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JOB SUMMARY
This position is responsible for the development and management of a comprehensive, strategic, integrated effort to build the base of individual Palmetto Society donors ($1,000 and up) and Tocqueville donors ($10,000 and up) and increase their level of support through annual giving at Trident United Way (TUW).
ESSENTIAL FUNCTIONS
Essential Function 1:
Identify, cultivate and steward multi-year top tier donors ($10,000 and up) and engage donors in multi-year step-up programs,
Essential Function 2:
Identify, cultivate, solicit and steward leadership gift donors ($1,000 and up) to achieve the goal approved by the Board of Directors for outside the workplace campaigns.
Essential Function 3:
Support and staff a volunteer Palmetto Steering Committee to identify, cultivate and steward individuals in order to develop resources by filling the key positions of regional chairs, leadership-level giving chairs, and at-large steering committee members as identified in the Palmetto Society Business Plan.
Essential Function 4:
Provide strategy and guidance to the Events Coordinator to plan events designed to recruit, cultivate and/or steward leadership-level gift donors and/ qualified donor prospects through regional events as identified in the Advancement Plan.
Essential Function 5:
Work in collaboration with Corporate Advancement Officers to identify leadership donor prospects from the workplace campaigns and create and implement engagement strategy for reaching out to those donors.
ADDITIONAL RESPONSIBILITIES
<ul><li>Work with and effectively manage high level volunteers to engage prospects.</li>
<li>Input, track, and monitor donor touchpoints, gifts and accomplishments through Andar database and prepare required reports.</li>
<li>Collaborate with Communications and Advancement teams to develop fundraising materials and communications.</li>
<li>Bring donor thoughts and reaction back to the organization and provide constructive feedback to the Community Impact and Marketing departments.</li>
<li>Support interdepartmental team leaders with strategy and project management.</li>
<li>Support Vice President of Advancement with Workplace Campaign Meetings, as requested.</li>
<li>Participate in all TUW events and activities demonstrating the ability to be a good colleague, proactive collaborator and team builder.</li>
<li>Function as an integral member of the Advancement team assisting with planning, solicitation, implementation and evaluation.</li>
<li>Participates as a champion, project lead, and/or member of organizational development teams as required.</li>
<li>Work outside normal office hours when required to include evenings or weekends and additional hours during peak times.</li>
<li>Complete Andar training as appropriate when offered</li>
</ul>QUALIFICATIONS
Education
<ul><li>Bachelor’s Degree</li>
<li>MarketSmart experience</li>
</ul>Experience
<ul><li>5 years of previous fund raising experience, or 7-10 years of related experience (business or sales)</li>
</ul>Skills
<ul><li>Proven track record of soliciting and securing major gifts</li>
<li>Excellent oral and written communication skills</li>
<li>Excellent interpersonal skills; ability to work with diverse audiences</li>
<li>Excellent planning and time management skills with the ability to successfully manage multiple projects</li>
<li>High-energy team player</li>
<li>Effective analytical and problem solving skills</li>
<li>Working knowledge of Microsoft Office with good general computer skills</li>
<li>Positive attitude and willing to be part of a team</li>
<li>Have fun!</li>
</ul>PHYSICAL DEMANDS OF JOB
<ul><li>This job requires exerting up to 20 pounds of force frequently, and/or a negligible amount of force constantly to move objects.</li>
<li>Worker must frequently use typical office equipment (telephone, copier, printer, fax, etc.).</li>
<li>Worker sits most of the time.</li>
<li>Worker communicates with constituents, clients, and/or partners by phone and in person.</li>
<li>Routinely required to walk and regularly travel by car.</li>
</ul>WORK ENVIRONMENT
Primarily works in a climate controlled office-based setting.
Please Note: Requirements, skills, and abilities described above are representative of those that must be met by an employee to successfully perform the essential functions of this position with or without reasonable accommodation. In no instance, however, should the duties, responsibilities, and requirements be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Duties, responsibilities and activities may change at any time with or without notice.
UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●&nbsp;&nbsp; &nbsp;Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations. 
	●&nbsp;&nbsp; &nbsp;Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●&nbsp;&nbsp; &nbsp;Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●&nbsp;&nbsp; &nbsp;Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●&nbsp;&nbsp; &nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

