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JOB SUMMARY
This position is responsible for the development and management of a comprehensive, strategic, integrated effort to build the base of individual Palmetto Society donors ($1,000 and up) and Tocqueville donors ($10,000 and up) and increase their level of support through annual giving at Trident United Way (TUW).
ESSENTIAL FUNCTIONS
Essential Function 1:
Identify, cultivate and steward multi-year top tier donors ($10,000 and up) and engage donors in multi-year step-up programs,
Essential Function 2:
Identify, cultivate, solicit and steward leadership gift donors ($1,000 and up) to achieve the goal approved by the Board of Directors for outside the workplace campaigns.
Essential Function 3:
Support and staff a volunteer Palmetto Steering Committee to identify, cultivate and steward individuals in order to develop resources by filling the key positions of regional chairs, leadership-level giving chairs, and at-large steering committee members as identified in the Palmetto Society Business Plan.
Essential Function 4:
Provide strategy and guidance to the Events Coordinator to plan events designed to recruit, cultivate and/or steward leadership-level gift donors and/ qualified donor prospects through regional events as identified in the Advancement Plan.
Essential Function 5:
Work in collaboration with Corporate Advancement Officers to identify leadership donor prospects from the workplace campaigns and create and implement engagement strategy for reaching out to those donors.
ADDITIONAL RESPONSIBILITIES
<ul><li>Work with and effectively manage high level volunteers to engage prospects.</li>
<li>Input, track, and monitor donor touchpoints, gifts and accomplishments through Andar database and prepare required reports.</li>
<li>Collaborate with Communications and Advancement teams to develop fundraising materials and communications.</li>
<li>Bring donor thoughts and reaction back to the organization and provide constructive feedback to the Community Impact and Marketing departments.</li>
<li>Support interdepartmental team leaders with strategy and project management.</li>
<li>Support Vice President of Advancement with Workplace Campaign Meetings, as requested.</li>
<li>Participate in all TUW events and activities demonstrating the ability to be a good colleague, proactive collaborator and team builder.</li>
<li>Function as an integral member of the Advancement team assisting with planning, solicitation, implementation and evaluation.</li>
<li>Participates as a champion, project lead, and/or member of organizational development teams as required.</li>
<li>Work outside normal office hours when required to include evenings or weekends and additional hours during peak times.</li>
<li>Complete Andar training as appropriate when offered</li>
</ul>QUALIFICATIONS
Education
<ul><li>Bachelor’s Degree</li>
<li>MarketSmart experience</li>
</ul>Experience
<ul><li>5 years of previous fund raising experience, or 7-10 years of related experience (business or sales)</li>
</ul>Skills
<ul><li>Proven track record of soliciting and securing major gifts</li>
<li>Excellent oral and written communication skills</li>
<li>Excellent interpersonal skills; ability to work with diverse audiences</li>
<li>Excellent planning and time management skills with the ability to successfully manage multiple projects</li>
<li>High-energy team player</li>
<li>Effective analytical and problem solving skills</li>
<li>Working knowledge of Microsoft Office with good general computer skills</li>
<li>Positive attitude and willing to be part of a team</li>
<li>Have fun!</li>
</ul>PHYSICAL DEMANDS OF JOB
<ul><li>This job requires exerting up to 20 pounds of force frequently, and/or a negligible amount of force constantly to move objects.</li>
<li>Worker must frequently use typical office equipment (telephone, copier, printer, fax, etc.).</li>
<li>Worker sits most of the time.</li>
<li>Worker communicates with constituents, clients, and/or partners by phone and in person.</li>
<li>Routinely required to walk and regularly travel by car.</li>
</ul>WORK ENVIRONMENT
Primarily works in a climate controlled office-based setting.
Please Note: Requirements, skills, and abilities described above are representative of those that must be met by an employee to successfully perform the essential functions of this position with or without reasonable accommodation. In no instance, however, should the duties, responsibilities, and requirements be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Duties, responsibilities and activities may change at any time with or without notice.
UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●&nbsp;&nbsp; &nbsp;Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations. 
	●&nbsp;&nbsp; &nbsp;Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●&nbsp;&nbsp; &nbsp;Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●&nbsp;&nbsp; &nbsp;Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●&nbsp;&nbsp; &nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

