions.
Primary Job Responsibilities &amp; Duties: 
<ol><li>Performs needs and comprehensive assessments focused on multiple life domains; develops and updates individualized service plans in partnership with clients and their families to address their needs and facilitate referral to appropriate treatment or service providers or facilities</li>
<li>Facilitates/coordinates service, support, resource acquisition to assist client households in meeting their needs</li>
<li>Conducts activities and monitors the service environment in a manner to maximize clients ability to achieve service plan goals, develop life skills, and/or sustain success and wellness</li>
<li>Promotes resolution to client challenges, fostering client empowerment, self-sufficiency, and resilience</li>
<li>Conduct comprehensive, client-centered social work activities, to include consistent case file documentation and management in accordance with best practices and Council on Accreditation (COA) accreditation standards</li>
</ol>Other Job Duties: 
<ul><li>Supports the triage and intake of clients into the appropriate level of intervention and care</li>
<li>Advocates on behalf of clients and families for services, supports and other related resources that address their basic needs and well-being</li>
<li>Conducts community and home visits (if needed) related to client needs</li>
<li>Provides follow-up and monitors service delivery and care environments</li>
<li>Stay abreast of community resources and procedures for referring clients to appropriate resources</li>
<li>Facilitates case consultation for client situations</li>
<li>Provides crisis prevention, intervention, and supportive counseling, as needed</li>
<li>Tracks client status through resolution</li>
<li>Composes or prepares correspondence, case notes, narrative and technical reports, notifications, and related documents using computer-based applications</li>
<li>Collects, tracks and reports case data in systems utilized by United Way</li>
<li>Performs other duties and assumes other responsibilities as assigned by supervisor</li>
<li>Due to the leadership role United Way is called upon to play in the community, particularly during times of crisis, it is the expectation that all United Way staff will be fully engaged in the organization's crisis plan and response efforts</li>
</ul>Supervises: This position has no supervisory responsibilities.
Education &amp; Experience: 
<ul><li>Master’s degree required with major course work in social work, psychology, or other closely related field.</li>
<li>At least two (2) years of experience in social case work, counseling, eligibility determination, social service, or community resource referral or closely related work.</li>
<li>Veteran status* with equivalent service experience and/or certifications required.</li>
<li>Ability to communicate effectively with a diverse audience</li>
<li>Experience working with low income and homeless population preferred.&nbsp;</li>
<li>Experience working with veterans, service members, and families of veterans and service members strongly preferred.</li>
<li>Knowledge of general interviewing practices and/or techniques; knowledge of social work and counseling practices and techniques, including crisis prevention and intervention.</li>
<li>Proficient with Microsoft Office Suite</li>
</ul>*Veteran status is for the purposes of this position defined as two (2) or more years of active duty and a service discharge with an Honorable or General qualification.&nbsp; 
Core Competency Requirements:
<ul><li>Excels at customer service – Serves (treats) all customers (internal and external) with utmost respect and responsiveness in order to deepen relationships and advance UWBC’s mission.</li>
<li>Drives for results – Has a passion for innovation and risk-taking, meets and exceeds qualitative and quantitative goals in a thoughtful and time-driven manner.</li>
<li>Commits to the organization – Has the responsibility for aligning one’s own behavior, leadership and commitment with the needs, priorities, goals and culture of UWBC.</li>
<li>Embraces diversity and inclusion – Creates an atmosphere that respects and embraces engagement of all people, ideas and backgrounds and aligns with United Way’s values.</li>
<li>Seizes learning – Able and willing to learn new skills and knowledge and accept new challenges to further United Way’s mission.</li>
<li>Manages multiple projects and tasks – Effectively manages time and resources to respond to emerging needs while continuing to deliver on organizational goals, objectives and timelines, and seeks help when needed in juggling priorities.</li>
<li>Personifies teamwork – Demonstrates good collaboration and communication to be effective in any team setting.</li>
