Talent.com
Director of Individual & Annual Giving
Director of Individual & Annual GivingUpwardly Global • San Francisco, CA, United States
Director of Individual & Annual Giving

Director of Individual & Annual Giving

Upwardly Global • San Francisco, CA, United States
17 days ago
Job type
  • Full-time
Job description

Title : Director of Individual & Annual Giving

Reports to : Chief Revenue Officer

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!

Key Responsibilities

Guided by 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.
  • Maintain accurate donor profiles on Salesforce.

Donor Qualification and Research (20%)

  • Research and qualify potential annual and mid‑level donors through qualitative and quantitative data.
  • Donor Cultivation, Solicitation, and Stewardship (60%)

    Overview

  • 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.
  • Core Functions

    Campaign Execution

  • 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.
  • 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.
  • 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 (Qualifications)

  • 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 knowledge of Microsoft Office (Word, Excel, PowerPoint) required; SharePoint preferred.
  • Passion for Upwardly Global’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).
  • Must have reliable transportation, depending on the region.
  • Salary Range Disclaimer

    The base salary range represents the low and high ends of the Indeed salary range for this position. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The listed range is just one component of Upwardly Global's comprehensive total compensation package for employees. Benefits include a paid time‑off policy, a hybrid or remote work schedule, medical / dental / vision insurance, short‑term disability insurance, life insurance, and a retirement plan with employer match.

    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.

    Location

    Oakland, CA

    #J-18808-Ljbffr

    Create a job alert for this search

    Director Of Annual Giving • San Francisco, CA, United States

    Related jobs
    Director of Individual Giving

    Director of Individual Giving

    CALIFORNIA ASSOCIATION-MUSEUMS • Berkeley, CA, United States
    Full-time
    BAMPFA’s individual donor base.In this capacity, the position regularly solves problems such as : building and sustaining a strong donor pipeline by overseeing annual fund, membership, and planned g...Show more
    Last updated: 19 days ago • Promoted
    Assistant Director of Scorecards

    Assistant Director of Scorecards

    GOALS for Autism, Inc. • Walnut Creek, CA, US
    Part-time
    The Assistant Director of Scorecards is responsible for providing necessary support and direct supervision across the Pay for Performance Department. This position is a key support role for the corp...Show more
    Last updated: 30+ days ago • Promoted
    Director of Rehabilitation, PT

    Director of Rehabilitation, PT

    Talented Medical Solutions • San Rafael, CA, US
    Full-time
    Job Summary : DOR, PT, 13-week assignment.This position is DAYS, 13 contract in San Rafael, Ca Must have a current active state license.Show more
    Last updated: 30+ days ago • Promoted
    Advancement and Development Director II, Saint Leo the Great School, 2025 – 2026 School Year

    Advancement and Development Director II, Saint Leo the Great School, 2025 – 2026 School Year

    Diocese of San Jose • San Jose, CA, United States
    Part-time
    Leo the Great is hiring a part time advancement / development director.Leo the Great has a rich history in San Jose and Santa Clara County, having provided Catholic education for 110 years.A data bas...Show more
    Last updated: 29 days ago • Promoted
    Director of Individual & Annual Giving

    Director of Individual & Annual Giving

    Upwardly Global • San Francisco, CA, United States
    Full-time
    Title : Director of Individual & Annual Giving.Reports to : Chief Revenue Officer.Upwardly Global has supported thousands of foreign-born skilled job seekers in transitioning from poverty or exclusio...Show more
    Last updated: 19 days ago • Promoted
    Senior Director of Institutional Giving

    Senior Director of Institutional Giving

    Santa Clara University • Santa Clara, CA, US
    Full-time
    Senior Director Of Institutional Giving.The Senior Director of Institutional Giving will be a senior contributing member of the team in Institutional Giving, supporting the faculty, staff, and lead...Show more
    Last updated: 30+ days ago • Promoted
    Clinical Social Worker

    Clinical Social Worker

    California Department of Corrections and Rehabilitation • Moss Beach, CA, United States
    Full-time
    Position : Clinical Social Worker Increased Salaries are Just the Beginning… The past few years have seen dramatic shifts in the health care landscape. California Correctional Health Care Services (C...Show more
    Last updated: 12 days ago • Promoted
    Director of Individual Giving

