Upwardly Global · 1 week ago
Director of Individual & Annual Giving
United States
Full-time
Remote
Director/Executive
$125K/yr - $150K/yr
10+ years expUpwardly Global is an organization dedicated to supporting foreign-born skilled job seekers in achieving quality careers. The Director of Individual Giving will play a crucial role in building and scaling the individual giving program, focusing on identifying and cultivating donor relationships to secure contributions that support the organization's mission.
Non ProfitSocialTraining
Responsibilities
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
Qualification
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
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
Benefits
Paid time-off policy
Hybrid or remote work schedule
Medical/dental/vision insurance
Short-term disability insurance
Life insurance
Retirement plan with employer match
Company
Upwardly Global
Upwardly Global is an award winning organization with offices in San Francisco, New York, and Chicago.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
Siegel Family EndowmentCD&R Foundation
2025-12-04Grant
2022-06-14Grant
Leadership Team
Jane Leu
Founder and Former CEO
Recent News
PR Newswire
2025-12-05
2025-06-17
Company data provided by crunchbase