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JOB TITLE: Donor Engagement Sr. Manager/ Major Gifts OfficerUNITED WAY NCA OFFICE LOCATIONS: 1015 15th Street, NW Suite 1200, Washington, DC 8614 Westwood Center Drive, Suite 300, Vienna, VAWORK SCHEDULE Hybrid/Flexible REPORTS TO Chief Development Officer (CDO)BASE SALARY BAND: $71,522 – 110,589 a yearCOMPENSATION &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 NCA improves lives of underserved individuals in the National Capital Area by focusing community resources on creating measurable and lasting impact. We address the needs of our community by focusing on three key pillars of impact – health, education, and economic opportunity. 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.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. Equity: Equity is fundamental to our mission. We infuse equity in all our business operations, hiring practices and community impact initiatives. 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 Description: Reporting to the CDO, 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. 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: The Major Gifts Officer will work closely with the 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 Portfolio Management •&nbsp;&nbsp;&nbsp;&nbsp;Secure major gifts at the five- and six-figure levels. •&nbsp;&nbsp;&nbsp;&nbsp;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. •&nbsp;&nbsp;&nbsp;&nbsp;Responsible for $1M in annual revenue from cash, pledges, and documented planned gifts designated to United Way NCA. •&nbsp;&nbsp;&nbsp;&nbsp;Establish and maintain a qualified fundraising pipeline/prospects, focused on achieving stretch goals to support enhanced revenue streams. •&nbsp;&nbsp;&nbsp;&nbsp;Manage systems and software to track and cultivate donors and prospects, including United Way NCA’s donor database and wealth screening tools. •&nbsp;&nbsp;&nbsp;&nbsp;Work with the Development/Fundraising department to align efforts and set goals. Create and implement moves management plans. •&nbsp;&nbsp;&nbsp;&nbsp;Make direct, face-to-face solicitations and work with program staff to develop individualized donor strategies; to include donor communications. •&nbsp;&nbsp;&nbsp;&nbsp;Acknowledge major donors through public and private recognition. Track and report progress using specific metrics. Job Requirements: Solid Educational Background and Experience - 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. Drives Revenue &amp; Impact – 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. Strategic Relationship Building – 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. Effective &amp; Engaging Communicator – 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. Embracing and Managing Change – 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 – 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. Interested candidates should send a cover letter and resume directly to Human Resources: <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.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;United Way of the National Capital Area &nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 8614 Westwood Center Dr. Suite 300, Vienna, VA 22182&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;

