Director of Annual and Major Giving – Reproductive Healthcare
Upstream USA
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $145,000 - $155,000 per year
Job Level
Lead
About the role
- Lead and implement Upstream’s annual and multi-year strategies to achieve major donor and annual giving revenue goals for individual and institutional donors giving up to $1 million.
- Monitor performance against revenue targets and adjust strategy based on results and emerging opportunities.
- Co-develop annual goals, KPIs, and reporting frameworks in partnership with leadership.
- Produce regular reports tracking progress toward goals, KPIs, and donor engagement metrics.
- Secure between $1-1.5million in unrestricted revenue from major and annual donors in 2026.
- Manage and prioritize a portfolio of up to 75 of Upstream’s highest potential major gift prospects and donors.
- Develop and implement tailored strategies for managing a portfolio of major donors, ensuring proactive, personalized engagement through in-person, phone, and virtual touchpoints.
- Strategically and opportunistically cultivate new major donors to expand and strengthen the portfolio.
- Lead preparation for donor meetings, including scheduling, researching profiles, as well as drafting briefing materials, talking points, slides, deliverables and follow-up correspondence.
- Design, write, and project manage tailored donor engagement and communication strategies that leverage investor relations and marketing assets, ensuring the delivery of personalized proposals, reports, acknowledgements, and correspondence that deepen donor relationships.
- Ensure accuracy, consistency, and completeness of donor data and activity records in Salesforce.
- Lead the strategy and execution of the annual giving program, ensuring regular, meaningful touchpoints that engage and retain annual donors.
- Leverage existing donor collateral, marketing assets, and automation tools to create scalable yet personalized appeals and reports, including an annual report.
- Maintain an opportunistic approach to outreach, capitalizing on earned media or other brand awareness surges to connect new audiences to the organization’s mission.
- Collaborate closely with senior leadership, Program, Digital Health, and Marketing & Communications teams, to engage senior leadership as appropriate, represent donor segments, and to align donor messaging and timing with organizational priorities and impact stories.
- Partner with the Systems and Operations team to optimize processes and tools and ensure accurate gift tracking, tax acknowledgements, and reporting.
- Partner with the Transformational Giving Team to elevate prospects whose networks or influence lend themselves to the transformational strategy.
- Additional duties as assigned.
Requirements
- 8-10+ years relationship management experience (development, fundraising, advancement, philanthropy, for-profit investor relations, or similar) with increasing levels of responsibility
- Demonstrated history of securing and stewarding six-figure philanthropic commitments
- Proactive, self-starter that is eager to create, own, and execute a major gifts development strategy
- Experience working at a nonprofit with an annual budget greater than $5 million
- Exceptional writing ability and capable of distilling complex content for sophisticated audiences into a variety of formats (talking points, presentation decks, grant reports/proposals, correspondence, etc.)
- Skilled communicator and listener
- Adept at building relationships and influencing others; high "EQ"
- Exceptional project management ability with strengths in managing multiple competing priorities
- Demonstrated ability to operate with a high degree of urgency, self-motivation, focus on goals, and commitment to high-quality work
- Previous experience conducting prospect research and familiarity with research tools and platforms
- Understanding of relationship management processes, pipelines, and tracking mechanisms within a CRM environment in service of managing major donor pipeline, comfort in an internally facing role, working behind-the-scenes to advance relationships, as well as in the room with donors and prospects
- Background in managing annual fund campaigns using Salesforce and HubSpot.
- Keen attention to detail and able to exercise discretion
- Team player and strong individual contributor
- Strong command of Google suite tools
- Demonstrates the ability to remain focused, adaptable, and solution-oriented in the face of challenges, setbacks, or ambiguity. Approaches obstacles with a growth mindset and maintains a steady commitment to goals, even under pressure or changing circumstances; resilient.
- While we are a remotely based organization, we maintain an on-camera culture during meetings to support connection, engagement, teaming and collaboration. Must be comfortable and able to participate in this environment
Benefits
- medical, dental, vision, life insurance
- long and short term disability
- 401K with a match
- generous vacation
- personal, sick and holiday time off
- parental leave
- professional development
- a fitness and cell phone allowance for all full time employees and part time employees who work a minimum of 24 hours per week
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
relationship managementfundraisingphilanthropyproject managementprospect researchmajor gifts development strategyannual fund campaignsdonor engagement metricsKPI developmentreporting frameworks
Soft skills
proactiveself-starterexceptional writing abilityskilled communicatorrelationship buildinghigh emotional intelligenceattention to detailteam playeradaptabilityresilience