Trident United Way

Advancement Officer - Major Gifts

Fundraising Research and Analytics Director
Strategic Intelligence and Information Division
Position Summary
As the Fundraising Research and Analytics Director at United Way of Central Indiana, you will play a critical role in advancing our mission to improve lives by mobilizing the caring power of community. You will use your expertise in data analytics and fundraising to provide leadership around fundraising analytics, prospect research, and reports that help inform the organizations fundraising strategy.
We are looking for a highly motivated and results-oriented leader with a passion for making a difference. You should have a strong understanding of data analytics, fundraising, and relationship building. You should also be able to think strategically and creatively, and to communicate effectively with a variety of stakeholders.
Responsibilities:
<ul><li>Drive the development and implementation of UWCI fundraising data strategies.</li>
<li>Play a lead role in the strategic management and day-to-day operations of donor and prospect analytics and research.</li>
<li>Lead and manage fundraising research and analytics projects, resulting in accurate, timely, and meaningful reporting of all metrics being tracked by various internal team members and executives, and by key external stakeholders.</li>
<li>Implement, execute, and optimize the CRM database for the department, as well as playing a significant role organization wide.</li>
<li>Provide analysis of data and recommendations from findings to improve performance and results of fundraising and engagement efforts, which have resulted in a 10% increase in donations.</li>
<li>Act as a subject matter expert for fundraising research and industry best practices, creating a fundraising research and analytics succession plan and strategic plan.</li>
<li>Lead the completion of all critical fundraising analytics reporting to the Executive Committee, Board of Directors, and United Way Worldwide.</li>
<li>Guide the prospect research efforts for both individual, corporate, and foundation prospects, providing accurate and meaningful prospect research, both as requested and proactively as opportunities arise.</li>
<li>Lead and guide the individual donor portfolio management in partnership with the VP of Major and Transformational Giving and Major Gifts Director.</li>
<li>Assure fundraising and engagement data is of great integrity and continually monitor for consistency and quality, developing and managing processes and efforts to assure the alignment with high and current data standards. Determine accountability measures for data integrity.</li>
<li>Create and maintain inter-departmental relationships that are mutually beneficial and create efficiency and effectiveness organization wide, with key departmental relationships including IT, Finance, Marketing, and Impact.</li>
<li>Provide clear direction and supervision to the fundraising research team, ensuring coordinated individual and team goal while promoting innovation. Regular updates with team members is expected.</li>
<li>Achieve established goals, working with the Chief Strategic Intelligence and Information Officer to ensure goals reflect and align and contribute to the broader goals of the organization.</li>
<li>Demonstrate flexibility and adaptability in a changing environment, with a willingness to take on additional duties to ensure the success of the team.</li>
</ul>Qualifications:
To be successful in this role, you must be able to perform each essential job function, be present in the office, and have the highest level of integrity and confidentiality. You should also be innovative, a self-starter, and able to work within a team. You should have strong communication skills, attention to detail, and be flexible and adaptable. You will also need to maintain knowledge of trends in your area of responsibility and review literature to understand key issues.
Education and/or Experience:
<ul><li>Education: Bachelor’s degree required; graduate degree preferred.</li>
<li>Experience:&nbsp;4-6 years of related experience preferred.</li>
</ul>.*Work experience may substitute for education requirements on a case-by-case basis.
<ul><li>Strong analytical skills, including expertise in the modeling and analysis of data is required.</li>
<li>Working knowledge of SPSS or relational database concepts and other business analytics tools is preferred.</li>
<li>Experience with a Constituency Resource Management tool (CRM) such as Salesforce or Microsoft Dynamics is required.</li>
<li>Knowledge:&nbsp;Thorough knowledge of all aspects of non-profit organizations preferred.</li>
<li>Supervisory experience:&nbsp;2 years of supervisory experience required.</li>
<li>Skills:
<ul><li>Experience in data analytics or data development</li>
<li>Excellent written and verbal communication skills</li>
<li>Strong reputation for integrity and professionalism</li>
<li>Ability to resolve conflict constructively</li>
<li>Strong performance management and evaluation skills</li>
<li>Ability to build strong relationships</li>
<li>Ability to think strategically</li>
<li>Commitment to fostering an inclusive environment</li>
</ul></li>
</ul>Benefits:
<ul><li>Competitive salary and benefits package.</li>
<li>Opportunity to make a real difference in the community.</li>
<li>Collaborative and supportive work environment.</li>
<li>Chance to work with a talented team of professionals.</li>
</ul>At United Way, we partner to design, support, and grow systems that accelerate financial stability and upward mobility for individuals and families living in or near poverty and striving for a brighter future. Our vision is that Central Indiana will be a community where children, individuals and families thrive; neighbors care for each other; and we are proud of all our residents’ quality of life.
We pursue this vision in all we do as we ask our community to give, advocate and volunteer. We believe that vision can only be achieved if pursued with shared values, and therefore place great emphasis on building a team that will pursue this vision together with ICARE. This is an exciting time to be part of United Way of Central Indiana’s team as we embark on a new strategic framework that fosters innovation, builds community partnerships, and integrates across traditional functional areas.
Inclusion-Courage-Accountability-Respect-Excellence
Position Leader:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; Strategic Research &amp; Analytics Senior Director
Position Leads: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Fundraising Research and Analytics Team
FLSA Status:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Exempt, Salaried
Salary Range:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; Low to Mid 80's
Benefits:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Complete Benefits Package Available
Equal Opportunity Employer
Please apply at uwci.org/careers
This position description does not constitute a contract of employment or a guarantee of any terms or conditions of employment. UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI’s right to assign or reassign duties and responsibilities to this position at any time.

