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<h2>The Principal Gifts Officer (PGO) is a key member of the United Way of Greater Atlanta’s Office of Development. The PGO will adhere to internal policies and best practices related to Major Gift and Multi-Year giving portfolio management and fundraising. This role involves collaboration with multiple Development Teams and other UWGA staff.&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;</h2><h2>Key Responsibilities:</h2><ul><li>Strategy and Implementation:&nbsp;Provide direction, planning, and implementation of strategies to drive proposal and gift growth for high-net-worth individuals, family foundations, and new markets and donors.</li><li>Portfolio Management:&nbsp;Build and manage a portfolio of 50-80 high net worth donors, family foundations, and other organizational prospects. Responsibilities include identifying, qualifying, cultivating, soliciting, and stewarding donor prospects in a dynamic, fast-paced fundraising environment.</li><li>Collaboration:&nbsp;Work closely with colleagues across departments, volunteers, boards, community leaders, and others. Must be collaborative, professional, innovative, responsible, and maintain a strong work ethic and attention to detail.</li><li>Expertise:&nbsp;Be well-versed in individual and family foundation stewardship, fundraising strategy, and the art and science of individual fundraising. Write and produce high level donor solicitation proposals. &nbsp;Significant experience in collaborating with others to close gifts and managing individual portfolios is essential.</li><li>Engagement and Reporting:&nbsp;Implement and guide strategies for the retention, growth, and engagement of individual and family foundation donors, as well as new constituents. Report on at least 8 substantive visits per month.</li></ul><h2>Essential Duties and Responsibilities</h2>The PGO will be responsible for the following goals, duties, and responsibilities:<ul><li>Develop and execute the Individual donor identification, cultivation, and proposal development, at a net growth rate in revenue raised and membership consistent with both annual and multi-year strategic planning.</li><li>Develop and execute the family foundation identification, cultivation and proposal development, at a net growth rate in revenue raised and membership consistent with both annual and multi-year strategic planning.</li><li>Develop a strategy, plan, and stewardship of all donors, new donors and additional organization outreach.</li><li>Responsible for ensuring the successful execution of the strategic plan by working with the President, SVP of Revenue, VP of Major Gifts, and appropriate team members and volunteers.&nbsp;</li><li>Direct and execute all events and activities that support constituency recruitment, stewardship and engagement.</li><li>Establish and manage a quality control system for family foundation marketing materials and communications, stewardship events etc.</li><li>Work with the Major Gift Team to develop individual strategic cultivation plans for individual donors and key family foundation donors and prospects.</li><li>Ensure all Donor constituency data is currently entered in the system and appropriate to goals and outcomes.</li><li>Secure 96 approved face-to-face visits per year, no fewer than 8 per month.</li><li>Qualifying 15 new individual donors or family foundation portfolio level prospects.&nbsp;</li><li>Submitting a minimum of 25 major gift solicitations per year at the level required by this position.</li><li>Securing annual dollar goal as set by Development leadership.</li><li>Making all contacts necessary via phone, email, other, to achieve the above-mentioned results.</li><li>Documenting all data necessary to track said goals through the timely submission of activity within the UWGA CRM, as required by internal policies.</li><li>Develop, implement, and manage a productive, fluid portfolio of 50-80 prospects through best practices.&nbsp;</li><li>Exceed all yearly revenue and metric-driven goals.</li><li>Promote collaboration, recognizing our shared goals, and regularly collaborate with colleagues within the Office of Development and other departments as needed.&nbsp;</li><li>Ensure the proper stewardship of individuals.</li><li>Increase awareness and knowledge among prospects, donors and other key stakeholders about the Child Well-Being Movement.</li><li>Develop a solid and detailed working knowledge of United Way’s funding priorities and products</li><li>Other duties as assigned by the Vice President of Development</li></ul><h2>Qualifications &amp; Competencies</h2>Qualifications<ul><li>Undergraduate degree required.</li><li>Extensive Experience with high-net-worth individual donors, family foundations, foundation program development</li><li>Ten plus years of progressive individual fundraising experience, including the demonstrated ability to identify, cultivate, and close major gifts.</li><li>Advanced interpersonal, oral, and written communication skills.</li><li>Organization skills for a fast-paced work environment.</li><li>Microsoft Office knowledge including Excel, PowerPoint, Word, etc.</li><li>Experience with CRM/database management.</li></ul>Preferred Qualifications<ul><li>Advanced Degree</li><li>AFP CFRE certification</li><li>Experience implementing and managing capital campaigns.&nbsp;</li><li>Demonstrated fundraising innovation, especially as it relates to portfolio management.</li><li>Successful solicitation of major gifts from individuals.</li></ul>Competencies&nbsp;A successful individual in this role will have:<ul><li>Ability to manage multiple projects, meet external needs while preserving internal relationships and meeting strict deadlines and requirements.</li><li>Entrepreneurial and highly energetic.&nbsp; Must be a self-starter and able to work effectively independent of direct supervision.&nbsp;</li><li>Highly Advanced fundraising skills, proposal development and writing ability and knowledge.&nbsp;</li><li>Exceptional skills managing individual donor portfolios and developing prospects from identification through solicitation while moving them towards increased giving.</li><li>Ability to think strategically and implement strategic policies and practices.&nbsp;</li><li>Ability to work collaboratively to achieve common goals, fostering cooperation, transparency, and communication.&nbsp;</li><li>Ability to motivate others through communication, modeling appropriate behavior, optimism and high achievement.&nbsp;</li><li>Openness to new ideas and their implementation.&nbsp; Ability to react and adapt to changing situations appropriately.&nbsp;</li><li>Ability to maintain a high level of confidentiality and organization.</li><li>Working knowledge of Microsoft Dynamic CRM, Raiser’s Edge, or a similar CRM software</li><li>Highly attentive to detail and exceptional grammar required.</li><li>Dedicated to shared and measurable goals and metrics.</li></ul>