Trident United Way

Advancement Officer - Major Gifts

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. Using three strategic impact pillars of Taking Action, Advocating, and Investing, the Community Impact team is primarily responsible for creating, implementing, and maintaining community solutions that will drive community level change across Greater Cincinnati in the areas of educational success, financial empowerment, and housing security.
As a member of the Community Impact department, this position will lead and implement initiatives of UWGC’s Black-Led Social Change Initiative (BLSC). This initiative is aimed at deepening UWGC’s support of Black-led and grassroots ideas, strategies, and organizations as part of UWGC’s impact solutions to improve our region.&nbsp;
The Senior Manager, Black Led Social Change will provide strategic leadership and daily management of BLSC – including approaches to providing capacity building for, convening/connection with, and investment in Black–led, grassroots ideas, strategies, and organizations. Additionally, the role supports co-creation of new solutions in partnership with community leaders through Champions of Change. Overall, the position aims to promote equity through community engagement and empowerment throughout UWGC’s community impact work.
Key Areas of Responsibility:
Strategic Leadership of Black-Led Social Change and Project Management
<ul><li>Provide overall leadership, including strategy and implementation, of BLSC. Project manage key efforts and projects, including:</li>
<li>Designing and implementing opportunities to increase UWGC’s support for Black led ideas, projects, and organizations:
<ul><li>Managing and coordinating Black Empowerment Works and other investment processes in support of BLSC.</li>
<li>Designing and implementing Champions of Change to co-create new solutions by engaging key volunteers and community organizations.</li>
<li>Design and coordinate capacity building and connection efforts as necessary to support the ecosystem of Black changemakers in the region.</li>
<li>Lead relationship management and partner/ community convening approaches for the BLSC network of partners and stakeholders.&nbsp;</li>
</ul></li>
</ul>Community Engagement and Partnerships
<ul><li>Engage community partners, members, and stakeholders regularly to gather input and understand needs and assets across the region.&nbsp;</li>
<li>Participate in community meetings, convenings, and other events to represent UWGC and BLSC.</li>
<li>Identify, build, and support new and existing partnerships.</li>
</ul>Thought Leadership and Advocacy
<ul><li>Stay up to date on all relevant research and best practices in community social change approaches through collective impact, network building, organizing and trust-based philanthropy. Serve as the content expert on specific areas, dependent on individuals' expertise and experience, on UWGC’s Impact team.</li>
<li>Support issue area education and community awareness efforts in close partnership with community partners and UWGC’s director of Public Policy and Advocacy aimed to promote economic wellbeing.</li>
<li>In collaboration with team members and other departments, support UWGC’s thought leaders and evaluation efforts by writing blog posts, impact reports, presentations, and other forms of external communication.</li>
</ul>Management and Internal Collaboration 
<ul><li>Manage other team member(s) to ensure strong and timely implementation of all projects. Coach and develop staff as needed.</li>
<li>Manage all financial budgets for projects and annual operations for BLSC.</li>
<li>Work closely with Area Center Directors and other internal staff to coordinate efforts across the region and leverage internal expertise as needed (marketing, finance, IT, etc.).</li>
<li>Support all grant writing/ reporting, fundraising and corporate engagement around BLSC and other impact efforts as appropriate.</li>
</ul>Core Competencies: Communication Skills, Interpersonal Skills – Builds Relationships, Organizational/Strategic Planning, Facilitation Skills, Leadership, Measurable Impact – Achievement Oriented
Minimum Qualifications:
<ul><li>Bachelor’s degree in a related field or equivalent experience.&nbsp;</li>
<li>Minimum of five years of relevant professional work experience.&nbsp;</li>
<li>Excellent oral and written communication and presentation skills.&nbsp;</li>
<li>Strong relationship building skills and customer service focused workstyle.&nbsp;</li>
<li>Successfully manages multiple programs simultaneously.&nbsp;</li>
<li>Works well under deadline pressure and meets timeline requirements.&nbsp;</li>
<li>Stays up to date on industry and community trends.&nbsp;</li>
<li>Demonstrated ability to collaborate across teams and communities to align around shared vision and implement complex projects.</li>
<li>Demonstration of strong technical skills with MS products (PowerPoint, Word, Outlook, and Excel).</li>
<li>Experience and familiarity in grantmaking processes – either as a grant maker or grantee.</li>
<li>Experience working with community-based organizations and entrepreneurs.</li>
<li>Regular travel to partners within the regional area; need to work outside of traditional hours of operation occasionally.</li>
</ul>Salary starting mid $60’s plus competitive benefits package
Applicants should apply by&nbsp;Friday, October 20, 2023,&nbsp;via the link below:
<a href="https://jobapply.page.link/WrLKK" target="_blank">https://jobapply.page.link/WrLKK</a>
UWGC is an Equal Opportunity Employer Committed to Diversity, Equity and Inclusion

