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OVERALL PURPOSE OF THIS ROLE:&nbsp;The Director, Donor Engagement will oversee relationship building and management with key donor groups and work with the engagement team to create strategies for growth. Key segments include, but are not limited to, Loyal Donors, Affinity Groups, Community Groups and other identified high value donor segments that require relationship stewardship.While each position is measured on individual outputs, collaboration and coordination are critical elements of Donor and Volunteer Engagement where success is realized by the overall organizational impact goals resulting from resources raised by the department.KEY ACCOUNTABILITIES:<ul><li>Work with the Senior Vice President of Philanthropy &amp; Strategic Partnerships, Chief Operations Officer, President/CEO, and volunteers to identify key donor groups in the community in order to create new and innovative partnerships, renew existing donor gifts, and solicit new donations.</li><li>Develop and review annual and multi-year strategic plan with Senior Vice President of Philanthropy &amp; Strategic Partnerships.&nbsp;</li><li>Set measurable goals related to engagement of key donor segments and revenue generation.</li><li>Actively and consistently evaluate segments and partnership engagement strategies to ensure growth in the total number of donors and increase current donor gifts.</li><li>Establish oneself as a primary resource and contact with the United Way in key civic, professional, and community groups and identify the philanthropic goals and objectives of each group.</li><li>Oversee prospect list development and maintenance, including developing and maintaining a comprehensive database within HFUW customer relationship management platform and expanding targeted list of individuals per donor segment and community partnerships through managing process of referrals from staff, volunteers and donors.</li><li>Identify “new” donors and develop methods of cultivation, solicitation and communication on a year-to-year basis.</li><li>Ensure proper tracking and maintenance of all donor segments and partnership data HFUW CRM system, including touchpoints, key contact information, interests, communications and other data.</li><li>Track and manage growth and engagement for Heart of Florida United Way (HFUW) relationships with community groups including, but not limited to, key civic, professional, and community groups and associations.</li><li>Oversee the membership tracking, renewal and growth of affinity groups such as Women United, Mission United and Emerging Leaders by coordinating with appropriate staff within HFUW.</li><li>Coordinate donor segment strategies with Senior Vice President of Donor &amp; Volunteer Experience to enhance giving in a donor relations model and drive sponsorship and attendance at HFUW events.</li><li>Manage and support the Resource Development Managers to identify and engage corporations, individuals and other donor segments.</li><li>Work with the Resource Development Managers to identify affinity groups and work to engage those groups.</li><li>Work with Marketing and Communications staff in the creation of targeted communication collateral to respective donor segments (i.e. direct response mailings, newsletters, newspaper ads, and directories), donor segment pieces, and activities and events that engage donors.&nbsp;</li><li>Remain knowledgeable about HFUW’s services and products, as well as issues impacting the community we serve.</li><li>Perform other duties as assigned.</li></ul>FUNCTIONAL COMPETENCIES / ACCOUNTABILITIES:&nbsp;<ul><li>Generates Revenue Through Appropriate Asks:&nbsp;Identifies new ways to drive and generate revenue; Identifies strategies and opportunities to best engage donors; Proactively identifies and qualifies individuals and groups to give to/support United Way; Asks for money and closes the deal.</li><li>Is Ambitious and Focused on Winning:&nbsp;Sets ambitious yet realistic goals; Persists when facing obstacles and comes back with a new approach and strategy to succeed; Conveys energy and passion about United Way’s work and mission; Is self-directed; Holds oneself accountable.</li><li>Manages Prospects:&nbsp;Gathers and uses data that supports requests for donations and other types of support; Connects donors’ and prospects’ interests directly to United Way’s work; creates a strong case for support and successfully “sells” the idea, program, or funding opportunity to donor and/or supporter; Inspires commitment and support for United Way.</li><li>Persuades and Influences Donors:&nbsp;Listens to the needs, interests and passions of the donor with an eye towards connecting them with United Way community work; Expresses empathy and consideration for donor/partner needs; Identifies, engages with, adapts to and influences various types of people and organizations; Promotes an idea or vision effectively.</li><li>Uses Digital Technology:&nbsp;Manages and tracks digital campaigns including email campaigns, social media and digital advertising initiatives and analytics for United Way and partners; Understands and influences how digital technology and tools impact fundraising; Works with Strategic Impact, Donor and Volunteer Experiences, and others inside and outside the organization to create incredible user experiences and journeys to help United Way acquire, engage and retain supporters via social media.