United Way of Greater Atlanta

Principal Gifts Officer

OFFICE LOCATION 1015 15th Street, NW Suite 1200, Washington, DC 8614 Westwood Center Drive, Suite 300, Vienna, VA WORK SCHEDULE Hybrid/Flexible REPORTS TO President &amp; CEO&nbsp; SALARY BAND: &nbsp; $138,000 - $176,000&nbsp;COMPENSATION &amp; BENEFITS United Way NCA offers competitive compensation and benefits including substantial paid leave, healthcare benefits, a matching retirement plan, and a great work environment.Mission: United Way of the National Capital Area is committed to the health, education, and economic opportunity of every person in our community, regardless of race, gender, income, and ability. We are uniquely positioned at the intersection of the public, private, philanthropic, and nonprofit sectors, and the only organization that can mobilize the best resources and people to lead collective impact for our community. Through our Community Commitment and programmatic focus, we are transforming our region and changing the story for thousands of people in a meaningful way. Who We Serve: The ALICE (Asset Limited, Income Constrained, Employed) population represents more than 500,000 low- and moderate-income households in our region that earn more than the Federal Poverty Level but less than the basic cost of living for the county/state in which they live. United Way NCA’s ALICE Lives Here initiative is one of United Way NCA’s strategic programs established to address the issues of inequity in our systems for employment, education, health and food access, financial stability, and opportunities for all to grow to the best of their abilities. Overview: Are you driven and passionate about ensuring that everyone has equitable access to health, education, and economic opportunity? Are you a natural leader who loves to build and develop teams? Are you a change-agent who is looking to make a lasting impact in your community and within your organization? If so, you may be just what we are looking for as we expand our team. Take a closer look and reach out if you meet these qualifications.Position Summary:&nbsp; Reporting to the President and CEO, the Vice-President of Accounting and Finance/Controller will be responsible for the direct management of several key accounting and financial reporting functions within the organization, including budgeting, planning and forecasting; financial and regulatory reporting; internal controls and risk management; research and analysis; the procure-to-pay cycle; and compliance with contractual documents and government regulations. The Vice-President of Accounting and Finance/Controller will also be involved in supporting inbound and outbound grants management budgeting and reporting; payroll, time &amp; attendance, and employee benefits functions. The Vice-President of Accounting and Finance/Controller will be involved in supporting presentations to the Board of Directors and Finance and Audit committees; managing treasury and cash management duties; and will serve as a member of the Management Team. The Vice-President of Accounting and Finance/Controller will also lead, manage, coach and mentor up to five team members.The Vice-President of Accounting and Finance/Controller will ensure that the organization has the policies, procedures, internal controls, segregation of duties and systems in place to support effective program implementation, compliance with restricted grants and donations and to ensure flawless audits. The Vice-President of Accounting and Finance/Controller will work closely with program leaders and their staffs, not only to educate them regarding finance procedures but also to explore how the finance function can support program operations and grants administration. In addition, the Vice-President of Accounting and Finance/Controller will partner with the CEO, senior leadership, and the human resources (HR) and information technology (IT) staff to enhance and better integrate finance, HR, and IT functions.And finally, the Vice-President of Accounting and Finance/Controller will work closely with the CEO to help create and sustain a great workplace within the Finance department for competent, highly motivated, and results-oriented people whose core values and work ethic align with the organization’s high performance and mission-driven culture; and whose skills and experience contribute to achieving the organization’s goals and objectives. The characteristics of a great workplace that we aspire to create and sustain within the Finance department include: high employee morale, satisfaction, and retention; great customer service and a predisposition to collaborate and cooperate with colleagues; and the ability to achieve high productivity and measurable impact on a sustained basis.Key Responsibilities:Budgeting and Forecasting: Managing the annual revenue, expense and capital budgeting process, including providing staff with budget guidance, timeline, tools, training and hands-on assistance; promoting a budgeting culture and discipline characterized by the use of a zero-based bottom-up approach for creating and justifying annual budgets; conducting revenue and expense trend analysis and benchmarking to prepare a budget narrative and schedules that explain and substantiate the proposed budget; and facilitating the review and approval process in collaboration with the CEO, including budget presentations to the CEO, Finance Committee and Board of Directors.Enterprise Risk Management: Ensuring that the organization has the financial systems, policies, procedures, internal controls, segregation of duties and security access in place to safe guard assets and data; to prevent or detect fraud and conflicts of interest; to promote accurate and timely internal and external reporting and analysis; to ensure compliance with contracts, grant agreements, grantor and donor restrictions, debt covenants, and contractual obligations; and to ensure clean financial and government audits.Internal and External Reporting: Preparing accurate, comprehensive, timely and user-friendly financial reports and information in support of the organization’s internal and external reporting requirements, including (i) financial budgets, projections and crucial data to facilitate long-term financial planning by the Board and executive management; (ii) monthly budget vs. actual comparison reports, customized financial reports and analysis to enable management to monitor their budgets, make mid-course corrections, facilitate informed decision-making and promote programmatic and fundraising success; (iii) financial statements and footnotes required by the Board, Audit Committee, Finance Committee, the CEO, external auditors, lenders and donors to help monitor the financial health and direction of the organization; (iv) cash flow forecasts and historical trend reports to help ensure the organization’s obligations are extinguished in a timely manner while maximizing the return on the investment portfolio; (v) financial information and data required by government and regulatory agencies, including Form 990, Form 5500, A-133 single audit reports, expense reimbursement certification reports and compliance reports; (vi) financial information that substantiates the organization’s compliance with donor designations, restrictions and conditions and government grants and contracts; and (vii) organizational, programmatic, and financial data and information required to maintain GuideStar’s Platinum Seal of Transparency, Charity Navigator’s Four Star Charity designation, Dun &amp; Bradstreet, and other independent rating, watch dog and other oversite and business monitoring agencies.Financial Analytics, Advice and Counsel: Conducting in-depth financial analysis; providing expert financial perspective and opinions; proficient in spreadsheet design to facilitate complex analysis; and instrumental in helping to assess risk, analyze efficiency and inform business decisions made by executive management. Annual Audit: Serving as Management’s liaison to the external audit team throughout the annual audit life-cycle, ensuring that the organization has timely and accurately fulfilled all of its obligations and responsibilities as set forth in the terms of the engagement letter for the preparation and fair presentation of the financial statements in accordance with U.S. GAAP, preparation of IRS Form 990, and any other services requested (i.e., A-133 Audit), including providing the auditor with (i) a comprehensive audit binder containing a detailed trail balance and a supporting schedule and account reconciliation if applicable for each major account; (ii) complete, accurate and timely information and answers to questions requested in advance of and throughout the duration of the audit; and (iii) draft financial statements and footnotes and Form 990.Annual Financial Statements and Footnotes: Preparing comparative annual financial statements at the end of each fiscal year that are accurate and complete, including the statements of financial position, statements of activities, statements of functional expenses, and statements of cash flows and the related notes to the financial statements for the purpose of allowing the external independent auditor to express an opinion on whether the financial statements are presented fairly, in all material respects, in accordance with accounting principles generally accepted in the United States of America, including ensuring that the formats of all financial