United Way of Greater Cincinnati

Senior Manager, Black Led Social Change

POSITION TITLE: Team UP AmeriCorps Coordinator 
	FLSA: Hourly 
	PAY RATE: $24.04/hour (20-40 hours per week - negotiable) 
	REPORTS TO: VP of Strategic Partnerships
POSITION OBJECTIVE: 
	The Team UP AmeriCorps Coordinator, under direct supervision of the AmeriCorps Director, supports all programmatic aspects of Team UP AmeriCorps. This includes program planning, member management, communication/outreach, grant compliance, host site support, and data/program reporting. The AmeriCorps Coordinator will be required to build upon and create positive relationships with all entities involved with the program: members, site supervisors, community partners, funders, host sites, and the communities served.
INTRODUCTION TO Team UP AmeriCorps: 
	Led by the United Way of Southwest Colorado (UWSC), Team UP AmeriCorps places AmeriCorps State &amp; National (ASN) members directly at local non-profits, schools, and government agencies to expand or implement new programs and projects. Members serve for a 12-month term of National Service to improve outcomes in Education, Economic Opportunity, and Healthy Futures. Team UP AmeriCorps provides hand-on experience and opportunities for training and professional development to its members while supporting communities in Southwest Colorado. Team UP AmeriCorps is currently in its fifth year of programming with plans to continue and expand in years to come. Members serve within the UWSC’s five-county region: Archuleta, La Plata, Montezuma, Dolores, and San Juan counties.
CORE COMPETENCIES FOR ALL UNITED WAY STAFF: 
	● Mission-focused: creates real social change that leads to better and healthier communities, and drives performance and professional motivations 
	● Relationship-oriented: understands that people come before process, and is astute in cultivating and managing relationships toward a common goal 
	● Collaborator: understands roles and contributions of all sectors of the community, and can mobilize resources (financial and human) through meaningful engagement 
	● Results-driven: dedicated to promoting shared, measurable goals for the common good, as well as creating, resourcing, scaling and leveraging strategies and innovations for broad investment and impact 
	● Brand steward: understands role in growing and protecting the reputation and results of the greater United Way network 
	● Justice, Diversity, Equity, and Inclusion: committed to furthering United Way’s commitment to removing barriers and providing support for Black, Indigenous, and other Peoples of Color (BIPOC)
PRIMARY JOB RESPONSIBILITIES/DUTIES:
● Program Planning 
	○ Lead member recruitment initiatives 
	· Assist with updating existing and creating new Position Descriptions 
	· Post Position Descriptions on Team UP Website, eGrants/myAmeriCorps, and other relevant internal and external sites 
	· Follow, update, and improve recruitment plan 
	· Attend recruitment events; speak with potential candidates about service opportunities 
	· Manage incoming member applications by scheduling and conducting Preliminary Interviews and coordinating with Host Sites 
	○ Onboard and enroll new members at program start (September) and throughout the program year (rolling enrollment) 
	· Engage and support new members prior to their Term of Service (housing support, welcome email, regular communication, etc.) 
	· Assist with enrolling and importing member info into AmeriCorps systems (eGrants &amp; OnCorps) 
	· Assist with assisting with National Service Criminal History Checks 
	· Help plan and co-facilitate Team UP AmeriCorps Member Orientation with specific focus on team-building and connection activities 
	○ As relevant, engage with potential new Host Sites and seek opportunities for program expansion 
	● Member Management 
	○ Be responsive to member and site supervisor needs by providing support, promoting professional development, and addressing concerns through problem-solving 
	○ Learn and manage the OnCorps database system 
	· Send timesheet reminders to Members and Site Supervisors 
	· Monitor timesheets for compliance and progress 
	○ Review Monthly Status Updates from members and site supervisors 
	· Recognize successes and highlights 
	· Respond to concerns and needs 
	○ Perform periodic regional Site Visits to engage with members and ensure program compliance 
	○ Perform scheduled regional 360° evaluation to provide/receive feedback on the member, host site, and AmeriCorps program 
	○ Help plan and co-facilitate monthly Cohort Connection Calls with specific focus on connection and team-building 
	○ Help plan and co-facilitate monthly Team UP AmeriCorps trainings and/or service projects with specific focus on connection, group dynamics, and “life after AmeriCorps” 
	● Communications/Outreach: 
	○ Increase Team UP AmeriCorps presence on social media by managing current and creating new accounts 
	○ Increase local knowledge of Team UP AmeriCorps through community communication 
	○ Update and possibly create new marketing and recruitment materials keeping in line with the AmeriCorps and Team UP brand guidelines 
	● Grant Compliance: 
	○ Learn about and comply with all grant contacts and program policies 
	● Host Site Support: 
	○ Assist with Site Supervisor Orientation and as-needed periodic host site trainings 
	● Data Management/Program Reporting 
	○ Assist with internal and external reporting efforts
ADDITIONAL JOB RESPONSIBILITIES/DUTIES: 
	● Represent the AmeriCorps Director at meetings or functions when required 
	● Coordinate with UWSC’s Team UP Collective Impact Initiative 
	● Attend applicable AmeriCorps training and conferences 
	● Provide feedback on and assist with the betterment and expansion of Team UP AmeriCorps 
	● Be a steward of UWSC and AmeriCorps in our five-county region
For qualifications, please see attached full description

