Monthly Bulletin – Time Sensitive Articles Past the Bulletin Release

KCR Monthly Bulletin – Table of Contents

Time Sensitive Articles Past the Bulletin Release


Employment Opportunity: Resource Development Manager – Individual Giving

Details: Competitive salary and benefits – Full-time contract, based at United Way’s office in Kelowna, BC

United Way Central and South Okanagan Similkameen (CSO) is looking for an experienced individual giving fundraiser to join our small, but a perfectly formed team, based in beautiful Kelowna, in the Okanagan Valley. United Way fundraising traditionally focuses on employee and workplace giving. Looking to the future, we are focusing more on engaging individual donors with opportunities that resonate and meet their philanthropic goals. In fact, this is a major strand of our new strategic plan. If you have a successful track record in individual giving, major gifts and planned giving, and want to be part of creating real and lasting change in your community, we would love to hear from you!

To get a feel for our work in the community and learn more about us, please visit www.unitedwaycso.com.

Role Purpose:
To lead United Way’s Donor Stewardship Program, including stewardship of UW CSO Individual Donors, Planned Giving and Major Gifts Programs.

Responsibilities:
Annual Giving
  • Developing and implementing multi-year individual giving strategies that support and advance the strategic direction of United Way CSO. This includes acquisition, cultivating, engaging, soliciting, and stewarding current and potential donors.
  • Assessing donors’ needs and interests and packaging United Way’s work into initiatives that effectively meet those needs and drive revenue.
  • Coordinate timely and accurate communications to all community individual donors and track responses to ensure all community donors have had the opportunity to donate, including past donors.
  • Regularly research stewardship opportunities through online prospecting research software (iWave) and other sources (obituaries for example), implementing an appropriate and communicating prospecting updates to the Executive Director for the purposes of cultivation, solicitation, recognition, and stewardship.
  • Ensure timely and accurate acknowledgement, thanking, recognition, and excellent customer service, including through appreciation events.
  • Train and manage volunteers to support donor stewardship, including through semi-annual thank-a-thon.
  • Ensure timely and accurate receipting within the donor relations guidelines.
  • Maintaining accurate updated information in United Way CSO’s CRM system (Andar).
  • Maintaining donor stewardship and associated fundraising policies and procedures.
  • Other duties as assigned or that may arise as part of organizational requirements, specifically including support to the annual workplace campaign.
Planned Giving
  • Collaborate with Executive Director to develop and execute annual and multi-year strategies for Planned Giving.
  • Cultivate a relationship with lawyers, accountants, trust officers, financial planners, and other professionals to make them aware of, and keep them up to date on, the services and programs at United Way CSO and opportunities for funding by their clients.
  • Identify, cultivate, and solicit potential planned gift donors in collaboration with Executive Director
  • Maintain information on prospects and donors in CRM.
  • Maintain (and get maximum value out of) annual membership with the Canadian Association Gift Planners (CAGP).
Qualifications and Experience
  • Post-secondary certificate/diploma/degree from a recognized institution, preferably in Business Administration, Fundraising or other relationship-based professions (or an equivalent combination of education and experience).
  • Minimum two years recent related experience in individual giving.
  • Experience with a donor relationship management database system, as well as proven capabilities with financial reporting and tracking software (CRM).
Core Competencies
  • Strengths in communication, leadership, and initiative.
  • A strong track record in relationship-based fundraising, including the cultivation, solicitation, and closing of donor acquisitions.
  • Strength in managing and maintaining long-standing donor relationships.
  • Professional approach to time management.
  • Strong judgement and problem-solving skills.
  • Excellent teamwork, interpersonal and customer service skills.
  • Above average computer skills.
  • Valid driver’s license and access to a vehicle.
  • Flexibility in hours of work – available evening and weekends as work demands
  • Ability to present a clear police background check

To Apply:
Please apply with your resume and a short cover letter to moc.oscyawdetinunull@ofni, explaining your motivation for applying and how your skills fit the bill. Please reference Resource Development Manager in the subject line.