statements and footnote disclosures have been appropriately updated and the statement of functional expenses reflects how employees devoted their time during the current fiscal year.IRS Form 990: Providing the external auditor with all of the information required to prepare the organization’s IRS Form 990, including ensuring that each question is answered accurately and substantiated, and that all schedules are complete and accurate; sharing a complete and accurate IRS Form 990 with the Board of Directors at its December meeting; and filing Form 990 with the IRS and other governmental jurisdictions by the end of December and ensuring that all required extensions have been timely filed.Procure to Pay Cycle: Ensuring that all financial obligations, payouts, invoices, employee expense reports and so forth are extinguished in a timely and accurate manner, including (i) confirming the payment of each financial obligation is properly authorized and processed pursuant to established policies and procedures; thoroughly substantiated and documented; accurately coded and mapped to the proper natural and functional expense account and net asset category; and timely paid to the correct oblige/payee, including payments to donor-designees, vendors, contractors, consultants, employees, landlords, financial institutions and other payees; and (ii) ensuring that the payment of goods are properly matched to authorized purchase orders and approved shipping and receiving documents; that only pre-authorized payees are entered into the Great Plain’s Vendor Master; that timely and accurate Form 1099s are prepared and disseminated to applicable vendors in accordance with IRS regulations; and that the organization’s purchase card / travel card program and employee expense report process are administered in accordance with established policies and procedures.Payroll, Time &amp; Attendance and Employee Benefits: Supporting the Payroll department team members and the Human Resources department in the proactive management of the full-cycle payroll function, including accuracy and timeliness of employee pay, time &amp; attendance administration, and compliance with employee retirement and other benefits impacting payroll.Campaign Accountability Coordination: Collaborating with the head of Campaign Accountability to ensure that all the fundraising activity, including employee workplace giving campaigns, direct mail and other non-workplace giving campaigns, special events, corporate sponsorships, planned giving, inbound grants, in-kind and non-cash gifts and other transactions are properly considered during the budgeting, reporting, risk mitigation, audit and cash flow forecasting work, including transactions with restrictions or conditions.Commitment to Continuous Improvement: Demonstrating an on-going commitment to continuous improvement by implementing systems, structure, policy, and/or process enhancements that improve the quality of the Finance department’s products and services and/or the efficiency and/or effectiveness of a major business process used to operate the organization. Special Projects and Back-up: Leading and/or participating in special projects and activities as assigned.Solid Educational Background and Experience: Must have at least a bachelor’s degree in accounting or finance; must be an active CPA candidate or possess an active CPA license; and must have non-profit accounting and finance experience. A Master’s degree in accounting or finance or an MBA are preferred.This is an extraordinary opportunity for a mature leader with at least 10 years of accounting and finance experience, preferably in the non-profit sector, ideally beginning his/her career in accounting and audit, followed by experience gathering, evaluating, presenting and reporting financial and accounting information to executive teams and external stakeholders.At least 7 years of broad finance and accounting experience (preferably in a nonprofit organization with a budget of at least $10 million), including hands-on experience in a complex non-profit organization that has multiple programs and a high volume of financial transactions.At least 5 years of people management experience overseeing accounting and finance professionals and staff at all levels; including the ability to leverage strengths of the current finance and accounting staff, clarifying and enhancing roles and responsibilities and developing and implementing training programs in order to maximize and reach optimal individual and organizational goals and performance.Provide leadership in strengthening internal communications with and the financial acumen of all levels of staff throughout the organization; and create and promote a positive and supportive work environment consistent with the organization’s culture, values, core competencies and guiding principles.Must possess personal qualities of integrity, credibility, a strong work ethics and an unwavering commitment to the organization’s mission; a proactive, hands-on strategic thinker who will own, in partnership with the CFO, the responsibility for finance and accounting and the ability to create and maintain a culture of fiscal stewardship, prudence, fidelity and extraordinary customer &nbsp;service.Demonstrated experience managing financial and government audits and working with external auditors; and managing financial and managerial reporting, budget development and analysis, accounts payable and receivable, general ledger, cash flow, and payroll.A track record in managing government grants as it relates to compliance, accounting and reporting of government, corporate and foundation grants, including those with restrictions and conditions.Technology savvy with advanced knowledge of accounting and reporting software, preferably Great Plains, FRX, PN3, and Andar; and advanced knowledge of Microsoft EXCEL, WORD and POWERPOINT.Commitment to recruiting, mentoring, training, and retaining a diverse team of top talent; and the foresight and ability to delegate effectively.Keen analytic, organization and problem-solving skills which allows for strategic data interpretation versus simple reporting.Strong interpersonal and communication skills; experience in effectively communicating key data in a user-friendly and concise manner to individuals with varying levels of financial acumen, including presentations to senior management, grantors, donors, Board members, Finance and Audit committee members or other outside partners and key stakeholders.Qualifications and Personal Attributes: Demonstrated ability to lead and manage a team in a fast paced, demanding and high transaction volume environment with emphasis on accuracy and timeliness; ability to multi-task and work under tight deadlines.A results-oriented leader with a high energy level; strong work ethic; a self-starter with little supervision required and organized; an excellent presenter with strong verbal and written communication and collaboration skills.&nbsp; Technically proficient in GAAP and IRS regulations governing non-profits; an individual with the utmost professional and personal integrity; ability to engage, assess risk, prioritize work, identify issues, and solve problems.A passion for United Way’s mission and its commitment to fighting for the health, education, and financial stability of every person in every community in the National Capital area and serving as a role model in the promotion of diversity, equity, and inclusion in everything we do.Individual and Organization-wide Competencies: The candidate must possess the following core competencies, which are required of all United Way NCA staff regardless of role. Values and Attributes: The candidate must demonstrate that his/her values and personal attributes align with those of United Way NCA.Complexity and Change: The candidate must demonstrate his/her understanding that social change requires the ability to comprehend and work within a complex, interdependent environment.Operational Excellence: The candidate must articulate his/her understanding that effective day-to-day operations is achieved through proactive leadership and sound management practices.Mission-Focused: The candidate must demonstrate how his/her performance and professional development can create real social change that leads to better lives and healthier communities within the National Capital Area.Relationship-Oriented: The candidate must demonstrate his/her ability to put people before process and capability to cultivate and manage relationships toward a common goal.Collaborative: The candidate must demonstrate his/her ability to mobilize resources (financial and human) and harness all sectors of the organization to achieve meaningful engagement and outcomes.Results-Driven: The candidate must demonstrate his/her ability to support shared and measurable goals that promote the common good.Brand-Steward: The candidate must demonstrate his/her ability to serve as a steward of the brand, including growing and protecting the reputation and results of United Way NCA and the greater network.To apply, please submit your resume along with a cover letter to Human Resources at: <a href="https://unitedwaynca.org/about-us/careers/" target="_blank">https://unitedwaynca.org/about-us/careers/</a>Successful candidates must pass criminal background and reference checks. United Way of the National Capital Area EOE M/F/D/V&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; unitedwaynca.org

