United Way of Massachusetts Bay

Reporting to the Senior Director of Grant Finance, the Director of Grants will be responsible for supporting the financial administrative objectives of the department as it relates to Grants Administration. This position will also support the coordination efforts of implementation of grant awards and post-award compliance. KEY RESPONSIBILITIES: Run monthly expenditure reports and ad-hoc reporting as requested. Load budgets into Great Plains as awarded. Assists Grants team to ensure proper tracking of pledges and payments for unrestricted, temp restricted and multi-year grant revenue in pledge processing software (Andar). Reconciles Andar to accounting system (Microsoft Great Plains Dynamics). Follows up with the appropriate staff for any outstanding grant awards and/or receipts. Maintain all grant related templates and update as needed. Assist in the preparation and submission of monthly/quarterly deliverables. Submit timely processing of indirect payments as required. Review and reconcile time and effort sheets for all grant funded positions. Maintain calendar of grant deliverables for all sponsored projects. Manage and update Grants Navigator for all sponsored projects activities. Assist in the monitoring of grant expenditures related to the awarded budget. Create G/L coding for new grants and communicate to all relevant parties. Other duties as assigned by supervisor. REQUIREMENTS: Bachelor's degree or equivalent experience. Prior grant management experience with a non-profit, government agency or other entity. A solid understanding of budget development and management. Must be detail oriented, highly organized, and the ability to work well under pressure. Has the ability to meet assigned deadlines as well as having the dexterity to switch directions as the workload mandates. Strong verbal and written communication skills. Excellent customer service skills with the capability to work with all levels of the organization and external grantors. Familiarity of federal, state, and local governmental laws and regulations regarding contracts, and reporting, including Uniform Guidance. Must be able to work independently with limited supervision, and as a team player when needed. Working knowledge of MS Excel and Word, Microsoft Great Plains Dynamics, FRx, and Grants Navigator is desirable. Commitment to Diversity, Equity and Inclusion United Way of Massachusetts Bay is committed to hiring individuals who reflect the diversity of our communities.

POSITION OVERVIEW: The Director of Individual Giving is responsible for achieving clearly defined revenue goals by cultivating relationships with high net-worth donors and prospects and effective management of a portfolio of 250-300 donors. Cultivation efforts will lead to improved donor retention, acquisition, and growth across various channels. The Director is responsible for donor identification, qualification, cultivation, education, solicitation, stewardship, and prospecting major gifts ($10,000+) in support of United Way of Massachusetts Bay's fundraising efforts. They will cultivate and solicit leadership contributors and prospects through workplace campaigns, community-based efforts, effective communications, as well as other fundraising events and engagement opportunities. The Director is also responsible for establishing, staffing and leveraging key internal partnerships in order to achieve optimal results. This position reports to the Assistant Vice President, Individual Giving & Leadership Gifts KEY RESPONSIBILITIES: The position is responsible for achieving annual revenue, donor retention, growth and acquisition goals. The ideal candidate for this position will achieve these goals with success in the following areas: I.  What : Meet revenue and established goals How :  Identify and cultivate relationships with high net-worth donors and prospects ($5,000+). Execute a moves management plan for a portfolio of 250-300 donors and prospects with a primary focus of building Tocqueville Society level giving ($10,000+). The plan will include cultivation, solicitation, and stewardship goals achieved through strategic engagement, in person visits, personal phone calls and handwritten notes for donors in their portfolio. Engage in research/utilize existing information to effectively leverage relationships. II. What : Work effectively with colleagues and donors How : Support Individual Giving Leadership team in implementing a recruitment and retention plan for individual donors to further cultivate relationships for annual support. Help determine potential gift amounts and/or collaborative activities in order to increase annual support. Review portfolio results in order to analyze trends and make course corrections. Provide data upon request within reasonable time frames III. What : Communicate effectively with colleagues about donors and prospects How : Enter all meeting notes into UWMB's Andar database system within 5 business days of each visit. Alert Development staff as relevant to any time sensitive knowledge gained as a result of visits that could be leveraged for the good of United Way and the community. Build and enhance relationships with internal colleagues in order to gain knowledge, trust and achieve optimal results IV .  What : Develop and implement strategies to maximize donor and prospect contact and ultimately revenue How : Utilize a consultative approach with donors and prospects. Ensure that individual goals are aligned with the organizational goals and overall development goals. Partner with Corporate Relations teams to develop creative solutions to overcome challenges. Co-lead discussions on the topic of strategies for leadership donor engagement. REQUIREMENTS: Bachelor's Degree and minimum 5-7 years of  fundraising or transferable experience in either the private or non-profit sector. Experience and understanding of consultative sales and engagement approach preferred. Proven experience and ability to build relationships with donors resulting in major gifts. Excellent written and oral communication skills; the ability to inform, inspire and connect prospects and donors to United Way's work in the community Strong customer service skills and commitment to donor confidentiality Strong organizational skills with demonstrated ability to manage and prioritize multiple tasks. Demonstrated ability to build strong internal partnerships and work within cross-functional teams, team player. High-energy individual with a positive outlook. Ability to be flexible and adapt quickly to changing environment. Creative and strategic problem solver. Highly motivated self-starter; able and willing to take initiative and action Commitment to accountability. Staff UW events as needed Proficiency in a Microsoft Office environment required. Experience with data management systems strongly preferred. Volunteer Management preferred Commitment to excellence and to the mission of United Way. Commitment to Diversity, Equity and Inclusion United Way of Massachusetts Bay and Merrimack Valley is committed to hiring individuals  who reflect the diversity of our communities