Closing Date: Thursday, July 31, 2018, 5:00 pm
We are a small team and so we will only be able to contact those selected for an interview. Thanks for your understanding.

-Source: Helen Jackman, Executive Director, United Way CSO, 4 July 2018

Employment Opportunity: Community Investment Manager

Details: Full-time fixed-term contract (1-year maternity leave, commencing October 2018). Secondment or other models will be considered.

About Us: United Way Central and South Okanagan Similkameen is looking for an experienced Community Investment Manager to join our small, but perfectly formed team, based in beautiful Kelowna in the Okanagan Valley. This person will manage United Way’s community initiatives, projects and funding streams and be involved in community partnerships that focus on addressing the most pressing social issues in our region.

If you have a successful track record in community development, building long-term partnerships within the non-profit or charitable sector, and want to be part of creating real and lasting change in your community, we would love to hear from you!

To get a feel for our work in the community and learn more about us, please visit www.unitedwaycso.com.

Role Purpose:
To lead the United Way CSO’s community impact strategy and portfolio of community investments and initiatives. Additionally responsible for developing and fostering key relationships and will be involved in partnerships focused on tackling our community’s most complex social issues.

Major Responsibilities
  • Lead and administer UWCSO’s community initiatives, projects and funding streams in alignment with the Community Impact Strategy.
  • Actively support community initiatives and collaborations addressing key priority issues in partnership with agencies, community organizations and funders.
  • Manage all aspects of Community Investment reporting and statistics.
  • Implement and coordinate all UWCSO grant streams and funding distribution processes. This includes managing agency relationships, funding application documents, ensuring required financial and impact reports are created.
  • Recruit, manage and support Community Investment volunteers through the Impact Team process, reporting and funding recommendations.
  • Develop a strong understanding of social and community issues, government funding initiative and policies, regional issues and key priorities.
  • Work collaboratively with the United Way team – Marketing, Communications and Resource Development.
  • Manage and implement special projects and/or participate in cross-functional internal and external projects.
  • Actively seek out opportunities to develop new relationships and partnerships within the region to build community and raise awareness about key issues.
  • Liaise with provincial and national United Way initiatives (for example: Better at Home, bc211.ca).
  • Recruit, train and supervise relevant Community Investment positions, such as summer associates and interns, as required.
Qualifications
  • Post-secondary degree from a recognized institution in Community Development, Social Services, or other related field/profession (or an equivalent combination of education and experience).
  • Minimum of 3-5 years of experience in community development or similar work
  • Experience building relationships, collaborations and driving forward community change with multi-sector stakeholders.
  • Understanding of the non-profit, charitable and social services sector at a local, regional and provincial level.
  • Experience in a supervisory role is preferred.
  • Experience with grant or funding cycles is considered an asset.
Core Competencies
  • Proven experience building effective, long-term partnerships within the nonprofit/charitable sector.
  • Track record of community development work.
  • Personal strengths in collaboration, leadership and facilitation.
  • Exceptional time management and organizational skills.
  • Strong interpersonal communication and conflict resolution skills.
  • Ability to take initiative, work autonomously and as part of a team.
  • High level of professionalism, tact and open-mindedness.
  • Strong judgement and problem solving skills.
  • High level of proficiency in Microsoft Office suite and general computer skills, internet research etc.
  • Valid driver’s license and access to a vehicle.
  • Flexibility in hours of work – availability to work regionally, or on evenings and occasional weekends as work demands.
  • Ability to present a clear police background check.

To Apply:
Please apply with your resume and a short cover letter to moc.oscyawdetinunull@ofni, explaining your motivation for applying and how your skills fit the bill. Please reference Community Investment Manager in the subject line.

-Source: Helen Jackman, Executive Director, United Way CSO, 4 July 2018
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