</li><li>Creates Win-Win Relationships:&nbsp;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.</li><li>Builds Donor Loyalty and Retention:&nbsp;Develops and executes year-round engagement and retention plans for donor segments; Builds donor loyalty through personalized engagement, increasing average gift, and increasing involvement in giving, advocating, and volunteering with United Way.&nbsp;</li><li>Maximizes Lifetime Donor Value:&nbsp;Recognizes the ultimate goal of all relationship-building is to maximize Donor Lifetime Value—the cumulative contributions of the donor (financial, engagement, influence) over the course of their lives; Promotes a culture focused on helping every donor maximize their lifetime donor value and impact to the community through United Way; Avoids short-term “wins” if it jeopardizes the long-term relationship with the donor.</li><li>Is Culturally Astute:&nbsp;Is aware of different demographic and cultural groups; Realizes that cultural differences and similarities exist, without judging or assigning values to those cultural differences; Displays cultural knowledge and sensitivities and applies that knowledge to fundraising efforts; Builds relationships across different demographic groups in the community.</li><li>Is Visible with Donors and Community Leaders:&nbsp;Continuously builds and expands the network of donors; Is visible and known in the community; Recognizes and pursues new opportunities and engages key leaders in the organization to create and support plans.</li><li>Exhibits Business Acumen:&nbsp;Identifies, anticipates and adapts to changing market trends and business needs; Understands challenges and opportunities in the business environment; has solid understanding of United Way products and services.</li><li>Focuses on Continuous Improvement:&nbsp;Stays current in the technical aspects of their field (e.g., tax law, employee engagement); Attempts to apply latest information on trends and best practices to continuously improve the work; Encourages and supports new ideas and new ways of doing things.</li><li>Takes Initiative:&nbsp;Recognizes and capitalizes on emerging opportunities; Recommends new ways of doing business; Meets donor needs in new ways; Stays current and anticipates market trends and technology that improve knowledge, communications and interactions.</li><li>Manages Data, Analytics, and Research:&nbsp;Manages donor data efficiently and accurately such as inputting donor visit notes, updating annual donor roster names and contact information, resolving conflicting data and information, producing ongoing donor and prospect research, recording donor communications as well as contact, biographic and preference information in donor database; Identifies and researches lapsed and potentially-lapsing donors and works to re-engage these donors.</li><li>Develops a Plan:&nbsp;Using community and donor data, creates plan(s) for identifying prospective donors and creating and positioning products.</li><li>Collaborates with Communications:&nbsp;Connects with communications to share how the donor would like to be recognized; develops a strategy to build donor reputation in front of the appropriate audience(s).</li><li>Manages and Grows the Donor Relationship:&nbsp;Delivers on donor expectations; Does what it takes to satisfy the donor; Maintains donor relationship after the donation process is completed; continuously looks for new needs and opportunities for that donor and their community.</li><li>Brand-Steward: Steward of the brand and understands the role in growing and protecting the reputation and results of HFUW and the greater network.</li></ul>PHYSICAL DEMANDS:Physical demands include sitting or standing for extended periods of time, bending, occasional lifting of items weighing up to approximately 25 pounds, regularly moving throughout the building between floors, traveling to outside meetings, regular use of standard office equipment such as the telephone, copier, fax and Computer.&nbsp; Demands also involve protracted concentration.&nbsp; Reliable transportation and valid driver’s license required.&nbsp; Job involves frequent and routinely intense public contact.&nbsp;EDUCATION AND EXPERIENCE:<ul><li>Bachelor’s degree or the equivalent in a related field required.&nbsp;</li><li>Minimum of five years of progressive development and/or sales experience with United Way or similar organization.</li><li>Demonstrable track record of success in previous fundraising positions.</li><li>Extensive knowledge of Leadership gifts fundraising</li><li>Ability to network with donors, corporate leaders and other development professionals.</li><li>Ability to solicit and work with diverse net worth individuals.</li><li>Proven sales, research and management skills required.</li><li>Excellent presentation/training skills.</li><li>Excellent written/verbal/listening skills.</li><li>Ability to work with volunteer development and provide proven management skills.</li><li>Interpersonal skills needed to perceive and react sensitively to the needs and interests of potential donors.</li><li>Ability to inspire confidence in United Way volunteer leadership, staff, professional advisors and potential donors.</li><li>Experience with strategic planning.</li><li>Familiar with Central Florida’s communities preferred, i.e. industry segments, demographics, etc.&nbsp;</li></ul>