United Way of Central Indiana

Fundraising Research and Analytics Director

Position Summary:&nbsp;The Resource Development (RD) Assistant will primarily provide a leadership role in the management of the donor stewardship journey in order to achieve individual, department and company goals. Additionally, the RD Assistant will provide support to the Director of Resource Development in all areas related to implementing and supporting the fundraising initiatives and goals for United Way.&nbsp; United Way professionals should exhibit core competencies: mission-focused, relationship-oriented, collaborator, results-driven, and brand-steward.
Duties and Responsibilities:
Drives Revenue &amp; Impact
<ul><li>Resident expert on customer relationship management system communications platform.</li>
<li>Run reports as requested on behalf of the Director of Resource Development which will enhance knowledge of donor base for effective communications.</li>
<li>Manage and maintain global accounts where engagement is requested (but presentations are not permissible) to encourage business support and achieve United Way goals.</li>
<li>Utilize CRM to review accounts and to process pledge transactions with a high level accuracy and speed.</li>
<li>Identify and write up adjustments to donor accounts as needed.</li>
<li>Maintain an organized filing system of donor pledge cards and payment documentation.</li>
</ul>Strategic Relationship Building
<ul><li>Responsible for carrying out all phases of the communication plan with donors for enhanced stewardship.</li>
<li>Through timely communications is able to connect donors’ and prospects’ areas of interest directly to United Way’s work and inspire commitment and support for United Way.</li>
<li>Utilizing our CRM/communications platform, practice effective stewardship by thanking donors, informing them about the impact of their gifts, and keeping them apprised of progress on Community Impact work.</li>
<li>Work effectively with other departments to achieve United Way goals and communicate to various stakeholders.</li>
</ul>Effective &amp; Engaging Communicator
<ul><li>Excellent written and oral communication skills to effectively present the United Way message to businesses, employees, and the community.</li>
<li>Provide excellent customer service and problem resolution to both internal and external constituents.</li>
</ul>Embracing &amp; Managing Change
<ul><li>Effectively work with the Director of Resource Development, UW Board members, and Campaign Cabinet to implement new and creative strategies for workplace campaigns to support United Way goals.</li>
<li>Work with UW, the Resource Development Team and Community Impact Team to engage donors as volunteers through effective communications as part of the stewardship journey.</li>
</ul>Entrepreneurial &amp; Innovative
<ul><li>Collaborate with the local community to meet organizational goals through special events (including but not limited to race parking) and affinity groups (including but not limited to Power of the Purse events.)</li>
</ul>This job description reflects the general duties assigned to the Resource Development Assistant, however, other duties may be assigned based upon needs that may arise within the organization and fall within the scope of the Resource Development Department. &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Qualifications:
<ul><li>High School Diploma or equivalent required.</li>
<li>1 - 3 years of experience in database management, preferably in a non-profit organization.</li>
<li>Associate degree in business, accounting or database management an advantage.</li>
<li>Excellent computer and data entry skills.</li>
<li>Proficient with Microsoft Office products including Word, Excel, PowerPoint</li>
<li>Team player with the ability to work with AUW senior management to achieve organizational goals.</li>
<li>Detail oriented with strong organizational and project management skills.</li>
<li>Strong verbal and written communication skills, including public speaking and presentation skills.</li>
<li>High degree of professional integrity to deal ethically with confidential information.</li>
<li>Ability to work under minimal supervision.</li>
<li>Possess a valid driver’s license and have use of insured motor vehicle.</li>
</ul>Working Conditions &amp; Physical Requirements:
Work is carried out in a controlled, agreeable environment as generally represented by normal office conditions.&nbsp; 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.&nbsp; These events may&nbsp;require several hours on your feet and assisting with heavy lifting and carrying.
UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●&nbsp;&nbsp; &nbsp;Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations. 
	●&nbsp;&nbsp; &nbsp;Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●&nbsp;&nbsp; &nbsp;Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●&nbsp;&nbsp; &nbsp;Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●&nbsp;&nbsp; &nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

Arrowhead United Way

Resource Development Specialist

<a href="https://www.unitedwaygkc.org/" target="_blank">UWGKC</a> serves as a non-profit, focused on bettering the communities of Kansas City through transformative change by providing or allocating social services focused on health, education and financial stability. We’re more than fundraisers. We’re the hand-raisers and game changers. We go looking for the tough issues in our community, and with your help, we go solve them. United Way of Greater Kansas City unites donors, volunteers, businesses, nonprofits and community leaders to help change the lives of those in need. We are making Kansas City and the surrounding area better…100 years and counting. Join us.
United Way of Greater Kansas City is seeking Part-time Community Resource Navigators for the 211 information and referral line. The Community Resource Navigators will be responsible for handling local and contract calls, providing excellent customer service, caller problem assessment, information and referral, screening for program eligibility, advocacy, and appropriate follow-up for 211.

