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Most recent job postings at The Giving Pledge
via Ladders
schedule_type: Full-timesalary: 80K–150K a year
ABOUT US
At Founders Pledge, our mission is to empower entrepreneurs to do immense good. Since launching in 2015, our members have pledged to donate over $8 billion to charitable causes. We offer the simplest path to impact for successful entrepreneurs, providing end-to-end giving infrastructure, pioneering research, and access to a worldwide network of experts. In other words, we help tech... leaders become strategic philanthropists. Our 1600+ members
ABOUT US
At Founders Pledge, our mission is to empower entrepreneurs to do immense good. Since launching in 2015, our members have pledged to donate over $8 billion to charitable causes. We offer the simplest path to impact for successful entrepreneurs, providing end-to-end giving infrastructure, pioneering research, and access to a worldwide network of experts. In other words, we help tech... leaders become strategic philanthropists. Our 1600+ members include the people behind industry-leading companies such as Airbnb, UiPath, Dropbox, Skype, Spotify, and Uber.
ABOUT THE ROLE
We are looking for a Senior Advisor to join our Advisory team. The Advisory team’s core goal is to positively influence members’ giving to ensure that the maximum value is donated to the highest impact funding opportunities.
At Founders Pledge we take a cause neutral approach to finding the best ways to save and improve lives for three broad categories of recipients: (1) people alive today, (2) animals, and (3) future generations of people. High impact funding opportunities are sourced through the Research team’s evaluations and those of our research partners. You may contribute to research on occasion, depending on capacity and the skills and expertise of the individual advisor, but this is not a key focus of the role.
We have a very high threshold for a funding opportunity to be considered “high impact” and are committed to moving money to the very best options. You should be comfortable with the fact that we optimise for impact across causes, not within them, meaning that we do not recommend grants in all cause areas.
As a Senior Advisor, you will achieve this goal primarily through one-to-one advisory relationships with individual members, in which you will build giving plans and suggest suitable funding opportunities based on individual members’ values and preferences. In addition, you will contribute to the development of educational resources, learning sessions, and other tools which help our members navigate the philanthropic landscape and encourage them to give in an impact-maximizing way.
Advisors do not hold relationships exclusively, so you will work closely with other member-facing teams at Founders Pledge, specifically the Growth and Community teams, to build strong personal relationships with members over their entire Founders Pledge experience.
As Senior Advisor, you'll:
• Have calls and meetings with individual members (and their families), during which you’ll build relationships and provide advice on when and where to give to maximise their impact. This includes providing:
• Personalized “philanthropy curriculum” sessions to inform and educate members on high impact giving using core educational content
• “Value discovery” sessions in which you explore members values and motivations
• Personalized portfolios and giving recommendations
• Contribute to the development, production and testing of new resources, methods and tools which we can use to improve our service. These will include but are not limited to:
• Educational sessions for our members which introduce core concepts of how we think about charity
• Session and materials aimed at communicating our research and findings
• Informational material on strategic philanthropy
• Engaging and persuasive write ups of our recommended funding opportunities
• Manage relationships to ensure members are well supported in their giving
• Stay up to date on our internal research, as well as new developments in the areas we have expertise in and the charity sector more broadly
This role involves cross-team work and you will need to be flexible and keen to pitch in on a range of different projects. We are continually developing and improving our Advisory service and ultimately the direction the role takes will depend on which components are found to be most effective at helping us achieve our goals.
Location: San Francisco (you'll need to be in the office for some of the week and attend events in the city and further afield)
Salary: $95k - $110k
ABOUT YOU
You'll thrive in this role if you are very open minded about the best way to make a difference philanthropically, rather than having a strong commitment to a specific cause, geography, location or type of charitable work. on our approach to giving is a helpful read. We are also happy to expand on this idea in the interview process or answer questions from potential applicants who would like to understand more. It is crucial that you are aligned with this approach and are keen to communicate it engagingly and persuasively with members.
You won’t need to have previous experience in philanthropic advising or the charity sector (although we are interested in candidates who do), but you will ideally have some/most of the following:
• Alignment with Founders Pledge’s view of high impact charitable giving (described above)
• Experience relevant to communicating complex information persuasively (this could be from a range of backgrounds, e.g. sales, communications, fundraising, education)
• An enthusiasm for having challenging conversations and convincing others to examine their beliefs
• Motivation to achieve (and ideally surpass) targets. The team aims to move more money each year to the very best charitable opportunities. These are team targets, not individual ones and we work collaboratively, but the ideal candidate will be someone who finds a challenge and ambitious goals motivating
• An advanced degree, ideally in a subject with a strong analytical element
• Experience with client and/or stakeholder relationship management
• Comfort with public speaking and a willingness to represent FP externally when required
• Excellent interpersonal and presentational skills
• Exceptional analytical skills: the ability to understand, answer questions on and communicate the research team’s quantitative work
• Clear writing: The ability to express nuanced evidence and complex concepts in a clear and compelling way
• Intellectual curiosity and openness: a willingness to consider alternative points of view, to follow good arguments wherever they lead, and openness to changing your mind/updating
• Desire to work in a high-growth, dynamic startup environment.
