The Whidbey Institute Integration Circle
Fundraising
Purpose:
To integrate perspectives in service to being a Place for those called by the responsibility and transformative potential of these times
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Executive Director
Purpose:
Performing required functions of Executive Director to meet legal & financial expectations imposed upon 501(c)(3) nonprofits operating within Washington State and the United States of AmericaAccountabilities:
- Coordinating legally relevant activities with governmental and financial entities
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General
Purpose:
To operationalize the work of being a Place for those called by the responsibility and transformative potential of these times.Accountabilities:
- Reviewing timesheets at the end of each pay cycle
- Addressing any significant variance between budgeted and actual payroll expenditures
- Finalizing name selections for campus features and/or structures, with input from relevant role holders and contexts, while ensuring that names of Whidbey Institute features and/or structures reflect our organizational place, values, and purpose
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Domains:
- Strategies Map
Accountabilities:
- Integrating perspectives from members and contexts to refine and improve the Strategies Map to meet emerging conditions
Purpose:
To operationalize the work of being a Place for those called by the responsibility and transformative potential of these times.
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Calendar Architect
for One day programs and eventsPurpose:
Maintaining calendar of programs, events and staff land and building needsDomains:
- Calendar of events and site activities
Accountabilities:
- Scheduling groups on our calendar
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Accountabilities:
- Discerning who is our community
- Connecting program leaders with our community as participants, faculty and donors
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Financial Modeler
for MenteePurpose:
Financial modeling for strategy and business development in service to healthy and viable organizational operationsAccountabilities:
- Designing and preparing detailed organization-specific models used for decision making and business development purposes
- Forecasting for the purpose of coordinating cash flow and anticipating cash needs
- Supporting all circles and roles with budget development for coordinated organizational financial actions
- Coordinating projection updates for monthly financial reports with @Bookkeeper
- Coordinating modeling and report for line of credit or banking needs with @Bank Relations
- Updating and sharing monthly budget tracking report
- Highlighting opportunities to increase revenue and decrease costs
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Fundraising
Purpose:
Developing relationships with and creating opportunities for people and organizations to be inspired to contribute financial resourcesDomains:
- Donation buttons on all on-line platforms including web site
Accountabilities:
- Stewarding long term ongoing donor relationships
- Raising financial resources to increase access for diverse communities
- Setting the guidelines for registration donation buttons with input from @Contract Administrator and @Registration Builder
- Raising financial resources for operations and capital needs based on yearly budget
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Lead Link
Purpose:
To operationalize the work of being a Place for those called by the responsibility and transformative potential of these times.Domains:
- Role assignments within the Circle
Accountabilities:
- Assigning Partners to the Circle’s Roles; monitoring the fit; offering feedback to enhance fit; and re-assigning Roles to other Partners when useful for enhancing fit
- Allocating the Circle’s resources across its various Projects and/or Roles
- Establishing priorities and Strategies for the Circle
- Defining metrics for the circle
- Structuring the Governance of the Circle to enact its Purpose and Accountabilities
- Removing constraints within the Circle to the Super-Circle enacting its Purpose and Accountabilities
Purpose:
Developing relationships with and creating opportunities for people and organizations to be inspired to contribute financial resources
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Accountabilities:
- Identifying and developing relationships with foundations
- Maintaining foundation database
- Identifying grant opportunities
- Applying for grants
- Thanking foundations
- Reporting for grants awarded
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Accountabilities:
- Defining fund readiness of projects
- Defining fundraising goals
- Preparing budget for fundraising activities
- Learning from outside resources to improve the organization's fundraising efforts
- Designing fundraising strategies that increase access for diverse communities.