United Way 211 is a free and confidential 24 hours a day and 7 days a week information and referral service that helps connect people to community resources. 211 maintains a comprehensive database of thousands of local and national community resources that include information on services for food, shelter, utilities, health related services and more. 211 is committed to being the most trusted essential community resource to help individuals navigate the web of social services, assisting people in overcoming barriers, and addressing challenges every day.
Location: Remote
Open Shifts Weekly Hours:
<ul><li>Wednesday 9:30am – 5:30pm &amp; Friday 8:30am – 4:30pm (14 hours)</li>
<li>Sunday 10:30am – 6:30pm, Monday 10:00am – 6:00pm, &amp; Friday 10:00am – 6:00pm (22.50 hours)</li>
<li>Saturday 8:00am – 4:00pm, Sunday 7:00am – 3:00pm (14 hours)</li>
<li>Sunday 11:30am – 6:30pm, Monday 11:00 am – 6:00pm (14 hours)</li>
</ul>OVERVIEW OF RESPONSIBILITIES
<ul><li>Provides phone-based inbound and outbound client problem assessment, information and/or referral(s) and follow-up appropriate to the client’s needs.</li>
<li>Utilizes recognized professional and agency standards in carrying out the goal of resolution of the client’s problems or requests.</li>
<li>Provides advocacy for clients in situations when a situation needs, or an individual is unable to follow through on the referral(s) independently. Advocacy can include outbound calls to agencies, research, or other reasonable steps to facilitate service delivery to the client.</li>
<li>Provides consistent and excellent customer service and follows core principals of CARE: Caring, Accurate and Resourceful, Every call. Meets established individual key performance indicators and benchmarks including, but not limited to, schedule adherence, call quality standards, and availability.</li>
<li>Maintains accurate documentation of each client interaction, including client demographic information, services requested, information provided, referral(s) made, follow-up data by entering into Service Point database or other databases as contracts require.</li>
<li>Required to work holidays as scheduled.</li>
<li>Required to report to other designated location during times of emergencies and disaster.</li>
<li>Participates actively in new hire training of approximately 80 hours.</li>
<li>Participates in ongoing regular training, staff meetings, as well as coaching to enhance and maintain skills.</li>
<li>Applies for Alliance of Information and Referral Systems (AIRS) certification after completing necessary employment and experience criteria.</li>
<li>Required to have and maintain sufficient internet service and related equipment. Other essential equipment will be provided.</li>
<li>Required to have safe and private workspace conducive to maintaining client confidentiality.</li>
<li>Other duties such as special projects or seasonal protocols as assigned.</li>
</ul>EDUCATION/REQUIREMENTS
<ul><li>Provides phone-based inbound and outbound client problem assessment, information and/or referral(s) and follow-up appropriate to the client’s needs.</li>
<li>Utilizes recognized professional and agency standards in carrying out the goal of resolution of the client’s problems or requests.</li>
<li>Provides advocacy for clients in situations when a situation needs, or an individual is unable to follow through on the referral(s) independently. Advocacy can include outbound calls to agencies, research, or other reasonable steps to facilitate service delivery to the client.</li>
<li>Provides consistent and excellent customer service and follows core principals of CARE: Caring, Accurate and Resourceful, Every call. Meets established individual key performance indicators and benchmarks including, but not limited to, schedule adherence, call quality standards, and availability.</li>
<li>Maintains accurate documentation of each client interaction, including client demographic information, services requested, information provided, referral(s) made, follow-up data by entering into Service Point database or other databases as contracts require.</li>
<li>Required to work holidays as scheduled.</li>
<li>Required to report to other designated location during times of emergencies and disaster.</li>
<li>Participates actively in new hire training of approximately 80 hours.</li>
<li>Participates in ongoing regular training, staff meetings, as well as coaching to enhance and maintain skills.</li>
<li>Applies for Alliance of Information and Referral Systems (AIRS) certification after completing necessary employment and experience criteria.</li>
<li>Required to have and maintain sufficient internet service and related equipment. Other essential equipment will be provided.</li>
<li>Required to have safe and private workspace conducive to maintaining client confidentiality.</li>
<li>Other duties such as special projects or seasonal protocols as assigned.</li>
</ul>

United Way of Greater Kansas City

211 Community Resource Navigator (Part-Time)

<a href="https://www.unitedwaygkc.org/" target="_blank">UWGKC</a> serves as a non-profit, focused on bettering the communities of Kansas City through transformative change by providing or allocating social services focused on health, education and financial stability. We’re more than fundraisers. We’re the hand-raisers and game changers. We go looking for the tough issues in our community, and with your help, we go solve them. United Way of Greater Kansas City unites donors, volunteers, businesses, nonprofits and community leaders to help change the lives of those in need. We are making Kansas City and the surrounding area better…100 years and counting. Join us.
United Way of Greater Kansas City is seeking Community Resource Navigators for the 211 information and referral line. The Community Resource Navigators will be responsible for handling local and contract calls, providing excellent customer service, caller problem assessment, information and referral, screening for program eligibility, advocacy, and appropriate follow-up for 211.