United Way National Capital Area

United Way of the National Capital Area

Donor Engagement Sr. Manager/Major Gifts Officr

United Way of Greater Cincinnati (UWGC) fights for the economic well-being of all people in Greater Cincinnati so our entire community can thrive – now and in the future. The Public Policy and Advocacy Manager is integral to UWGC’s policy and advocacy work across UWGC’s nine-county, three-state region. As a leading convenor and philanthropic investor, UWGC strengthens systems supporting family well-being. Through policy and advocacy, we can achieve short- and long-term wins that make systems work for families.
The Public Policy and Advocacy Manager will provide strategic leadership and daily management of efforts that advance our local, state and federal policy agenda while also building the advocacy capacity of our staff, volunteers and partners.
Key Areas of Responsibility:
<ul><li>Provide day-to-day support for staff, volunteers and partners to influence policy at national, state and local levels.</li>
<li>Track identified legislative and public policy priorities and update UWGC staff and volunteers on status changes.</li>
<li>Collaborate with the director to identify and create strategies for calls to action with UWGC constituencies.</li>
<li>Build advocacy capacity of UWGC staff, volunteers and partners through professional development, convenings and issue education.</li>
<li>Support relationships with existing and new community partners, coalition members and lawmakers.</li>
<li>Represent UWGC at coalitions, conferences, task forces and legislative meetings.</li>
<li>Use UWGC messaging and message frames to prepare action alerts, talking points and testimony, issue briefs, letters, press statements, opinion editorials, website updates, blogs, and legislative and public policy reports.</li>
<li>Stay informed of national best practices and trends and provides strategic advice about how to integrate into UWGC’s public policy and advocacy work.</li>
<li>Monitor program quality and impact and creates reports.</li>
<li>Manage projects and collaborations with internal and external stakeholders.</li>
<li>Work to grow UWGC’s advocacy network.</li>
<li>Organize and execute advocacy events and initiatives.</li>
<li>Together with the Public Policy and Advocacy Director, support the UWGC Public Policy Committee.</li>
</ul>Minimum Qualifications:
<ul><li>Bachelor’s degree and at least three years’ full-time, professional work experience with significant responsibilities. Education cannot substitute for work experience.</li>
<li>Team orientation, ambition, and a strong work ethic.</li>
<li>Willing to work weekends and evenings and travel throughout Kentucky, Ohio and Indiana as necessary.</li>
<li>Access to a car, possession of a valid driver’s license, and proof of current automobile insurance.</li>
<li>Complete and pass all background checks and security clearances.</li>
</ul>Core Competencies:
<ul><li>Believe authentically in UWGC’s work and understand the vital role that building champions for our work plays in realizing our vision.</li>
<li>Work proactively and thrive in a fast-paced, dynamic environment.</li>
<li>Successfully collaborate across teams and organizations to achieve results.</li>
<li>Have excellent written and oral communication skills and strong attention to detail.</li>
<li>Be comfortable with qualitative and quantitative data.</li>
<li>Ability to work effectively both independently and as part of a team.</li>
<li>Demonstrate a commitment to excellence and ensure positive relationships with partner organizations and constituencies.</li>
<li>Meet deadlines and show initiative in taking on new tasks and projects.</li>
<li>Seek out information, solutions to problems, and relevant opportunities.</li>
<li>Embrace technology and demonstrate proficiency in Microsoft Office (Word, Excel, PowerPoint). Familiarity with Salesforce, Asana and advocacy software (Muster, Voter Voice, or similar) is a bonus.</li>
</ul>Salary starting $60,000, plus competitive benefits package.
Applicants should apply by&nbsp;Friday, February&nbsp;16, 2024,&nbsp;via the link below:
<a href="https://jobapply.page.link/fYcx6" target="_blank">https://jobapply.page.link/fYcx6</a>
UWGC is an Equal Opportunity Employer Committed to Diversity, Equity and Inclusion

United Way of Greater Cincinnati

