DEPARTMENT: Resource Development
IMMEDIATE SUPERVISOR: Vice President, Individual Giving and Major Gifts
EXEMPTION STATUS: Exempt
DATE POSTED-INTERNAL: 8/21/2023
DATE POSTED-EXTERNAL: 8/28/2023
JOB LOCATION: San Antonio, TX
SALARY RANGE: Commensurate with experience
RELOCATION ALLOWANCE: No
WORK MODALITY: Hybrid-remote (3 days on-site and up to 2 days remote)
EMPLOYEE CLASSIFICATION: Individual Contributor
United Way of San Antonio and Bexar County unites the community to identify and solve our most critical issues. We are dedicated to improving people's lives and creating community-level change. Our work includes leading cross-sector collaborations, advocating for public policy changes and investing in programs that prevent problems from happening in the first place for those in need. Improving quality of life and advancing the greater good involves focusing in four impact areas: preparing children for kindergarten; empowering students to graduate and reach their full potential; helping individuals and families become self-sufficient; providing a safety net of services for those in crisis.
The Director, Individual Giving at United Way of San Antonio and Bexar County plays a pivotal role in driving fundraising efforts and cultivating strong relationships with individual donors, retirees, and Tocqueville Society contributors. Responsible for the identification, cultivation, and expansion of individual, family, and private foundation gifts. Develops and executes strategies for comprehensive donor relationship management and achievement of assigned growth, retention, and revenue goals. Also responsible for the day-to-day management and engagement of United Way’s Tocqueville Society.
PRIMARY DUTIES AND RESPONSIBILITES
Fundraising Strategy Development:
- Collaborate with the Individual Giving and Major Gifts Team and Corporate Campaign Team to establish fundraising goals and objectives.
- Develop and execute comprehensive strategies to engage individual donors and the Tocqueville Society.
- Identify potential new donors and funding opportunities to expand the donor base.
- Develop strategies to generate growth in individual and Tocqueville Society giving.
- Manage a portfolio of individual donor relationships across UWSA’s footprint.
- Recruit and support the volunteer leadership team responsible for solicitation of individual giving and the Tocqueville Society. This includes training, committee support and solicitation call attendance.
- Ensure deep, strategic, year-round engaging relationships between donors and prospects within assigned portfolio are cultivated.
- Nurture strong relationships that develop the knowledge and understanding of each donor or prospect’s background. Determine opportunities to create personalized, tailored approach for each individual donor.
- Coordinate the cultivation and solicitation of appropriate individual workplace donors with staff assigned to specific organizations.
- Manage Tocqueville Society program components to provide engagement opportunities throughout the year (example – Tocqueville Breakfast Series).
- Represent United Way at selected key events to increase awareness of individual and leadership giving.
- Develop a strategy to retain and engage retirees as individual donors or through their corporate retiree campaign.
- Implement effective donor recognition and stewardship programs to maintain strong donor relationships.
- Coordinate the cultivation and solicitation of appropriate individual donors, including retirees through collaboration with the Corporate Campaign team.
- Support the volunteer leadership team responsible for soliciting and cultivating individual and Tocqueville Society gifts. This includes training, committee support, and solicitation call attendance.
- Work with the VP of Individual Giving and Major Gifts to manage the Tocqueville Society Cabinet, ensuring volunteers have what they need to recruit and engage current and potential members.
Budget and Resource Management:
- Manage the Tocqueville Society events budget, ensuring resources are allocated efficiently to achieve fundraising targets.
- Monitor fundraising metrics and regularly report progress to the VP of Individual Giving and Major Gifts and the Chief Development Officer.
- Collaborate with various departments within the organization to align fundraising efforts with programmatic initiatives and community impact goals.
- Work with marketing and communications teams to create compelling fundraising materials and donor communications.
- Work closely with the corporate campaign team to determine retainment and engagement opportunities for retirees.
Donor Database Management:
- Oversee the accurate and timely recording of donor information in the organization's database.
- Utilize donor data to inform fundraising strategies, track donor engagement, and identify opportunities for increased giving.
EDUCATION AND EXPERIENCE
- Bachelor’s degree – required / master’s degree or other advanced degree in related field of study - preferred.
- 8 or more years of professional work experience, with five or more years previous experience in a fundraising, development, sales, or marketing capacity.
- Knowledge of and experience with the San Antonio and Bexar County philanthropic community desired.
- Experience in working effectively in multicultural environments.
- Strong relationships in the nonprofit, public and private sectors.
- Budget and fiscal management.
KNOWLEDGE, SKILLS & ABILITIES INFORMATION
- Knowledge of the nonprofit arena and the ability to develop and maintain strong relationships with clients, community partners, donors and volunteers.
- Dynamic leadership, exceptional relationship building, business development, fundraising/sales, results orientation, strong written and verbal communication skills, strategic relationship management, entrepreneurial and innovative volunteer management.
- Professional demeanor, confident and goal oriented.
- Self-motivated and creative.
- Excellent organizational, project management, and time management skills.
- Ability to work independently and take full ownership of assignments.
- Excellent collaborator and team member, able to work well with individuals at all levels of the organization.
- Outstanding verbal and written communication skills—for proposal preparation, communications with donors, and reports (such as newsletters and annual reports)—and oral communication skills for individual and group interactions and presentations.
- A commitment to community service.
- The ability to thrive in an environment characterized by significant growth, diversity, and consistent change.
- Ability to prioritize and multi-task while working efficiently and addressing various considerations under deadlines.
- Experience with CRM/database management.
- Experience using virtual platforms for presentations and/or setting up virtual meetings.
- Budget management experience.
- Relationship management with a broad array of individuals and organizations.
- Attention to detail in a multitasking environment.
- Proficient in Microsoft Office Suite.
- Competent with Adobe Products Suite, preferred.
UNITED WAY COMPETENCIES
Core Competencies (all United Way Professionals):
Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand Steward
- Employer-subsidized healthcare plan with employer-funded HRA offered.
- Group dental, vision, life insurance and other insurance products are available.
- Paid holidays, personal and sick leave time.
- 403(b) retirement plan with employer matching available.
- Normal nonprofit office environment with little exposure to dust, noise and extreme temperatures.
- Extended work on personal computing equipment, telephone, multi-functioning printer and calculator.
- Reliable transportation is required with the ability to travel to and from meetings, training sessions or other business-related events locally, routinely and around the state and nationally, occasionally.
- Monday-Friday, 8:15 am to 4:45 pm work week with occasional evening and weekend hours.
- Sedentary work on a PC; sitting for extended periods of time, routinely.
- Movement within the office and during external meetings and events, regularly.
- Bends, stoops and twists, occasionally.
- Exerts up to 25 lbs. of force, occasionally.
- Facilitates, presents and collaboratively interacts with others, routinely.
- Perform repetitive tasks, i.e., typing and texting, routinely.
The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The contents of this job description may change as deemed necessary by United Way of San Antonio and Bexar County.
To submit your application visit https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY.
- Applications WILL NOT be accepted via email.
- Contact firstname.lastname@example.org should you experience problems submitting your application.
United Way of San Antonio and Bexar County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.
United Way of San Antonio and Bexar County is committed to the full inclusion of all qualified individuals. As part of this commitment, UWSA will ensure that persons with disabilities are provided reasonable accommodations if reasonable accommodation is needed to participate in the job application, interview process, or to perform essential job functions, and/or to receive other benefits and privileges of employment.
United Way of San Antonio and Bexar County | 700 South Alamo St., San Antonio TX, 78205 | www.unitedwaysatx.org