Vice President, Individual Giving and Major Gifts

United Way Of San Antonio & Bexar County•San Antonio, TX

About The Position

The Vice President of Individual Giving and Major Gifts at United Way of San Antonio and Bexar County leads fundraising and relationship-building with individual donors and major gift contributors. The role manages a team focused on identifying, cultivating, and expanding individual, family, and private foundation gifts. It oversees the Tocqueville Society ($10,000+ annually), individual giving programs, legacy giving, and endowment giving. Reporting to the Chief Development Officer, the position is a key member and leader of the Resource Development Team. The Vice President develops fundraising strategies and targets in collaboration with the Chief Development Officer and Chief Executive Officer; cultivates and stewards major donors; builds planned and endowment giving programs; oversees individual giving initiatives; and recruits, trains, and supports staff and volunteer leaders. The role also manages budgets and fundraising metrics, collaborates across departments, and oversees donor database practices and gift documentation. The position requires a professional able to lead others and communicate effectively with diverse stakeholders. The successful candidate is flexible, self-motivated, and able to work independently and collaboratively. The work takes place in a normal nonprofit office environment, with regular extended computer use and local travel, and occasional travel around the state and nationally. The stated schedule is Monday through Friday, 8:15 a.m. to 4:45 p.m., with periodic evening and weekend hours.

Requirements

Bachelor's degree or equivalent required.
15 or more years of professional work experience, including five or more years in fundraising, development, sales, or marketing.
Five or more years of supervisory experience.
Demonstrated ability to build 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 working effectively in multicultural environments.
Experience in staff and volunteer management.
Experience in budget and fiscal management.
Knowledge of tax laws, estate planning principles, and charitable gift vehicles, including charitable remainder trusts, charitable gift annuities, and donor-advised funds.
Track record of securing six- and seven-figure major gifts and/or corporate commitments.
Excellent organizational, project management, and time management skills.
Strong interpersonal, communication, and relationship-building skills, including the ability to engage and inspire donors.
Strong collaboration skills and ability to work with individuals at all organizational levels.
Strong quantitative analysis skills, ability to select appropriate metrics, and ability to communicate complex data.
Ability to develop and execute innovative fundraising strategies to exceed revenue goals.
Ability to set expectations, establish priorities, and manage multiple projects in a fast-paced development department.
Outstanding written and oral communication skills for proposals, donor communications, reports, presentations, and group interactions.
Ability to thrive amid significant growth, diversity, and ongoing change.
Ability to prioritize and multitask efficiently under deadlines.
Dynamic leadership, relationship-building, business development, fundraising or sales, results orientation, strategic relationship management, and volunteer management skills.
Professional demeanor; confident, goal-oriented, self-motivated, and creative.
Strategic thinking ability.
Proficiency in Microsoft Office Suite.
Reliable transportation and ability to travel locally routinely and around the state and nationally occasionally.

Nice To Haves

Master's degree or other advanced degree in a related field.
Knowledge of the San Antonio and Bexar County philanthropic community.
Knowledge of Results-Based Accountability™.
Competence with Adobe Products Suite.

Responsibilities

Collaborate with the Chief Development Officer and Chief Executive Officer to set fundraising targets, monitor progress, and evaluate outcomes.
Develop and implement strategies for individual giving, major gifts, planned giving, and endowment fundraising in alignment with organizational goals.
Identify potential donors and funding opportunities to expand and diversify revenue.
Work with marketing and communications staff to develop fundraising materials and collateral.
Cultivate and maintain relationships with individual donors, families, private foundations, and major gift prospects.
Establish infrastructure to grow major and planned gift solicitations.
Personally steward a portfolio of major donors through regular communication, cultivation, and engagement.
Work with board members and senior leaders to involve key stakeholders in donor cultivation.
Implement donor stewardship and recognition practices and tailor engagement to donor backgrounds and interests.
Develop a planned giving and endowment giving program in partnership with the Chief Development Officer, President and Chief Executive Officer, and volunteer leaders.
Identify and research potential endowment donors and educate donors and professional advisors about legacy giving, tax advantages, estate planning, and charitable gift vehicles.
Integrate legacy giving into broader fundraising initiatives and campaigns.
Develop recognition programs for legacy donors.
Stay informed about trends, best practices, and regulations related to endowment management, planned giving, and legacy philanthropy.
Oversee staffing and management of the Endowment Committee, including member recruitment, orientation, training, and ongoing support.
Oversee individual giving programs, including Emerging Leaders, Women United, and the Tocqueville Society.
Coordinate cultivation and solicitation of appropriate individual workplace donors with staff assigned to organizations.
Provide engagement opportunities through the Tocqueville Society program.
Develop and execute targeted solicitation and engagement strategies to increase participation, retention, and revenue.
Recruit and support volunteer leaders responsible for soliciting and cultivating major gifts, including providing training and committee support.
Manage the Endowment and Tocqueville committees and ensure volunteers have the resources to recruit and engage members.
Recruit, train, mentor, coach, and support a high-performing fundraising team and provide professional development opportunities.
Foster a collaborative and inclusive work environment that encourages creativity and innovation.
Conduct annual performance evaluations and professional development planning for team members.
Develop and manage the department budget and allocate resources to achieve fundraising targets.
Monitor fundraising metrics and report progress to the Chief Development Officer.
Collaborate across departments to align fundraising with program initiatives and community impact goals.
Oversee accurate and timely donor information in the organization's database and use data and analytics to evaluate and optimize fundraising strategies.
Maintain accurate records of legacy gifts and bequests, including donor intent, gift restrictions, and beneficiary designations.