To apply for this position, please send a CV and cover letter. In your cover letter, please explicitly detail, with examples, how you meet the criteria listed here and demonstrate an understanding and alignment with Founders Pledge's approach to charitable giving.
We will review applicants on a rolling basis - there is no closing date for this role.
WHY WORK WITH US?
You can find more about the benefits we offer but what makes us truly special is both our mission and our people. We’re a diverse team, from both charitable and commercial backgrounds, who believe that amazing things can happen when we tackle problems together. We offer a flat structure and an opportunity to help shape the future of philanthropy.
We have a global flexible first approach to working, which means that although for this role you’ll need to be based within commutable distance of San Francisco, we offer the flexibility to work from home. You’ll need a reliable home wifi connection, but we’ll provide you with everything else you need to be successful in your role. You’ll have the option to use a desk in a co-working space close to your home, as often as you like. On top of this, we’ll bring the global team together once per year (when it’s safe to do so)!
We’re proud to be an equal opportunity employer and value diversity at Founders Pledge. We seek people with different strengths, experiences and backgrounds, who share our drive to understand and solve complex social challenges.
We don’t discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Finding solutions to the world’s most pressing problems requires different perspectives and unique ways of thinking and we are committed to building an inclusive and diverse workplace where everyone can do their best work Show more details...
At Founders Pledge, our mission is to empower entrepreneurs to do immense good. Since launching in 2015, our members have pledged to donate over $8 billion to charitable causes. We offer the simplest path to impact for successful entrepreneurs, providing end-to-end giving infrastructure, pioneering research, and access to a worldwide network of experts. In other words, we help tech... leaders become strategic philanthropists. Our 1600+ members include the people behind industry-leading companies such as Airbnb, UiPath, Dropbox, Skype, Spotify, and Uber.
ABOUT THE ROLE
We are looking for a Senior Advisor to join our Advisory team. The Advisory team’s core goal is to positively influence members’ giving to ensure that the maximum value is donated to the highest impact funding opportunities.
At Founders Pledge we take a cause neutral approach to finding the best ways to save and improve lives for three broad categories of recipients: (1) people alive today, (2) animals, and (3) future generations of people. High impact funding opportunities are sourced through the Research team’s evaluations and those of our research partners. You may contribute to research on occasion, depending on capacity and the skills and expertise of the individual advisor, but this is not a key focus of the role.
We have a very high threshold for a funding opportunity to be considered “high impact” and are committed to moving money to the very best options. You should be comfortable with the fact that we optimise for impact across causes, not within them, meaning that we do not recommend grants in all cause areas.
As a Senior Advisor, you will achieve this goal primarily through one-to-one advisory relationships with individual members, in which you will build giving plans and suggest suitable funding opportunities based on individual members’ values and preferences. In addition, you will contribute to the development of educational resources, learning sessions, and other tools which help our members navigate the philanthropic landscape and encourage them to give in an impact-maximizing way.
Advisors do not hold relationships exclusively, so you will work closely with other member-facing teams at Founders Pledge, specifically the Growth and Community teams, to build strong personal relationships with members over their entire Founders Pledge experience.
As Senior Advisor, you'll:
• Have calls and meetings with individual members (and their families), during which you’ll build relationships and provide advice on when and where to give to maximise their impact. This includes providing:
• Personalized “philanthropy curriculum” sessions to inform and educate members on high impact giving using core educational content
• “Value discovery” sessions in which you explore members values and motivations
• Personalized portfolios and giving recommendations
• Contribute to the development, production and testing of new resources, methods and tools which we can use to improve our service. These will include but are not limited to:
• Educational sessions for our members which introduce core concepts of how we think about charity
• Session and materials aimed at communicating our research and findings
• Informational material on strategic philanthropy
• Engaging and persuasive write ups of our recommended funding opportunities
• Manage relationships to ensure members are well supported in their giving
• Stay up to date on our internal research, as well as new developments in the areas we have expertise in and the charity sector more broadly
This role involves cross-team work and you will need to be flexible and keen to pitch in on a range of different projects. We are continually developing and improving our Advisory service and ultimately the direction the role takes will depend on which components are found to be most effective at helping us achieve our goals.