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Accountabilities:
- Designing fundraising events and developing work plans
- Designing letter campaigns and developing work plans
- Designing online campaigns and developing work plans
- Designing estate planning giving communications and practices
- Designing Fund for Preservation of Place endowment
- Designing and maintaining In-kind giving practices
- Deciding who writes personal notes on all thank you and appeal letters
- Promoting monthly giving option
- Designing donation requests with @External Communications for placement in monthly newsletters and on website
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Lead Link
Purpose:
Developing relationships with and creating opportunities for people and organizations to be inspired to contribute financial resourcesDomains:
- Role assignments within the Circle
Accountabilities:
- Assigning Partners to the Circle’s Roles; monitoring the fit; offering feedback to enhance fit; and re-assigning Roles to other Partners when useful for enhancing fit
- Allocating the Circle’s resources across its various Projects and/or Roles
- Establishing priorities and Strategies for the Circle
- Defining metrics for the circle
- Structuring the Governance of the Circle to enact its Purpose and Accountabilities
- Removing constraints within the Circle to the Super-Circle enacting its Purpose and Accountabilities
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Major Donor Fundraiser
Purpose:
Developing relationships with and creating opportunities for major donors to be inspired, involved and contributing financial resourcesAccountabilities:
- Asking donors to give a gift
- Identifying, prioritizing and building relationships with Major donors
- Thanking donors personally
- Providing notes and contact information updates to Salesforce and pledge tracking document
- Coordinating major donor site visits
- Providing major donors an opportunity to develop relationships with each other and offer fundraising circle input and support
- Identifying responsible major donor fundraiser for each major donor relationship
- Setting objectives for each major donor relationship
- Working with @Giving Programs to develop campaigns and strategies
- Coordinating logistics of donor visits
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Accountabilities:
- Asking organizations, businesses, and entities to give donations or in-kind gifts
- Thanking organizations, businesses, and entities
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Program Leader and Participant Fundraiser
Purpose:
Developing opportunities for program leaders and participants to be inspired to contribute financial resourcesAccountabilities:
- Asking participants to give a gift
- Inviting program leaders to share giving opportunities with their participants
- Thanking program leaders and participant donors personally
- Providing updates to @Donation Caretaker for maintaining donor database
- Working with @Giving Programs to develop campaigns and strategies
- Setting the guidelines for registration donation buttons with input from @Contract Administrator and @Registration Builder
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Domains:
- All constitutionally-required records of the Circle
Accountabilities:
- Capturing and publishing the outputs of the Circle’s required meetings, and maintaining a compiled view of the Circle’s current Governance, checklist items, and metrics
- Interpreting Governance and the Constitution upon request
- Scheduling the Circle’s required meetings, and notifying all Core Circle Members of scheduled times and locations
Purpose:
Sensing, sourcing, and developing purpose-aligned programs
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Accountabilities:
- Offering new business opportunities to appropriate circles
- Offering business planning support to other circles including budgeting templates to support go/no go decisions on new business
- Coordinating periodic business development strategizing meetings with inside and outside sources
- Vetting long term business impact of strategies
- Developing marketing plans for Whidbey Institute programming
- Providing merchandise and merchandising strategies
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Program Partnerships
for Adult ProgramsPurpose:
Developing relationships with program leaders aligned with our missionAccountabilities:
- Learning on the leading edge of this circle's purpose
- Identifying and inviting program leaders to bring their mission aligned work to the Whidbey Institute
- Fostering relationships between Program Leaders
- Convening Program Leaders
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Domains:
- All constitutionally-required records of the Circle
Accountabilities:
- Capturing and publishing the outputs of the Circle’s required meetings, and maintaining a compiled view of the Circle’s current Governance, checklist items, and metrics
- Interpreting Governance and the Constitution upon request
- Scheduling the Circle’s required meetings, and notifying all Core Circle Members of scheduled times and locations
Purpose:
To create mission aligned offerings to Whidbey Community and Visitors
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Collaborative Liaison
for Hedgebrook, Leadership Whidbey, Maxwelton CollaborativePurpose:
Collaborating with select community partnersAccountabilities:
- Attending relevant community meetings
- Reporting on developments happening in community collaborations
- Representing Whidbey Institute in community collaborations
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Community Engagement
Purpose:
Connect community members and families with our trails, labyrinth and common space activitiesAccountabilities:
- Curating and scheduling community events in coordination with @Calendar Architect
- Communicating with other relevant roles to ensure marketing, registration building and monitoring, and financial close
- Proposing, designing, and implementing community festivals and events on trails, labyrinth, and commons spaces
- Cohosting non-contract events with community and program partners
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Accountabilities:
- Convening conversations with members of the broader Whidbey Institute community from a variety of backgrounds, identities, and subgroup memberships
- Collecting information about lessons learned and pathways forward through conversations with community
- Defining programs and projects that integrate community wisdom into action
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Domains:
- Role assignments within the Circle
Accountabilities:
- Assigning Partners to the Circle’s Roles; monitoring the fit; offering feedback to enhance fit; and re-assigning Roles to other Partners when useful for enhancing fit
- Allocating the Circle’s resources across its various Projects and/or Roles
- Establishing priorities and Strategies for the Circle
- Defining metrics for the circle
- Structuring the Governance of the Circle to enact its Purpose and Accountabilities
- Removing constraints within the Circle to the Super-Circle enacting its Purpose and Accountabilities
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Accountabilities:
- Designing and placing donation boxes onsite in collaboration with @Place
- Maintaining Kiosk communication to include information on who and how to donate