United Way of Southwest Colorado

Team UP AmeriCorps Coordinator

Manager of Prospect Research 
Strategic Intelligence and Information Division
We partner to design, support, and grow systems that accelerate financial stability and upward mobility for individuals and families living in or near poverty and striving for a brighter future. Our vision is that Central Indiana will be a community where children, individuals and families thrive; neighbors care for each other; and we are proud of all our residents’ quality of life.
We pursue this vision in all we do as we ask our community to give, advocate and volunteer. We believe that vision can only be achieved if pursued with shared values, and therefore place great emphasis on building a team that will pursue this vision together with ICARE. This is an exciting time to be part of United Way of Central Indiana’s team as we embark on a new strategic framework that fosters innovation, builds community partnerships, and integrates across traditional functional areas.
Inclusion-Courage-Accountability-Respect-Excellence
Position Summary
United Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. The Manager of Prospect Research is responsible for the management and implementation of prospect identification, pipeline development, prospect research, industry analysis, and relationship management. The Manager of Prospect Research also broadly manages portfolios by overseeing the moves management strategy, engagement plans, and appropriate accountability measures for fundraisers. Additional duties include providing actionable insight into donor behaviors through in-depth research and analysis and collaborating on projects that support the organization.
Position Duties &amp; Responsibilities
The following statements are intended to describe the general nature and level of work being performed.&nbsp; They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.&nbsp; 
Prospect Research:
<ul><li>Develop strategy for proactive research that will guide donor-centric and data driven decision making related to prospects and donors.</li>
<li>Identify, qualify, rate, and assign individual prospects in support of fundraising goals and objectives. Advise and provide guided recommendations for grant and corporate prospects.</li>
<li>Provide prospect research to fundraisers who primarily work with leadership level ($1,000+) and major level ($5,000+) prospects.</li>
<li>Utilize research tools to analyze individual wealth indicators, including salary, stock, real estate, and other assets, to determine overall financial capacity, wealth ratings and solicitation potential.</li>
<li>Prepare and regularly maintain thorough, accurate and timely profiles on individuals, corporations and foundations as needed to support fundraising initiatives. Manage biographical records, utilizing methods such as daily news screenings, reviewing push technology/alerts, and donors lists to identify new individual, corporate and foundation prospects and monitor current prospects.</li>
<li>Manage research request queue and respond to requests in a timely manner.</li>
</ul>Portfolio Management
<ul><li>Provide strategic consultative partnership to Chief Strategic Intelligence &amp; Information Officer and Chief Fundraising &amp; Engagement Officer that includes prospect strategies, analysis and reporting related to major and transformational donors.</li>
<li>Manage updates to individual donor portfolios, prospect assignments and asks for fundraising team members within the CRM database</li>
<li>Oversee the development of policies and procedures around prospect pipeline management and activity.</li>
<li>Lead a moves management system, including establishing baselines and metrics for movement and activity.</li>
</ul>Research &amp; Projects:
<ul><li>Collaborate and regularly meet with other Strategic Information team members for donor surveys and other cross-departmental projects.</li>
<li>Collaborate and regularly meet with Marketing &amp; Communications team members for research, evaluation and targeting of donor communications.</li>
<li>Participate in on-going professional development activities as relevant, to maintain and enhance skills and abilities and stay abreast of current prospect management trends and research techniques.</li>
