Senior Director, Individual Giving

About United Way Bay Area

United Way Bay Area (UWBA) mobilizes the Bay Area to dismantle the root causes of poverty and build equitable pathways to prosperity. UWBA brings together partners from the nonprofit, business, and government sectors to address Bay Area poverty. We partner across sectors, develop solutions, capture the data we need, and use those insights to support public policy and create research-backed community initiatives. These initiatives include: 

•Housing Justice: Improve access to stable, affordable housing and homelessness prevention. 

•Employment & Career Opportunities: Build systems and pathways to career and employment opportunities. 

•Financial Stability: Help families increase income and savings on their way to financial stability. 

•Basic Needs: Ensure access to basic needs like food, housing, and legal services. 

United Way Bay Area (UWBA) is leading a network of corporations, government agencies, nonprofits, and individuals to create lasting change for Bay Area residents and families. With a history that spans over 100 years and programs that tackle the issue of local poverty from every angle, UWBA is uniquely positioned to mobilize and motivate all sectors of the community toward the vision of ending the cycle of poverty. 

About the role

United Way Bay Area is seeking a Senior Director, Individual Giving to lead our individual giving initiatives. In this role you will be part of a dynamic Development team. It is our goal to increase our number of new donors and deepen the relationships we have with our current donors. 
 
The Senior Director, Individual Giving oversees of all aspects of individual giving including major gifts, planned giving, direct response, and events. The individual in this role will supervise and mentor team members and will collaborate with- and lead staff and volunteers to raise funds and awareness of UWBA’s critical work. Responsibilities also include establishing goals and measuring progress against them. 

The Senior Director, Individual Giving will personally manage a portfolio of 100-120 major donors and/or prospects capable of giving gifts of $10,000 and up.  They will oversee the development and implementation of events targeting UWBA’s affinity groups. They also collaborate with the Corporate Engagement Team to support the stewardship of workplace campaign donors.  

What you'll do

• Make direct face-to-face solicitations and assist board and other staff with their solicitations, including providing support, counsel and communications 

• Qualify, develop, and maintain year-round relationships with a portfolio of 100-120 individual donors and/or prospects to grow annual individual gifts and planned gifts 

• Create individual stewardship and engagement plans for donors in portfolio 

• Personally solicit legacy gifts and oversee the design and execution of planned giving campaigns 

• Oversee leadership portfolios to ensure support and track actions 

• Manage, mentor, and oversee goals and relationship metrics are met for Individual Giving team members 

• Develop cultivation, solicitation and stewardship strategies to support donor engagement goals 

• With Individual Giving Team members, provide overall support and direction to deepen UWBA’s affinity groups’ engagement and financial support 

• Develop new strategies for cultivating, soliciting and stewarding new prospect pools, with a focus on building bridges between Corporate Engagement’s workplace giving campaign donors and direct support for UWBA.  

• Partner with Marketing Department to develop tailored collateral for solicitations and other kinds of engagement 

• Direct and create major giving events including stewardship and cultivation activities  

• Participate on cross functional teams and be a member of the Development leadership team  

• In collaboration with the Senior Manager, Development Operations, develop reports and standard operating procedures for the most effective use of Salesforce 

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