Public Policy and Advocacy Manager

United Way of the Big Bend (UWBB) is seeking a Grant Writer who will be responsible for managing and expanding the grant funding development efforts that support advancing the United Way of the Big Bend mission.&nbsp; Primary responsibilities include researching grant opportunities, writing proposals, managing timelines, and ensuring that budget and grant reporting requirements are met.&nbsp;&nbsp;&nbsp;&nbsp;
&nbsp;UWBB serves eight counties in the Big Bend area with the mission to raise awareness, mobilize resources and find collaborative, targeted solutions for our community’s most vital concerns.&nbsp; We lead the communities we serve by engaging and connecting with others who share our commitment to help our neighbors, friends and colleagues who are living in poverty and/or struggling to make ends meet.
Schedule:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Full-time&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Location:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Tallahassee, FL
Key Responsibilities:
<ul><li>Work with leadership to develop and implement an annual grants strategy to secure new and maintain renewable grant funding</li>
<li>Research and identify grant opportunities that align with UWBB’s mission, initiatives and impact programs</li>
<li>Conduct the full range of activities required to prepare and submit timely and compelling grant proposals/applications</li>
<li>Perform continuous grant oversight, monitoring, reporting and compliance</li>
<li>Work with Finance Team to track and report annual grant revenue on a timely basis</li>
<li>Assist Finance Team with grant financial reporting as needed for audit inquiries</li>
<li>Work closely with Community Impact staff to ensure the collection of relevant outcome data and development and measurement of performance objectives</li>
<li>Serve as primary contact for all grantors</li>
<li>Coordinate with Communications team to ensure proper recognition of grantors as applicable</li>
</ul>Applicants should:
<ul><li>Be familiar with grant research techniques, application and management processes</li>
<li>Have highly effective written and verbal communication skills</li>
<li>Have strong organizational skills and attention to detail</li>
<li>Excel at multi-tasking, meeting overlapping deadlines and deliverables</li>
<li>Be able to collaborate effectively within and outside of the organization</li>
<li>Work well both independently and as a member of team</li>
</ul>Education, Experience and Key Qualifications:
<ul><li>Bachelor’s degree in relevant field preferred or equivalent experience&nbsp;&nbsp;</li>
<li>Minimum of two years of experience in grant writing, management and reporting</li>
<li>Experience with state and federal grant application and management preferred</li>
<li>Knowledge of program evaluation methodologies and outcome measurement practices a plus</li>
<li>Experience developing and monitoring budgets a plus</li>
<li>Proficient in Microsoft Office Suite</li>
<li>Access to reliable transportation, proof of insurance, and a valid driver’s license</li>
</ul>Work Environment:
<ul><li>Workplace culture that is family-oriented and supports teamwork and collaboration</li>
<li>Professional office setting – in-office position</li>
<li>Occasional travel within UWBB neighboring county footprint</li>
<li>Work Week:&nbsp; M-R 8:30 a.m.– 5:30 p.m., F 8:30 am-12:00 pm with some early morning, evening and weekend hours during peak times</li>
<li>Physical demands:&nbsp; Sitting or standing for extended periods of time, bending, occasional lifting, regularly moving throughout the building between floors</li>
<li>Regular use of standard office equipment</li>
</ul>Excellent Benefits:&nbsp; Health, life and LTD Insurance, retirement plan, vacation and sick leave, holiday time, half-day Fridays and one remote workday per week.
Qualified candidates should send a cover letter and resume to <a href="mailto:unitedway@uwbb.org" target="_blank">unitedway@uwbb.org</a> by February 23, 2024.&nbsp; &nbsp;
EOE/Protected Veterans/Disabled/Drug Free
The above declarations are not intended to be an “all-inclusive” list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job.&nbsp; Rather, they are intended only to describe the general nature of the job.
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.

