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Date:                                        February 2017


Position Title:                          Coordinator, Leadership Team


Organization/Division:            Resource Development


Reports To:                            Executive Vice President of Resource development


Purpose of position: Support the Executive Vice President of Resource Development and senior leadership helping to drive growth in United Way through research, data management and maximization, and donor and volunteer stewardship. As a member of the Resource Development Department, support fundraising and organizational activities to achieve campaign goals, advancing our community’s Agenda for Change.

Key Responsibility Area: Leadership Team and Volunteer Stewardship                      40%

  • Serve as critical member of leadership staff team in support of all aspects of revenue generation programs, donors and volunteers.
  • Provide support for Cabinet Leadership, Campaign Cabinet and United Way of Dane County (UWDC) Foundation committee meetings, trainings, communications and recognition events.
  • Conduct research on current and prospective donors, update and maintain donor records to support Executive Vice President of Resource Development.
  • Working with Development Operations analyze donor data and based upon results, recommend action plans to leadership to develop donor cultivation and stewardship strategies.
  • Coordinate development of and adherence to protocols for donor and prospect data collection and database entry and management.


Key Responsibility Area:          United Way Foundation                                                30%

  • Work with Senior Director of Endowment and Planned Giving in responding to Foundation donor and volunteer needs, including producing donor reports, communications and other.
  • Coordinate production and compilation of all materials related to Foundation Board meetings (invitations, handouts, minutes, etc.)
  • Manage Board meeting logistics including room set-up, refreshments, nametags, table tents, minute-taking, etc.
  • Manage Foundation data, documents and archives.


Key Responsibility Area:          Department Support and Data Entry                             30%

  • Administrative support for Executive Vice President and Senior Directors.
  • Prepare for Resource Development and Marketing (RDM) Lead Staff meetings and projects and RDM Department meetings and activities.
  • Serve as Resource Development liaison for UWDC Board materials and meeting expectations from Executive office in Board meeting preparation and support.
  • Work with other staff and Limited Term Employees to support data entry and management.
  • Cross-train with administrative team in the department in order to provide back-up support as needed for campaign activities, material production and other departmental duties.
  • Serve as Traffic Manager with Marketing staff in creation of Foundation related materials.
  • Develop proficiency in Microsoft Office Suite software and Andar software.    
  • Serve as back-up support for the United Way Receptionist.

Key Responsibility Area:          Organization                                                                           

  • Represent United Way in a professional manner to the community and to key volunteers.
  • Educate United Way staff about leadership giving.
  • Be an integral part of the Resource Development & Marketing Department team.
  • Participate in organizational activities.
  • Other duties as assigned.

Job Relationship:

External:           Volunteers, Volunteer Committees, Donors, Businesses

Internal:Volunteer committees, Marketing, Information Services, Finance and Administration, and Community Impact departments.

Job Specifications:

Education: Associate’s or Bachelor’s degree preferred


Experience: 2-3 years in non-profit development role, research or analysis position and/or administrative profession.

Knowledge: Data, project, meeting, and volunteer management, word-processing, spreadsheets, strong oral and written communication. Basic working knowledge of Microsoft Office computer systems and ability to learn client data management platforms.

Skills: Strong ability to research, plan and organize with attention to detail and ability to understand and utilize available technologies. Ability to work with large and diverse groups. Must be team-focused, have solid project management skills, be able to work in a fast-paced environment while maintaining attention to details and meeting deadlines.. Ability to work independently at least 50% of the time.

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