United Way National Capital Area

United Way of the National Capital Area

Vice-President, Accounting and Finance/Controller

UNITED WAY NCA OFFICE LOCATIONS:1015 15th Street, NW Suite 1200, Washington,&nbsp;DC8614 Westwood Center Drive, Suite 300, Vienna, VATo apply: &nbsp;: <a href="https://unitedwaynca.org/about-us/careers/" target="_blank">https://unitedwaynca.org/about-us/careers/</a>WORK SCHEDULEHybrid/FlexibleREPORTS&nbsp;TOSenior Vice PresidentSALARY BAND:$71,522 - $110,589 a yearCOMPENSATION &amp; BENEFITSUnited Way NCA offers competitive compensation and benefits including substantial paid leave, healthcare benefits, a matching retirement plan, and a great work environment.&nbsp;Mission:&nbsp;United Way NCA improves lives of underserved individuals in the National Capital Area by focusing community resources on creating measurable and lasting impact.&nbsp;We address the needs of our community by focusing on three key pillars of impact – health, education, and economic opportunity.&nbsp;We are uniquely positioned at the intersection of public, private, philanthropic, and nonprofit sectors to bring the best resources, individuals, and organizations together to solve our region’s most pressing issues facing our community today.&nbsp;Who We Serve:&nbsp;The ALICE (Asset Limited, Income Constrained, Employed) population represents more than 500,000 low- and moderate-income households in our region that earn more than the Federal Poverty Level but less than the basic cost of living for the county/state in which they live. United Way NCA’s ALICE&nbsp;Lives Here&nbsp;initiative is one of United Way NCA’s strategic programs established to address the issues of inequity in our systems for employment, education, health and food access, financial stability, and opportunities for all to grow to the best of their abilities.Equity:&nbsp; Equity is fundamental to our mission. We infuse equity in all our business operations, hiring practices and community impact initiatives.&nbsp;Overview:&nbsp;Are you driven and passionate about ensuring that everyone has equitable access to health, education, and economic opportunity? Are you a&nbsp;natural leader who loves to build and develop teams? Are you a change-agent who is looking to make a lasting impact in your community and within your organization? If so, you may be just what we are looking for as we expand our team. Take a closer look and reach out if you meet these&nbsp;qualifications.&nbsp;Position Description: Reporting to the SVP, the Major Gifts Officer is an important member of the Development/Fundraising department and will help build and lead United Way NCA’s individual giving efforts. They will manage a portfolio of prospects, current and lapsed donors, targeting five- and six-figure gifts. The Major Gifts Officer is responsible for developing, planning, and implementing strategies for identification, cultivation, solicitation, and stewardship of individual donors to include support for Alexis de Tocqueville Society and other related programs to support United Way NCA. They will focus on strategically building and expanding the organization's Individual Giving and Planned Giving program with a goal of significantly increasing the base of annual gifts.&nbsp;This position is ideal for a dynamic, results and relationship-driven, well-organized development professional who is committed to United Way NCA’s mission and has a passion for building development/fundraising programs.The Major Gifts Officer is responsible for maintaining and increasing annual revenue through the development, implementation and management of comprehensive major gifts moves management plan. Internally this position will work closely with SVP and cross functionally to leverage and enhance donor and prospect engagement to inspire deeper connection to the mission and programs of United Way NCA.Key Responsibilities:&nbsp;The Major Gifts Officer will work closely with the Chief Development Officer (CDO) and Development/Fundraising Team to build, implement, grow, and maintain long-term cross-functional strategic plans focused on immediate, near-term, and long-term major and planned gifts.1) Secures a minimum of 120 donor meetings/visits per year; 2) Collaborates with colleagues across UW NCA to understand the case for support and inspire donors up the giving pyramid; 3) Actively practices moves management through the donor life cycle of identification, qualification, cultivation, solicitation and stewardship; 4) Documents all donor related activities using the donor database Andar; 5) Assists in all cultivation and stewardship for UW NCA events&nbsp;Portfolio Management<ul><li>Secure Major gifts at the five- and six-figure levels. Directly responsible for identifying, cultivating, and soliciting prospects for major and planned gifts of all varieties. While there is some portfolio in place, there will be significant portfolio development required in the first year to reach an expected 125-150 prospect portfolio size.</li><li>Responsible for $1M in annual revenue from cash, pledges, and documented planned gifts designated to United Way NCA.</li><li>Establish and maintain a qualified fundraising pipeline/prospects, focused on achieving stretch goals to support enhanced revenue streams.</li><li>Manage systems and software to track and cultivate donors and prospects, including United Way NCA’s donor database and wealth screening tools.</li><li>Work with the Development/Fundraising department to align efforts and set goals. Create and implement moves management plans.</li><li>Make direct, face-to-face solicitations and work with program staff to develop individualized donor strategies; to include donor communications.</li><li>Acknowledge major donors through public and private recognition. Track and report progress using specific metrics.</li></ul>Job Requirements:&nbsp;Solid Educational Background and Experience -&nbsp;Bachelor of Arts, Bachelor of Science, or equivalent experience is required. Minimum eight (8) years of fundraising experience, with demonstrated experience in Major and Planned Gifts moves management and relationship building including at least five years of front-line fundraising and working with individual donors.&nbsp;Drives Revenue &amp; Impact –&nbsp;Results driven, with a relentless focus on gaining resources to support United Way’s mission and community impact focused strategic objectives. Demonstrated entrepreneurial ability to develop alliances and coordinate shared interests of all parties. Excellent problem-solving skills designed to meet the challenges of the organization. Possess ability to meet predetermined revenue goals.&nbsp;Strategic Relationship Building –&nbsp;People person with a keen knack for developing, maintaining, and deepening strategic relationships that generate the resources that support United Way’s mission. Strong knowledge of fundraising and desire to learn. Demonstrated success managing a portfolio of individual donors at the five- and six-figure levels. &nbsp;Ability to develop strong personal relationships through identification, cultivation, solicitation, and stewardship. Planned giving experience a plus.&nbsp;Effective &amp; Engaging Communicator –&nbsp;An 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.&nbsp;Embracing and Managing Change –&nbsp;Champions and facilitates change to ensure long-term community sustainability. Adapts successfully to changing needs while maintaining positive relationships with all constituents, internal and external.&nbsp;Entrepreneurial and Innovative –&nbsp;Creatively seeks new opportunities to generate revenue and other resources that add greater value to the organization and the community. Demonstrated entrepreneurial ability to develop alliances and coordinate shared interests of all parties. Excellent problem-solving skills designed to meet the challenges of the organization.Successful candidates must pass criminal background and reference checks.To apply: &nbsp;: <a href="https://unitedwaynca.org/about-us/careers/" target="_blank">https://unitedwaynca.org/about-us/careers/</a>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;United Way of the National Capital Area &nbsp;&nbsp; &nbsp;&nbsp;EOE M/F/D/V &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;<a href="http://unitedwaynca.org/" target="_blank">unitedwaynca.org</a>

Donor Engagement Sr. Mgr/Major Gifts Officer

Indiana United Ways (IUW) is seeking a Statewide Capital Projects Initiative (SCPI) Grant Manager who desires to make a difference in the world and work on programs/projects that improve the health, education, financial stability, and welfare of people and communities. The SCPI Grant Manager will help with the SCPI, the Indiana state grant program for capital projects, by processing applications, monitoring and reporting on over $80MM in grant funds dedicated to capital projects for spaces that will expand or enhance the direct delivery of essential health and human services to the community.

