Worldwide Foundation Executive Director - World Council of Credit Unions, Inc.

AFP SE WI Administrator
November 14, 2017


Under the general direction from WOCCU President & CEO, this position is responsible for achieving fundraising goals, increasing the number of supporters by attracting new contributors, communicating the relevance and impact of international credit union programs and directing the Worldwide Foundation program initiatives. The executive director will convey Worldwide Foundation’s mission, vision, goals and achievements as a base to appeal to current and potential contributors.


  1. Fundraising:
  1. Ensure an increasing annual flow of funds necessary for credit union development programs and WF operations and contribute to the long-term financial stability of Worldwide Foundation and its programs.
  2.  Achieve supporter contribution targets for Worldwide Foundation including:
    1. Research and identify supporter funding sources
    2. Establish and implement a supporter contribution strategy to achieve funding targets
    3. Solicit and mobilize supporter funding to meet fundraising targets
    4. Introduce, manage and market innovative fundraising products
    5. Introduce online, social media innovative fundraising methodologies
    6. Record and track supporter funding
    7. Provide reports, recognition and “thank you” communications to supporter contributors.
    8. Mobilize jointly with National Credit Union Foundation (NCUF) investments in the NCUF managed International Development Fund (IDF) of the Community Investment Fund (CIF)
    9. Mobilize jointly with the Members Group charitable development account investments
    10. Plan and execute events to attract and recognize supporters including, but not limited to, Government Affairs Conference and World Credit Union Conference supporters’ reception

2.    Implement Specific Fundraising Initiatives and Projects including mobilizing contributions specific to disasters, country programs, and special initiatives.

3.    Manage the Worldwide Foundation for Credit Unions:

  1. Be able to clearly convey World Council’s mission, vision, goals and results to formulate the appeal for fundraising efforts
  2. Serve as a staff liaison to selected external fundraising advisors through selected groups and committees (i.e. golf committee, advisory committees)
  3. Manage budget responsibilities and craft annual work plans for the Foundation
  4. Promote World Council fundraising programs
  5. Maintain and update Worldwide Foundation section of World Council’s website
  6. In conjunction with Marketing & Communications, manage Client Relationship Management (CRM) system to ascertain timely and accurate communication with existing and potential  supporters

4.    Manage Contributor, Supporter Tracking and Recognition:

A.   Establish and manage a comprehensive program that provides ongoing recognition to supporters, thereby increasing contributions

B.   Expand the Worldwide Foundation network of contributors, supporters, volunteers and program participants.

C.   In conjunction with Marketing & Corporate Communications, provide insight on design and oversight of marketing and fundraising campaigns to contributors.

5. Program planning and management

A.   Manage budget responsibilities and craft annual work plans for WF programs such as the International Engagement Program and associated fundraising campaign,

C.   Oversee the planning, implementation, execution and evaluation of special projects such as disaster response, silent auction, special events and the Busia orphanage

D.   Monitor the utilization of funds disbursed to grantees and provide reports to donors

E.   Manage WF consultant and donor contracts and relationships

6. Team management

A.  Work with staff to develop objective performance measurements to ensure consistent, high-quality evaluation and goal setting for all employees

B.   Manage and train all fundraising staff members


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to ensure individuals with disabilities to perform the essential functions.

Education and Experience: Bachelor’s degree in Marketing, Business or related field. Minimum of five to seven years recent experience in developing and managing fundraising and foundation services. Knowledge of foundation and fundraising regulations.  Knowledge of supporter related regulations and standards affecting fundraising activities and community investment funds. Experience working with Credit Union industry preferred.      

Language Skills:  Fluency in English (read, write and speak) required, Spanish preferred. Proven communications with network contacts, leagues, directors, vendors and volunteers within the credit union movement or related financial institution.  High language skills required including the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematic Skills:  Intermediate mathematic skills required including the ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Reasoning Skills:  High level or reasoning skills including the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Can identify critical issues of fundraising and foundation objectives. Has familiarity with and sensitivity to technical and operational aspects of cooperative financial institutions fundraising and investments. Has the ability to respond to politically charged environment as well as ability to handle multiple tasks and priorities in a high-stress, fast-paced, ever-changing environment.  Can re-orient priorities and tasks on sudden notice.  Demonstrated aptitude and comfort-level to take on analytical projects on technical subjects.  Ability to interface with senior bank and credit union regulators and officials, politicians of varying levels and the media. 

Computer Skills:  Intermediate knowledge of word processing, spreadsheet and web applications.

WORK ENVIRONMENT:  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of the job, the employee may occasionally be exposed to outdoor weather conditions extreme heat and/or cold and working in unusual places.  The noise level in the work environment is usually moderate.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee is regularly required to sit (occasionally for extended periods of time).  The employee is frequently required to talk, hear, reach and stand; rarely required to stoop, kneel, crouch or crawl.  The employee must occasionally lift and/or move up to 25 pounds.


SUPERVISORY RESPONSIBILITIES:  This position supervises a part-time support staff member and full-time donor relations director.

TRAVEL:  Up to 60 days per calendar year; domestic and international.

This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.

Qualified candidates may apply via

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