Location: San Francisco (you'll need to be in the office for some of the week and attend events in the city and further afield)
Salary: $95k - $110k
ABOUT YOU
You'll thrive in this role if you are very open minded about the best way to make a difference philanthropically, rather than having a strong commitment to a specific cause, geography, location or type of charitable work. on our approach to giving is a helpful read. We are also happy to expand on this idea in the interview process or answer questions from potential applicants who would like to understand more. It is crucial that you are aligned with this approach and are keen to communicate it engagingly and persuasively with members.
You won’t need to have previous experience in philanthropic advising or the charity sector (although we are interested in candidates who do), but you will ideally have some/most of the following:
• Alignment with Founders Pledge’s view of high impact charitable giving (described above)
• Experience relevant to communicating complex information persuasively (this could be from a range of backgrounds, e.g. sales, communications, fundraising, education)
• An enthusiasm for having challenging conversations and convincing others to examine their beliefs
• Motivation to achieve (and ideally surpass) targets. The team aims to move more money each year to the very best charitable opportunities. These are team targets, not individual ones and we work collaboratively, but the ideal candidate will be someone who finds a challenge and ambitious goals motivating
• An advanced degree, ideally in a subject with a strong analytical element
• Experience with client and/or stakeholder relationship management
• Comfort with public speaking and a willingness to represent FP externally when required
• Excellent interpersonal and presentational skills
• Exceptional analytical skills: the ability to understand, answer questions on and communicate the research team’s quantitative work
• Clear writing: The ability to express nuanced evidence and complex concepts in a clear and compelling way
• Intellectual curiosity and openness: a willingness to consider alternative points of view, to follow good arguments wherever they lead, and openness to changing your mind/updating
• Desire to work in a high-growth, dynamic startup environment.
To apply for this position, please send a CV and cover letter. In your cover letter, please explicitly detail, with examples, how you meet the criteria listed here and demonstrate an understanding and alignment with Founders Pledge's approach to charitable giving.
We will review applicants on a rolling basis - there is no closing date for this role.
WHY WORK WITH US?
You can find more about the benefits we offer but what makes us truly special is both our mission and our people. We’re a diverse team, from both charitable and commercial backgrounds, who believe that amazing things can happen when we tackle problems together. We offer a flat structure and an opportunity to help shape the future of philanthropy.
We have a global flexible first approach to working, which means that although for this role you’ll need to be based within commutable distance of San Francisco, we offer the flexibility to work from home. You’ll need a reliable home wifi connection, but we’ll provide you with everything else you need to be successful in your role. You’ll have the option to use a desk in a co-working space close to your home, as often as you like. On top of this, we’ll bring the global team together once per year (when it’s safe to do so)!
We’re proud to be an equal opportunity employer and value diversity at Founders Pledge. We seek people with different strengths, experiences and backgrounds, who share our drive to understand and solve complex social challenges.
We don’t discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Finding solutions to the world’s most pressing problems requires different perspectives and unique ways of thinking and we are committed to building an inclusive and diverse workplace where everyone can do their best work Show more details...
via Diversity Jobs
posted_at: 4 days agoschedule_type: Full-timesalary: 22–25 an hour
SUMMARY
Under the direction of the Manager, Pledge Processing, act as a functional lead for Seasonal Pledge Processing staff during annual Community Campaign, monitoring all electronic processing tasks. Serve as the department point person and subject matter expert for third-party gifts and electronic pledge processing. Assist in division planning, monitoring policies, implementing procedures... and identifying process improvements. Activities are
SUMMARY
Under the direction of the Manager, Pledge Processing, act as a functional lead for Seasonal Pledge Processing staff during annual Community Campaign, monitoring all electronic processing tasks. Serve as the department point person and subject matter expert for third-party gifts and electronic pledge processing. Assist in division planning, monitoring policies, implementing procedures... and identifying process improvements. Activities are summarized below as it relates to each area. This position reports to the Manager, Pledge Processing.
RESPONSIBILITIES
Include the following, but are not limited to:
SEASONAL PLEDGE PROCESSING FUNCTIONAL LEAD
• Oversee Seasonal Staff to ensure eWay and other electronic transactions are completed within target timelines. Assign tasks to Seasonal Staff including pledge impersonation, Connector processing and special projects.
• Respond to and resolve electronic pledge processing issues and Seasonal Staff questions with a high degree of independence, escalating issues as appropriate to Pledge Processing Manager, and identifying areas for improved training or procedure enhancements.
• Create and administer training for Seasonal Staff on all electronic pledge processing topics and maintain training library.
• Manage eWay write-in designation process: research information for new write-in agencies, maintain online write-in database, and provide information to Payout Specialist to create new agencies in Andar.
• Manage receipt of Fully Paid gifts made through eWay: adjust envelopes as needed, forward any Direct Checks, prioritize high value payments, and manage post-campaign unpaid gift resolution.
• Execute follow-up tasks immediately after campaign ends and until issues are resolved, including supporting eWay-to-Andar reconciliation process.