Indiana United Ways

Statewide Capital Projects Initiative Grant Manager

United Way of Greater Charlotte is boldly investing in what if. When Charlotte ranked last in the nation for economic mobility, United Way challenged ourselves and others to say what if every neighborhood has the resources it needs to break the cycle of poverty? And what if every person has equal access to opportunities? In response, United Way is going directly to where the needs are the greatest and is bringing new voices to the table to promote racial equity and ensure every neighborhood thrives. We believe that by challenging the what ifs and by moving together in hope, we can build thriving communities.Job Summary:The Chief Development Officer leads our external resource mobilization efforts to drive community impact throughout the United Way of Greater Charlotte's footprint, directly supporting our mission to end poverty and improve economic mobility. This key leadership position manages all aspects of our philanthropic initiatives by securing financial and in-kind resources through strategic partnerships with corporations, foundations, and individual donors. The role oversees comprehensive fundraising strategies including major gifts, annual giving, corporate, foundation and government relations, grants, third party fundraisers (including but not limited to workplace giving) planned giving, and development services. As a vital member of the Executive team, this individual will collaborate closely with internal leadership and external stakeholders to ensure organizational alignment through well-defined strategies and efficient processes. The ideal candidate is a strategic thinker with exceptional organizational skills who can successfully manage multiple concurrent projects. This position requires a proven leader with demonstrated ability to build strong collaborative relationships across diverse stakeholders, a track record of measurable results, and genuine passion for advancing initiatives that create lasting community impact.Responsibilities:<ul><li>Develop and implement a comprehensive fundraising business plan to generate new revenue aligned with community impact priorities across individual, foundation, corporate support, third party fundraisers, and planned giving channels.</li><li>Partner: Partner with CEO &amp; Board of Directors to identify, cultivate and develop financial resources and volunteer leadership needed to advance all aspects of fundraising strategy.</li><li>Lead as the primary relationship manager for Resource Development and serve as a visible community leader, representing United Way of Greater Charlotte at events and strategic initiatives.</li><li>Collaborate with Resource Development leadership to set team and corporate goals supporting UWGC's vision, while working with foundations and community groups to secure large-scale investments across the 5-county region.</li><li>Build and develop a strong Resource Development team and culture, identifying future leaders and encouraging professional growth within the department.</li><li>Provide ongoing leadership to the Resource Development team, ensuring they have the skills, tools, resources, and training needed to achieve fundraising success.</li><li>Develop, monitor and manage Resource Development departmental expense budgets and revenue goals, implementing data-driven analysis for effective projections.</li><li>Establish strong relationships with key donors, volunteers, community leaders, and agencies while participating in cross-functional teams and important regional meetings.</li><li>Represent UWGC in the community as needed (including evenings and weekends), attending major conventions and speaking engagements to advance fundraising initiatives.</li></ul>What You'll Need: Education, Experience, and Skills<ul><li>Bachelor's degree in social work, human services, business, or impact-related discipline; advanced degree beneficial. Certified Professional Fundraising Executive accreditation is beneficial.</li><li>Minimum ten years of development experience with emphasis on Major Gifts, Planned Giving, and Capital Campaigns, plus five years of executive-level management experience.</li><li>Proven record of raising significant funds, with demonstrated success in engaging leadership volunteers and presenting information persuasively to executive teams and boards.</li><li>Strong project management skills with ability to effectively plan, execute, and oversee multiple initiatives while maintaining attention to detail.</li><li>Strategic thinker with business analytics capabilities who identifies innovative ways to connect constituents for maximum community impact.</li><li>Passionate advocate for United Way of Greater Charlotte's mission, experience working with and managing volunteers, beneficial.</li><li>Excellent organizational and time management skills, demonstrating adaptability to change and strong independent problem-solving abilities.</li><li>Proficient in Microsoft Office Suite with exceptional written and verbal communication skills for both internal and external stakeholders.</li></ul> &nbsp;Workplace values<ul><li>Take action and go! Be bold and not afraid of a little competition or thinking outside the box even when opportunities seem unimaginable. Create a new path one-step at a time, you got this!</li><li>Openly collaborate in the pursuit of truth and doing what is right. Welcome tough conversations don't make assumptions, and rely on others, together we are stronger!</li><li>Sometimes things just need a shake-up. Whether internally or out in the community, we aren't afraid to be disruptive. Understanding that we may leave a few feathers ruffled along the way, if it is the right thing to do and benefits our community, we will take the chance!</li><li>Inaction is the enemy of innovation. We are a perpetual work in progress, striving to be better, constantly learning and taking risks to be the best we can be. Learning from our mistakes and paving the way for continual betterment.</li><li>Teamwork makes the dream work. Bottom line, we need each other. Working together makes us all better individually and makes us awesome as a group. Understanding what other strengths and weaknesses may be and using that knowledge to guide, support, and model our work makes for a successful and high performing team.</li><li>Recognizing and appreciating our differences only make us better. We all share in the responsibility to create a positive culture and to safeguard equity, inclusion, dignity, and respect for all. Each member of our team will be a role model for others.</li></ul>United Way of Greater Charlotte is committed to having a workforce that reflects our entire community. United Way opposes racism and oppression in all its forms and believes the nonprofit work environment is enhanced when diverse groups of people with ideas come together to achieve common goals. United Way understands that diverse representation and perspectives are vital to our success. We are Dedicated to continuous learning and active participation in diversity initiatives while advocating for equitable opportunities across racial, ethnic, and socioeconomic backgrounds. Committed to deepening understanding of historically marginalized communities' experiences, particularly Black, Indigenous, and Latinx groups, to create more inclusive environments.Benefits:Comprehensive benefits include Health, Dental, Vision, 401k Defined Contribution Plan, Paid Holidays and Paid Time-Off.UNITED WAY OF GREATER CHARLOTTE IS AN EQUAL OPPORTUNITY EMPLOYERCOMMITTED TO DIVERSITY, EQUITY AND INCLUSIONWe recognize that candidates may not check every box in our requirements list. If you're passionate about United Way's mission, have relevant skills and experience, and are eager to learn, we strongly encourage you to apply. Studies show that people from underrepresented groups often hesitate to apply unless they meet 100% of the qualifications. We value diverse perspectives and believe that your unique combination of skills, experiences, and enthusiasm might be exactly what we need. Our goal is to build a talented, diverse team committed to our mission-so please don't hesitate to submit your applicationNo calls, emails, or visits please. For immediate consideration, please formally apply online and provide a resume and cover letter.The above statements are intended to describe the general nature and level of work being performed by people assigned this job classification. They are not to be constructed as an all-inclusive list of all duties, skills, and responsibilities of people so assigned.The Agency's policy is to provide equal opportunity in all terms, conditions, and privileges of employment for all qualified applicants and employees without regard to race, color, creed, religion, national origin, sex, age, marital status, disability or veteran status

