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The 211 Care Coordinator assists residents in connecting to social service support by assessing needs and making referrals within a network of partnering organizations. The Care Coordinator will provide a broad-based human services needs assessment; make referrals within the referral platform; collect and record appropriate data on referrals; and follow up to ensure referrals are utilized and complete. The Care Coordination function is flexible and responsive to changing community needs. As such, the Coordinator’s focus may change to meet new external and United Way opportunities, initiatives, and programs to support community members.
Key Areas of Responsibility: 
<ul><li>Assist community members by assessing needs in a compassionate method and providing referrals for immediate and intermediate needs through a network of key community partners. Referrals will be made primarily through a technology platform. The Care Coordinator is responsible for tracking when partners accept or decline referrals, when agencies contact residents, and when services are provided. The Care Coordinator will be a diligent advocate, connecting County residents with organizations to meet their needs.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
<li>Collect and record data on types of referrals made, demographics of residents receiving care coordination, and agency responses to referrals for use in daily and weekly statistical and activity reports. Participate with the Director of Community Connections and members of the United Way staff to assess and improve Care Coordination program operations.</li>
</ul>Minimum Qualifications:
<ul><li>Bachelor’s degree in human service or related field desired.</li>
<li>One year of work experience in human service field and previous experience in social service interviewing is desirable.</li>
<li>Listening and communication skills and writing skills.</li>
<li>Knowledge of community resources is preferred.</li>
<li>Must be able to work closely with others and foster a workable, effective and productive relationship with other staff, administration, volunteers, agencies and community members.</li>
<li>Collaborative call center office environment.</li>
<li>Remote weekend work.</li>
</ul>Salary starting at $21.50 per hour plus competitive benefits package.
Applicants should apply by&nbsp;Friday, February 2, 2024,&nbsp;via the link below:
<a href="https://jobapply.page.link/Bi2KG" target="_blank">https://jobapply.page.link/Bi2KG</a>
UWGC is an Equal Opportunity Employer Committed to Diversity, Equity and Inclusion