United Way 211 is a free and confidential 24 hours a day and 7 days a week information and referral service that helps connect people to community resources. 211 maintains a comprehensive database of thousands of local and national community resources that include information on services for food, shelter, utilities, health related services and more. 211 is committed to being the most trusted essential community resource to help individuals navigate the web of social services, assisting people in overcoming barriers, and addressing challenges every day.
Location: Remote
Open Shifts Weekly Hours:
<ul><li>Monday - Friday 9:30am – 5:30pm</li>
<li>Monday - Tuesday &amp; Friday 9:30am – 5:30pm, Saturday 9:00am – 5:00pm, &amp; Sunda 8:00 am – 4:00 pm</li>
<li>Sunday 11:00pm – Monday 7:00am, Tuesday – Friday 12:00am (midnight) – 7:30am</li>
</ul>OVERVIEW OF RESPONSIBILITIES
<ul><li>Provides phone-based inbound and outbound client problem assessment, information and/or referral(s) and follow-up appropriate to the client’s needs.</li>
<li>Utilizes recognized professional and agency standards in carrying out the goal of resolution of the client’s problems or requests.</li>
<li>Provides advocacy for clients in situations when a situation needs, or an individual is unable to follow through on the referral(s) independently. Advocacy can include outbound calls to agencies, research, or other reasonable steps to facilitate service delivery to the client.</li>
<li>Provides consistent and excellent customer service and follows core principals of CARE: Caring, Accurate and Resourceful, Every call. Meets established individual key performance indicators and benchmarks including, but not limited to, schedule adherence, call quality standards, and availability.</li>
<li>Maintains accurate documentation of each client interaction, including client demographic information, services requested, information provided, referral(s) made, follow-up data by entering into Service Point database or other databases as contracts require.</li>
<li>Required to work holidays as scheduled.</li>
<li>Required to report to other designated location during times of emergencies and disaster.</li>
<li>Participates actively in new hire training of approximately 80 hours.</li>
<li>Participates in ongoing regular training, staff meetings, as well as coaching to enhance and maintain skills.</li>
<li>Applies for Alliance of Information and Referral Systems (AIRS) certification after completing necessary employment and experience criteria.</li>
<li>Required to have and maintain sufficient internet service and related equipment. Other essential equipment will be provided.</li>
<li>Required to have safe and private workspace conducive to maintaining client confidentiality.</li>
<li>Other duties such as special projects or seasonal protocols as assigned.</li>
</ul>EDUCATION/REQUIREMENTS
<ul><li>Must be customer service orientated in all communications and situations and demonstrate a commitment to excellence.</li>
<li>Minimum of one year information and referral, contact center, social services, or related experience; knowledge of health and human services preferred.</li>
<li>High School diploma or equivalent required.</li>
<li>Must be able to provide services respectfully alongside all diverse populations.</li>
<li>Must be able to perform multiple tasks across multiple platforms, databases, and tools.</li>
<li>Must work well within a virtual team setting, regularly and effectively utilizing communication and collaborative tools provided.</li>
<li>Intermediate to advanced level computer skills required as multiple databases are utilized. Systems used include, but not limited to: ServicePoint, NICE inContact, Outlook, Microsoft Suite (Word, Excel, PowerPoint), and Microsoft Teams. Must be able to utilize key systems independently as prescribed for job assignments at the completion of new hire training.</li>
<li>Bilingual Spanish is preferred but not required.</li>
</ul>The ideal candidate demonstrates:&nbsp;
<ul><li>A compassionate curious communication style, especially with clients</li>
<li>Proactive problem solving, seeking to understand the root issue, not just the immediate problem</li>
<li>Works to build trusting relationships with others</li>
<li>Respect in all interactions</li>
<li>Clear and effective explanation of processes in multiple ways</li>
<li>Continuous learning</li>
<li>Reflection for improvement and seeks authentic feedback</li>
<li>Eagerness to adopt best practices</li>
<li>Responds to communications in a timely manner</li>
<li>Understands the impact their actions can have on others and manages conflicts effectively</li>
<li>Cooperation and participation</li>
<li>Flexibility with regular changes in resources, updates, fluctuations in call types and demands</li>
</ul>Compensation&nbsp;and Benefits: United Way of Kansas City offers a competitive salary commensurate with experience, benefits package including full health and dental coverage; “unlimited flexible” vacation; 403(b) with company match; flexible office culture; employee development opportunities and a hybrid work environment.&nbsp;
OMNI and our clients are Equal Opportunity Employers and seek diversity in candidates for employment. EEO Employer W/M/Vet/Disabled/Sexual Orientation/Gender Identity.