United Way of Greater Charlotte - Chief Development Officer

United Way of Greater Charlotte is boldly investing in what if. When Charlotte ranked last in the nation for economic mobility, United Way challenged ourselves and others to say what if every neighborhood has the resources it needs to break the cycle of poverty? And what if every person has equal access to opportunities? In response, United Way is going directly to where the needs are the greatest and is bringing new voices to the table to promote racial equity and ensure every neighborhood thrives. We believe that by challenging the what ifs and by moving together in hope, we can build thriving communitiesAs a cornerstone of United Way's strategy for engaging supporters, the Major Gifts Officer nurtures existing major donor relationships while actively identifying new prospective contributors. As a member of the Development team, this individual will report to the Chief Development Officer and work closely and collaboratively with other members of the organization and external stakeholders to partner with donors who require carefully executed and strategic cultivation, leading to the solicitation of major outright and planned gifts. The Major Gift Officer coordinates the involvement of advancement leadership and staff, program staff, and volunteers in the identification, cultivation, solicitation, and stewardship of individual donors.Responsibilities:<ul><li>Strategically Cultivate: Portfolio of 100-125 major donor prospects, meeting annual goals for appointments, solicitations, and revenue generation.</li><li>Effectively Utilize: United Way's CRM and wealth screening tools to strategically track and engage donors and prospects.</li><li>Actively Develop: New prospective donor pipelines through effective networking, qualification, and Regional Development Committee volunteer partnerships.</li><li>Thoughtfully Create: Awareness about United Way's place-based work with current and prospective donors.</li><li>Collaboratively Design and Implement: Meaningful experiences for Tocqueville Society members and leverage existing events for donor engagement.</li><li>Appropriately Recognize: Major donors through public and private acknowledgment strategies.</li><li>Consistently Foster: Collaborative relationships with team members through active participation in organizational meetings.</li><li>Diligently Adhere: To the Association of Fundraising professionals Code of Ethics</li></ul>What You'll Need: Education, Experience, and Skills<ul><li>Bachelor's degree in social work, human services, business, finance, or impact-related discipline. Advanced degree preferred.</li><li>Minimum of 8-12 years of experience in nonprofit organizations, management, finance, or human services, or similar experience. Major Gift Officer experience preferred.</li><li>A strong command of fundraising principles and a familiarity with the objectives of annual and unrestricted-gift fundraising</li><li>Proficiency in Microsoft Office Suite, including Outlook, Teams, Word, Excel, and PowerPoint.</li><li>Strong project management skills, with the ability to effectively plan, execute, and oversee multiple initiatives.</li><li>Ability to present information and ideas clearly and persuasively to executive teams, volunteers, and the board of directors.</li><li>Demonstrated success in collaborative work environments, group facilitation, and engaging leadership volunteers.</li><li>Excellent organizational, time management, interpersonal, and communication skills.</li><li>Adaptability to change, with the ability to work independently and apply strong problem-solving skills.</li><li>Exceptional written and verbal communication skills</li></ul>United Way of Greater Charlotte is committed to having a workforce that reflects our entire community. United Way opposes racism and oppression in all its forms and believes the nonprofit work environment is enhanced when diverse groups of people with ideas come together to achieve common goals. United Way understands that diverse representation and perspectives are vital to our success. We are dedicated to continuous learning and active participation in diversity initiatives while advocating for equitable opportunities across racial, ethnic, gender, sexual orientation, and socioeconomic backgrounds. We are committed to deepening understanding of historically marginalized communities' experiences, particularly Black, Indigenous, and Latinx groups, to create more inclusive environments. &nbsp;Workplace values<ul><li>Take action and go! Be bold and not afraid of a little competition or thinking outside the box even when opportunities seem unimaginable. Create a new path one-step at a time, you got this!</li><li>Openly collaborate in the pursuit of truth and doing what is right. Welcome tough conversations, don't make assumptions, and rely on others, together we are stronger!</li><li>Sometimes things just need a shake-up. Whether internally or out in the community, we aren't afraid to be disruptive. Understanding that we may leave a few feathers ruffled along the way, if it is the right thing to do and benefits our community, we will take the chance!</li><li>Inaction is the enemy of innovation. We are a perpetual work in progress, striving to be better, constantly learning and taking risk to be the best we can be. Learning from our mistakes and paving the way for continual betterment.</li><li>Teamwork makes the dream work. Bottom line, we need each other. Working together makes us all better individually and makes us awesome as a group. Understanding what others strengths and weaknesses may be and using that knowledge to guide, support, and model our work makes for a successful and high performing team.</li><li>Recognizing and appreciating our differences only make us better. We all share in the responsibility to create a positive culture and to safeguard equity, inclusion,dignity, and respect for all. Each member of our team will be a role model for others.</li></ul>Benefits:Comprehensive benefits include Health, Dental, Vision, 401k Defined Contribution Plan, Paid Holidays, Paid Time-Off. Medical Life Insurance, Short and Long-Term DisabilityAccident and Critical Illness, and Pet InsuranceUnited Way of Greater Charlotte is an Equal Opportunity Employer Committed to Diversity, Equity and InclusionNo calls, emails, or visits please. For immediate consideration, please formally apply online and provide a resume and cover letter.The above statements are intended to describe the general nature and level of work being performed by people assigned this job classification. They are not to be constructed as an all-inclusive list of all duties, skills, and responsibilities of people so assigned.The Agency's policy is to provide equal opportunity in all terms, conditions, and privileges of employment for all qualified applicants and employees without regard to race, color, creed, religion, national origin, sex, age, marital status, disability or veteran status.

Major Gifts Officer, Associate Director of Development

By bringing people and organizations together to solve our region’s most pressing issues, United Way of Greater St. Louis is making our community a better place to live, work, and thrive. It’s more than a day job. It’s a mission. Come work with us!The&nbsp;Relationship Manager, Leadership Giving&nbsp;is a relationship-centric position responsible for planning, organizing, and conducting annual Leadership Giving. Common areas of responsibility include prospecting, recruiting, and managing volunteers; developing, implementing, &amp; growing donor programs &amp; events; and executing the departmental strategic plan to recruit, steward, &amp; solicit donor base.We’re looking for an individual to manage and grow a portfolio with diverse donors and assist with the stewardship process for lifespan of donors and volunteers. This role will help increase Society membership and revenue goals by generating a pipeline of individual prospects using wealth screening tools, online research, and donor recommendations. Using data, research, and collaboration the role will set donor engagement goals. Supporting volunteers with timeline/schedule management, meeting coordination &amp; leadership, and preparation of supplemental materials (data/reports, talking points, scripts, agendas, etc.) is a function of this role, along with maintaining accurate donor records using a database/CRM tool.The&nbsp;Relationship Manager&nbsp;Leadership Giving&nbsp;plans and executes programs that appeal to Leadership Society members and creates a strong membership experience through kickoffs, mentor &amp; educational programs, and networking events.If you possess a minimum 1-3 years of experience in a fundraising and nonprofit sector leadership role with proven results we would like to hear from you. A Bachelor’s degree in Business administration, political science, communications, finance, nonprofit management is ideal. Proficiency in using and maintaining donor databases as well as Microsoft Office and strong analytical and critical thinking skills with excellent written and verbal communication required.We offer a comprehensive benefits package including 12 days of vacation earned over the first 12 months of employment, sick pay, 10 company holidays, 5 1/2 Flexible/personal holidays, 3 volunteer days, parental leave, health, dental, vision and life insurance for you and your family, short term disability, long term disability, and a 403(b) with an organization match and 3 year vesting schedule.United Way of Greater St. Louis is an Equal Opportunity Employer.

