• Job Description

  Req#: 2478 302

  Wright-Patt Credit Union is hiring a Community Engagement & Donor Relations Associate.

  The WPCU Sunshine Community Fund (SCF) - the giving arm of Wright-Patt Credit Union - is committed to supporting several financial well-being building blocks that align with the goals of WPCU. The Community Engagement and Donor Relations Associate provides direction to the InspiRAYtion Committee of volunteers to raise funds and administer InspiRAYtion Grants by creating positive relationships with nonprofit organizations to facilitate opportunities that impact vulnerable populations and result in stronger communities.

  • Fundraising, Campaign/Event Planning (30%)
    1. Oversees and maintains the SCF’s foundation database management platform, which includes donor giving, donor reports, fund accounting, online donations, event management, and CRM (community relationship management).
    2. Organizes and facilitates the SCF Partner-Employee InspiRAYtion Fundraising Committee plans and goals to ensure they are achieved annually; and acts as a liaison to the SCF Board of Trustees on behalf of the SCF InspiRAYtion Committee. Empowers volunteers to lead activities, recruits a diverse group of volunteers representative of our partner-employees, various departments, and those we hope to serve.
    3. Works with the marketing department and corporate communications to create materials and strategies to 1) promote fundraising events and 2) encourage maximum participation by using PartnerNet, flyers, letters, emails, digital outreach, social media, etc.
    4. Provides continuous assessment of internal partner-employee driven fundraising interests and develop new programming initiatives based on effectiveness of efforts.
    5. Supports organizational funding for the SCF by creating, implementing, and managing annual plans that mobilize partner-employee donors (among others) to donate, volunteer, and advocate for to the SCF. This involves support of events and soliciting event sponsorships from individual and corporate donors, in coordination with Director of Development.
    6. Serves as primary liaison between payroll and SCF employee-volunteer committee, tracking and reporting on participation in payroll deductions, reconciling regularly with payroll.
    7. Establishes realistic budgets for events, plans anticipated fundraising outcomes, and analyzes fundraising outcomes to determine effectiveness for future campaigns/events/projects.
    8. Coordinate external “asks” of local businesses for modest, in-kind gifts.
    9. Responsible for assuring donor relations practices are up to date, including, but not limited to, thank you letters generated for new and recurring external donors; end of year reporting for all donors; pillars of good donor relations should include acknowledgement, stewardship, recognition, and engagement.
    10. Recruits and supports volunteers as needed for specific community activities or events in collaboration with Community Impact and Development.
  • Community Engagement/ Relationship Building (25%)
    1. Identifies, investigates, and engages with nonprofit organizations with whom WPCU or SCF might want to align and enhance relationships for the benefit of nonprofit recipients.
    2. Maintains active engagement with nonprofits aligned with wellbeing building blocks for WPCU make an impact in the communities we serve.
    3. Listens for and uncovers opportunities with aligned nonprofits for outreach initiatives, such as financial learning or customized programs, to enhance their service delivery to underserved populations and communities.
    4. Serves as one of the credit union’s and foundation’s representatives/faces within the communities we serve to promote goodwill/public relations and position the credit union as an indispensable part of the community by creating coalitions and long-lasting relationships.
    5. Maintains a calendar of activities, including participation in philanthropic and community impact events and programs and workshops, that appropriately position WPCU/SCF and its partners within the assigned community. Works collaboratively with Community Impact and Development, Social Impact, and Corporate Communications to manage this all-encompassing calendar.
    6. Owns and reports on the investment and impact of the SCF as it related to shaping the landscape of the communities served. Provides written highlights monthly to the SCF Board of Trustees, twice annually provides feedback on past InspiRAYtion Grant recipients.
    7. Coordinates volunteer management software and approves potential group volunteer activities being posted onto software. Engages with nonprofits to create meaningful opportunities for senior leaders or other groups to engage with nonprofits aligned with wellbeing building blocks to provide activities aligned with utilization of impact hours.
  • Community Outreach/Extending Relationship Reach (20%)
    1. Develops strong working relationships with community-based nonprofit and community impact organizations, focusing on those organizations whose work aligns well with Wright Patt Credit Union’s and the SCF community priorities and goals.
    2. In partnership with the Director, Social Impact identifies community partnerships trying to address the gap in financial learning/health/stability/wellbeing within marginalized communities and creates specific programs addressing disparities to create positive outcomes. Tracks outcomes to manage effectiveness of social investment and metrics.
    3. Owns and maintains a calendar of activities, includes participating in philanthropic and community impact events, programs and workshops, volunteer opportunities, that appropriately position WPCU/SCF and its partners within the assigned community; works in collaboration with social impact and community development to achieve collaborative goals.
  • Grantmaking Coordination/ Processing (15%)
    1. Oversees and maintains the SCF’s foundation database management platform for grant making and grant management. Oversees grant making process from opening applications through selection, to requesting and processing checks.
    2. Administers InspiRAYtion Committee volunteer grant evaluation process.
    3. Maintains relationships with formerly funded nonprofit organizations including tracking follow up reporting and documentation, external reporting on how SCF dollars benefited community, and annual reporting of impact / people reached via InspiRAYtion grants.
    4. Works with corporate communications to ensure media exposure for WPCU and SCF through grant funding photo opportunities, check presentations, etc.
  • Financial Learning (5%)
    1. To create goodwill/strengthen partnerships, and achieve outlined business goals for community-impact, is able and available to present WPCU’s financial learning curriculums and programs covering a broad range of personal financial management topics to clients of community organizations, especially those suffering from financial disparities and/or are considered a marginalized community, through various delivery channels (in-person seminars, virtual webinars, 1:1 coaching setting, social media live sessions, etc.).
    2. Includes providing financial health/wellbeing guidance and next steps action plans for the purpose of fostering new relationships and generating subsequent referrals to financial coaches and other lines of business at the credit union that meet the unique needs of the credit union’s markets and market segments.
  • Budgeting & Other Duties (5%)
    1. Prepares and reconciles (monthly) annual budgets for the SCF.
    2. Forecasts future fundraising initiatives including expenses and income opportunities.
    3. Performs other duties as assigned. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed; creates new policies where necessary.
    4. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.

• About the company

  Wright-Patt Credit Union is a US credit union or financial cooperative headquartered in Beavercreek, Ohio.

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