POSITION OVERVIEW: The Individual Giving and Leadership Gifts Officer is responsible for achieving clearly defined revenue goals by cultivating relationships with Leadership donors and prospects ($1,000+) and effective management of a portfolio of 250-300 donors. Cultivation efforts will lead to improved donor retention, acquisition, and growth across various channels. They will cultivate and solicit leadership contributors and prospects through workplace campaigns, community-based efforts, effective communications, as well as other fundraising events and engagement opportunities. This position is also responsible for establishing, enhancing and leveraging key internal relationships in order to achieve optimal results. This position reports to the Assistant Vice President, Individual Giving & Leadership Gifts. KEY RESPONSIBILITY AREAS: The position is responsible for achieving annual revenue goals in total dollars and donor retention, growth and acquisition. The ideal candidate for this position will achieve these goals with success in the following areas: I .  What : Meet revenue and established goals How : Cultivate relationships with and solicit a portfolio of approximately 250-300 leadership donors and prospects ($1,000+). Execute a moves management plan for a portfolio of donors and prospects. The plan will include cultivation, solicitation, and stewardship goals achieved through strategic engagement, in person visits, personal phone calls and handwritten notes for donors in their portfolio. Engage in research/utilize existing information to effectively leverage relationships. II .  What : Support implementation of the established moves management plan How : Support Individual Giving Leadership team in implementing a recruitment and retention plan for individual donors to further cultivate relationships for annual support. Help determine potential gift amounts and/or collaborative activities in order to increase annual support. Help to prepare routine analysis and monitor revenue and expense goals. III .  What : Communicate effectively with colleagues about donors and prospects How : Enter all meeting notes into UWMB's Andar database system within 5 business days of each visit. Alert Development staff as relevant to any time sensitive knowledge gained as a result of visits that could be leveraged for the good of United Way and the community. Build and enhance relationships with internal colleagues in order to gain knowledge, trust and achieve optimal results. IV .  What : Develop and implement strategies to maximize donor and prospect contact and ultimately revenue How : Utilize a consultative approach with donors and prospects. Ensure that individual goals are aligned with the organizational goals and overall development goals. Partner with Corporate Relations teams to develop creative solutions to overcome challenges. Co-lead discussions on the topic of strategies for leadership donor engagement. REQUIREMENTS : Bachelor's Degree and minimum 3-5 years of fundraising or transferable experience in either the private or non-profit sector. Experience and understanding of consultative sales and engagement approach preferred. Proven experience and ability to build relationships with donors resulting in major gifts. Proficiency in a Microsoft Office environment required. Experience with data management systems strongly preferred. Volunteer Management preferred Excellent written and oral communication skills; the ability to inform, inspire and connect prospects and donors to United Way's work in the community. Strong customer service skills and commitment to donor confidentiality. Demonstrated ability to build strong internal partnerships and work within cross-functional teams; team player. Strong organizational skills with demonstrated ability to manage and prioritize multiple tasks. High-energy individual with a positive outlook. Ability to be flexible and adapt quickly to changing environment. Creative and Strategic problem solver. Highly motivated self-starter; able and willing to take initiative and action Commitment to accountability, excellence and to the mission of United Way. Commitment to Diversity, Equity and Inclusion United Way of Massachusetts Bay and Merrimack Valley is committed to hiring individuals  who reflect the diversity of our communities.