United Way of Greater St. Louis

Greater St. Louis

Relationship Manager, Leadership Giving

POSITION SUMMARY(Eligible for Hybrid/ 3 days in office - Alexandria, VA)&nbsp;The HRIS Administrator is a member of the United Way Worldwide (UWW) People &amp; Culture team. This person will be responsible for managing the data, systems and processes that will ensure that UWW leadership and the People &amp; Culture team have the information necessary to inform effective people operations and strategic decision-making. The successful candidate will possess strong understanding of HR information systems structure and functionality. This person will be a resourceful problem solver, with the experience, judgement and initiative to manage IT systems as well as business processes. They will partner to support functions across the People &amp; Culture team, including benefits design &amp; administration, compensation, compliance, talent acquisition, employee engagement, performance management, learning &amp; development, and DEI. &nbsp;KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITIONAn individual must be collaborative and able to perform each essential duty listed below at a satisfactory level:<ul><li>Serve as a trusted HR contact and advisor and establish effective relationships with managers and employees.&nbsp;</li><li>Support HRIS tools and resources by identifying systems needs and options, and partnering with vendors to manage the implementation of needed upgrades, module integrations, and system migrations</li><li>Generate reports, develop and manage dashboards regarding key People &amp; Culture performance metrics and ongoing engagement activities; support efforts to monitor outputs and outcomes</li><li>Serve as designated Record-Keeper for People &amp; Culture team, facilitating processes to ensure internal data control, and maintaining the accuracy, integrity and confidentiality of human resource files, records, and documentation.</li><li>Perform annual audits of personnel files to ensure that all required documents are collected and filed appropriately; take corrective action as needed.</li><li>Answer internal, HR-related questions relative to standard policies and benefits.</li><li>Establish profiles for new hires in HRIS, serve as a resource to staff as they use the system</li><li>Verify the calculation of the monthly premium statements for all group insurance policies and maintain statistical data relative to premiums, claims, and costs.&nbsp;</li><li>Assist in completing benefits reporting requirements and the distribution of required annual employee notices.&nbsp;</li></ul>Skills/Abilities:<ul><li>A minimum of five (5) years of prior experience in an HR function; demonstrable understanding of best practices in HR operations</li><li>Demonstrated proficiency with HRIS and payroll systems; prior experience with systems implementations preferred</li><li>foundational understanding of database systems structure, reporting and management</li><li>Strong proficiency with MS Excel, and standard MS Office applications similar.</li><li>Excellent verbal and written communication skills.</li><li>Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy.</li><li>Excellent organizational skills and attention to detail.</li></ul>This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered.&nbsp;SALARY STATEMENTThe budgeted salary range for this position is $75,000 to $80,000 per year. Salaries are determined by several factors including applicant’s knowledge, ­­­skills, experience, position, and the market.ABOUT UNITED WAY WORLDWIDEUnited Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. The EEO is the Law poster is available here:&nbsp;<a href="http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank">http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a>. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail&nbsp;<a href="mailto:recruitment@uww.unitedway.org" target="_blank">recruitment@uww.unitedway.org</a> and provide the nature of your request and your contact information.We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.

United Way Worldwide

HRIS Administrator

<h2>Position Summary&nbsp;</h2>The Resource Development Manager reports to the Senior Vice President of Resource Development and will play a critical role in the management of United Way of Palm Beach County’s corporate workplace fundraising campaigns.&nbsp; This position will oversee a defined portfolio of corporate relationships to support the total annual workplace revenue goals. Workplace revenue is comprised of employee giving campaigns, workplace-led special events, and corporate gifts. The Resource Development Manager is expected to develop, cultivate, and manage new and existing corporate relationships as part of the overall fundraising strategy.&nbsp;The ideal candidate thrives in a forward-facing role, building relationships and providing excellent customer service.&nbsp;This position will work cross-functionally with internal stakeholders as well as work externally with a defined segment of corporate industries to aid in their corporate social responsibility initiatives. This position serves as a key participant of the Campaign Cabinet to support new business and re-engagement business strategies.&nbsp;The Resource Development Manager is essential to the success of United Way of Palm Beach County’s financial commitment to the community to strategically address the most critical needs and create systemic change through helping youth succeed, stabilizing families, and empowering healthy lives.<h2>Essential Duties and Responsibilities</h2>The essential functions include, but are not limited to the following:<ul><li>Manage large portfolio of assigned corporate accounts to aid in the planning and execution of corporate “workplace” giving initiatives</li><li>Increase investment in United Way by expanding and diversifying resource development efforts in workplace campaigns with the support of the Campaign Cabinet</li><li>Make presentations and represent United Way of Palm Beach County in the community at local events and workplace campaign kick-offs&nbsp;</li><li>Ensure that accurate, up-to-date information is maintained in the database for assigned portfolio of accounts</li><li>Work in collaboration with full development team to ensure corporate partners are educated and aware of all affinity group engagement opportunities for their employees</li><li>Ability to build consensus and facilitate collaboration and productive relationships with diverse individuals, groups, organizations, and community</li><li>Work closely in partnership with finance and pledge processing for the pledge reconciliation process to help ensure UW is in receipt of full giving amounts</li><li>Manage and monitor progress and results for all assigned accounts</li><li>Work in partnership with assigned temporary campaign staff by participating in the training, support, motivation, problem solving and assessment of assigned accounts</li><li>Collaborate with marketing to develop content for fundraising needs including year-round menu of giving opportunities and other seasonal corporate engagement materials</li><li>Represent UWPBC at public speaking engagements with local businesses and events&nbsp;</li><li>Assist, as assigned by management, with the organization’s disaster response efforts</li><li>Perform other duties as assigned by Director of Resource Development</li></ul><h2>Minimum Qualifications (Knowledge, Skills, and Abilities)</h2><ul><li>Bachelor’s degree with 1-3 years of experience in the field of sales and/or fundraising, or a minimum of 4 years’ experience in fundraising.&nbsp;</li><li>Must have strong writing skills and be proficient in Word, Excel, and database management</li><li>Ability to manage multiple demands; results oriented and ability to work quickly and accurately&nbsp;</li><li>Experience in working with Boards and volunteers a plus; extremely tactful and diplomatic in dealing with confidential concerns</li><li>Ability to solve problems independently, effectively, and creatively</li><li>Works well with people and engenders trust and confidence from fellow staff and volunteers</li><li>Excellent verbal and written communication skills&nbsp;</li><li>Understanding of and commitment to CRM (customer relationship management)</li></ul>

