Campaign Fundraising Specialist- Loaned Executive (Limited Term Employee)

Posted: 06/02/2024

United Way of Dane County has been tackling Dane County’s toughest challenges for more than 100 years. With a mission to unite the community to achieve measurable results and change lives, we are committed to build a Dane County where everyone can succeed in school, work, and life. Through strategic partnerships and collaborative work, United Way brings the many voices of Dane County together to find common ground and develop a strategic architecture for change, while engaging businesses and individuals to give, advocate and volunteer in Dane County. Together, we are The Power of Many. Working for All.

United Way of Dane County fights for the education, financial stability, and health of everyone in Dane County. We are committed to the vision of a Dane County where everyone can succeed in school, work, and life. To facilitate this, we follow our Plan for Community Well-Being, which outlines six community goals focused on priority areas of Early Childhood, Education, Income that supports Housing, and Health – the building blocks of a stable life. Each of these goals is achieved through collective impact, the implementation of United Way initiatives and community-based programs operated by our agency partners.

Achieving our mission means being an equity leader and striving for outcomes that reflect a more inclusive community, supporting families and individuals meeting their own defined goals that are not impacted by experiences of poverty, systemic racism and discrimination. Our IDEA (Inclusion, Diversity, Equity, Access) Statement reflects our commitment to support transformative social change and to address structural inequities and oppression.

Purpose of Position: 

United Way of Dane County is seeking energetic and talented individuals to join a highly focused and successful development team for the 2024 Community Campaign. With guidance from development staff, a team of approximately 15-20 Campaign Fundraising Specialists will create and implement innovative fundraising strategies, volunteer engagement opportunities and top-of-the line cultivation and stewardship best practices to assist corporate partners in running successful workplace campaigns.   

As a Campaign Fundraising Specialist - Loaned Executive, you will be responsible for serving as the liaison between United Way of Dane County and organizations running workplace campaigns. You will support organization staff in raising the visibility of United Way throughout Dane County. Each Campaign Fundraising Specialist - Loaned Executive oversees a portfolio of approximately 20-35 accounts with assigned revenue and participation goals. 

Key Responsibilities: 

  • Research each account and the account’s potential to customize strategies for each account utilizing Best Practices. 
  • Develop and deliver presentations to diverse audiences informing them of the need for increased financial support of vital social services. In some cases, Campaign Fundraising Specialist - Loaned Executives will work with CEOs and Leadership Giving Managers to plan and implement special events to encourage new and continued support at the leadership giving level. 
  • Motivate and assist the company’s Employee Campaign Manager with planning and conducting a successful campaign.   
  • Handle the administrative aspects of fundraising initiatives including required weekly updates and reports, closing of accounts, inputting data, notes, and interactions into database, returning United Way files and records for assigned accounts, and providing evaluations with recommendations for future growth opportunities.    
  • Achieve assigned dollar and participation goals by your professional interactions, effective follow-up, and timely collection of campaign pledges.  

Additional responsibilities include:  

  • Conducting campaign training sessions for company volunteers 
  • Facilitating the delivery of campaign materials 
  • Presenting to various employee groups and coordinating agency tours and speakers 
  • Maintaining records for assigned accounts including detailed data and notes about campaign activities. 

Salary and Hours of Work

  • 17-week full-time limited term assignment  
  • July 31 to November 27, 2023
  • M – F, 8 am – 4:30 pm 
  • Some remote work available
  • $18.00/hour 


Requirements

  • Sales skills, including new account research, preparing, and conducting presentations and development of strategies to understand donor/company objectives and communicate the United Way story to CEOs, Employee Campaign Managers, and employee groups to grow participation and campaign donations.  
  • Strong written and verbal communication skills. 
  • Ability to work with people of diverse backgrounds and an understanding of community dynamics, including the goals, objectives and community impact role of United Way of Dane County. 
  • Experience and ability to work in a fast-paced environment, demonstrate professionalism, with a high level of organizational and interpersonal skills.
  • Strong planning and project management skills, including prioritizing, goal setting and projection maintenance using a computer database, time management, account management, plan implementation, resource utilization and campaign volunteer motivation. 
  • Goal and achievement orientation strongly preferred. 
  • Ability to engage and speak to diverse groups of individuals, including strong presentation skills. English/Spanish bilingual is a plus. 
  • Ability to work with top level community, corporate and United Way leadership.
  • Ability to maintain confidentiality. 
  • Experience and proficiency with Microsoft Office computer systems including Microsoft 365, word processing and spreadsheets, and the ability to learn customer relationship management platforms, social media and video conferencing software/platforms.
  • Flexibility, patience, and adaptability in work. 
  • A valid driver’s license and access to a vehicle are preferred for Loaned Executives and they should be able to lift 30 pounds.  

United Way of Dane County Values:

United Way’s values serve as the foundation for the United Way network-wide talent management strategy and inform the essential abilities (skills, knowledge, behaviors) that United Way professionals must have to perform their jobs successfully.

Diversity, Equity & Inclusion: 

We provide opportunities for all people while working to change systemic and personal biases for equitable outcomes. 

Excellence: 

We operate at the highest standards to achieve our mission and exceed community expectations. 

Innovation: 

We create and catalyze unique approaches to address the community’s most pressing needs. 

Teamwork: 

We work in collaboration and cooperation towards a shared vision of community well-being. 

Wellness: 

We respect and support one another, encouraging each other to create space for self-care and to lead balanced lives. 

EEO/AAP Policy Statement

At United Way of Dane County, we not only accept difference — we celebrate, support, and thrive on it for the benefit of our employees and community. United Way of Dane County is proud to be an equal opportunity workplace and an affirmative action employer. We center community in what we do and strongly encourage ALL people to apply to join us in our work at United Way of Dane County—regardless of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, justice involvement, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Please apply here: https://recruiting.paylocity.com/recruiting/jobs/Details/2459772/United-Way-of-Dane-County-Inc/Campaign-Fundraising-Specialist--Loaned-Executive-Limited-Term-Employee?