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ORANGE COUNTY UNITED WAY 
JOB DESCRIPTION 


Job Title: Manager, Public Affairs Reporting To: Chief Strategy Officer 

Department: Strategy Position: Full-time/Exempt 

 
 
Purpose of Position 
The Manager, Public Affairs will work with federal, state, and local elected officials and their offices to 
generate awareness and support for the policy agenda of Orange County United Way (OCUW). The 
incumbent is responsible for working with OCUW staff, consultants, volunteers, coalitions, and partner 
organizations to build support for OCUW policy priorities and to integrate advocacy messaging into 
relevant OCUW programs and events. 
 
Key Duties and Responsibilities 
 • Strategically coordinate efforts to maintain good governmental relations and further the public policy 

priorities of OCUW. 
 • Provide regular advocacy briefings for senior OCUW staff and volunteer leadership. 
 • Schedule/coordinate meetings with elected leaders, their staff, and other government officials to gain 

support for OCUW’s advocacy priorities. 
 • Create briefing materials for OCUW leadership to prepare for meetings and conduct appropriate 

follow-up actions. 
 • Maintain a current contact list of elected officials and their staff across Orange County. 
 • Monitor federal, state, and local legislative issues of concern to OCUW and maintain current 

knowledge of government funding opportunities, political trends, and legislation. 
 • Track and monitor interactions, prepare required reports, and maintain records of involvement with 

elected officials, cities, county departments, and more, and update CRM database accordingly. 
 • Work with OCUW’s initiatives/programmatic teams to coordinate and provide guidance on targeted 

advocacy efforts. 
 • Provide policy research, development of support materials, recruitment of spokespersons, and other 

activities as needed to advance OCUW’s policy agenda. 
 • Participate in coalition-building efforts and collaborative partnerships to leverage opportunities that 

advance OCUW’s policy priorities. 
 • Provide staff support to the volunteer OCUW advocacy committee; collaborate with the advocacy 

committee to develop policy priorities and track progress/activities related to priorities. 
 • Represent OCUW with United Ways of California and United Way Worldwide advocacy coalitions; 

support 211CA efforts in conjunction with 211OC leadership. 
 • Support volunteer recruitment, retention, and mobilization efforts. 
 • Coordinate and provide support materials for state/federal advocacy days and/or local in-district 

meetings. 
 • Collaborate with communications/marketing staff on media related to advocacy efforts. 
 • Provides advocacy presentations and training opportunities to volunteers and staff. 
 • Attend and participate in relevant OCUW meetings throughout the year, including staff training, state-

level meetings with staff partners, and board meetings as required. 
 • Other duties as assigned. 
 


 
Core Competencies 
All employees, in performing their respective tasks and duties, are to perform quality work within 
deadlines, with or without direct supervision; interact professionally with other employees, customers, 
and suppliers; work effectively as a team contributor on all assignments; and work independently while 
understanding the necessity for communicating and coordinating work efforts with other employees and 
organizations. 
 
Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; keeps emotions 
under control; remains open to others' ideas and tries new things. 
Oral Communication - Speaks clearly in positive or negative situations; listens and obtains clarification; 
responds well to questions; participates in meetings. 
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able 
to read and interpret written information. 
Teamwork - Exhibits objectivity and openness to others' views; gives and welcomes feedback; 
contributes to building a positive team spirit; puts success of team above own interests. 
Professionalism - Approaches others in a tactful manner; reacts well under pressure; treats others with 
respect and consideration, regardless of status or position; accepts responsibility for own actions; 
follows through on commitments. 
Language Skills - Ability to read and interpret documents such as safety rules, operating and 
maintenance instructions, and procedure manuals; ability to write routine reports and correspondence; 
ability to speak effectively before groups of customers or employees of organization. 
 