</ul>Environment &amp; Physical Demands: The environment is climate controlled (i.e., heated and air-conditioned).&nbsp; Lighting is adequate through overhead lighting as well as windows and blinds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.&nbsp; Physical demands include sitting and/or standing for extended periods of time, bending, lifting approximately 25 pounds, regular use of the telephone, copier, fax and computer.&nbsp; Demands also involve protracted concentration.&nbsp;

United Way of Broward County

Case Manager - MISSION UNITED

POSITION SUMMARY&nbsp;(Hybrid, 3 days in office - Alexandria, VA)United Way Worldwide is seeking a self-starter to fill the position of Director of Foundation Relations. The Director works with the Vice President of Foundation Relations to advance the strategic growth of the foundation relations program at United Way Worldwide (UWW). The Director is responsible for managing a portfolio of 15-20 foundation prospects and funders, meeting or exceeding foundation revenue goals, deepening foundation relationships, and working closely with programs directors and senior leadership.​ &nbsp;KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION&nbsp;<ul><li>Collaborating with program directors to understand programmatic needs and ensure that the proposed projects align with the organization's strategic goals.</li><li>Contributing to the development of foundation donor strategies, pipeline management, including reporting deadlines, and stewardship planning.</li><li>Researching potential foundation prospects whose funding priorities align with the organization's mission and projects. This involves reviewing foundation guidelines, past grant awards, and understanding the funder's interests and preferences.</li><li>Building and maintaining strong relationships with foundation representatives is crucial. The Director of Foundation Relations establishes connections with program officers, foundation directors, and decision-makers through networking, meetings, and events.</li><li>Preparing compelling grant proposals, grant applications, and letters of inquiry. The director must effectively communicate the organization's mission, goals, and impact, while aligning the proposal with the foundation's funding priorities.</li><li>Working with program directors to assist in developing funder reports and stewardship strategies.</li><li>Collaborating with the finance team to develop budgets for grant proposals, ensuring that the proposed projects are financially feasible and align with the funding requirements.</li><li>Staying knowledgeable of current trends in philanthropy and funding, both at the local and national levels, to identify emerging opportunities and potential shifts in foundation priorities.</li><li>Keeping accurate and organized records of interactions, proposals, grant awards, and reports is essential for tracking progress, managing relationships, and ensuring compliance.</li></ul>JOB REQUIREMENTSMinimum requirements include:<ul><li>Bachelor’s degree in business, nonprofit development or related area</li><li>Experience working with complex missions, ideally in a federated model.</li><li>At least 5-7 years of experience building foundation relationships, including a history of meeting or exceeding personal revenue goals.</li><li>Global organization experience a plus.</li><li>Proven ability of shifting priorities with little notice.</li></ul>This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered.&nbsp;​ &nbsp;SALARY STATEMENT:The budgeted lifespan salary range for this position is currently $145,000 to $150,000 per year. Salaries are determined by several factors including applicant’s knowledge, skills, experience, position, equity, and market.​ &nbsp;COMPETENCIESAn individual must be able to demonstrate the following competencies at a satisfactory level and be able to work onsite in Alexandria, VA:Accountability/Results Orientation -&nbsp;Is accountable for the work results and performance to budget of an assigned department, as well as the effective and efficient utilization of UWW resources (human, financial, and capital.) &nbsp; Articulates and communicates work goals and objectives, as well as expected work results. Establishes work quality standards for assigned teams in order to help ensure the attainment of departmental goals and objectives. Accepts responsibility for the outcomes achieved. Protects the United Way brand, promoting its relevance and statue to the extent possible. Behaves ethically and honestly in all activities done on behalf of UWW and the movement. Demonstrates a commitment to UWW’s values, including diversity and inclusiveness.Decision-Making/Risk-Taking -&nbsp;Weighs the pros and cons of available options and makes departmental decisions. Seeks input from team leaders on the potential impact of decisions on their ability to effectively achieve desired outcomes/results. Identifies and communicates departmental/organizational tactics, challenges and opportunities. Encourages risk-taking.Teamwork Collaboration -&nbsp;Builds a cohesive and diverse department. Supports and motivates