Senior Donor Relations Manager, Individual and Planned Giving

ABOUT USUnited 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.JOB SUMMARY

The Senior Donor Relations Manager plays a key role in driving individual and planned giving strategies while managing donor engagement and stewardship efforts. This position is responsible for cultivating relationships with donors, financial advisors, and legal professionals to facilitate charitable giving through estate planning methods such as wills, trusts, life insurance policies, or annuities. The role requires strong relationship-building skills, financial knowledge, and expertise in the legal and tax implications of charitable giving.

A component of this position includes managing Stay United, an exclusive affinity group for retirees who want to continue their community impact and maintain their network during retirement. Responsibilities related to Stay United include donor cultivation, engagement, and stewardship to support fundraising efforts. Additionally, the Senior Donor Relations Manager will collaborate with the Vice President of Individual and Major Giving and the resource development team to implement donor engagement strategies and achieve United Way’s broader fundraising goals. This includes setting and achieving annual fundraising targets, donor acquisition, retention, and growth across various giving initiatives.

PRIMARY DUTIES AND RESPONSIBILITES

Fundraising:

• Set and achieve goals for the Stay United membership group. Goals will include overall dollars raised, donor retention, donor acquisition, and donor growth.
• Develop and track key performance metrics to assess success within planned giving and affinity group strategies.
• Work closely with the resource development team and volunteers to ensure coordination of fundraising efforts.
• Craft fundraising strategies for individuals within affinity group and facilitate moves management.
• Set and achieve fundraising goals for individual and planned giving, including donor retention, acquisition, and growth.

Donor Engagement and Stewardship:

• Responsible for creating and driving innovative strategies that will optimize donor experiences for members of the Stay United affinity group. Strategies will include designing and managing programs and events that promote engagement, while creating meaningful opportunities for donors to connect with United Way’s mission.
• Work cross-functionally within the resource development team to ensure the execution of dynamic events that engage existing members while also appealing to prospects and potential new members.
• Provide personalized stewardship and recognition strategies for planned giving donors and affinity group members, ensuring they feel valued and engaged in United Way’s mission.

Volunteer Management and Stewardship:

• Manage the Stay United affinity group committees and volunteer leadership structures.
• Provide meaningful and substantive leadership opportunities for volunteers. Recruit volunteers to participate in the UWSA leadership structure, including all Committee Chairs and Steering Committee members.
• Facilitate committee meetings and provide guidance, strategic insights, and data-driven analysis to volunteer leaders.
• Responsible for all administrative duties necessary for the efficient management of the Stay United volunteer group and committees.
• Inspire, motivate, and create opportunities that empower volunteers to achieve their goals.
• Be knowledgeable about UWSA work in the Bexar County area and be an effective and compelling communicator of UWSA’s positive community impact.
• Work with Marketing Department to develop materials, website content and social media tailored for Stay United and Planned Giving efforts, utilize a variety of print and electronic mediums to educate and cultivate year-round relationships between the donors and United Way.

Data Management:

• Maintain accurate and up-to-date donor records within the CRM system to track donor interactions, contributions, and engagement history.
• Utilize data analysis to inform and refine donor cultivation and stewardship strategies
• Generate reports and insights to assess fundraising performance and identify opportunities for growth.
• Ensure best practices in data management, donor segmentation, and moves management.

EDUCATION AND EXPERIENCE

• Bachelor’s degree – required / master’s degree – preferred.
• Five to seven years professional work experience desired, with two or more years previous experience in a fundraising, business development, or sales
• Demonstrated history of successful fundraising, sales, or relevant experience along with strategy development, preferably in a nonprofit fundraising organization. Experience with planned giving preferred
• Demonstrated capability to identify, cultivate and solicit gifts from individuals, corporations and private foundations preferred. Staff and volunteer management.
• Experience with CRM/database management preferred.
• Experience in using virtual platforms for presentations and/or setting

KNOWLEDGE, SKILLS & ABILITIES INFORMATION

• Knowledge of and experience with the San Antonio and Bexar County philanthropic community desired.
• Excellent written and verbal communication, data management and analysis, planning, project management and performance evaluation skills required.
• The ability to think strategically and cultivate strong relationships is essential for success.
• Professional demeanor, confident and goal oriented.
• Self-motivated and creative.
• Dynamic, authentic leadership and team building skills.
• Strong organizational skills
• Ability to manage multiple deadlines and priorities and problem-solve issues as they arise.
• Demonstrated independent decision-making and problem-solving ability.
• Facilitation and presentation skills and experience.
• Knowledge of Results-Based Accountability™, preferred.
• Data utilization expertise related to community issues.
• Committee-level volunteer management.
• 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

BENEFITS

• Employer-subsidized healthcare plan with employer-funded HRA offered.
• Group dental, vision, life insurance and other insurance products available.
• Paid holidays, personal and sick leave time.
• 403(b) retirement plan with employer matching available.

WORK ENVIRONMENT

• 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 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.

PHYSICAL DEMANDS

• 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.

APPLY

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 uwjobs@unitedwaysatx.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.uwsastx.org