Senior Manager, Individual Giving

The Senior Manager of Individual Giving is responsible for maintaining and enhancing existing relationships with individual donors. The Senior Manager is responsible for developing, cultivating, soliciting, and stewarding individual United Way donors and prospects in the assigned portfolio. This position manages relationships across the donor lifecycle, with focus on acquiring, retaining, upgrading and recognizing donors through personalized engagement strategies. The Senior Manager is responsible for achieving or surpassing annual goals for donor participation and giving. The Senior Manager works collaboratively across the Resource Development and Marketing team. The Senior Manager coordinates closely with the other Managers in the Resource Development department. Ultimately, this position is responsible for assuring effective UWCCR fundraising and meeting strategic plan goals and connecting donors to their passions with UWCCR’s mission and community impact

Responsibilities

The Senior Manager of Individual Giving is responsible for maintaining and enhancing existing relationships with individual donors; Developing, cultivating, soliciting, and stewarding individual United Way donors and prospects in the assigned portfolio; Managing relationships across the donor lifecycle, with focus on acquiring, retaining, upgrading and recognizing donors through personalized engagement strategies; Achieving or surpassing annual goals for donor participation and giving; Working collaboratively across the Resource Development and Marketing team; Managing and growing and stewarding United Way donors at the assigned donor portfolio annual gift level; Developing comprehensive individual fundraising and engagement plan for donors within assigned portfolio; Achieving targets for donor participation, total contributions and increased donations for assigned donor portfolio; Engaging, stewarding and enhancing relationships with donors in assigned donor portfolio; Identifying, stewarding and re-engaging lapsed donors at assigned portfolio level and establishing donor pipeline; Interfacing with Finance and Operations Department on matters including pledge processing, customer relationship management and donor designations; Coordinating with Resource Development team to engage, recruit and steward United Way donors and action group members within workplace campaigns; Stewarding and engaging the Friend of United Way affinity group and convening a minimum of 2 events yearly; Designing and implementing Fiscal and Year End fundraising strategy to include social media engagement and outreach with the Marketing team; Creating and/or coordinating meaningful volunteer engagement opportunities and successfully moving donors into year-round engagement and philanthropy; Documenting all donor interactions and next steps in the CRM (Andar); Partnering with Workplace Campaign team members to identify leadership giving opportunities within employee workplace giving campaigns; Participating in Workplace campaign events and presentations; Assisting in transition of workplace donors into long-term individual donors; Performing other duties as assigned

Requirements

3 - 5 years of experience; Excellent presentation and relationship building skills coupled with the ability to communicate well in a variety of settings with a variety of stakeholders, public speaking; Commitment to United Way's mission and values, with a passion for making a positive impact on communities; Self-starter and someone who takes the initiative to make process improvements and to solve problems; Self-motivated with ability to meet deadlines independently and as part of a team; Knowledge of fundraising best practices and/or sales fundamentals; Supports and attends UWCCR and community events. Evenings, early mornings and weekends when required; Supports volunteer engagement initiatives and opportunities for current and potential donors; Develops and maintains strong working relationships and communication with other departments; Takes initiative and sees tasks through with minimal supervision; Understanding of and ability to regularly access reporting and utilize research; Actively engage in business networking opportunities as appropriate; Promote established organization values among internal and external UWCCR constituents; Provide excellent customer service with efficiency and responsiveness; Excellent proficiency in Microsoft Office suite and other visual communication platforms; Ability to utilize social media as a tool for marketing and communication; Willingness to travel locally and overnight via plane, train or private vehicle; Ability to work irregular hours including evenings and weekends; Ability to maintain a polished professional appearance; Possession of an appropriate California operator's license issued by the State Department of Motor Vehicles, and adequate automobile insurance; possession and maintenance of a good driving record that does not contribute to an increase in UWCCR insurance rates

Nice to have

Bachelor's degree in Business, Communications, Marketing or a related field; 5-7 years of experience in these or related fields such as sales, ideally with 2-3 years of experience fundraising; Experience developing and implementing successful fundraising initiatives; Experience with account or client management; Experience working directly with donors on fundraising efforts; Familiarity with donor CRM's, Andar (proprietary) Salesforce, Blackbaud or similar platforms

Benefits

403(b); Dental insurance; Employee assistance program; Health insurance; Life insurance; Paid time off; Professional development assistance; Vision insurance