United Way of Palm Beach County

Resource Development Manager

POSITION SUMMARY(Eligible for Hybrid/ 3 days in office, after 90-day introductory period - Alexandria, VA)Provide support to the Office of General Counsel including preparation of legal documents, correspondence and reports;&nbsp;database development and maintenance, including ethics and conflicts certifications; maintenance of legal files and committee and board materials. &nbsp;Perform and coordinate administrative work flow within the &nbsp;department; manage contracting approval process, annual state business and charitable registration filings, expense and receivable review and processing. &nbsp;Coordinate maintenance of domestic and global trademark docket.&nbsp;KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITIONAn individual must be able to perform each essential duty listed below at a satisfactory level:<ul><li>Maintain the OGC contract docket, and route contracts/agreements to the appropriate OGC personnel, prepare drafts of certain form contracts, review contracts/amendments for correct documentation prior to legal sufficiency review, and review basic contracts for legal sufficiency. &nbsp;</li><li>Manage annual charitable registration renewal process, including substantively review draft filings, and route charitable solicitation filings and annual reports for multiple signatures and submission to appropriate states’ offices. </li><li>Maintain OGC operating budget, and produce monthly, quarterly and annual budget reports. &nbsp;</li><li>Maintain trademark docket, acquire trademark specimens (as needed), and assist with cancellations/renewals and cease and desist letters. </li><li>Manage annual ethics certification for Board and staff. File hardcopy documents and update General Counsel’s file docket.</li><li>Compose correspondence letters, memoranda, charts, tables, graphs for attorney’s review and signature as directed by the attorney and occasionally on own initiative for routine and sensitive matters. Proofreads and corrects written materials to ensure correct format, spelling, punctuation and grammar. </li><li>Operates computer equipment in performance of daily duties. Effectively uses various software applications necessary to perform required job duties. Actively seeks out technological resource solutions to maximize efficiency. </li><li>. Effectively manages electronic documents for easy retrieval. Sorts, reads and annotates daily incoming mail. Attaches appropriate file to facilitate action. Determines routing and required signatures; coordinates outgoing mail and/or deliveries; maintains records pertaining to all aspects of attorney’s work. </li><li>Schedules appointments and maintains attorney’s calendar; receives and assists clients and refers them to attorney or other appropriate person as circumstances warrant; arranges business itineraries and makes travel arrangements. Independently prepares travel expense reports based on attorney’s receipts and itinerary. Maintains client and administrative files in an organized manner and in accordance with department procedures. </li><li>Preserves and protects the confidences and privileged communications of all clients. Makes written and oral contacts as necessary to obtain information or to clarify, crosscheck or verify the information needed. Independently acts during attorney’s absence and uses initiative and judgment to see that matters requiring attention are handled to minimize the effect of the attorney’s absence. </li><li>As requested by the Office of General Counsel, conduct legal research on relevant laws, regulations, and rules and summarize key findings from the legal research. Able to utilize effectively legal research databases (Westlaw, LexisNexis) and online resources to gather and analyze relevant legal issues. Compile research findings into clear, concise summaries or memorandums for attorneys, focusing on the most relevant information and applicable legal principles. </li><li>Draft, review, and proofread legal documents; prepare exhibits, attachments, and other legal forms and documents. &nbsp;Have competency with track changes and compare functions in Microsoft Word and Adobe. </li><li>Greets visitors, screens phone calls and refers callers to appropriate staff members in a professional and courteous manner. Exercises professionalism, poise and tact in all verbal and written correspondence with internal and external customers. Works collaboratively, with other OGC attorneys and staff. &nbsp;Duplicates correspondence and other printed material, sends faxes or arranges for duplicating and/or faxing to be performed; may be asked to cover reception duties. </li><li>Perform other duties as assigned by the General Counsel.&nbsp;</li></ul>JOB REQUIREMENTSMinimum requirements include:<ul><li>Associates degree or equivalent from a two-year college or commensurate experience;</li><li>At least four to six years of responsible experience in a similar role; </li><li>Ability to work with staff of all levels;</li><li>Paralegal Certificate or a Paralegal Studies Degree preferred.</li></ul>This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered.SALARY STATEMENTThe budgeted salary range for this position is $85,000 - $100,000 per year. Proffered salaries are determined by several factors including applicant’s knowledge, ­­­skills, and experience, and market considerations.COMPETENCIESAn individual must be able to demonstrate the following competencies at a satisfactory level:Paralegal Knowledge Base – Competent knowledge of legal terminology, document preparation, and filing procedures; proficient in legal research, using databases such as Westlaw or LexisNexis; ability to handle sensitive and confidential information with discretion.Attention to Detail – Ensures that legal documents, such as contracts, memoranda, and filings, are free from errors in grammar, punctuation, dates, names, and terminology. Double-checks all information to ensure consistency and correctness.Accountability/Results Orientation -&nbsp;Is accountable for the achievement of assigned work projects. Collaborates with others to establish work project parameters, desired results/outcomes and resource requirements. Keeps team leader(s) informed on work progress and changes in work direction. Takes ownership of work and outcomes achieved, selecting the best work approach. Protects the United Way brand, promoting its relevance and statue to the extent possible. Behaves ethically and honestly in all activities done on behalf of UWW and the movement. Demonstrates a commitment to UWW’s values, including diversity and inclusiveness.Decision-Making/Risk-Taking -&nbsp;Evaluates available information and recommends a course of action. Contributes own assessment of risks and implications of decisions in team decision-making efforts. Develops and proposes effective alternative solutions. Uses judgment appropriately in decision-making. Knows when to shift decision-making upwards.Teamwork Collaboration -&nbsp;Shares pertinent information and keeps team members informed on a regular basis. Ensures that processes, systems and resources are available and direct them properly to enable the team to efficiently accomplish its goals and objectives. Able to adapt quickly to changing conditions or performance expectations. Able to focus on assignments during periods of change and/or uncertainty.Relationship Management -&nbsp;Utilizes rapport to build trust and collaboration with others. Identifies and shares mutual benefits/needs in working together. Is ethical in dealing with others to achieve the desired results. Interacts and communicates with diverse stakeholders effectively. Fosters and maintains working relationships across the United Way system. Formulates and communicates in an ethical and politically sensitive manner.Communications -&nbsp;Expresses work issues and problems in a clear and concise manner. Communicates effectively with others up, down and across the organization to achieve expected organization results. Gives and receives constructive feedback. Seeks direct input on team effectiveness and environment.Innovation/Creativity -&nbsp;Develops and implements new approaches to accomplish tasks that impact others in and outside of own team. Is able to reasonably "take risks". Assists others in developing new systems, products, processes and procedures. Strives to stay current on new or emerging trends and capitalizes on them.ABOUT UNITED WAY WORLDWIDEUnited Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. The EEO is the Law poster is available here:&nbsp;<a href="http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank">http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a>. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail&nbsp;<a href="mailto:???@uww.unitedway.org" target="_blank">recruitment@uww.unitedway.org</a>&nbsp;or call 703-836-7100, ext. 324 and provide the nature of your request and your contact information.We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.

106 Full time Jobs