Job Requirements /Technical Knowledge 
 • Bachelor's Degree in public policy, political science, or related field or equivalent work experience 
 • Three (3) years of governmental, legislative, regulatory, or related community relations experience; 

having positive relationships with Orange County’s legislative and government affairs community. 
 • Experience building/managing coalitions and developing/implementing grassroots and media 

advocacy tactics preferred 
 • Working knowledge of the political and business dynamics of Orange County cities/communities 
 • Exceptional oral and written communications skills as described in core competencies 
 • Proficiency with Microsoft office (Outlook, PowerPoint, Excel, and Word) 
 • Policy analysis and technical (legislative and regulatory) writing skills 
 • Ability to simultaneously manage multiple, complex projects in varying stages of development under 

time constraints 
 • Knowledge of the principles and practices of strategic planning, budgeting, and managing work 
 • Self-motivated and able to work effectively with minimal supervision 
 • Ability to represent Orange County United Way with public/private partners 
 • A team player who is inclusive, flexible, and creative 
 • A decisive and resourceful individual with the willingness to accept responsibility and take charge of 

results; able to work successfully with limited resources 
 • Must be available to work flexible hours, including some evenings and Saturdays 
 • Access to reliable transportation 
 
Physical Demands 
The physical demands described here are representative of those that must be met by an employee to 
successfully perform the essential functions of this job. Reasonable accommodations may be made to 
enable individuals with disabilities to perform the essential functions. 
 


While performing the duties of this Job, the employee is frequently required to be able to remain in a 
stationary position 75% of the time. The person in this position needs to occasionally move about inside 
the office to access file cabinets, records, and office machinery. Constantly operates a computer and 
other office productivity machinery, such as a calculator, copy machine, and computer printer. 
Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, 
including under the desks. The person in this position frequently communicates with coworkers and 
customers who have inquiries about our business operations and the community we service; therefore, 
the person must be able to exchange accurate information. The employee must occasionally lift and/or 
move up to 25 pounds. 
 
Compensation 
Expected pay range will be $69,000 to $85,000. Pay is commensurate with experience; competitive 
benefits. 
 
Send Resumes To: 