211 Community Resource Navigator (Full-Time)

<a href="https://www.unitedwaygkc.org/" target="_blank">UWGKC</a> serves as a non-profit, focused on bettering the communities of Kansas City through transformative change by providing or allocating social services focused on health, education and financial stability. We’re more than fundraisers. We’re the hand-raisers and game changers. We go looking for the tough issues in our community, and with your help, we go solve them. United Way of Greater Kansas City unites donors, volunteers, businesses, nonprofits and community leaders to help change the lives of those in need. We are making Kansas City and the surrounding area better…100 years and counting. Join us.
United Way of Greater Kansas City is seeking Full-time 211 Resource Specialist.
Under general supervision in a virtual contact center environment, updates and evaluates the quality of community resource information contained in the United Way 211 resource database. Provides updates and support to the Information and Referral contact center of United Way 211 through data gathering, creating relationships with, and sending out annual solicitations to all agencies contained in the database. Completes data input into the database software according to style guide and inclusion requirements. Supports and adheres to Alliance of Information and Referral Systems (AIRS) standards. May be required to participate in outreach events as assigned to build awareness of United Way 211 services.
The Resource Specialist assures that he/she/they are compliant according to organizational and legal policies, procedures, and standards.&nbsp;
Location: Remote
OVERVIEW OF RESPONSIBILITIES
The employee in this role has the following top duties and responsibilities:
<ul><li>Assist with the maintenance of the Information and Referral database.</li>
<li>Research resource data in and serving the 23-county area; verify and enter data.</li>
<li>Assist with documentation and reporting of information and referral statistics and other reports as required.</li>
<li>Categorize information according to industry standards.</li>
<li>Researches and maintains current knowledge of all AIRS database standards.</li>
<li>Complete annual updates for agencies listed in the resource database through outreach to agencies including phone, email, and in person efforts.</li>
<li>Evaluates data accuracy, style, and inclusive language for all database records.</li>
<li>May be required to report to the UWGKC office or another designated location as required.</li>
<li>Represent United Way and 211 at various resource fairs, community collaborations, and through community outreach as required.</li>
<li>Will apply for Certified Resource Specialist – Database Curator (CRS-DC) when eligible per AIRS eligibility requirements.</li>
<li>Other duties as assigned.</li>
</ul>The Resource Specialist participates in developing and accomplishing annual and ongoing goals. They review these goals on a routine basis with their supervisor to assure work is being carried out according to expectations, deadlines, and accuracy. The employee accepts constructive feedback and seeks learning opportunities to bridge any performance gaps or to prepare for increased responsibilities. In addition, this employee seeks opportunities to improve department outcomes by identifying barriers and possible solutions.
The employee may participate in projects, teams, or committees to help advance current or new initiatives being undertaken within UWGKC. This employee may perform other work as assigned.
EDUCATION/REQUIREMENTS
<ul><li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook);</li>
<li>Above average computer skills including database, Excel, or spreadsheet management.</li>
<li>Strong organizational skills required as well as verbal and written communication skills.</li>
<li>Commitment to and experience delivering excellent customer service.</li>
<li>Experience in non-profit and human service delivery preferred.</li>
<li>High School diploma or equivalent required; bachelor’s degree is preferred.</li>
<li>Strong attention to detail, process improvement, effective collaboration, and ability to adjust expectations to address time sensitive tasks.</li>
<li>Must be respectful to all callers and teammates, inclusive of all diverse populations and considerations.</li>
</ul>The ideal candidate demonstrates the following:
<ul><li>is reflective and seeks authentic feedback</li>
<li>is a continuous learner</li>
<li>is cooperative and participative</li>
<li>ability to clearly and effectively explain processes in multiple ways</li>
<li>is respectful in all interactions</li>
<li>builds trusting relationships with others</li>
<li>understands the impact of their actions on others and manages conflict effectively</li>
<li>adopts best practices and aligns their work to assure effective outcomes</li>
<li>balances responsibilities and responds to requests in a timely manner</li>
<li>is a proactive problem solver</li>
<li>understands how individual work impacts others</li>
</ul>Compensation&nbsp;and Benefits: United Way of Kansas City offers a competitive salary commensurate with experience, benefits package including full health and dental coverage; “unlimited flexible” vacation; 403(b) with company match; flexible office culture; employee development opportunities and a hybrid work environment.
OMNI and our clients are Equal Opportunity Employers and seek diversity in candidates for employment. EEO Employer W/M/Vet/Disabled/Sexual Orientation/Gender Identity.

211 Resource Specialist

<a href="https://www.unitedwaygkc.org/" target="_blank">UWGKC</a> serves as a non-profit, focused on bettering the communities of Kansas City through transformative change by providing or allocating social services focused on health, education and financial stability. We’re more than fundraisers. We’re the hand-raisers and game changers. We go looking for the tough issues in our community, and with your help, we go solve them. United Way of Greater Kansas City unites donors, volunteers, businesses, nonprofits and community leaders to help change the lives of those in need. We are making Kansas City and the surrounding area better…100 years and counting. Join us.
United Way of Greater Kansas City is seeking Community Resource Navigators for the 211 information and referral line. The Community Resource Navigators will be responsible for handling local and contract calls, providing excellent customer service, caller problem assessment, information and referral, screening for program eligibility, advocacy, and appropriate follow-up for 211. The working contact center shift hours are flexible based on the need for additional coverage and the Community Resource Navigator will be expected to pick up a minimum of 3 shifts per month based on the person’s general availability. Additionally, the PRN Community Resource Navigator will sign on to check communications one hour per week to stay up to date on the changes in the database, processes, or seasonal programs.