• Assist in creating and maintaining policies and procedures for seasonal pledge processing staff.
• Field questions from internal staff regarding accounts and donors. Communicate issues, updates, and resolutions to key internal stakeholders.
EXPECTED OUTCOMES
Seasonal Staff are well-trained to complete their tasks. All electronic processing is completed in target timelines. Staff or processing issues are escalated appropriately to Pledge Processing Manager.
ELECTRONIC PLEDGE ADMINISTRATION
• Serve as primary Andar Connector liaison and provide oversight of all Connector processes including downloads, uploads, and macros.
• Test Connector scripts annually to ensure data accuracy; coordinate with eBusiness and IT to identify priority testing areas based on eWay system or content updates.
• Identify Connector errors and opportunities for enhancement; collaborate with IT and/or Helix to resolve errors and implement enhancements.
• Administer the processing of all Nexus results into Andar during Campaign season.
• Administer the year-round processing of all non-eWay electronic results including Vision 2, PopMoney, iAttend and any other UWGMWC website giving.
EXPECTED OUTCOMES
Connector processes are tested an optimized to reduce errors and increase efficiencies. Connector issues are resolved in a timely manner and escalated appropriately to Pledge Processing Manager. Other electronic results (Nexus, Vision 2) are completed within target timelines.
THIRD PARTY TRANSACTION ADMINISTRATION
• Lead the retrieval and processing of third-party gift results into Andar: use advanced Excel skills to customize and prepare data for import, ensure data accuracy by following data integrity guidelines, maintain account status list.
• Research special instructions for each account and maintain notes in Andar to reduce processing errors. Ensure accuracy by communicating with vendor, UWW, other United Ways or account managers to clarify special instructions.
• Investigate and resolve third party processing errors: analyze pledges and payments in Andar and in third-party reports; communicate with vendors, UWW, other United Ways and internal staff to solicit information; create comprehensive documentation on issue. Work with Pledge Processing Manager on issue resolution and escalation.
• Analyze non-standard accounts that require special handling, including "evergreen" campaigns. Assist in developing alerts, reports or procedures to monitor non-standard accounts.
• Train and monitor Seasonal Staff members assisting with third-party processed gifts.
• Collaborate with Finance team to analyze third party payments, ensuring that they are posted correctly.
EXPECTED OUTCOMES
Third-party accounts are researched and processed within goal timelines. Accounts have up-to-date notes and instructions in Andar. Issues are resolved in a timely manner and communicated to key internal and external stakeholders.
GENERAL PLEDGE PROCESSING SUPPORT
• Provide back up and additional support for daily entry of donor gifts received through the mail: open and sort mail, enter corporate and individual gifts, create deposits. Maintain audit trails specific to each transaction.
• Provide back up and additional support for donor, agency, and internal staff inquiries.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
EDUCATION & EXPERIENCE REQUIREMENTS
• Minimum Associate's degree, preferably in accounting or finance.
• Three or more years of related finance and business process.
• Team lead experience preferred.
• Proficient in Microsoft Excel, Word, and Outlook.
• Experience with CRM preferred.
CORE COMPETENCIES
• Mission-Focused. The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.
• Relationship-Oriented. United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.
• Collaborator. United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
• Results-Driven. United Way professionals are 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. United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.
ADDITIONAL SKILLS & COMPETENCIES
• Customer Focus: Ability to work in a complex environment using interpersonal skills. Builds effective relationships with customers, identifies customer expectations, tries to see issues from their point of view; offers practical solutions to problems. Ability to problem-solve customer issues and work with flexibility.
• Approachability: Listens; allows adequate time for interactions; creates a supportive communication environment.
• Process Management: Uses the necessary steps to successful execution/completion of tasks within the work environment and demonstrates necessary discipline in adhering to existing processes; uses creativity/innovation in analyzing needed changes/improvements to existing processes. Ability to use technical skills to work independently, organize tasks, implement, and follow through to completion.
• Investigation: Conducts thorough gathering of factual information as a basis for decision making. Demonstrated ability to anticipate problems and identify and implement solutions when needed.
• Ethics & Integrity: Makes decisions and conducts self-consistent with organizational principles.
• Language Skills: Ability to read and interpret technical procedures; write business correspondence and procedure manuals; effectively present information and respond to questions from customers, other employees, and the general public; communicate and work effectively with donors, agencies and others in the community representing a broad range of interests and backgrounds; respond to inquiries or complaints from customers, agencies or members of the business community. Demonstrated verbal and written communication skills.
• Mathematical Skills: Add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; compute rate, ratio, and percent. Ability to analyze data and utilize computer reports using the above computer programs.
• Reasoning Ability: Ability to define and solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; interpret a variety of instructions furnished in written, oral, or diagram form.