United Way of Greater Cincinnati

Care Coordinator

Organizational Overview
United Way of the Mid-South is a multi-million-dollar non-profit, public charitable foundation that mobilizes financial and human resources, across 8-counties, to meet critical needs and to help ensure that hundreds of thousands of Mid-Southerners can achieve their highest potential. We support high-performing nonprofit agencies that are on the front lines fighting to decrease poverty in our community by addressing the essential building blocks for success – education, financial stability, and health – while maintaining vital safety net services in food, shelter, and safety for individuals facing crisis situations. By joining United Way of the Mid-South, you are uniting with a team that is moving the needle on poverty and making our community a place where everyone can thrive.
Position Overview 
The United Way of the Mid-South (UWMS) is seeking a well-organized and independent leader to serve as a Mobile Assistant Site Coordinator for a Free Tax Preparation/ VITA (Volunteer Income Tax Assistance) mobile tax site providing free tax preparation at various locations. Assisting with overseeing a mobile free tax site, which offers free federal and state income tax preparation for qualifying families and individuals from January - April. With the guidance of Community Impact leadership, this individual will assist in the management of a Free Tax Preparation/VITA site.
Primary Duties and Responsibilities 
<ul><li>The Mobile Assistant Site Coordinator will assist in managing a mobile tax site for the tax season, providing Free Tax preparation at various locations.&nbsp;</li>
<li>Helping to recruit, schedule and manage volunteer tax preparers for the season, ensuring all volunteers have obtained the necessary certifications.</li>
<li>Conduct Quality Reviews of returns filed by fellow volunteers.</li>
<li>Assist in site management including, maintaining confidentiality, client services, tax return review and transmission, and volunteer relations</li>
<li>Provides support and guidance to volunteer staff who prepare electronic tax returns for low and moderate-income taxpayers.</li>
<li>Responsible for the collaboration with the United Way Agency partners who will help in identifying potential clients for tax preparation.</li>
<li>Assisting with tax preparation when necessary.&nbsp;</li>
<li>Completing the Volunteer Standards of Conduct, Intake/Interview/Quality Review, Site Coordinator, advanced IRS Tax Law, HSA and Military certifications</li>
</ul><ul><li>Assisting in providing regular reports to UWMS to support IRS reporting requirements.&nbsp;</li>
</ul>Qualifications
<ul><li>A general understanding of income tax law is helpful, paid IRS-sponsored training will be provided</li>
<li>Successful completion of the IRS advanced course is required to provide quality control, support, and guidance to volunteers</li>
<li>Ability to work well in a fast-paced environment, and display a supportive and professional disposition with diverse populations</li>
<li>Experience and comfort serving clients from diverse backgrounds</li>
<li>Comfort with technology (computers, software, internet platforms, etc)</li>
<li>Self-motivated with a high degree of flexibility, creativity, and independence</li>
<li>Flexible schedule (some assignments will require weekend/evening work)</li>
<li>Possess excellent organizational, leadership, and management skills</li>
<li>Reliable transportation to drive to the tax site and transport all necessary equipment as needed.</li>
<li>Flexible schedule (some assignments will require weekend/evening work)</li>
</ul>Physical Requirements
This position requires the employee to be able to lift 30 pounds.&nbsp; The employee is regularly required to stand for long periods of time.&nbsp; The employee is frequently required to use finger and hand motion, and to reach using arms and hands.&nbsp;&nbsp; The position may also require significant walking and capability to climb stairs.&nbsp; The employee will need to have the ability to talk to and hear customers during events.&nbsp; Specific visual abilities required include close vision, distance vision, depth perception and ability to adjust focus.&nbsp; There may be additional physical requirements associated with off-site corporate or volunteer events.
WORKING CONDITIONS
United Way of the Mid-South is an equal opportunity employer and does not discriminate against any person because of race, color, creed, religion, sex, national origin, disability, age, genetic information or any other characteristic protected by law.&nbsp; This nondiscrimination policy extends to all terms, conditions and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment action.
&nbsp;United Way of the Mid-South will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship. United Way of the Mid-South is committed to demonstrating diversity, equity, and inclusion in our workplace and community. We value the unique skills and contributions of each individual and believe in the power of collective leadership, accountability, and unity.
This position requires a valid Driver’s License, car insurance and reliable transportation.&nbsp; The position also requires flexible hours outside of normal business hours and some local travel to meet with partners.
Other Duties
Please note, this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.
United Way Core Competencies for ALL Staff 
<ul><li>Mission-Focused: Catalyze others’ commitment to the mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations.</li>
<li>Relationship-Oriented: Understands that people come before the process and is astute in cultivating and managing relationships toward a common goal.</li>
<li>Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.</li>
<li>Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.</li>
<li>Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.</li>
</ul>