United Way of the Big Bend Inc

United Way of the Big Bend

Grant Writer

Development Officer
JOB DESCRIPTION
Position Title:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;DEVELOPMENT OFFICER
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;RESOURCE DEVELOPMENT
Location:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;TOLEDO OFFICE, HYBRID
FLSA Job Status:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;FULL TIME - Exempt
Salary Range:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$45,000.00 - $50,000.00
Reports to:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Director, Development &amp; Major Gifts
&nbsp;STATEMENT OF THE JOB:
This role is accountable for achieving fundraising goals within a portfolio of corporate campaign accounts, individual donors of all levels including major gifts, and other revenue sources, utilizing year-round strategies to build and maintain superior relationships, cultivate donors, and engage community members in the work of United Way of Greater Toledo to meet and exceed revenue goals.
ESSENTIAL FUNCTIONS:
<ul><li>Identify, cultivate, solicit, and steward donors and prospects through visits and other forms of direct personal contact in accordance with performance targets.</li>
<li>Inspire and mobilize individual and corporate donors to give, advocate, and volunteer by discovering their interests and proposing alignment with our mission and activities.</li>
<li>Utilize knowledge gathered from donor meetings to develop and implement year-round strategies to engage, cultivate, and steward individual, workplace, and corporate donors.</li>
<li>Execute on short-term and long-range strategic fund-raising goals and objectives.</li>
<li>Develop and manage volunteer and donor stewardship programs that help forward goals of the Resource Development team.</li>
<li>Attend and provide support to donor cultivation and fundraising events as needed.</li>
<li>Work with appropriate staff to create and implement prospect research and cultivation strategies to maximize potential for corporate and individual giving.</li>
<li>Partner with Community Impact staff to understand current program innovations and align them with funding opportunities for donors and prospects.</li>
<li>Work with other departments to ensure cross-functional collaboration and information-sharing.</li>
<li>Maintain Andar database as a tool to help build relationships by keeping accurate and up-to-date account records.</li>
</ul><ul><li>Utilize Andar to support data-informed decision-making about workplace accounts and analyze donor information for trends, gaps, and opportunities for revenue growth.</li>
</ul><ul><li>Evaluate and assess current efforts and propose opportunities for progress and advancement.</li>
<li>Assist in Event Planning (In person &amp; Virtual)</li>
<li>Prepare or Assist in Preparing Campaign Materials</li>
</ul>ADDITIONAL RESPONSIBILITIES:
<ul><li>Other duties as assigned.</li>
</ul>QUALIFICATIONS AND EXPERIENCE:
<ul><li>Bachelor’s degree desired but not required with at least two (2) years’ experience in fundraising, sales, or public speaking.</li>
<li>Experience building relationships with volunteers, donors, customers, or others.</li>
<li>Experience with managing multiple projects at one time.</li>
</ul><ul><li>Or, a comparable combination of education and work experience.</li>
</ul>KNOWLEDGE / SKILLS / ABILITIES:
<ul><li>Strong ability and interest in building relationships and working with people.</li>
<li>Strong communication and interpersonal skills, including public speaking and writing.</li>
<li>Ability to manage multiple projects in a fast-paced environment, with high attention to detail.</li>
<li>Ability to work a flexible schedule outside of standard office hours.</li>
<li>Ability to work independently and be self-motivated.</li>
<li>Ability to be an enthusiastic team-player with a positive attitude.</li>
<li>Strong organizational skills and ability to prioritize projects.</li>
<li>Knowledge of business and social community.</li>
<li>Proficient in Microsoft Office applications.</li>
<li>Ability to learn and become proficient in use of relevant software.</li>
<li>Must be able to maintain confidential and sensitive information.</li>
</ul>We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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.
DEI STATEMENT:&nbsp;
United Way of Greater Toledo (UWGT) strives to ensure that we are meeting the needs of individuals across Lucas, Ottawa and Wood counties in a meaningful and appropriate manner. We cannot truly “Live United” until we fervently advocate for BIPOC, people with disabilities, LGBTQIA+ people and other marginalized communities. United Way examines and addresses the systems, institutions, and policies that have caused and perpetuated racial and socioeconomic disparities, specifically in the areas of Education, Financial Stability, Health, and Housing. This includes acknowledging the role that philanthropy plays in upholding such structures. When individuals of all ethnic backgrounds, socioeconomic statuses, and gender/sexual identities can live and participate in functions of life without fear, then, and only then, can we “Live United”.
The United Way of Greater Toledo provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
This document does not create an employment contract, implied or otherwise, other than an “at-will” relationship.