others to contribute to the department. Determines the composition of teams required to accomplish departmental goals and objectives. Provides direction and clarity around goal priorities to empower work departments to be effective in collaborating to meet established departmental goals and objectives. Initiates and directs group change initiatives and serves as a change agent.Relationship Management -&nbsp;Embodies and promotes UWW's values and guiding principles. Promotes a "win-win" philosophy in dealing with others. Serves as a role model in dealing with others to accomplish organization goals and objectives. Works effectively with United Way staff, volunteers and other stakeholders to achieve strategic direction. Able to manage and sustain key relationships to benefit the United Way movement and/or UWW. Formulates and communicates in an ethical and politically sensitive manner.Communications -&nbsp;Expresses ideas and concepts in a clear and concise manner. Is persuasive and influences others. Actively listens to others to understand their perspectives. Seeks input and feedback on individual, team and departmental performance and environment. Supports openness.This role requires a blend of technical expertise, analytical prowess, and effective communication skills to derive actionable insights from complex datasets. The successful candidate will contribute significantly to strategic decision-making processes by harnessing the power of data lake technologies and predictive analytics tools.&nbsp;If you are passionate about turning data into actionable insights and contributing to organizational success, we encourage you to apply.ABOUT UNITED WAY WORLDWIDEUnited Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.United Way Worldwide is an equal opportunity employer. We evaluate 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. The EEO is the Law poster is available here:&nbsp;<a href="http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank">http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a>. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail&nbsp;<a href="mailto:Victoria.Privett@uww.unitedway.org" target="_blank">Victoria.Privett@uww.unitedway.org</a>&nbsp;or call 703 -836-7112 and provide the nature of your request and your contact information.We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.UNITED WAY WORLDWIDE’S DIVERSITY, EQUITY &amp; INCLUSION STATEMENT OF PRINCIPLE<ul><li>We take the broadest possible view of diversity.</li><li>We value the visible and invisible qualities that make you who you are.</li><li>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 every community.</li><li>We believe that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.</li><li>We strive to include diversity, equity, and inclusion practices at the center of our daily work.</li><li>We commit to using these practices for our business and our communities.</li><li>Join us in embracing diversity, equity and inclusion for every person in every community.</li></ul>

Director, Foundation Relations 

POSITION SUMMARY&nbsp;(Hybrid, 3 days in office - Alexandria, VA)As the Director, Major Gift Officer, you will serve as a key member of the Individual Giving Team, reporting directly to the Vice President, Individual Giving and working closely with the Director, Planned Giving.This role will be part strategic advisor as well as direct fundraiser and skilled relationship manager. You will join an experienced group of major gift professionals who develop and activate major and planned giving strategies that help United Way Worldwide and the United Way Network raise more than $1&nbsp;billion annually. Team members are part of the Development group, working collectively to build the capacity of our global Network of 1,200 Local United Way communities and secure $4.8&nbsp;billion to meet United Way Worldwide’s mission.In this important role, you will have demonstrated success in major gift fundraising and working with high-net worth individuals (HNWI). Your broad experience raising seven-figure+ investments, combined with your knowledge of major gift fundraising best practices, sets you apart. You are innovative, self-motivated, work independently, with key senior volunteers, and as a member of a high-performing team.&nbsp;KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITIONAn individual must be able to perform each essential duty listed below at a satisfactory level:&nbsp;<ul><li>Research, develop and implement strategies for securing increased and new investments of $100,000 - $1M+ from HNWI to accelerate organizational goals.&nbsp;</li><li>Build (identify and research), cultivate, and steward a portfolio of HNWI donors driving activity against key metrics. Investments will be in support of United Way Worldwide and may be in partnership with Local United Ways (U.S. and/or global).