Resource Development Director

OVERALL PURPOSE OF THIS ROLE:&nbsp;To provide administrative assistance and communications support to the planning body for the Orlando Service Area (Brevard, Lake, Orange, Osceola, &amp; Seminole).KEY ACCOUNTABILITIES:<ol><li>Provide routine secretarial support for the Planning Council Support including: word processing, printing, copying, faxing, filing, publishing and mailing of correspondence.&nbsp;</li><li>Generate, edit and share daily social media content (original text, images, video, or HTML) that is creative, engaging, builds meaningful connections, and encourages members to take action.&nbsp;</li><li>Build and execute social media strategy for increasing online engagement through e-mail, newsletters, texting, and the Planning Council website.</li><li>Monitor approved planning body communication channels for public comment, letters of support requests, and new member applications.&nbsp;</li><li>Transcribe and distribute meeting minutes at planning body, committee, provider, and other applicable meetings.&nbsp;</li><li>Coordinate with planning body members to obtain approvals and ensure receipt of planning body meeting materials to the designated County representative.</li><li>Maintain copies of all written and electronic records, including meeting notices, monthly calendars, minutes, audio recordings, and attendance sheets.</li><li>Update the monthly attendance roster for all planning body meetings and generate data for internal volunteer engagement reporting.&nbsp;</li><li>Coordinate all meetings affiliated with the Planning Council Support including preparation of materials, reserving meeting rooms, meeting room set-up/clean-up, ordering food, securing vendors, and coordinating transportation for planning body members.</li><li>Maintain an e-mail/distribution list of local service providers, members of the public, and Planning Council members for distribution purposes</li><li>Develop staff reports and prepare consolidation of reports for use by appropriate staff, consultants, and other interested parties.&nbsp;</li><li>Identify and schedule presenters for the Ryan White Community Meeting on topics relevant to people with HIV and issues impacting the system of care.&nbsp;</li><li>Provide support to the Planning Council for events, outreach, and recruitment activities.&nbsp;</li><li>Aid in the preparation of the annual data presentation, priority setting, and resource allocation process for the Orlando Service Area.</li><li>Respond to requests for information from the public pertaining to Planning Council business.</li><li>Assist the Planning Council Support Manager and Coordinator with providing technical assistance to planning body members as needed.</li><li>Maintain inventory of all Planning Council Support supplies.</li><li>Assist the Planning Council Support Coordinator with maintaining Planning Council member’s conflicts of interest and with the completion of planning body member appointment process and reappointment process.</li><li>Identify, oversee, and/or support innovative special projects that enhance the productivity and efficiency of the Planning Council, department and organization.&nbsp;</li><li>Contribute to the overall organizational success by performing other duties and responsibilities as assigned.</li></ol>ATTRIBUTES &amp; BEHAVIORS:<ul><li>Mission Focused:&nbsp;Create real social change that leads to better lives and healthier communities.</li><li>Relationship-Oriented:&nbsp;Cultivate and manage relationships toward a common goal.</li><li>Collaborator:&nbsp;Understand the roles and contributions of all sectors of the community and can mobilize resources through meaningful engagement.</li><li>Results-Driven:&nbsp;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 the role in growing and protecting the reputation and results of HFUW and the greater network.</li></ul>EDUCATION AND EXPERIENCE:<ol><li>High school diploma or equivalent. Associate’s degree preferred.</li><li>At least two years of experience performing administrative tasks preferred.&nbsp;</li><li>Intermediate proficiency using computer applications such as Microsoft Word, Excel, Power Point, Outlook, Microsoft Teams, SharePoint, and WebEx.&nbsp;</li><li>Ability to record/transcribe clear and concise minutes.</li><li>Excellent writing, editing, presentation and communication skills.</li><li>Experience working with social media and WordPress preferred.</li><li>Prior experience with HIV/AIDS related organizations preferred.</li><li>Knowledge of HIPAA guidelines preferred.</li><li>Positive attitude, detail and customer-oriented with good multi-tasking and organizational ability.</li><li>Ability to handle multiple high volume tasks or projects.</li><li>Ability to work alternate schedules which may include evenings and weekends.</li></ol>PHYSICAL DEMANDS:Physical demands include sitting or standing for extended periods of time, bending, occasional lifting of items weighing up to approximately 25 pounds, regularly moving throughout the building between floors, traveling to outside meetings, regular use of standard office equipment such as the telephone, copier, fax and computer.&nbsp;Demands also involve protracted concentration.&nbsp; Reliable transportation and valid driver’s license required.&nbsp; Job involves frequent interactions with internal and external customers, and routinely intense public contact.