United Way of Greater Toledo

Development Officer

Position Title:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; SR. DEVELOPMENT OFFICER
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; RESOURCE DEVELOPMENT
Location:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; TOLEDO OFFICE, HYBRID
FLSA Job Status:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; FULL TIME, EXEMPT
Salary Range:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; $50,000.00 - $60,000.00
Organizational Relationships:
&nbsp;&nbsp;&nbsp; Reports to:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Senior Director, Resource Development
STATEMENT OF THE JOB:
This role is accountable for achieving fundraising goals within a portfolio of corporate campaign accounts, individual donors of all levels, including major gifts, and other revenue sources, utilizing year-round strategies to build and maintain superior relationships, cultivate donors, and engage community members in the work of United Way of Greater Toledo to meet and exceed revenue goals.
ESSENTIAL FUNCTIONS:
<ul><li>Identify, cultivate, solicit, and steward donors and prospects through visits and other forms of direct personal contact in accordance with performance targets.</li>
<li>Inspire and mobilize individual and corporate donors to give, advocate, and volunteer by discovering their interests and proposing alignment with our mission and activities.</li>
<li>Utilize knowledge gathered from donor meetings to develop and implement year-round strategies to engage, cultivate, and steward individual, workplace, and corporate donors.</li>
<li>Develop and implement long-term strategies for building relationships, deepening engagement, and increasing revenue generation from a portfolio of major donors ($10,000+) and high-performing corporate partners.</li>
<li>Engage new or lapsed corporate partners and individual donor prospects by involving stakeholders with our work in creative and strategic ways.</li>
<li>Work with committees of volunteers to aid in donor prospecting and engagement efforts with corporations and individuals.</li>
<li>Deepen individual donor involvement through cultivation and solicitation of planned gifts.</li>
<li>Propose and execute on short-term and long-range strategic fund-raising goals and objectives.</li>
<li>Develop and manage volunteer and donor stewardship programs that help forward goals of the Resource Development team.</li>
<li>Attend and provide support to donor cultivation and fundraising events as needed.</li>
<li>Create and implement prospect research and cultivation strategies to maximize potential for corporate and individual giving.</li>
<li>Partner with Community Impact staff to understand current program innovations and align them with funding opportunities for donors and prospects.</li>
<li>Work with other departments to ensure cross-functional collaboration and information-sharing.</li>
<li>Maintain Andar database as a tool to help build relationships by keeping accurate and up-to-date account records.</li>
</ul><ul><li>Utilize Andar to support data-informed decision-making about workplace accounts and analyze donor information for trends, gaps, and opportunities for revenue growth.</li>
</ul><ul><li>Evaluate and assess current efforts and propose opportunities for progress and advancement.</li>
</ul>ADDITIONAL RESPONSIBILITIES:
<ul><li>Other duties as assigned.</li>
</ul>QUALIFICATIONS AND EXPERIENCE:
<ul><li>Bachelor’s degree with at least four (4) years’ experience in fundraising, sales, or relationship building (nonprofit fundraising preferred).</li>
<li>Experience building relationships with volunteers, donors, customers, or others.</li>
<li>Experience with managing multiple projects at one time.</li>
</ul><ul><li>Or, a comparable combination of education and work experience.</li>
</ul>KNOWLEDGE / SKILLS / ABILITIES:
<ul><li>Strong ability and interest in building relationships and working with people.</li>
<li>Strong communication and interpersonal skills, including public speaking and writing.</li>
<li>Ability to be proactive, tenacious, and solve problems to work toward organizational goals.</li>
<li>Ability to manage multiple projects in a fast-paced environment, with high attention to detail.</li>
<li>Ability to work a flexible schedule outside of standard office hours.</li>
<li>Ability to work independently and be self-motivated.</li>
<li>Ability to be an enthusiastic team-player with a positive attitude.</li>
<li>Strong organizational skills and ability to prioritize projects.</li>
<li>Knowledge of business and social community.</li>
<li>Proficient in Microsoft Office applications.</li>
<li>Ability to learn and become proficient in use of relevant software.</li>
<li>Must be able to maintain confidential and sensitive information.</li>
</ul>We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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.
DEI STATEMENT:&nbsp;
United Way of Greater Toledo (UWGT) strives to ensure that we are meeting the needs of individuals across Lucas, Ottawa and Wood counties in a meaningful and appropriate manner. We cannot truly “Live United” until we fervently advocate for BIPOC, people with disabilities, LGBTQIA+ people and other marginalized communities. United Way examines and addresses the systems, institutions, and policies that have caused and perpetuated racial and socioeconomic disparities, specifically in the areas of Education, Financial Stability, Health, and Housing. This includes acknowledging the role that philanthropy plays in upholding such structures. When individuals of all ethnic backgrounds, socioeconomic statuses, and gender/sexual identities can live and participate in functions of life without fear, then, and only then, can we “Live United”.
The United Way of Greater Toledo provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
This document does not create an employment contract, implied or otherwise, other than an “at-will” relationship.