<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 

<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

Orange County United Way

 Manager, Public Affairs

PURPOSE:&nbsp; To contribute to the attainment of United Way of York County’s mission and vision by providing complete and accurate financial and accounting systems and reports, raising awareness of the financial position of the organization, in addition to adding value and engaging staff by administering human resources functions and high-level support to the organization’s operations.Key Functions&nbsp;&nbsp;Finance:<ul><li>Manage the day-to-day operations of the financial and accounting systems for all operating and reserve funds adhering to Generally Accepted Practices (GAP)</li><li>Position United Way of York County as a fiscally sound organization through consistent application and review of policies and procedures</li><li>Ensure organizational compliance with all federal, state and local laws and membership standards established by United Way Worldwide (UWW)</li><li>Assumes responsibility for all receivables billing/collection, and monitors cash flow projections, reserves, investments and cash position making necessary recommendations to President and Finance Committee to ensure strong financial position</li><li>Auditing of campaign contributions and data entry</li><li>Deliver and manage organizational budget and provide reports to President, Finance Committee and director level staff</li><li>Manages preparation and mailing of tax receipts</li><li>Makes recommendations regarding annual spending plan and revenue/grants (allocations) forecast</li><li>Obtain and keep current professional certifications as necessary to perform the job</li><li>Participate in on-line training, webinars, and when possible, attend seminars to keep abreast of industry and system best practices and enhancements</li></ul>Human Resources Administration<ul><li>Maintains payroll, retirement and employee records and necessary tax forms with respect to total confidentiality</li><li>Managing administration for the functional areas of human resources including, but not limited to, benefits administration, insurance program, Worker’s Compensation, employee relations, performance management, staff training and personnel records</li><li>Maintains vacation, sick leave, and retirement records for employees</li><li>Oversees functional accounting recording for audit, IRS 990&nbsp;</li><li>Manages maintenance on office equipment and technology updates, vendor relationships, accuracy of posting and reporting of data entry, updating partner agency status in donor software, email contacts and inform staff of changes</li></ul>&nbsp;Administrative<ul><li>Develop and maintain records, board meetings, committee meetings, etc.</li><li>Ensure adequate insurance coverage for organization and programs</li><li>Ensure adequate insurance coverage for organization and properties (secures bids and presents recommendations to President to ensure maintenance contracts are in place)</li><li>Assist IT in maintenance, back-up and security of business data</li><li>Ensure that staff are trained on computer protocol such as closing programs before leaving for the day and storage of files.</li><li>Completes data collection/updates of the donor database for all revenue sources</li><li>Respond to telephone, email and individual inquiries, providing information, redirecting calls, or taking messages using excellent customer service skills</li><li>Ensure board meeting minutes are captured and recorded appropriately</li><li>Ensure that office equipment and technology options are updated and under maintenance</li><li>Coordinate all communications and correspondent with vendor of record for equipment and technology needs</li><li>Manage inventory of general office/program supplies as budgeted</li><li>Process mail projects as scheduled for Resource Development such as PLS and residential mailings</li><li>Provide reception for incoming calls, lobby and 2-1-1 I&amp;R</li><li>Serve on Property Management committee with other owners</li><li>Responsible for coordination of overall maintenance of building and grounds including repairs</li></ul>Resource Development<ul><li>Extracts and communicate payroll deduction information to company HR/Payroll managers</li><li>Answer inquiries and/or company complaints from internal and external customers, e.g., donors or donor companies and work effectively and professional to answer and solve problems</li><li>Identify and research lapsed and lapsing donors</li><li>Completes tasks of acknowledgements, thank you and donor recognition via written and electronic communications to ensure timely response and cultivation of relationships</li><li>Produce monthly/quarterly donor billing statements</li><li>Complete in conjunction with other departments the Database II Report for UWW, including ongoing documentation of data and information</li><li>Update UW and Agency data in third-party processor’s portals, Candid (GuideStar) and other websites as needed or annually when data changes&nbsp;</li></ul>Responsibilities and Duties:&nbsp;Finance<ul><li>Manage general ledger system, including cash receipts as indicated by segregation of duties and internal control policy</li><li>Manage accounts payable and all related processes for a minimum of bi-monthly payments; minimize checks issued outside of scheduled process</li><li>Monitor and balance accounts/pledges receivables to minimize uncollected accounts</li><li>Records and prepares for deposit of all receivables as indicated by segregation of duties and internal control policy</li><li>Ensure bank deposits are made weekly, utilizing banking technologies available to maximize operational cash flow</li><li>Manage data collection/updates of the donor database for annual campaign</li><li>Develop department budget process with regular reporting of actual versus budget analysis to President</li><li>Reconcile all financial accounts on a monthly basis</li><li>Prepare monthly financial reports and balance updates for board and finance committee review</li><li>Report