PHYSICAL DEMANDS
The physical demands at UWGMWC are representative of what is needed 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 regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and occasionally kneel.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting is required (such as loading paper into a paper tray).
• Ability to uphold to the stress of traveling (in designated positions).
• Regular, predictable attendance is required; including additional overtime as business demands dictate.
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.
• Moderate noise (business office with computers, phone, printers, and light traffic).
• Ability to work in a confined area.
• Ability to sit at a computer terminal for an extended period.
AMERICANS WITH DISABILITIES
It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans with Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual's physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC's policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions, and privileges of employment.
EQUAL OPPORTUNITY EMPLOYER
It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic. This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions.
COVID 19 PROTOCOL
• United Way of Greater Milwaukee & Waukesha County mandates that all employees be fully vaccinated against COVID 19. For purposes of this policy, an employee is considered fully vaccinated two weeks after receiving the second dose of a two-dose vaccine (Pfizer or Moderna) or one dose of a single-dose vaccination (J&J) as well as timely boosters.
• When requested, United Way will provide a reasonable accommodation/medical exemption for any disclosed medical condition or disability of a qualified individual or a sincerely held religious belief which prevents the employee from receiving a COVID-19 vaccination, provided the requested accommodation is reasonable and does not create an undue hardship for United Way and/or pose a direct threat to the health or safety of others in the workplace and/or to the requesting employee Show more details...
Under the direction of the Manager, Pledge Processing, act as a functional lead for Seasonal Pledge Processing staff during annual Community Campaign, monitoring all electronic processing tasks. Serve as the department point person and subject matter expert for third-party gifts and electronic pledge processing. Assist in division planning, monitoring policies, implementing procedures... and identifying process improvements. Activities are summarized below as it relates to each area. This position reports to the Manager, Pledge Processing.
RESPONSIBILITIES
Include the following, but are not limited to:
SEASONAL PLEDGE PROCESSING FUNCTIONAL LEAD
• Oversee Seasonal Staff to ensure eWay and other electronic transactions are completed within target timelines. Assign tasks to Seasonal Staff including pledge impersonation, Connector processing and special projects.
• Respond to and resolve electronic pledge processing issues and Seasonal Staff questions with a high degree of independence, escalating issues as appropriate to Pledge Processing Manager, and identifying areas for improved training or procedure enhancements.
• Create and administer training for Seasonal Staff on all electronic pledge processing topics and maintain training library.
• Manage eWay write-in designation process: research information for new write-in agencies, maintain online write-in database, and provide information to Payout Specialist to create new agencies in Andar.
• Manage receipt of Fully Paid gifts made through eWay: adjust envelopes as needed, forward any Direct Checks, prioritize high value payments, and manage post-campaign unpaid gift resolution.
• Execute follow-up tasks immediately after campaign ends and until issues are resolved, including supporting eWay-to-Andar reconciliation process.
• Assist in creating and maintaining policies and procedures for seasonal pledge processing staff.
• Field questions from internal staff regarding accounts and donors. Communicate issues, updates, and resolutions to key internal stakeholders.
EXPECTED OUTCOMES
Seasonal Staff are well-trained to complete their tasks. All electronic processing is completed in target timelines. Staff or processing issues are escalated appropriately to Pledge Processing Manager.
ELECTRONIC PLEDGE ADMINISTRATION
• Serve as primary Andar Connector liaison and provide oversight of all Connector processes including downloads, uploads, and macros.
• Test Connector scripts annually to ensure data accuracy; coordinate with eBusiness and IT to identify priority testing areas based on eWay system or content updates.
• Identify Connector errors and opportunities for enhancement; collaborate with IT and/or Helix to resolve errors and implement enhancements.
• Administer the processing of all Nexus results into Andar during Campaign season.
• Administer the year-round processing of all non-eWay electronic results including Vision 2, PopMoney, iAttend and any other UWGMWC website giving.
EXPECTED OUTCOMES
Connector processes are tested an optimized to reduce errors and increase efficiencies. Connector issues are resolved in a timely manner and escalated appropriately to Pledge Processing Manager. Other electronic results (Nexus, Vision 2) are completed within target timelines.
THIRD PARTY TRANSACTION ADMINISTRATION
• Lead the retrieval and processing of third-party gift results into Andar: use advanced Excel skills to customize and prepare data for import, ensure data accuracy by following data integrity guidelines, maintain account status list.
• Research special instructions for each account and maintain notes in Andar to reduce processing errors. Ensure accuracy by communicating with vendor, UWW, other United Ways or account managers to clarify special instructions.
• Investigate and resolve third party processing errors: analyze pledges and payments in Andar and in third-party reports; communicate with vendors, UWW, other United Ways and internal staff to solicit information; create comprehensive documentation on issue. Work with Pledge Processing Manager on issue resolution and escalation.
