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Posted 30+ days ago

$22 - $27 / hour
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undefined60,000 - undefined80,000 / year
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$27 - $27 / hour
Posted 30+ days ago

Director of Individual & Annual Giving
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Job Description
- Co-create & implement an updated and innovative individual gift program for Upwardly Global, informed by Upwardly Global’s prospect research and current prospect lists.
- Co-create & implement an updated donor solicitation strategy for individual giving prospects.
- Work with the National Leadership Council to provide guidance on their giving and increase their corporate giving. In this position, the Director/Sr Director will work closely with the Upwardly Global staff member currently managing this group.
- Collaborate with the Director of Stewardship to implement and operate a donor stewardship program for individual donors.
- Maintain accurate donor profiles on Salesforce.
- Research and qualify potential annual and mid-level donors through qualitative and quantitative data.
- Cultivate and maintain relationships with individual donors, inclusive of National Leadership Council members, and secondary connections of current and past Board members.
- Partner with the Communications Team to create personalized communication plans, including regular updates, impact reports, and invitations to events, to keep donors informed and engaged.
- Collaborate with the Development Associate to collate and interpret quantitative data to inform strategies.
- Support with developing meeting agendas, fundraising proposals, and pitch decks.
- Oversee the design, launch, and management of direct mail appeals, email campaigns, digital/social giving campaigns, crowdfunding, and recurring giving programs.
- Manage segmented donor communications, A/B testing, optimization, segmentation, and welcomes/thank-you journey.
- Oversee annual giving calendar, including appeals at key times (end-of-year, giving days, events).
- Lead and mentor a team of individual giving professionals (mid-level officers, communications/digital specialists).
- Partner with communications/marketing, data/analytics, CRM, and donor services to coordinate strategies, messaging, segmentation, and reporting.
- Develop cross-functional initiatives to integrate individual giving with major gifts and stewardship programs.
- Ensure timely and meaningful acknowledgment, recognition, and upgrade opportunities for individual donors.
- Develop strategies for donor loyalty, engagement, surveys, segmentation, and lifetime value.
- Monitor metrics such as donor retention rates, average gift size, upgrade/downgrade rates, donor lifetime value, and conversion from small to mid-level to major.
- Work closely with data/analytics to segment, score, and prioritize individual donors for acquisition, upgrade, and reactivation.
- Use CRM (Salesforce) to manage pipeline, segmentation, and performance dashboards.
- Oversee testing, analytics, attribution models, A/B experiments, and continuous optimization.
- Own revenue and budget targets for individual giving segments (e.g., $X million of the total).
- Monitor channel-level performance (digital, mail, peer-to-peer, monthly giving), forecast, and adjust tactics as needed.
- Report regularly to leadership and the board on program performance, insights, and opportunities.
- Partner with CRO to define individual & annual gift goals, campaign priorities, and multi‑year plans.
- Develop and refine investment strategies for donors at the individual/annual gift level ($1K+, $10K+, $25K+).
- Oversee segmentation, portfolio assignment, capacity modeling, and goal-setting methodologies for individual donors.
- Assist in planning and executing donor engagement opportunities to strengthen donor relationships.
- Partner with the CRO to develop a multi-tiered individual giving strategy (monthly donors, sustaining donors, mid-level donors, digital supporters) aligned with overall fundraising goals
- Set acquisition, retention, uplift, reactivation, and upgrade targets, model ROI across channels
- Innovate segmented appeals, peer-to-peer, digital campaigns, donor challenges, matching gifts, and donor journey mapping.
- Represent the organization at community events, meetings, and networking opportunities to enhance donor engagement.
- Bachelor's degree in a relevant field preferred
- Minimum of 10 years of experience in nonprofit fundraising, with a strong focus on donor prospecting, gift solicitation, and donor relationship management.
- At least 7 years of frontline fundraising experience, with demonstrated success in cultivating, soliciting, and securing four & five-figure gifts.
- Exceptional interpersonal and communication skills, with the ability to articulate the organization’s mission and impact effectively and build relationships with stakeholders.
- Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines.
- Proficient in donor database systems and fundraising software (e.g., Salesforce).
- Ability to effectively manage multiple projects simultaneously with limited supervision.
- Strong attention to detail.
- Strong knowledge of Microsoft Office (Word, Excel, PowerPoint) required; SharePoint preferred.
- Passion for UpGlo’s mission isessential.
- Requires the ability to travel locally and regionally.
- Must be available to occasionally work at evening events and weekend sessions (when/if needed).
- Must have reliable transportation, depending on the region.
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Upwardly Global is deeply committed to building a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment.
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