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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

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

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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