United Way of the Mid-South

Free Tax Prep Mobile Assistant Site Coordinator

United Way of Greater Cincinnati (UWGC) is a dynamic and mission-driven organization dedicated to building a community where all people have an opportunity to thrive. We are committed to creating innovative solutions to address pressing societal challenges and drive positive change in our community.
The Director of Strategic Incubation will design, launch, and test new strategic initiatives in alignment with our organizational strategy, impact pillars, and revenue goals. Working closely with internal and external stakeholders, the Director will oversee a portfolio of incubating initiatives to ensure effective operational supports and implementation to ensure the initiatives meet the strategies, goals, and objectives of UWGC.
Key Areas of Responsibility:
Strategic Initiative Design and Planning
<ul><li>Collaborate with the Chief Strategy Officer and other key stakeholders to conceptualize and develop innovative strategic initiatives aligned to United Way’s mission and goals.</li>
<li>Develop comprehensive incubation plans for new initiatives, including project timelines, resource allocation, and key performance indicators.</li>
<li>Work closely with cross-functional teams to ensure seamless execution of incubation plans, including engaging experts in areas such as program development, finance, marketing, and technology.</li>
<li>Conduct market research and analysis to identify trends, opportunities, and potential obstacles related to new initiatives.</li>
</ul>Lead in Developing Incubation Procedures and Initiative Lifecycle
<ul><li>Lead in developing operational policies and procedures for incubating initiatives around fundraising, communications, partner vetting and adherence to United Way mission and strategy.</li>
<li>With Chief Strategy Officer, serve as an advisor to organizational leaders for incubating initiatives.</li>
<li>Oversee the vetting process for potential new initiatives to ensure they are in line with the mission and values, as well as the business model and fiscal goals of United Way.</li>
</ul>Manage Initial Lifecycle of Initiatives and Facilitate Transition
<ul><li>Oversee the testing phase of new initiatives, collecting and analyzing data to make informed decisions about scaling, pivoting, or discontinuing projects.</li>
<li>Manage budgeting and resource allocation for incubation projects and work closely with finance and resource development team to identify funding needs and potential revenue sources.</li>
<li>Build and maintain strong relationships with external partners, stakeholders, and collaborators to support successful implementation of strategic initiatives.</li>
<li>Regularly report on the progress, impact, and outcomes of incubation projects to organizational leaders and other relevant stakeholders.</li>
<li>Identify potential risks and develop mitigation strategies to ensure the success and sustainability of incubation projects.</li>
</ul>Minimum Qualifications:
<ul><li>Bachelor’s degree or equivalent, preferred.</li>
<li>At least five years proven experience in strategic planning, project management, and innovation in a nonprofit or related setting.</li>
<li>Strong analytical and problem-solving skills, with the ability to translate data into actionable insights.</li>
<li>Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams and with external partners.</li>
<li>Demonstrated leadership and advisory/consultation experience.</li>
<li>Passion for and commitment to the organization's mission and values.</li>
<li>Creative and entrepreneurial mindset with a focus on driving positive social impact.</li>
<li>Demonstration of strong technical skills with MS products (PowerPoint, Word, Outlook, and Excel).</li>
<li>Occasional local travel to events within the regional area.</li>
</ul>Competencies:
<ul><li>Strategic planning</li>
<li>Project management</li>
<li>Cross-functional collaboration</li>
<li>Advisory skills</li>
<li>Relationship building</li>
<li>Procedure development</li>
</ul>Applicants should apply by&nbsp;Friday, November 17, 2023,&nbsp;via the link below:
<a href="https://jobapply.page.link/acckW" target="_blank">https://jobapply.page.link/acckW</a>
UWGC is an Equal Opportunity Employer Committed to Diversity, Equity and Inclusion&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

