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United Way of the Capital Region is committed to Diversity, Equity and Inclusion and seeks to hire as diverse a staff as possible.
Department: Resource Development
Reports To: President and CEO
Exempt Status: Exempt
Work Schedule: Full-time with core hours of Monday-Friday, 8 a.m. – 4:30 p.m. Must be able to work a flexible schedule, which may include early mornings, evenings, and weekends.
Purpose of Position: Provide energetic leadership, strategic vision, and direction to United Way of the Capital Region’s annual giving efforts. Responsible for ensuring success of the annual campaign through the development and implementation of strategies to expand and diversify immediate and long-term funding sources, the development of compelling marketing approaches, and data analysis. Manage all aspects of annual giving including strategy, goaling, solicitation, prospecting, data analysis, volunteer engagement and support, projecting, and reporting results. Cultivate an inclusive and productive work environment for Annual Giving staff. Manage Annual Giving staff performance, development, and coaching.
- Work with the CEO to develop goals and objectives for United Way’s Annual Giving. Develop and direct the implementation of long and short-range plans to meet those goals and objectives.
- Provide goal setting, vision, leadership, and strategic direction for Annual Giving staff and volunteers. Lead and manage Annual Giving staff and team activities.
- Maintain ongoing contact with key individuals, business leaders and organizations, including other United Ways to cultivate community support. Required to use tact and judgment in dealing with others inside and outside of the organization and must influence persons in all types of positions.
- Assist the CEO in developing, establishing, and maintaining appropriate operating policies and procedures affecting annual giving activities.
- Work with the CEO and VP of Communications and Donor Engagement to develop a marketing and communication strategic plan for annual giving. This includes the design, shape, and execution of a multi-faceted (print, digital, media, social media, etc.) donor plan of communications and promotional materials that supports the organization’s strategies and objectives, builds relationships with key audiences, and works to position United Way of the Capital Region as the local leader in community impact.
- Identify and solicit prospects, including individuals, corporations, unions, foundations, etc. Manage donor and prospect database, solicit charitable gifts, and provide effective recognition of annual giving donors.
- Identify, solicit, and maintain portfolio of annual giving individuals, corporations and unions.
- Ensure a system of continuity of annual giving volunteer leadership. Recruit and recognize volunteers as necessary.
- Assist the CEO and Director of Major Gifts in staffing Resource Development committees and assist in facilitating and supporting Resource Development Committee meetings.
- Work with the CEO and VP of Finance to develop an annual giving budget and assume responsibility for its administration.
- Maintain a working knowledge of tax and legal aspects of charitable giving, as well as economic and social forces related to the community’s ability to raise funds.
- Recruit, train and manage part-time temporary part-time staff.
- Identify and solicit prospects, including individuals, corporations, unions, foundations, etc.
- Identify, solicit, and maintain portfolio of annual giving (individual, corporate, etc.) accounts.
- Manage donor and prospect database, solicit charitable gifts, and provide effective recognition of annual giving donors.
- Coordinate annual reporting as required by United Way Worldwide.
- Serve as a key member of the Senior Management Team providing vision, leadership, and team-building qualities to the team.
- Assist the CEO and Senior Management Team in developing and promoting the long-range plans and goals of the organization.
- Perform other duties as assigned.
- Bachelor’s degree in Business Administration, Marketing, Communications and/or other related fields.
- At least five years of experience in fields related to responsibility, preferably as lead fundraising staff and/or sales teams producing successful outcomes in another nonprofit or comparable organization.
- Demonstrated ability to conceptualize, develop and successfully conclude a major fundraising campaign.
- Demonstrated effective oral and written communication, public speaking, group training/facilitation, organizational and interpersonal skills.
- Demonstrated ability to work with and gain the respect of a broad constituency base, including executive levels in business, industry and government, service providers and other key community leaders.
- Demonstrated expertise in financial management and funds collection.
- Recognized as a strong staff leader, manager developer and mentor of people with a proven ability to cultivate an inclusive, productive and engaging work environment.
- Computer and Microsoft proficient, especially Excel, and detailed-oriented.
- Possess and maintain a valid driver license.
Travel: Travel is primarily local during the business day, although some out-of-area and overnight travel may be expected.
Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Salary Range: $68,000 – $80,000
Interested applicants should send their resume and cover letter to [email protected].
Department: Finance & Support Services
Reports To: VP of Finance & Support Services
Exempt Status: Non-Exempt
Work Schedule: Full-time with core hours of Monday-Friday, 8 a.m. – 4:30 p.m.
Purpose of Position: To manage and provide accounting functions including general office support with the emphasis on oversight of accounts receivable and accounts payable.
- Maintain accounts receivable by posting and reviewing payment transactions, adjustments, transfers, and billing information. Generate reports, maintain payments batch files, prepare general ledger entries, help resolve pledge receivables issues, and assist with collection of receivables and reconciliations.
- Assist in auditing campaign envelopes and maintaining Major Donor accounts.
Provide oversight and assistance for accounts payable function by generating reports, managing and uploading designation payout reposts, and helping to code and resolve invoice issues. Help maintain vendor files for accounts payable including allocations and designations.
- Initiate and prepare allocation payments to partnership agencies as well as donor designation payments.
- Support the handling of Deferred Designation Option accounts.
- Maintain transactions and prepare reports for special events.
- Oversee customer service for agencies regarding online designation information (via website) as needed.
- Assist in reconciling campaign related accounts. Prepare documents related to assigned accounts as necessary for annual audit.
- Other duties as assigned.
Staff Department Leadership
- Regularly meets with subordinate associates (monthly one-to-one, weekly or bi-weekly with teams) to: discuss overall business context, plans, and problems; build understanding of how their roles connect to the organization’s mission; and seek feedback.
- Assists VP of Finance in developing and executing plans for achieving departmental goals.
- Assigns tasks so employees know what is required of them (quality and quantity), by when and what resources are available.
- Appraises how effectively employees use their judgment and discretion in role accountabilities; creates an ongoing dialogue with them about the appraisals.
- Coaches employees to increase their effectiveness and develop strengths in their role.
- Continuously improves systems and processes; identifies new opportunities for improvement.
- Recommends team additions and dismissals; assists in the solicitation and selection of candidates for consideration.
- Effectively orients and trains new employees into role requirements, working relationships, company requirements and culture
- Identifies developmental opportunities for employees.
- Associate’s or Bachelor’s Degree in Accounting or equivalent experience with accounts payable and receivable.
- 3-5 years experience in Accounts Payable & Accounts Receivables or other accounting experience preferably in a non-profit environment.
- Experience supervising staff preferable.
- Must be detail oriented, have an intermediate to advanced working knowledge of databases and their typical functions, and proficiency in Microsoft Office products.
- Understanding of specific software as related to especially those pertaining to financial management, accounting, spreadsheets, and databases.
- Intermediate knowledge of current principles, practices, and applications of data processing and information systems, especially as it pertains to financial management.
- Ability to prepare and analyze data and prepare specialized reports.
- Demonstrate excellent verbal and written communications skills.
- Ability to prioritize tasks and focus on multiple projects and deadlines simultaneously.
- Experience working with volunteers and in the nonprofit/fundraising environment.
- Must be a self-starter with ability to work independently and as a member of a team.
Physical Requirements: 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. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; balance; stoop, kneel, crouch or crawl; talk or hear; The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
Travel: Travel is primarily local during the business day, although some out-of-area and overnight travel, although rare, may be expected.
Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Salary Range: $38,500 – $46,500
Interested applicants should send their resume and cover letter to [email protected].
United Way Core Competencies for All Staff
Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities. This drives their 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 the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
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.
Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.