and transmit allocations and donor designations to member agencies</li><li>File required payroll tax documents and records</li><li>Maintains support files for processing unique donations&nbsp;</li><li>Provide staffing support for the Finance Committee</li><li>Provide continuous quality improvement with internal controls in the general ledger, campaign management system, pledges receivables and accounts payable systems areas</li><li>Maintain accounting records and administers Emergency Food and Shelter Program funds</li><li>Participate as required in the campaign pledge accounting process and supervision of temporary staff</li><li>Process Resource Development reports as requested</li><li>Serve as liaison between donors, agencies and United Way to ensure financial reports submitted per Memorandum of Agreement, and to resolve financial questions</li><li>Provide special analysis of accounts upon request</li><li>Review bi-monthly Payroll Register and communicates payroll to contracted service, responsible for the distribution payroll EFT notices&nbsp;</li><li>Analyze and monitor employee time distribution report, including documentation of paid time-off records for employees</li></ul>Annual Duties<ul><li>File required tax documents and records</li><li>File registration with SC Secretary of State as non-profit corporation</li><li>File annual Raffle registration with SC Secretary of State</li><li>Coordinate annual independent audit and completion of IRS Tax Form 990 with Finance Committee and audit firm to file by due date (November 15th for fiscal year)</li><li>Coordinate annual completion of Form 1096, 1099, and W-3 Miscellaneous Income for vendors to file by due date (February 1st for calendar year)</li><li>Coordinate preparation and filing of UWW Membership Certification documents by established due dates</li><li>Prepare State Employees Combined Campaign applications with UW Association of SC</li><li>Recertification of SAMS registration by established due dates</li><li>Assist President in preparation of organization’s annual operating budget</li><li>Provide finance/accounting support for eligibility and allocation process</li><li>Provide technical assistance to agencies for budget and financial sections of eligibility and program application process</li><li>Develop, manage and monitor/track financial data for annual report</li><li>Conducts annual review and update of UWYC Finance Policy</li><li>Develop, manage and monitor/track and&nbsp;annual review of the Capital Budget</li></ul>Other duties as assigned to achieve the mission of the UWYCUnited Way Professional Core Competencies for all United Way StaffCompetencies for working toward a world of economic and social opportunity for all.&nbsp;<ul><li>Mission Focused:&nbsp;The United Way’s top priority is to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.</li><li>Relationship-Oriented: &nbsp;The United Way understands that people come before process and is astute in cultivating and managing relationships toward a common goal.</li><li>Collaborator: &nbsp;The United Way 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: &nbsp;The United Way is 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: &nbsp;The United Way is a steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.</li></ul>Key Skills<ul><li>Commitment to excellence and to the mission of United Way of York County</li><li>Internally motivated to recognize and act on opportunities to further the mission of UWYC</li><li>Ability to appropriately present information and data in written, electronic, and oral forms to diverse target markets</li><li>Excels in providing customer service; provides courteous and timely responses to inquiries regarding financial and administrative matters</li><li>Maintains confidentiality of all customers/stakeholders at all times</li><li>Builds relationships; thinks and acts strategically</li><li>Conduct multiple projects with minimal supervision</li><li>Exhibits decisiveness – takes initiative in identifying problems and solutions</li><li>Demonstrates good judgment under pressure</li><li>Manages quickly changing priorities and resulting workflow</li><li>Delivers tasks and projects on time</li><li>Communicates effectively</li><li>Attention to detail and superior accuracy in work delivered</li><li>Knowledge of financial based software and accounting systems</li><li>Proficiency in spreadsheet and word processing applications</li><li>Team-oriented, yet able to work independently when necessary</li><li>Internally motivated to recognize and act on opportunities to further the mission of United Way of York County</li><li>Superior organizational, problem solving and communication skills including attention to detail and accuracy in work delivered</li></ul>Job Requirements<ul><li>Minimum of associate’s degree in business accounting, Office Technology or related field from a 2-yr college or technical school or at least 4 years successful related work experience</li><li>Valid driver’s license, insurance and vehicle are required</li><li>Proficiency in QuickBooks, CRM Software, and MS Office applications is required</li></ul>Physical Demand:<ul><li>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.&nbsp;</li><li>Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.</li><li>While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear.&nbsp; The employee frequently is required to reach with hands and arms.&nbsp; The employee is frequently required to stand, walk, and may occasionally be required to stoop, kneel, crouch, or crawl.&nbsp; The employee must occasionally lift and/or move up to 30 pounds.&nbsp; Must have a valid SC Driver’s license.</li></ul>The above statements are intended to describe the general nature and level of work being performed by the individual in this position.&nbsp; They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of the position.United Way of York County, SC, is committed to a policy of equal employment opportunity (EEO) in recruitment, hiring, training, and promotion of persons based on merit, qualifications and competence.&nbsp;