Planning Council Support Specialist

POSITION SUMMARY Provide individuals with suicide intervention, safety planning, crisis de-escalation, problem solving, brief assessment and appropriate social service referrals within a contact center environment. KEY RESPONSIBILITIES &amp; ESSENTIAL DUTIES OF POSITION An individual must be able to perform each essential duty listed below at a satisfactory level:<ul><li>Answer inbound 988 Suicide &amp; Crisis Lifeline and 211 information and referral contacts.</li><li>Assess contact’s needs or situation using pertinent questions and the principles of active listening.</li><li>Provide appropriate screenings for specialized programs.</li><li>Access multiple databases for resources and appropriately refer contacts.</li><li>Demonstrate proficiency in using multiple types of contact center software, computer hardware and telephone equipment.</li><li>Maintain accurate data collection on all contacts in the appropriate database.</li><li>Maintain a non-judgmental attitude when interacting with contacts, displaying sensitivity to all cultural backgrounds.</li><li>Advocate for clients within the framework of contact center protocols and procedures when appropriate.</li><li>Maintain acceptable level of contact handling and customer service performance as described by 211 and Crisis Services training standards and performance metrics.</li><li>Maintain client and staff confidentiality and adhere to HIPAA, FIPA, PHI, PII requirements.</li><li>Complete all training for new programs and services related to 211 and Crisis Services when needed.</li><li>Contribute to overall organizational success by performing other duties and responsibilities as assigned.</li></ul> JOB REQUIREMENTS Job requirements include:<ul><li>High School diploma or equivalent required.</li><li>One year of experience in social services, crisis hotline, contact center, or information and referral service preferred.</li><li>Experience with Microsoft Office required.</li><li>Client management databases or other relational database experience, preferred.</li><li>Demonstrated knowledge of health and human services desired.</li><li>Ability to effectively assess client needs and show sensitivity to issues presented by contacts.</li><li>Ability to multi-task and work in a fast-paced contact center.</li><li>Bilingual in English/Spanish preferred.</li><li>Must have access to a private, secure, and stable high-speed internet connection.</li><li>Must have access to a quiet, confidential workspace.</li></ul> COMPETENCY REQUIREMENTS Communications - Ability to communicate effectively. Business Ethics - Ability to work with integrity and ethics. Judgment - Ability to use sound judgement. Initiative - Ability to take initiative. Teamwork - Ability to work in a team environment. This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. PHYSICAL DEMANDS Physical demands include:<ul><li>Constantly remaining in a stationary position, often sitting for prolonged periods.</li><li>Constantly communicating with others to exchange information through speaking, hearing, reading, and writing.</li><li>Constantly repeating motions and fine manipulation that may include the wrists, hands and/or fingers. Ability to type using a keyboard.</li><li>Constant use of standard office equipment such as the telephone and/or headset, copier, and computer.</li><li>Constantly assessing the accuracy, neatness and thoroughness of the work assigned.</li><li>Constantly viewing information on a computer screen. &nbsp;</li><li>Occasionally traveling to the office when needed.</li></ul>WORKING CONDITIONS Working conditions include:<ul><li>Remote, inside working environment.</li><li>High level of long periods of concentration.</li><li>Constant customer interaction.</li><li>Reliable transportation required.</li></ul>* All hybrid or remote positions with HFUW require the ability to travel to the office with short notice, should this be necessary for equipment needs, events, in-person meetings, etc. Heart of Florida United Way offers a very extensive benefits package for full-time employees that we are very proud to share with you! &nbsp; Medical Insurance (Health, Dental, Vision) – on the 1st day and HFUW pays 80% of your premium. &nbsp; Company-Paid Benefits – HFUW provides all full-time employees with the opportunity to enroll in short-term &amp; long-term disability insurance, as well as $50,000 in life insurance, all 100% paid by HFUW. &nbsp; 401k w/ Company Contribution – not only does your 401k start on the 1st of the month following your start date, but after 1 year of employment and 1000 hours worked, you will receive 5% contribution from HFUW, regardless of your personal contribution to your plan. &nbsp; Paid Time Off – HFUW offers an extensive amount of time off so you can focus on your personal health, family priorities, and work-life balance.&nbsp; Full-time employees start accruing vacation time (2 weeks your 1st year), sick time (1 day/mo.), and personal time (2 days/year) off upon hire, with generous carry over and accruals. &nbsp; Telework – depending on the role, most of our positions offer the ability to work from home either part or full-time, saving you valuable time and money!&nbsp; The benefits to many of working from home include time saved on getting lunch prepared for work, no communing times, and saving money on gas and wear-and-tear to your car. &nbsp; Flexible Schedules – our Call Center is a 24/7 operation, offering those who need a more flexible schedule the opportunity to workdays, evenings, or nights, if needed.

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