&nbsp;</li><li>Establish and track progress against measurable monetary goals and related activities. Build and manage a portfolio generating a minimum of $1M - $2M in annual investments with approximately 125 qualified active donors and prospects.&nbsp;</li><li>Create individualized cultivation/stewardship plans with priority for principal gift opportunities. Evaluate capacity to increase giving and personal commitment through research, briefings, and relationships. Provide support to secure investments through investment level recommendations and related communication material development.&nbsp;</li><li>Engage, lead, and collaborate with all groups and cross-functional teams on strategy for principal gift opportunities. Acknowledge donors as part of stewardship plan using a variety of communication methods including correspondence from other key executives and volunteers. Support key volunteers and senior Executives at United Way Worldwide in this cultivation/stewardship.&nbsp;</li><li>Other duties as assigned.&nbsp;</li></ul>JOB REQUIREMENTSMinimum requirements include:&nbsp;<ul><li>Bachelor’s degree or commensurate experience.</li><li>At least eight years of fundraising experience.&nbsp;</li><li>At least five years of advanced-level individual fundraising managing a HNWI portfolio, including prospect identification, cultivation, stewardship, and recognition strategies.</li><li>Demonstrated success in securing seven-figure+ gifts.</li><li>Experience with volunteer structures such as a Campaign Cabinet or equivalent.</li><li>Advanced level knowledge/use of MS Office products and CRM database management.&nbsp;</li><li>Some travel is expected with potential for increased travel over time.</li></ul>Preferred:<ul><li>At least 10 years of progressively responsible experience in non-profit fundraising or institutional advancement.</li><li>Advanced fundraising experience with demonstrated use of moves management strategies resulting in seven-figure+ gifts. Understanding of a donor-centric approach to fundraising based on deep sector knowledge.&nbsp;</li><li>Exceptional donor relationship management skills.&nbsp;</li><li>Experience co-creating aligned investment solutions for current and prospective donors.</li><li>Meaningful experience in or knowledge of all key development areas (major, annual, and planned giving, and corporate and foundation relations). A broad understanding of multi-faceted campaign planning, implementation, and management.&nbsp;</li><li>Strong interpersonal skills and customer service. Poised, professional manner with the ability to express oneself clearly and empathetically in interactions with others in all forms of communications, verbal and written, one-on-one and group, etc.&nbsp;</li></ul>This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job.&nbsp;You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered.&nbsp;SALARY STATEMENTThe budgeted lifespan salary range for this position is currently $125,000 to $135,000 per year. Salaries are determined by several factors including applicant’s knowledge, ­­­skills, experience, position, equity, and market.COMPETENCIESAn individual must be able to demonstrate the following competencies at a satisfactory level:Accountability/Results Orientation -&nbsp;Is accountable for the work results and performance to budget of an assigned team. Participates in the articulation of and communicates work goals and objectives, as well as expected work results. Assists in identifying work quality standards and training team members and accepts responsibility for the team's achieved outcomes. Protects the United Way brand, promoting its relevance and statue to the extent possible. Behaves ethically and honestly in all activities done on behalf of UWW and the movement. Demonstrates a commitment to UWW’s values, including diversity and inclusiveness.Decision-Making/Risk-Taking -&nbsp;Evaluates available information and recommends a course of action. Contributes own assessment of risks and implications of decisions in team decision-making efforts. Develops and proposes effective alternative solutions. Uses judgment appropriately in decision-making. Knows when to shift decision-making upwards.Teamwork Collaboration -&nbsp;Shares pertinent information and keeps team members informed on a regular basis. Ensures that processes, systems and resources are available and direct them properly to enable the team to efficiently accomplish its goals and objectives. Able to adapt quickly to changing conditions or performance expectations. Able to focus on assignments during periods of change and/or uncertainty.Relationship Management -&nbsp;Embodies and promotes UWW's values and guiding principles. Promotes a "win-win" philosophy in dealing with others. Serves as a role model in dealing with others to accomplish organization goals and objectives. Works effectively with United Way staff, volunteers and other stakeholders to achieve strategic direction. Able to manage and sustain key relationships