United Way of York County, SC

Finance and Business Office Manager

The Senior Manager, Volunteer and Community Engagement will steer the strategic vision for volunteer engagement across the United Way organization, modernize technology and processes to increase and align community and corporate volunteer engagement efforts, and build stronger community relationships.
Key Areas of Responsibility:
Strategic Volunteer Engagement
<ul><li>Continuously assess volunteer needs with internal and external partners. Prioritize needs based on ability to scale and design experiences that will engage volunteers to meet these needs.</li>
<li>Work closely with Resource Development and Corporate Engagement team to promote and execute Fee for Service/Revenue Generation model based on custom volunteer experiences.</li>
<li>Lead volunteer engagement strategies and multi-year plans for existing and potential top corporate supporters.</li>
<li>Plan and execute multiple annual signature community volunteer initiatives that support United Way’s work, including building strategic communication and recruitment plans to meet volunteer goals. Volunteer initiatives must meet United Way criteria: leadership, alignment, measurable impact, logistical support, United Way messaging, recognition, feedback, and data capture.</li>
<li>Continuously increase and adapt knowledge of community challenges and opportunities, and United Way work to illustrate the organization’s mission through volunteer engagement experiences.</li>
</ul>Modernize Technology and Data Management
<ul><li>Serve as team liaison for the Accountability and Technology Steering Committee. Ensure team needs are represented and included in decision making processes.</li>
<li>Champion organizational technology advances: ensure team tracks all relevant data consistently and cleanly using tools and programs available.</li>
<li>Continuously assess team specific technology platforms, lead change management processes for any new technology adoption.</li>
<li>Responsible for leading annual reporting to United Way Worldwide, IRS, and other entities requiring volunteer engagement data.</li>
<li>Oversee Volunteer Management Platform (VolunteerMatch), update listings for internal and external partners, ensure current or priority listings are featured.</li>
</ul>Relationship Management
<ul><li>Establish and deepen volunteer and community relationships through 1:1 internal and external meetings that serve to enhance engagement in and support of United Way’s work.</li>
<li>Develop a diverse pool of individual volunteers; collaborate with Major Gift Officers and Individual Engagement team members to identify volunteers and engage them in meaningful opportunities.</li>
<li>Collaborate with Resource Development, Community Impact, Community Connections, and other internal teams to develop holistic volunteer and community engagement plans.</li>
<li>Serve as an ambassador for United Way during community and corporate volunteer engagement events. Frequent public speaking is expected.</li>
<li>Lead recruitment of internal volunteers for organizational community engagement events. Ensure United Way has a strong, organized, and reliable presence in the community.</li>
</ul>Leadership and Team Management
<ul><li>Lead a team of volunteer engagement professionals. Build capacity and identify synergies between volunteer and community efforts.&nbsp;</li>
<li>Provide ongoing coaching and training for Volunteer Connection team members; train cross-functional team members as needed on new volunteer products, services, and programs.</li>
<li>Develop metrics and strategic plans for meeting annual and long-term goals.</li>
<li>Develop and manage corporate and community engagement budget.</li>
<li>Ensure compliance with policies and procedures.</li>
</ul>Minimum Qualifications:
<ul><li>Bachelor’s degree in a related field or equivalent experience.</li>
<li>Minimum 5-10 years of relevant professional work experience (ex. Project management, customer service, social sector, volunteer management, etc.)</li>
<li>Distinguished oral and written communication and presentation skills.</li>
<li>Strong relationship building skills and customer service focused workstyle. Ability to work with diverse groups of people required.</li>
<li>Strong business acumen</li>
<li>Successfully manages multiple programs simultaneously.</li>
<li>Works well under deadline pressure and meets timeline requirements.</li>
<li>Stays up to date on industry and regulatory trends.</li>
<li>Must be self-initiating, exercise good judgement, and able to work with minimal supervision.</li>
<li>Demonstration/evidence of superior technical skills and/or specific experience with MS products, and data systems (ex. Salesforce, Typeform, Jotform, VolunteerMatch, MS Excel, MS PowerPoint, MS Forms, MS Teams, etc.)</li>
<li>Personal transportation required.</li>
<li>Candidate must be creative and collaborative. Knowledge of customer relationship management and the social sector is desirable.</li>
<li>Personal transportation is required.</li>
</ul>CORE COMPENTENCIES:&nbsp; Strategic Planning, Achievement Oriented, Accountability to team and self, Innovation, Project Management, Leadership
WORKING CONDITIONS: 
<ul><li>Ability to lift up at least 25 pounds.</li>
<li>Local travel to events within the regional area.</li>
<li>Extended viewing of computer monitor.</li>
<li>Periodic evening and weekend event management required.</li>
</ul>Salary starting $70,000, plus competitive benefits package
Applicants should apply by&nbsp;Monday, February 12, 2024,&nbsp;via the link below:
<a href="https://jobapply.page.link/Qrv6d" target="_blank">https://jobapply.page.link/Qrv6d</a>
UWGC is an Equal Opportunity Employer Committed to Diversity, Equity and Inclusion