Director of Strategic Incubation

Job Title:&nbsp; Director of Resource Development
Position Reports to:&nbsp; President &amp; CEO of United Way of Greater Plymouth County
Work Schedule:&nbsp; Maximum flexibility in work week schedule required, evening or weekends as needed
Classification:&nbsp; Full time, Exempt
Summary:&nbsp; To actively oversee and lead all Resource Development activity of the organization including annual fundraising campaign, major and planned gifts, and special event fundraisers.&nbsp; Cultivate corporate and individual relationships, organizes, and maximizes workplace campaigns to increase participation and giving. Increase all resources to achieve the organization’s mission to “unite people, ideas and resources to improve lives in Greater Plymouth County”.
Essential Competencies
Drives Revenue &amp; Impact
Results driven, with a relentless focus on gaining the resources to support United Way’s mission and community impact-focused strategic objectives
• Effective Fundraiser: Leads new ways to drive and generate revenue; Implements strategies and opportunities to best engage campaign staff and volunteers; Demonstrates the ability to proactively identify and qualify individuals and groups to give to/support United Way; Confident asking for money and closing the deal.
• Ambitious and Relentless: Ambitious yet realistic in setting goals; When confronted with “no” – will come back with new approach and strategy to succeed; Conveys energy and passion about United Way’s work and mission; Self-directed; Holds oneself accountable.
• Risk Taking (calculated): Recognizes and acts on opportunities; Establishes criteria for taking risk; Challenges status quo when appropriate; Knows when to cut losses and develop/implement alternate strategies.
• Interpersonal Communicator: Donor Focused, listens to the needs, interests &amp; passions of the donor with an eye to connecting with our community work; Expresses empathy &amp; consideration for donor needs; Can identify, engage with, adapt to and motivate various types of people &amp; organizations.
Strategic Relationship Building
Develops and maintains strategic relationships that generate the resources necessary to support United Way’s mission.
• Prospect Management: Gathers and uses data in making requests for donations and other types of contributions; Connects donors’ and prospects’ areas of interest directly to United Way’s work; Inspires commitment and support for United Way.
• Effective Selling: Employs consultative selling techniques to match donor interests and community aspirations to United Way products/solutions; Measures and tracks donor and campaign volunteer satisfaction.
• Creates win/win relationships: Understands United Way and donor objectives and where they intersect; Identifies tangible outcomes that benefit both parties; Identifies strategies and opportunities to build trust; Engages with donors year-round, not just during campaign season, to nurture and enhance relationships.
• Steward Donors: Recognizes the power of effective stewardship (thanking donors, informing them about the impact of their gifts, 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.
Effective &amp; Engaging Communicator
Effective and passionate communicator, articulating the United Way message in a way that inspires others to act in service to the organization and the community
• Skilled Communicator: Writes clearly and concisely; Uses multiple platforms to reach&nbsp; audiences, including social media updates; Effective public speaker &amp; presenter.&nbsp; Active listener who is open to new ideas &amp; opinions.
• Connects to Audience: Considers the appropriate method, timing and&nbsp;venue for delivering information appropriate to target audience.&nbsp; Adjusts communication style to anticipate the audience’s needs and watches and responds to nonverbal cues; Effectively engages with diverse audiences.&nbsp; Presents the work of United Way using examples and “stories” that are relevant to community priorities and aspirations, and that resonate with our stakeholders.
Essential Functions:
Annual United Way Campaign
Plan and conduct successful annual United Way campaign, including 100+ workplace campaigns
• Design and implement a written annual strategic campaign plan, including a well thought out and organized campaign structure with clearly defined roles for volunteers and a set schedule of planning meetings to set goals and monitor progress of the campaign.
• Maintain weekly campaign schedule of company solicitations by regular contact with companies and conduct and/or assign staff, loaned executives and other volunteers to conduct solicitations.
• Manage and conduct the daily/weekly activities of the campaign (including, but not limited to, campaign presentations, campaign trainings).
• Prepare, maintain, and update all campaign records, reports, materials, and data in data base.
• Analyze and evaluate strengths and weaknesses of past workplace campaigns and develop new strategies; set goals, timetables, and schedules for all areas of the campaign; maintain an awareness of economic factors in the community impacting workplace campaigns.
• Organize and conduct annual fundraising events, including, but not limited to, campaign kick off, special leadership functions, campaign celebration and annual meeting.
• Develop new prospects, techniques, strategies, and promotions for annual workplace campaigns and related activities.&nbsp;
Leadership Giving, Planned Giving &amp; Major Gifts
Develop and implement successful programs to generate resources from leadership givers, individual philanthropists, and estate planning.
Donor Recognition
Organize and review routine donor acknowledgement and conduct specialized recognition programs for donors and volunteers.
Reporting and Record Keeping
Responsible for keeping accurate and organized records of all fundraising activities, annual reports for United Way Worldwide, including Database 2, annual budgeting, and annual audit reports.
Effective Supervision
Responsible for directing, supporting, and evaluating all resource development staff and volunteers.
Assist in the day-to-day operations as needed.
Job Relationships:
Maintain frequent contact with all other United Way staff, as well as with local businesses that run campaigns, prospective campaign businesses, volunteers, agencies, organizations, and the public, to provide information and guidance for conducting the campaign.&nbsp;&nbsp;
	Education and Experience:
• Bachelor’s degree and a minimum of five years of successful fundraising experience are required.
• Necessary job skills and attributes include full range of professional sales skills from prospecting to closing.
• Excellent verbal and written communications skills, advanced interpersonal / relational skills, presentation skills, and computer skills including database management, and fundraising reports.
• Experience with Andar donor base software preferred.
• Experience with Microsoft Word, Excel and Outlook required.
• United Way experience preferred.
• Position also requires extensive local (Plymouth County) travel and occasional evening and weekend appointments.
• United Way of Greater Plymouth County encourages applications from people of all races, religions, national origins, genders, sexual orientations, gender identities, gender expressions, and ages, as well as veterans and individuals with disabilities.
Physical Demands:
• Able to lift-up to 30 lbs.
• Moving tables or chairs to set up for presentations or activities.
• Carrying boxes of supplies or fliers for programs.
Other Requirements:
• Valid driver’s license.
• Access to a vehicle
Accepting resumes via mail, email or fax&nbsp;
Please no phone calls!
Address your resume to:
Dennis Carman
President &amp; CEO
934 West Chestnut Street
Brockton, MA 02301
<a href="mailto:dcarman@uwgpc.org" target="_blank">dcarman@uwgpc.org</a>
Fax - 5085840240

United Way of Greater Plymouth County

Director of Resource Development

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

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

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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