to benefit the United Way movement and/or UWW. Formulates and communicates in an ethical and politically sensitive manner.Communications -&nbsp;Expresses ideas and concepts in a clear and concise manner. Is persuasive and influences others. Actively listens to others to understand their perspectives. Seeks input and feedback on individual, team and departmental performance and environment. Supports openness.Innovation/Creativity -&nbsp;Shares a deep commitment to the UW vision. Develops a "connected" vision for the group. Has a plan to meet group vision and contribute to overall success. Promotes a climate that values and rewards innovation and creativity. Acknowledges and champions the efforts of others to "think outside the box.” Maintains knowledge of current and emerging trends that affect United Ways, UWW and/or the non-profit sector. Demonstrates ability to analyze information and translate into specific, effective action/solutions.ABOUT UNITED WAY WORLDWIDEUnited Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.United Way Worldwide is an equal opportunity employer. We evaluate 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. The EEO is the Law poster is available here:&nbsp;<a href="http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank">http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a>. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail&nbsp;<a href="mailto:Victoria.Privett@uww.unitedway.org" target="_blank">Victoria.Privett@uww.unitedway.org</a>&nbsp;or call 703 -836-7112 and provide the nature of your request and your contact information.We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.UNITED WAY WORLDWIDE’S DIVERSITY, EQUITY &amp; INCLUSION STATEMENT OF PRINCIPLEWe take the broadest possible view of diversity.&nbsp;We value&nbsp;the visible and invisible qualities that make you who you are.We welcome&nbsp;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 every community.We believe&nbsp;that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.We strive&nbsp;to include diversity, equity, and inclusion practices at the center of our daily work.We commit&nbsp;to using these practices for our business and our communities.Join us in embracing diversity, equity and inclusion for every person in every community.LIVE UNITED.

Director, Major Gift Officer

Position Type: Full Time, salaried Supervision: This position reports to the President/CEO. This position supervises the Director of Development, Director of Community Impact and Office Administrator.The UNITED Way of Northeast Georgia makes positive, sustained, and measurable change through: identifying regional needs; collecting, sharing, and removing barriers to local resources; and building nonprofit capacity. United Way of Northeast Georgia’s office is in Athens, GA and serves a 12-county region including: Banks, Barrow, Clarke, Elbert, Franklin, Greene, Hart, Jackson, Madison, Morgan, Oconee, and Oglethorpe counties.Position overview: General: • Provide professional support for the President/CEO in working with Board of Directors, Committees, donors, community groups and organizations. • Ensuring overall coordination for growth of organization. Board: • Coordinate schedule, notify attendees, and provide general meeting management with board as well as Executive committee. • Work with President/CEO to assess strengths of board members and making sure we are working in those areas with our volunteers. Strategic Plan: • Planning out action steps to ensure achievement of quarterly goals that help to reach yearly goals. • Work with staff, board members and committee members to help define roles and responsibilities in organization growth. Staff Oversight: • Evaluations • Goal setting Policy: • Personnel Policy • Information Policy • Bylaws Revisions/Updates United Worldwide Requirements: • Membership Certification • Database 2 • Self Assessment Other Responsibilities: • Provide support to team as needed. • Additional duties as needed/assigned. Qualifications: • Bachelor’s degree or equivalent experience • Extensive experience in operations and high-level strategic planning • Management skills preferred Position requires flexible schedule to attend occasional events that may occur in the early mornings, evenings and/or weekends. Candidate will be asked to use personal car for business and must possess valid driver’s license. UWNEGA will reimburse for mileage at the prevailing federal mileage rate. Salary Range: $60,000-$65,000 Benefits provided by UWNEGA include: •Health Insurance •Dental Insurance •Vision Insurance •403(b) with 3% company match •15 paid holidays each year •Generous vacation benefits United Way of Northeast Georgia is an equal opportunity employer. Send cover letter and resume to <a href="mailto:hr@unitedwaynega.org" target="_blank">hr@unitedwaynega.org</a>. Position will remain open until filled.

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