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Development Officer, Individual Philanthropy

San Jose, CA

Relocation expenses: Not paid

Full time
1 - 2 years of experience
Bachelor's Degree
$51,000 to $60,000 per year

Published on 15 Jul 2020

Expires on 15 Jul 2020

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Development Officer, Individual Philanthropy

JOB ANNOUNCEMENT: Development Officer, Individual Philanthropy

An Equal Opportunity Employer Committed to a Diverse Workforce

Department: Development
Reports to: Senior Director, Individual Giving
Classification: Union Professional
Closing Date: Open until filled


United Way Bay Area (UWBA) is leading a network of corporations, government agencies, nonprofits, and individuals to create lasting change for Bay Area residents and families.  With a history spanning over 90 years and programs tackling the issue of local poverty from every angle, UWBA is uniquely positioned to mobilize and motivate all sectors of the community toward the vision of ending the cycle of poverty.  

As UWBA responds to cultural shifts in the workplace, fundraising, and digital communications, it is guided by core values of innovation and results-driven creativity. Through a variety of existing and emerging initiatives, UWBA seeks to both strengthen and reimagine its work at all levels in order provide more and better opportunities for struggling Bay Area residents. 

For more information about UWBA, please visit

The Opportunity:

UWBA seeks a talented and motivated fundraiser to join our outstanding team and support our mission: to be the catalyst that enables people to strengthen their communities by investing in one another. Do you have a history of building donor relationships?  Are you passionate about community issues? Do you thrive in a fast-paced and highly visible role? 

The Development Officer, Individual Philanthropy will be responsible for executing fundraising strategy with individual donors and prospects through research, acquisition, cultivation and stewardship throughout the Bay Area. The region is defined as eight Bay Area counties. All efforts will be coordinated in partnership with the Sr. Director of Individual Giving and the Individual Giving team, specifically driven towards current, past and prospective major gift donors.

The Development Officer, Individual Philanthropy is responsible for managing a portfolio of donors and prospects and is directly responsible for raising $500,000 in annual gifts each year. This role will be responsible for implementing strategies to effectively cultivate, solicit, steward, and upgrade individual donors up to the $5,000 level. Additional responsibilities will include supporting growth and membership of Affinity Groups. Positioned within the Development team, the Development Officer, Individual Philanthropy will work closely with the Sr. Director of Individual Giving and Individual Giving team, the Workplace Giving team, as well as board members and program staff.

The position will be based out of UWBA’s San Jose Office and will be flexible to work from the San Francisco office at least one day a week. It is a full time, regular, 37.5 hour per week position.

What You'll Do:

  • Reporting to the Sr. Director of Individual Giving and in collaboration with the Development Team develop and implement strategies to effectively increase total dollars raised, with focus on strengthening donations up to the $5,000 level achieving established goals for giving and engagement.
  • In collaboration with Marketing manage the direct solicitation of individuals outside the workplace under $5,000.
  • Manage a portfolio of current and prospective donors and execute an effective moves management approach, including in-person meetings, to engage donors to support UWBA programs financially and through volunteer service.
  • In partnership, create and implement strategies to identify a pipeline of prospective and lapsed donors to cultivate through year-round engagement.
  • Tracks donor movement and information, significant activities, and financial projections in Salesforce as it relates to the portfolio.
  • Partner with the development and leadership teams, board members, and other external volunteers in individual cultivation steps.
  • Participate in developing and planning cultivation and stewardship events
  • Participate in developing and supporting the ‘Emerging Leaders’ and ‘Women United’ affinity groups across the Bay Area.
  • Be a liaison for donors to UWBA’s volunteer opportunities and affinity groups.
  • Actively communicate United Way’s role and impact throughout the Bay Area community.

Who you are:

  • 2 years+ experience in fundraising with a proven track record of raising gifts up to the $5,000 level.
  • Superior ability as a relationship manager, developing and maintaining positive relationships with a portfolio of donors as a UWBA representative.
  • Strong organizational skills, detail oriented with ability to manage multiple projects simultaneously, and to work calmly under the pressure of competing priorities and deadlines.
  • Strong communication skills, both written and verbal, including public speaking.
  • High energy, personal initiative, sense of humor, and passion for the work.
  • Strong computer skills including ability with donor databases (Salesforce preferred) and familiarity with Microsoft Office (Outlook, Excel, Word).
  • Operate effectively as a highly self-motivated independent contributor, as well as a team-player collaborating as a member of cross-functional teams.
  • Knowledge of development principles, fundraising techniques and ethics, including moves management donor strategies.
  • Ability to travel throughout the Bay Area (occasionally includes evening and weekends).

Salary: $52,000.00 - 57,000.00 Salary Exempt

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; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
UWBA does not discriminate on the basis of race, color, gender (including actual or perceived gender, and gender identity), sexual orientation, age, marital status, medical condition, religious affiliation, veteran status, national origin, citizenship status, mental or physical disability, or any other characteristic protected by applicable state, federal or local law. UWBA will consider qualified applicants with criminal histories in the manner consistent with the requirements of the San Francisco Fair Chance Ordinance. If you need a reasonable accommodation in order to apply for a job, please let us know. If the reason you need an accommodation is not obvious, we may ask for documentation confirming your functional limitations.

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