Vice President, Individual Giving and Major Gifts

DEPARTMENT:    Resource Development    

GRADE:    25
IMMEDIATE SUPERVISOR:    Chief Development Officer    

EXEMPTION STATUS:    Exempt

DATE POSTED-INTERNAL:    4/17/2023    

DATE POSTED-EXTERNAL:    4/24/2024

EXPIRES:    5/24/2024    

JOB LOCATION:    San Antonio, TX

SALARY RANGE:    Competitive     

RELOCATION ALLOWANCE:    No
WORK MODALITY:    Hybrid-remote (3 days on-site and up to 2 days remote)    

EMPLOYEE CLASSIFICATION:    People Leader

ABOUT US
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.

JOB SUMMARY
The Vice President of Individual Giving and Major Gifts at United Way of San Antonio and Bexar County plays a crucial leadership role in driving fundraising efforts and cultivating strong relationships with individual donors and major gift contributors. The role is responsible for managing a team of fundraisers focused on identifying, cultivating, and expanding individual, family, and private foundation gifts. The position oversees the United Way’s Tocqueville Society ($10,000+ annually), individual giving programs, legacy giving, and endowment giving. Reporting to the Chief Development Officer will serve as a key member and leader of the Resource Development Team.

This person must have the ability to lead others and communicate with a diverse set of stakeholders in a professional manner. The successful candidate will be flexible, self-motivated and able to work both independently and collaboratively.

PRIMARY DUTIES AND RESPONSIBILITES
1.    Fundraising Strategy Development:
•    Collaborate with the Chief Development Officer and Chief Executive Officer to set fundraising targets, monitor progress, and evaluate outcomes.
•    Develop and implement strategic plans for individual giving, major gifts, planned giving, and endowment fundraising initiatives in alignment with organizational goals and priorities.
•    Identify potential new donors and funding opportunities to expand and diversify United Way’s revenue stream.
•    Develop strategies to generate growth in major individual and family giving and Tocqueville Society giving.
•    Work with the marketing & communications team to create development materials, tools, and other necessary collateral supporting major gifts, grants, legacy giving, and endowment efforts.

2.    Major Gifts and Donor Cultivation:
•    Cultivate and maintain relationships with individual donors, families, private foundations, and other major gift prospects to secure significant contributions in support of United Way of San Antonio and Bexar County's mission and programs.
•    Establish and implement the infrastructure needed to grow the solicitation of major and planned gifts.
•    Personally steward a portfolio of major donors, ensuring regular communication, cultivation, and engagement.
•    Work closely with board members and senior leadership to identify and involve key stakeholders in donor cultivation efforts.
•    Implement robust stewardship practices to recognize and steward donors, ensuring their continued engagement and investment in the organization
•    Nurture strong relationships that develop the knowledge and understanding of each donor or prospect’s background.  Create a personalized, tailored approach for each donor.

3.    Endowment and Legacy Giving:
•    Develop a comprehensive planned giving and endowment giving program in partnership with the CDO, president and CEO, and volunteer leaders. 
•    Identify and research potential new donors, including individuals, families, and foundations, interested in supporting the organization's endowment.
•    Identify and research potential new donors interested in supporting the organization's endowment, including individuals, families, and foundations.
•    Educate donors and professional advisors about the benefits and mechanics of legacy giving, including tax advantages, estate planning strategies, and charitable gift vehicles.
•    Collaborate with the Development team to integrate legacy giving into broader fundraising initiatives and campaigns, ensuring consistency and alignment with organizational goals.
•    Develop and implement donor recognition programs for legacy donors, including honor societies, memorial tributes, and other forms of recognition.
•    Stay informed about current trends, best practices, and regulations related to endowment management, planned giving, and legacy philanthropy.
•    Oversee the staffing and management of the Endowment Committee, including recruitment, orientation, training, and ongoing support for committee members to ensure alignment with organizational objectives and effective governance of the endowment fund.

4.    Individual Giving Programs:
•    Oversee various individual giving programs, such as Emerging Leaders Women United and Tocqueville Society.
•    Coordinate the cultivation and solicitation of appropriate individual workplace donors with staff assigned to specific organizations.
•    Oversee Tocqueville Society program components to provide engagement opportunities throughout the year (for example – quarterly breakfast or lunch speaker series).    
•    Develop and execute targeted solicitation plans and engagement strategies to maximize donor participation, retention, and revenue generation across these programs.

5.    Volunteer Management 
•    Recruit and support the volunteer leadership team responsible for soliciting and cultivating major gifts.  This includes training, committee support, and solicitation.
•    Management of the Endowment and Tocqueville Committee, ensuring volunteers have what they need to recruit and engage current and potential members.

6.    Team Leadership and Development:
•    Recruit, train, and mentor a high-performing team of fundraisers focused on individual giving, major gifts, planned giving and endowment strategies.
•    Provide ongoing coaching, support, and professional development opportunities to team members to enhance their fundraising skills and performance
•    Foster a collaborative and inclusive work environment that encourages creativity and innovation in fundraising strategies.
•    Conduct annual performance evaluations and professional development planning for team members.

7.    Budget and Resource Management:
•    Develop and manage the department's budget, ensuring resources are allocated efficiently to achieve fundraising targets.
•    Monitor fundraising metrics and regularly report progress to the Chief Development Officer.

8.    Collaborative Partnerships:
•    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.

9.    Donor Database Management:
•    Oversee the accurate and timely recording of donor information in the organization's database.
•    Utilize data and analytics to track and evaluate the effectiveness of fundraising strategies and make data-driven decisions to optimize fundraising efforts.
•    Maintain accurate records of legacy gifts and bequests, including documentation of donor intent, gift restrictions, and beneficiary designations.

EDUCATION AND EXPERIENCE
•    A bachelor’s degree or its equivalent is required. A master’s degree or other advanced degree in a related field is preferred.
•    15 or more years of professional work experience, with five or more years of previous experience in a fundraising, development, sales, or marketing capacity. Five or more years of supervisory experience. 
•    Demonstrated skill and comfort in building relationships with board members, major donors, corporate executives, and government and community leaders.
•    Experience with CRM/database management.
•    Facilitation and presentation skills and experience.
•    Experience in working effectively in multicultural environments.
•    Staff and volunteer management. 
•    Budget and fiscal management.

KNOWLEDGE, SKILLS & ABILITIES INFORMATION
•    Knowledge of and experience with the San Antonio and Bexar County philanthropic community desired.
•    Knowledge of tax laws, estate planning principles, and charitable gift vehicles, including charitable remainder trusts, charitable gift annuities, and donor-advised funds.
•    Strong executive presence.
•    Track record of securing 6- and 7-figure major gifts and/or corporate commitments
•    Excellent organizational, project management, and time management skills.
•    Strong interpersonal, communication, and relationship-building skills, with the ability to engage and inspire donors around giving opportunities.
•    Excellent collaborator and team member, able to work well with individuals at all levels of the organization.
•    Strong quantitative analysis skills, ability to target the right metrics, and to communicate complex data.
•    Innovative, creative, and strong ability to execute new strategies to exceed revenue goals.
•    Ability to set expectations, establish priorities and manage multiple projects in a fast-paced development department.
•    Outstanding 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.
•    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.
•    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.
•    Strategic thinking ability.
•    Knowledge of Results-Based Accountability™, preferred.
•    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

Leadership Roles Competencies (building on Core Competencies): (check for People Leaders)

Talent Management & People Development, Business Acumen & Strategic Direction, Operational Planning & Execution, Outward Turning

BENEFITS
•    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.

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 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 periodic 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 visithttps://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac….
•    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.unitedwaysatx.org