As a Community Investment Volunteer you will help review Funded Agency performance and need for United Way dollars. If you have further questions about this position please contact us at 519-354-0430.

Title of position

Community Investment Volunteer

Brief description/purpose

To serve as a member of a volunteer review panel which reviews Funded Agency performance and need for United Way dollars

Primary responsibilities or tasks of position

  • Attend volunteer orientation and training session
  • Learn and use allocations policies, priorities, criteria and measurements for assessing agency performance and need for United Way dollars
  • Prepare for and actively participate in agency interviews
  • Participate in evaluating findings and making funding recommendations for a set group of agencies
  • Participate in the process of arriving at consensus for final agency funding recommendations to the United Way Board of Directors

Tasks Specific to Financial Volunteer:

  • Review and reconcile audited statements with agency submissions (as appropriate)
  • Prepare a brief financial analysis and summary of issues for panel volunteers
  • Review findings and questions with panel before agency interview


  • Experience
  • Skills
  • Qualities or attitudes
  • Ability to problem solve effectively with individuals and groups
  • Effective communication skills
  • Experience with voluntary sector agencies
  • Experience in groups and working on a team
  • Sound analytical skills
  • Diplomacy/judgment
  • Ability to work with people of diverse backgrounds
  • An enquiring mind
  • Ability to meet deadlines
  • Strong work ethic – including punctuality, respectful behaviour and positive attitude
  • Caring and compassionate nature
  • Mature judgment and a thorough understanding of the importance of confidentiality of this work
  • Desire to work as a member of a passionate and dynamic staff and volunteer team
  • A sense of humor

Time commitment

A maximum of 40 hours is the approximate commitment, over a period of 6-8 weeks, commencing January and finishing in March


  • Participate in ensuring that donor dollars are well spent
  • Meet with a variety of community organizations
  • Gain a basic understanding of United Way, including its mission and strategic direction
  • Gain specific knowledge of agencies reviewed by panel volunteers, including programs, management and finances of each agency


Second Saturday in January, 9 am. to Noon

Challenges of the position

  • May involve multiple meetings in a short time frame (several evenings in a row)
  • Will require that personal biases/comments are kept to oneself in order to maintain a professional interaction
  • Will require keeping on task and on time

Boundaries or restrictions of the position

  • The ultimate decision making authority for funding of agencies lies with the Board of Directors.  The intent of this committee is to make recommendations for funding to the Board.
  • Recognize the scope of details necessary to make funding decisions for United Way funded programs and services only.


Reports to Director – Community Impact

Works with:

  • Chair – Community Investment Committee
  • Funded Agencies


Meeting at the end of March, after the process is complete

Special resources or policies


Confidentiality Agreement

Waiver – for use of photos and stories

Success measures/Outcomes

  • Consensus is reached in funding recommendations to the Board of Directors
  • Volunteer reports that they have increased their knowledge of the community
  • Volunteer reports that they have learned more about the work of United Way
  • Volunteer reports a sense of satisfaction and that they have participated in meaningful work

Screening measures

Position Interview

Reference checks

Risk assessment

Position Interview