• Analyze non-standard accounts that require special handling, including "evergreen" campaigns. Assist in developing alerts, reports or procedures to monitor non-standard accounts.
• Train and monitor Seasonal Staff members assisting with third-party processed gifts.
• Collaborate with Finance team to analyze third party payments, ensuring that they are posted correctly.
EXPECTED OUTCOMES
Third-party accounts are researched and processed within goal timelines. Accounts have up-to-date notes and instructions in Andar. Issues are resolved in a timely manner and communicated to key internal and external stakeholders.
GENERAL PLEDGE PROCESSING SUPPORT
• Provide back up and additional support for daily entry of donor gifts received through the mail: open and sort mail, enter corporate and individual gifts, create deposits. Maintain audit trails specific to each transaction.
• Provide back up and additional support for donor, agency, and internal staff inquiries.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
EDUCATION & EXPERIENCE REQUIREMENTS
• Minimum Associate's degree, preferably in accounting or finance.
• Three or more years of related finance and business process.
• Team lead experience preferred.
• Proficient in Microsoft Excel, Word, and Outlook.
• Experience with CRM preferred.
CORE COMPETENCIES
• Mission-Focused. The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.
• Relationship-Oriented. United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.
• Collaborator. United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
• Results-Driven. United Way professionals are 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. United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.
ADDITIONAL SKILLS & COMPETENCIES
• Customer Focus: Ability to work in a complex environment using interpersonal skills. Builds effective relationships with customers, identifies customer expectations, tries to see issues from their point of view; offers practical solutions to problems. Ability to problem-solve customer issues and work with flexibility.
• Approachability: Listens; allows adequate time for interactions; creates a supportive communication environment.
• Process Management: Uses the necessary steps to successful execution/completion of tasks within the work environment and demonstrates necessary discipline in adhering to existing processes; uses creativity/innovation in analyzing needed changes/improvements to existing processes. Ability to use technical skills to work independently, organize tasks, implement, and follow through to completion.
• Investigation: Conducts thorough gathering of factual information as a basis for decision making. Demonstrated ability to anticipate problems and identify and implement solutions when needed.
• Ethics & Integrity: Makes decisions and conducts self-consistent with organizational principles.
• Language Skills: Ability to read and interpret technical procedures; write business correspondence and procedure manuals; effectively present information and respond to questions from customers, other employees, and the general public; communicate and work effectively with donors, agencies and others in the community representing a broad range of interests and backgrounds; respond to inquiries or complaints from customers, agencies or members of the business community. Demonstrated verbal and written communication skills.
• Mathematical Skills: Add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; compute rate, ratio, and percent. Ability to analyze data and utilize computer reports using the above computer programs.
• Reasoning Ability: Ability to define and solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; interpret a variety of instructions furnished in written, oral, or diagram form.
PHYSICAL DEMANDS
The physical demands at UWGMWC are representative of what is needed 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 regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and occasionally kneel.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting is required (such as loading paper into a paper tray).
• Ability to uphold to the stress of traveling (in designated positions).
• Regular, predictable attendance is required; including additional overtime as business demands dictate.
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.
• Moderate noise (business office with computers, phone, printers, and light traffic).
• Ability to work in a confined area.
• Ability to sit at a computer terminal for an extended period.
AMERICANS WITH DISABILITIES
It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans with Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual's physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC's policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions, and privileges of employment.
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COVID 19 PROTOCOL
• United Way of Greater Milwaukee & Waukesha County mandates that all employees be fully vaccinated against COVID 19. For purposes of this policy, an employee is considered fully vaccinated two weeks after receiving the second dose of a two-dose vaccine (Pfizer or Moderna) or one dose of a single-dose vaccination (J&J) as well as timely boosters.
• When requested, United Way will provide a reasonable accommodation/medical exemption for any disclosed medical condition or disability of a qualified individual or a sincerely held religious belief which prevents the employee from receiving a COVID-19 vaccination, provided the requested accommodation is reasonable and does not create an undue hardship for United Way and/or pose a direct threat to the health or safety of others in the workplace and/or to the requesting employee Show more details...
via Jooble
posted_at: 17 days agoschedule_type: Full-time
Director of Annual Giving
Climate Central is seeking an experienced, energetic, strategic annual giving professional to join its...
development team. Reporting to the Vice President for Development, the Director of Annual Giving will
oversee and expand the organization’s annual giving program. This position offers an exceptional and
entrepreneurial candidate the chance to make a difference by building a program and growing resources
for an organization
Director of Annual Giving
Climate Central is seeking an experienced, energetic, strategic annual giving professional to join its...
development team. Reporting to the Vice President for Development, the Director of Annual Giving will
oversee and expand the organization’s annual giving program. This position offers an exceptional and
entrepreneurial candidate the chance to make a difference by building a program and growing resources
for an organization with a powerful track record.