United Way 211 is a free and confidential 24 hours a day and 7 days a week information and referral service that helps connect people to community resources. 211 maintains a comprehensive database of thousands of local and national community resources that include information on services for food, shelter, utilities, health related services and more. 211 is committed to being the most trusted essential community resource to help individuals navigate the web of social services, assisting people in overcoming barriers, and addressing challenges every day.
Status: Part-Time/As Needed
Location: Remote
Open Shifts Weekly Hours:
<ul><li>Based on personal availability and available open shifts. The ideal candidate can work a minimum of 8 hours a week during day, evening, and/or weekend hours.</li>
</ul>OVERVIEW OF RESPONSIBILITIES
<ul><li>Provides phone-based inbound and outbound client problem assessment, information and/or referral(s) and follow-up appropriate to the client’s needs.</li>
<li>Utilizes recognized professional and agency standards in carrying out the goal of resolution of the client’s problems or requests.</li>
<li>Provides advocacy for clients in situations when a situation needs, or an individual is unable to follow through on the referral(s) independently. Advocacy can include outbound calls to agencies, research, or other reasonable steps to facilitate service delivery to the client.</li>
<li>Provides consistent and excellent customer service and follows core principles of CARE: Caring, Accurate and Resourceful, Every call. Meets established individual key performance indicators and benchmarks including, but not limited to, schedule adherence, call quality standards, and availability.</li>
<li>Maintains accurate documentation of each client interaction, including client demographic information, services requested, information provided, referral(s) made, follow-up data by entering into Service Point database or other databases as contracts require.</li>
<li>Required to work holidays as scheduled.</li>
<li>Required to report to other designated location during times of emergencies and disaster.</li>
<li>Participates actively in new hire training of approximately 80 hours.</li>
<li>Participates in ongoing regular training, staff meetings, as well as coaching to enhance and maintain skills.</li>
<li>Applies for Alliance of Information and Referral Systems (AIRS) certification after completing necessary employment and experience criteria.</li>
<li>Required to have and maintain sufficient internet service and related equipment. Other essential equipment will be provided.</li>
<li>Required to have safe and private workspace conducive to maintaining client confidentiality.</li>
<li>Other duties such as special projects or seasonal protocols as assigned.</li>
</ul>EDUCATION/REQUIREMENTS
<ul><li>Must be customer service orientated in all communications and situations and demonstrate a commitment to excellence.</li>
<li>Minimum of one year information and referral, contact center, social services, or related experience; knowledge of health and human services preferred.</li>
<li>High School diploma or equivalent required.</li>
<li>Must be able to provide services respectfully alongside all diverse populations.</li>
<li>Must be able to perform multiple tasks across multiple platforms, databases, and tools.</li>
<li>Must work well within a virtual team setting, regularly and effectively utilizing communication and collaborative tools provided.</li>
<li>Intermediate to advanced level computer skills required as multiple databases are utilized. Systems used include, but not limited to: ServicePoint, NICE inContact, Outlook, Microsoft Suite (Word, Excel, PowerPoint), and Microsoft Teams. Must be able to utilize key systems independently as prescribed for job assignments at the completion of new hire training.</li>
<li>Bilingual Spanish is preferred but not required.</li>
</ul>The ideal candidate demonstrates:&nbsp;
<ul><li>A compassionate curious communication style, especially with clients</li>
<li>Proactive problem solving, seeking to understand the root issue, not just the immediate problem</li>
<li>Works to build trusting relationships with others</li>
<li>Respect in all interactions</li>
<li>Clear and effective explanation of processes in multiple ways</li>
<li>Continuous learning</li>
<li>Reflection for improvement and seeks authentic feedback</li>
<li>Eagerness to adopt best practices</li>
<li>Responds to communications in a timely manner</li>
<li>Understands the impact their actions can have on others and manages conflicts effectively</li>
<li>Cooperation and participation</li>
<li>Flexibility with regular changes in resources, updates, fluctuations in call types and demands</li>
</ul>OMNI and our clients are Equal Opportunity Employers and seek diversity in candidates for employment. EEO Employer W/M/Vet/Disabled/Sexual Orientation/Gender Identity.

