Director of Individual & Annual Giving
3 days ago
San Francisco
Job DescriptionTitle: Director of Individual & Annual Giving Reports to: Chief Revenue Officer Location: San Francisco About the Organization Over the years, Upwardly Global has supported thousands of foreign-born skilled job seekers in transitioning from poverty or exclusion to quality, thriving-wage careers through its customized program and holistic approach to integrating skilled immigrants into the US job market. Upwardly Global is a data-driven, innovative organization with a bold vision and a fearless spirit operating out of four major US markets and providing remote services to several parts of the country. It is unwavering in its commitment to a diverse and inclusive culture where every voice matters. Position Overview Are you ready to play a pivotal role in a dynamic and fast-paced environment? The Director of Individual Giving will be a key member of our development team, responsible for identifying, cultivating, and soliciting individual donors annually to secure contributions at the $1,000-$50,000 level, supporting Upwardly Global’s mission. This is a new position for Upwardly Global, reflective of the continued growth and development of its individual giving program. The Director of Individual Giving builds and scales a robust individual giving program, including annual giving, mid-level giving, donor acquisition, and retention. Direct mail & digital fundraising will be done in partnership with the Communications team. The goal is to maximize revenue, deepen donor engagement, and create a sustainable base of individual supporters feeding into major gifts and legacy pipelines. We seek an extraordinary individual who is not just highly professional, organized, and resourceful, but also self-motivated and eager to make a significant impact. If you thrive in an environment where your skills and initiative are valued and want to be part of a team that is dedicated to making a difference, this role is perfect for you! Informed by guidance and strategic direction from the Chief Revenue Officer, the Director will: • 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., • 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., • 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).Team Leadership & Collaboration, • 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.Donor Engagement & Retention, • 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.Data, Analytics & Tools, • 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.Budget & Metrics Accountability, • 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.Fundraising Growth Strategy, Planning, & Event Participation (20%), • 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.Knowledge and Skills Required:, • 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 is essential.Work Environment/Physical Requirements, • Requires the ability to travel locally and regionally., • Must be available to occasionally work at evening events and weekend sessions (when/if needed). Salary Range Transparency: $125,000- $150,000 Upwardly Global is deeply committed to building a workplace where inclusion is not only valued but prioritized. We are proud to be an equal opportunity employer seeking to create a welcoming and diverse environment. 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. Powered by JazzHR ildX8Geepy