The Director of Annual Giving will offer vision, strategic planning, and implementation, with an emphasis
on retaining, renewing and securing new annual giving donors. The role offers a blend of administrative
and non-administrative responsibilities. The director will be able to bring creativity and entrepreneurial
spirit to a young and growing annual giving program that has tremendous potential.
Key Responsibilities
Strategy
Set, and periodically review and adjust, annual giving goals, strategies and objectives that are
designed to increase total dollars raised.
Oversee the development of a suite of annual giving reports to drive data-driven decision making.
Identify opportunities to leverage strategic use of our segments.
Develop and implement a lybunt/sybunt strategy.
Develop and implement a recurring donor strategy, including multi-year annual giving pledges.
Partner with colleagues to develop and implement an annual giving stewardship plan, which
includes our monthly newsletter, collateral materials, pledge reminders, and leveraging our web
content.
Oversee the gift acknowledgment process. Manage template updates as needed for annual (<$10K) and leadership ($10K-$24.9K) donors. Oversee and assist with preparation of mail and e-
acknowledgement letters.
Marketing and Appeals
Design marketing strategies for print and email communications.
Partner with writers and designers to prepare annual giving print and e-appeals. Draft some
targeted appeal content.
Track results and conduct analyses to drive improvements to the annual giving program.
Manage lists and segments, in partnership with our Operations Manager, for optimal use for
every print and e-appeal.
Partner with development colleagues on the development and dissemination of the newsletter.
Articulate strategic priorities for the monthly newsletter and oversee the design of reports that
monitor metrics to track progress toward goals.
Oversee an annual marketing calendar, in coordination with our Operation Manager, and work to
ensure timely completion of steps for each communication and appeal.
Integrate compelling impact messages and periodic stewardship communication into the annual
communications plan.
Operations
Provide guidance in unifying organization’s constituency lists and developing strategic segments
to meet various organizational communications needs.
Maintain and update data in SalesForce on annual giving prospects and donors. Includes
monitoring returned/bounced emails and mailings, updating preferences, performing routine data
reviews and integrating data from periodic appends.
Partner with colleagues to design and implement an improved unsubscribe preference tool.
Coordinate with other teams across Climate Central who use constituent data for
communications. Serve as liaison to ensure communication and coordination for both
development and non-development marketing outreach.
Design and oversee monthly reports for the VP to track growth and progress.
Note: Based on the candidate’s experience and interest, there is the possibility of managing a
small, targeted portfolio of donors that give at the four- to five- figure level, as well as an
opportunity to help design and run a new engagement program to deepen connections with
promising prospects and donors.
Key Qualifications
Minimum of five years of experience leading a successful annual giving program.
Must have a proven track record of annual giving growth achieved through the candidate’s
leadership of the annual giving program.
Ability to think and work strategically. Proven record of managing time, resources, and budgets to
maximize fundraising results.
Strong analytic skills with high proficiency designing reports and tracking data to guide decision
making.
Excellent planning and organizational skills.
Skill in successfully managing multiple projects on tight deadlines and under pressure in a fast-
paced environment.
Meticulous attention to detail and a high level of productivity.
Solutions-oriented team member who can be highly responsive to donor, staff, and volunteer
needs. Highly collaborative with a customer service orientation.
Superb verbal and written communication skills.
Must have high comfort level with regular phone work with donors.
The ideal candidate will bring experience gained from more than one organizational setting.
Unquestionable integrity and commitment to professional ethics, and the ability to responsibly
handle sensitive and confidential information with discretion.
Ability to grasp and articulate complex programs to be able to convey them in writing and
verbally.
A creative, enthusiastic team member with a clear passion for and commitment to environmental
issues and science.
Experience interacting with individuals from diverse backgrounds.
Able to undertake occasional evening and weekend work.
Experience working with donors and/or frontline fundraising experience is a plus.
Experience designing and launching new engagement programs is a plus.
Some routine presence in the office is preferred; in-person attendance of periodic staff retreats is
required.
Climate Central embraces diversity and equal opportunity. We are committed to building a workplace that
represents a variety of backgrounds, perspectives, and skills. We recognize that diverse teams make the
strongest teams, and we encourage people from all backgrounds to apply. The more inclusive we are, the
better our work will be.
Climate Central has hired Development Guild to assist with this search. Please email your cover letter
and resume in confidence to: Show email.
For more information, please visit www.developmentguild.com.
How we use cookies
Climate Central uses cookies to personalize visitors' experiences and save time by remembering settings (learn more). By continuing to use our site, you accept this policy Show more details...