    Director of Individual Giving

    UC Berkeley Art Museum and Pacific Film Archive (BAMPFA) • Berkeley, CA, United States
    Full-time
    Director of Individual Giving (0462U) – #81565.The Director of Individual Giving will be responsible for building, enhancing, and creating pipelines for BAMPFA’s individual donor program, including...Show more
    Last updated: 20 days ago • Promoted
    Sales Account Managers - Start at $27 / Hour + Comprehensive Benefits

    Sales Account Managers - Start at $27 / Hour + Comprehensive Benefits

    Reyes Beverage Group • Montara, CA, US
    Full-time
    Golden Brands is Now Hiring Sales Account Managers in San Francisco, CA!.Hour + Overtime & Weekends Off.Monthly Car and Mileage Reimbursement. Comprehensive Benefits Package.Join the # 1 Beer di...Show more
    Last updated: 8 days ago • Promoted
    Regional Director

    Regional Director

    Kidango • Fremont, CA, US
    Full-time
    We believe that all children can reach their full potential if they and their families have access to the right opportunities and resources. As the largest child care provider in the San Francisco B...Show more
    Last updated: 30+ days ago • Promoted
    Director of Donor Relations

    Director of Donor Relations

    YMCA of San Francisco • San Francisco, CA, United States
    Full-time
    Careers by Empowering Futures, Building Communities.Imagine going to work each day knowing that your efforts positively impact individuals and communities. As a global movement and the nation’s lead...Show more
    Last updated: 18 days ago • Promoted
    Vice President of Development, Individual Giving

    Vice President of Development, Individual Giving

    Common Sense Media, Inc. • San Francisco, CA, United States
    Full-time
    San Francisco - SAN FRANCISCO, CA.Vice President of Development, Individual Giving.Common Sense Media is dedicated to improving the lives of kids and families by providing the trustworthy informati...Show more
    Last updated: 30+ days ago • Promoted
    Travel Nurse RN - Director of Nursing

    Travel Nurse RN - Director of Nursing

    First Connect Health • Greenbrae, CA, US
    Full-time
    First Connect Health is seeking a travel nurse RN Director of Nursing for a travel nursing job in Greenbrae, California.Job Description & Requirements. First Connect Health Job ID #25-279573.Pay...Show more
    Last updated: 14 days ago • Promoted
    Associate Director of Development

    Associate Director of Development

    Jewish Community Relations Council • San Francisco, CA, United States
    Full-time
    For over 75 years, JCRC Bay Area has served as the largest collective voice of Bay Area Jews, bringing together diverse Jewish communities with our neighbors to build a just society and a secure Je...Show more
    Last updated: 30+ days ago • Promoted
    Director of Individual Giving

    Director of Individual Giving

    National Museum of Wildlife Art • Berkeley, CA, United States
    Full-time
    The Director of Individual Giving will be responsible for building, enhancing, and creating pipelines for BAMPFA’s individual donor program, including planned giving, annual giving, membership, and...Show more
    Last updated: 20 days ago • Promoted
    Associate Director, Leadership Giving

    Associate Director, Leadership Giving

    Santa Clara University • Santa Clara, CA, US
    Full-time
    Associate Director, Leadership Giving.Santa Clara University is looking to hire an Associate Director, Leadership Giving (Leadership Giving Officer), to increase support for the College of Arts and...Show more
    Last updated: 30+ days ago • Promoted
    Director of Development / Philanthropy / Fundraising

    Director of Development / Philanthropy / Fundraising

    Vivo HealthStaff • San Leandro, CA, US
    Full-time
    Vivo HealthStaff is searching for a Director of Development to promote and help facility gifts to a healthcare nonprofit in the Bay Area. Essential Duties and Responsibilities : .The Director will ser...Show more
    Last updated: 30+ days ago • Promoted
    Assistant Director of Development

    Assistant Director of Development

    Camp Tawonga • San Francisco, CA, United States
    Full-time
    Assistant Director of Development (view PDF ).Tawonga’s mission is to provide educational and recreational programs for children, adults and families that foster self-esteem, inclusive community, c...Show more
    Last updated: 23 hours ago • Promoted