Senior Development Officer

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

United Way of the Mid-South

Free Tax Prep Mobile Assistant Site Coordinator

The Vice President of Finance &amp; Operations (VPFO) reports to and serves in an advisory capacity to the President / CEO, 
	Committee Chairs, and Board of Directors providing strategic leadership where needed. The VPFO is a member of the Senior 
	Leadership Team and is a strategic thought leader that embraces change for growth. The VPFO has strong business and financial 
	acumen and is accountable for the financial and risk management operations of the organization. The VPFO is responsible for 
	financial planning, financial reporting, budgeting, compliance, tax, treasury and accounting operations as well as IT Operations and 
	Building Services.
Leadership 
	• Leads staff in areas of finance, human resources, data systems, and operations 
	• Brings strong financial leadership and excellence in all areas of finance 
	• Has the ability to examine and understand strategic business needs and develops financial plans to support those needs 
	• Provides financial analysis, forecasts and implications, and compliance review for strategic planning and initiatives. 
	• Monitors business performance with tracking tools, establishes correction measures as needed, and prepares detailed reports 
	for Board, Committees, management team, and staff 
	• Fulfills leadership role as a member of Senior Leadership Team.
Finance &amp; Operations 
	• Manages and actively participates in month-end close cycle including: accounts receivable, accounts payable, grants 
	receivable, revenue/expenses, bank reconciliations, cash flow projections, etc. 
	• Creates and presents an accurate annual budget recognizing income and expenses by class and grant. Works in collaboration 
	with team to garner information, support, and commitment to execute the financial work plan. Prepares budget forecasts for 
	future organizational planning. 
	• Maintains integrity of all financial transactions. Requires that income recognized and expenses incurred comply with the 
	organization’s policies and procedures, United Way Worldwide, and state and federal laws. Creates and maintains financial 
	standards and internal control procedures to comply with GAAP and FASB standards. Maintains relationship with financial 
	institutions, makes deposits, audits and reconcile accounts and processes, etc. 
	• Provides financial statement analysis and recommends areas of opportunities to staff and peers. Reports statement variances 
	to President / CEO, Finance Committee, and staff. 
	• Reviews, reconciles, prepares, and submits accurate information for Financial Audit and Form 990. Works with auditors for 
	timely compliance with requests and achieves a clean audit opinion. 
	• Maintains integrity of data systems, information gathered and input, and processes to produce accurate data consistently. 
	• Oversees grant compliance as related to financial activity. Reviews grant applications, budgets, and relevance to mission of 
	organization. 
	• Works with team to reconcile grant income and expenses, adhering to grant award criteria and standards. 
	• Reviews organizational contracts seeking mutual agreement while protecting the reputation and assets of the organization. 
	Recommends action to President / CEO. 
	• Conducts risk assessment and recommends action to President / CEO as needed. 
	• Procures insurance coverage for worker’s compensation, D&amp;O, EPLI, General Liability, and Property. Manages claims 
	processing as needed. 
	• Creates capital expenditures budget and manages capital related improvements. 
	• Maintains personal property inventory and depreciation schedule. 
	• Reviews and authorizes work as related to data management, information systems update, communications technology, etc.
Human Resources 
	• Maintains HR files including employee personnel files and annual compliance records/reports
• Responsible for preparation of offer of employment packages. Processes all hiring and benefits paperwork involved. 
	• Manages confidential information with integrity. 
	• Processes biweekly payroll for employees including compensation, expense reimbursements, deductions as allowed by 
	employee and law, PTO/holidays, garnishments, etc. 
	• Manages benefits in areas of medical insurance, HSA / FSA contributions, LTD, STD, ADD, Life, Vision, PTO, Leave, 401k 
	plan, and Employee Assistance Program. Provides staff with information regarding benefits upon hiring and during annual 
	meeting. Complies with laws and regulations, reporting benefits, form 5500, earned income, COBRA coverage, etc. Secures 
	specifications, quotes, reviews plans, and recommends benefit plan for approval. Refers employees to carriers as needed to 
	resolve questions and problems. 
	• Assists in the on-boarding of employees by producing new hire information packets and ensuring enrollment in systems. 
	• Performs HR related duties in conjunction with the President / CEO in areas of employee recognition and employee relations. 
	• Processes monthly benefits plan invoices for payment. 
	• Annually conducts open enrollment for employee benefit plans. 
	• Ensures that organization complies with employment law and mitigates risks associated with employment practices. 
	• Updates policy manual as needed to align with organizational and legal requirements. 
	• Creates and maintains systems for internal equity with skill set assessment, job banding, etc. 
	• Initiates/maintains continuation of benefits post-employment including COBRA coverage notification with employees and 
	carriers.
General 
	• Maintains work flow and organization, prioritizing tasks to best meet the overall needs of the organization. 
	• Promotes United Way of Central Minnesota, its, Mission, Vision, Core Values, programs, and achievements to the public and 
	staff. 
	• Complies with all policies &amp; procedures, participates in company meetings, events, and training, and represents the 
	organization in a professional manner. 
	• Performs other duties as required, assists co-workers as time permits, and performs duties as related to care of the facility, 
	maintaining a clean and safe work environment for all. 
	• Seeks professional development to enhance job performance and productivity. 
	Required Competencies 
	• Ability to solve problems quickly and effectively. 
	• Highly organized with strong attention to detail. 
	• Honest approach to interpersonal relationships to ensure trust and confidentiality. 
	• Demonstrates the ability to share ideas and works well with others. Asks questions, provide feedback, and responds to others 
	in a way that shows compassion and attentiveness.
Other Duties 
	Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities 
	that are required of the employee for this position. Duties, responsibilities, and activities may change at any time.
Finance &amp; Related Software Systems 
	• Andar (CRM System) – No prior experience required as software is used exclusively by United Ways across the nation. 
	• Quickbooks (or similar preferred) 
	• Microsoft Excel (3+ year preferred)
Minimum Qualifications 
	• CPA Preferred 
	• Bachelor’s degree in Accounting / Finance required; Masters Preferred 
	• Minimum five years of experience as a leader with financial accountability

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