Climate Central is seeking an experienced, energetic, strategic annual giving professional to join its...
development team. Reporting to the Vice President for Development, the Director of Annual Giving will
oversee and expand the organization’s annual giving program. This position offers an exceptional and
entrepreneurial candidate the chance to make a difference by building a program and growing resources
for an organization with a powerful track record.
The Director of Annual Giving will offer vision, strategic planning, and implementation, with an emphasis
on retaining, renewing and securing new annual giving donors. The role offers a blend of administrative
and non-administrative responsibilities. The director will be able to bring creativity and entrepreneurial
spirit to a young and growing annual giving program that has tremendous potential.
Key Responsibilities
Strategy
Set, and periodically review and adjust, annual giving goals, strategies and objectives that are
designed to increase total dollars raised.
Oversee the development of a suite of annual giving reports to drive data-driven decision making.
Identify opportunities to leverage strategic use of our segments.
Develop and implement a lybunt/sybunt strategy.
Develop and implement a recurring donor strategy, including multi-year annual giving pledges.
Partner with colleagues to develop and implement an annual giving stewardship plan, which
includes our monthly newsletter, collateral materials, pledge reminders, and leveraging our web
content.
Oversee the gift acknowledgment process. Manage template updates as needed for annual (<$10K) and leadership ($10K-$24.9K) donors. Oversee and assist with preparation of mail and e-
acknowledgement letters.
Marketing and Appeals
Design marketing strategies for print and email communications.
Partner with writers and designers to prepare annual giving print and e-appeals. Draft some
targeted appeal content.
Track results and conduct analyses to drive improvements to the annual giving program.
Manage lists and segments, in partnership with our Operations Manager, for optimal use for
every print and e-appeal.
Partner with development colleagues on the development and dissemination of the newsletter.
Articulate strategic priorities for the monthly newsletter and oversee the design of reports that
monitor metrics to track progress toward goals.
Oversee an annual marketing calendar, in coordination with our Operation Manager, and work to
ensure timely completion of steps for each communication and appeal.
Integrate compelling impact messages and periodic stewardship communication into the annual
communications plan.
Operations
Provide guidance in unifying organization’s constituency lists and developing strategic segments
to meet various organizational communications needs.
Maintain and update data in SalesForce on annual giving prospects and donors. Includes
monitoring returned/bounced emails and mailings, updating preferences, performing routine data
reviews and integrating data from periodic appends.
Partner with colleagues to design and implement an improved unsubscribe preference tool.
Coordinate with other teams across Climate Central who use constituent data for
communications. Serve as liaison to ensure communication and coordination for both
development and non-development marketing outreach.
Design and oversee monthly reports for the VP to track growth and progress.
Note: Based on the candidate’s experience and interest, there is the possibility of managing a
small, targeted portfolio of donors that give at the four- to five- figure level, as well as an
opportunity to help design and run a new engagement program to deepen connections with
promising prospects and donors.
Key Qualifications
Minimum of five years of experience leading a successful annual giving program.
Must have a proven track record of annual giving growth achieved through the candidate’s
leadership of the annual giving program.
Ability to think and work strategically. Proven record of managing time, resources, and budgets to
maximize fundraising results.
Strong analytic skills with high proficiency designing reports and tracking data to guide decision
making.
Excellent planning and organizational skills.
Skill in successfully managing multiple projects on tight deadlines and under pressure in a fast-
paced environment.
Meticulous attention to detail and a high level of productivity.
Solutions-oriented team member who can be highly responsive to donor, staff, and volunteer
needs. Highly collaborative with a customer service orientation.
Superb verbal and written communication skills.
Must have high comfort level with regular phone work with donors.
The ideal candidate will bring experience gained from more than one organizational setting.
Unquestionable integrity and commitment to professional ethics, and the ability to responsibly
handle sensitive and confidential information with discretion.
Ability to grasp and articulate complex programs to be able to convey them in writing and
verbally.
A creative, enthusiastic team member with a clear passion for and commitment to environmental
issues and science.
Experience interacting with individuals from diverse backgrounds.
Able to undertake occasional evening and weekend work.
Experience working with donors and/or frontline fundraising experience is a plus.
Experience designing and launching new engagement programs is a plus.
Some routine presence in the office is preferred; in-person attendance of periodic staff retreats is
required.
Climate Central embraces diversity and equal opportunity. We are committed to building a workplace that
represents a variety of backgrounds, perspectives, and skills. We recognize that diverse teams make the
strongest teams, and we encourage people from all backgrounds to apply. The more inclusive we are, the
better our work will be.
Climate Central has hired Development Guild to assist with this search. Please email your cover letter
and resume in confidence to: Show email.
For more information, please visit www.developmentguild.com.
How we use cookies
Climate Central uses cookies to personalize visitors' experiences and save time by remembering settings (learn more). By continuing to use our site, you accept this policy Show more details...
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