United Way of Greater Cincinnati

Senior Manager, Volunteer and Community Engagement

Position Reports to:&nbsp; President &amp; CEO of United Way of Greater Plymouth County
Work Schedule:&nbsp; Monday through Friday work week schedule with some evenings and weekends.&nbsp; Flexibility is available as warranted.
Classification:&nbsp; Full time, Exempt
Summary:&nbsp; Acts as a proactive liaison to United Way, the community, and partners by promoting support, positive communication, and outreach. Participates in community needs assessments and allocations processes to ensure the effectiveness of programs that address critical needs in the community.&nbsp; Supports the recruitment and active work of volunteers to assist with the mission of the organization.&nbsp; Represents and communicates United Way in a highly visible, positive manner as a collaborative, impactful and trustworthy organization. Maintains regular contact with United Way staff, and the Board of Directors as well as with donors, community partners, and other community stakeholders to provide information and guidance to maximize United Way’s visibility, viability, and community impact.
Essential Functions and Accountabilities: 
Community Relations – 35%
<ul><li>Directly coordinates and facilitates specific community coalitions, including but not limited to Brockton &amp; Plymouth Community Health Network Areas.</li>
<li>Promotes strong relationships with both member and non-member community health and human service organizations through positive communication and attendance at meetings and events.</li>
<li>Liaison to Board Community Impact Committee, recruits and maintains Allocation Panelists, oversees RFP Process, including revising and collecting all forms and reports and managing online grant portal.&nbsp; Prepares spreadsheet with scores for Community Impact Committee and Board of Directors.&nbsp;</li>
<li>Revises, issues, collects, and recaps all Year End Success Reports.</li>
<li>Represents the United Way through membership and active involvement in community groups and organizations.</li>
<li>Assist with the development and implementation of a community needs assessment.</li>
<li>Provides support to United Way community partners.</li>
</ul>Publicity/Marketing – 35%
<ul><li>Regularly produce and distribute press releases to local press outlets, radio, and cable to publicize United Way community involvement.</li>
<li>Liaison to Board Marketing &amp; Communications Committee.</li>
<li>Maintains and updates United Way website and social media channels.</li>
<li>Assists with public forums and special events to promote United Way community engagement.</li>
<li>Designs, publishes, and distributes United Way e-newsletter.</li>
<li>Designs and publishes Annual Report.</li>
<li>Event coordination and support as part of United Way team, including, but not limited to, Annual Meetings, Kick Off/Day of Caring and other events.</li>
<li>Designs Pledge Forms and other United Way campaign materials.</li>
</ul>Volunteer Resource Development – 15%
<ul><li>Maintain volunteer database to engage volunteers in meaningful volunteer opportunities.</li>
<li>Provide ongoing training, support, and recognition of United Way of Greater Plymouth County volunteers.</li>
<li>Provides ongoing communication to agencies and volunteers and provides leadership and management of United Way Day of Caring and other volunteer events.</li>
<li>Provides overall supervision in conjunction with onsite work of volunteers at United Way.</li>
</ul>Reporting and Record Keeping – 15%
Responsible for keeping accurate and organized records of all community impact activities in the Andar system, annual reports for United Way Worldwide, including Database 2, annual budgeting, and annual audit reports.
Other Responsibilities.
Assists in the day-to-day operations as needed.
Competencies: 
<ul><li>Strategic Thought – develops and executes strategic initiatives related to community impact and marketing.</li>
<li>Leadership – effectively leads clearly defined marketing initiatives and creates a positive environment for volunteers, partners, and colleagues.</li>
<li>Build and Maintain Community Relationships – creates meaningful relationships with community partners, UW Team, board, and volunteers to increase awareness of the local UW message.</li>
<li>Results Driven – demonstrates results by reporting and analyzing data from community partners.</li>
<li>Teamwork – works collaboratively with team members to create a positive and engaging work environment.</li>
<li>Technical – Able to create documents using Microsoft software, especially PowerPoint and Excel plus demonstrated strength with social media channels.</li>
</ul>Requirements:
Bachelor’s degree in marketing/communications, public or human services and a minimum of three years working or volunteering in human services or a related field are required.
<ul><li>Excellent verbal and written communications skills, advanced interpersonal / relational skills, presentation skills, and computer skills.</li>
<li>Ability to multi-task.</li>
<li>Ability to adapt to change, ability to be flexible.</li>
<li>Experience with donor base software preferred.</li>
<li>Grant writing skills preferred.</li>
<li>Experience with Microsoft Word, Excel and Outlook required.</li>
<li>Experience with publishing, design, and simple video creation using software such as the Adobe Creative Suite and Canva.</li>
<li>United Way experience preferred.</li>
<li>Local travel in UWGPC’s service area and occasional evening and weekend appointments.</li>
</ul>Physical Demands:
<ul><li>Able to lift up to 30 lbs.</li>
<li>Moving tables or chairs to set up for presentations or activities.</li>
<li>Carrying boxes of supplies or fliers for programs.</li>
</ul>Other Requirements:
<ul><li>Valid driver’s license.</li>
<li>Access to a vehicle.</li>
</ul>Accepting resumes and cover letters through 10/6/2023
Attention Dennis Carman, President &amp; CEO
Email - <a href="mailto:dcarman@uwgpc.org" target="_blank">dcarman@uwgpc.org</a>
Fax 508-584-0240
Mail 934 West Chestnut Street, Brockton, MA 02301

United Way of Greater Plymouth County

Director of Community Relations & Marketing

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

Director of Resource Development

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

United Way of Central Indiana

Fundraising Research and Analytics Director

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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