<li>Development of best practices in prospect research &amp; management in order to recommend ways to create efficiencies.</li>
</ul>Annual Goals: Achieve established goals. Work with the Senior Director, Fundraising Research &amp; Analytics to ensure goals reflect and align and contribute to the broader goals of the organization.
Flexibility: UWCI is evolving with our changing external environment. Flexibility and adaptability are key attributes for this position. A willingness to take on additional duties to ensure the success of the team is essential.
Performs special assignments and other work, on an as-needed basis
Qualifications
To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives. The individual should have effective communication skills, attention to detail and organization, and flexibility and adaptability. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues.
Advanced analytical skills to synthesize a high volume of information from a variety of sources and perform complex analysis to interpret financial data and individual wealth indicators, identify philanthropic patterns, and relationships among individuals, corporations, and foundations
Routinely writes complex detailed reports and business correspondence.&nbsp; Routinely presents information and responds to questions from groups of managers (may include Top Management), clients, customers, and the public.
This individual makes day-to-day and/or daily decisions used to support strategic direction.&nbsp; Decisions often require thought and are structured.&nbsp; Decisions tend to be short term (one year or less) and usually low to moderate cost.
Education and/or Experience
<ul><li>Bachelor’s degree required, three to five years of successful prospect research experience, library science, information management, analytics, or another related field.</li>
<li>Experience using a CRM database, iWave, WealthEngine, LexisNexis and/or other prospect research software is required.</li>
<li>Excellent written communication skills and a clear, concise writing style are key skills to this position. &nbsp;</li>
</ul><ul><li>Significant aptitude with research methods and experience with computers and relational databases&nbsp;</li>
<li>Ability to follow ethical standards, utilize discretion in dealing with sensitive and confidential information.</li>
</ul>*Work experience may substitute for education requirements on a case-by-case basis.
Physical Demands:
The physical demands described here are general representations of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul><li>While performing the duties of this job, the employee is regularly required to sit, reach with hands and arms, talk, and hear. The employee frequently is required to use hands to touch and handle objects. The employee frequently stands or walks.</li>
<li>The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.</li>
</ul>Work Environment: 
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul><li>Office setting, with sustained use of a computer.</li>
<li>The noise level in the work environment is minimal to moderate.</li>
</ul>Maintains personal/professional competency and works to create an environment of courtesy, respect, enthusiasm, and a positive attitude in all interactions both internal and external to the organization.
Position Leader:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Fundraising Research &amp; Analytics Senior Director&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
Position Leads: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Interns FLSA Status: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Exempt, Full-time
Salary Range:&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 60’s to Mid 60’s, depending on experience&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
Benefits:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Complete Benefits Package Available
Equal Opportunity Employer
Please apply at uwci.org/careers
This position description does not constitute a contract of employment or a guarantee of any terms or conditions of employment.&nbsp; UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI’s right to assign or reassign duties and responsibilities to this position at any time.

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