211 PRN Community Resource Navigator

Manager of Prospect Research 
Strategic Intelligence and Information Division
We partner to design, support, and grow systems that accelerate financial stability and upward mobility for individuals and families living in or near poverty and striving for a brighter future. Our vision is that Central Indiana will be a community where children, individuals and families thrive; neighbors care for each other; and we are proud of all our residents’ quality of life.
We pursue this vision in all we do as we ask our community to give, advocate and volunteer. We believe that vision can only be achieved if pursued with shared values, and therefore place great emphasis on building a team that will pursue this vision together with ICARE. This is an exciting time to be part of United Way of Central Indiana’s team as we embark on a new strategic framework that fosters innovation, builds community partnerships, and integrates across traditional functional areas.
Inclusion-Courage-Accountability-Respect-Excellence
Position Summary
United Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. The Manager of Prospect Research is responsible for the management and implementation of prospect identification, pipeline development, prospect research, industry analysis, and relationship management. The Manager of Prospect Research also broadly manages portfolios by overseeing the moves management strategy, engagement plans, and appropriate accountability measures for fundraisers. Additional duties include providing actionable insight into donor behaviors through in-depth research and analysis and collaborating on projects that support the organization.
Position Duties &amp; Responsibilities
The following statements are intended to describe the general nature and level of work being performed.&nbsp; They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.&nbsp; 
Prospect Research:
<ul><li>Develop strategy for proactive research that will guide donor-centric and data driven decision making related to prospects and donors.</li>
<li>Identify, qualify, rate, and assign individual prospects in support of fundraising goals and objectives. Advise and provide guided recommendations for grant and corporate prospects.</li>
<li>Provide prospect research to fundraisers who primarily work with leadership level ($1,000+) and major level ($5,000+) prospects.</li>
<li>Utilize research tools to analyze individual wealth indicators, including salary, stock, real estate, and other assets, to determine overall financial capacity, wealth ratings and solicitation potential.</li>
<li>Prepare and regularly maintain thorough, accurate and timely profiles on individuals, corporations and foundations as needed to support fundraising initiatives. Manage biographical records, utilizing methods such as daily news screenings, reviewing push technology/alerts, and donors lists to identify new individual, corporate and foundation prospects and monitor current prospects.</li>
<li>Manage research request queue and respond to requests in a timely manner.</li>
</ul>Portfolio Management
<ul><li>Provide strategic consultative partnership to Chief Strategic Intelligence &amp; Information Officer and Chief Fundraising &amp; Engagement Officer that includes prospect strategies, analysis and reporting related to major and transformational donors.</li>
<li>Manage updates to individual donor portfolios, prospect assignments and asks for fundraising team members within the CRM database</li>
<li>Oversee the development of policies and procedures around prospect pipeline management and activity.</li>
<li>Lead a moves management system, including establishing baselines and metrics for movement and activity.</li>
</ul>Research &amp; Projects:
<ul><li>Collaborate and regularly meet with other Strategic Information team members for donor surveys and other cross-departmental projects.</li>
<li>Collaborate and regularly meet with Marketing &amp; Communications team members for research, evaluation and targeting of donor communications.</li>
<li>Participate in on-going professional development activities as relevant, to maintain and enhance skills and abilities and stay abreast of current prospect management trends and research techniques.</li>
<li>Development of best practices in prospect research &amp; management in order to recommend ways to create efficiencies.</li>
</ul>Annual Goals: Achieve established goals. Work with the Senior Director, Fundraising Research &amp; Analytics to ensure goals reflect and align and contribute to the broader goals of the organization.
Flexibility: UWCI is evolving with our changing external environment. Flexibility and adaptability are key attributes for this position. A willingness to take on additional duties to ensure the success of the team is essential.
Performs special assignments and other work, on an as-needed basis
Qualifications
To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives. The individual should have effective communication skills, attention to detail and organization, and flexibility and adaptability. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues.
Advanced analytical skills to synthesize a high volume of information from a variety of sources and perform complex analysis to interpret financial data and individual wealth indicators, identify philanthropic patterns, and relationships among individuals, corporations, and foundations
Routinely writes complex detailed reports and business correspondence.&nbsp; Routinely presents information and responds to questions from groups of managers (may include Top Management), clients, customers, and the public.
This individual makes day-to-day and/or daily decisions used to support strategic direction.&nbsp; Decisions often require thought and are structured.&nbsp; Decisions tend to be short term (one year or less) and usually low to moderate cost.
Education and/or Experience
<ul><li>Bachelor’s degree required, three to five years of successful prospect research experience, library science, information management, analytics, or another related field.</li>
<li>Experience using a CRM database, iWave, WealthEngine, LexisNexis and/or other prospect research software is required.</li>
<li>Excellent written communication skills and a clear, concise writing style are key skills to this position. &nbsp;</li>
</ul><ul><li>Significant aptitude with research methods and experience with computers and relational databases&nbsp;</li>
<li>Ability to follow ethical standards, utilize discretion in dealing with sensitive and confidential information.</li>
</ul>*Work experience may substitute for education requirements on a case-by-case basis.
Physical Demands:
The physical demands described here are general representations 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.
<ul><li>While performing the duties of this job, the employee is regularly required to sit, reach with hands and arms, talk, and hear. The employee frequently is required to use hands to touch and handle objects. The employee frequently stands or walks.</li>
<li>The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.</li>
</ul>Work Environment: 
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul><li>Office setting, with sustained use of a computer.</li>
<li>The noise level in the work environment is minimal to moderate.</li>
</ul>Maintains personal/professional competency and works to create an environment of courtesy, respect, enthusiasm, and a positive attitude in all interactions both internal and external to the organization.
Position Leader:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Fundraising Research &amp; Analytics Senior Director&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
Position Leads: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Interns FLSA Status: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Exempt, Full-time
Salary Range:&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 60’s to Mid 60’s, depending on experience&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
Benefits:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Complete Benefits Package Available
Equal Opportunity Employer
Please apply at uwci.org/careers
This position description does not constitute a contract of employment or a guarantee of any terms or conditions of employment.&nbsp; UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI’s right to assign or reassign duties and responsibilities to this position at any time.

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