Upstream USA · 21 hours ago
Director of Annual and Major Giving (Reproductive Healthcare - Remote)
Upstream USA is a national nonprofit focused on improving access to contraceptive care through partnerships with healthcare organizations. The Director of Annual and Major Giving will lead the strategy for individual and institutional donors, managing a high-potential portfolio while driving revenue goals and strengthening donor relationships.
EducationHealth CareNon Profit
Responsibilities
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
Qualification
Required
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
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
Company
Upstream USA
Upstream is a nationally recognized, rapidly growing nonprofit dedicated to increasing contraceptive access for all.
Funding
Current Stage
Growth StageTotal Funding
unknown2017-01-01Series Unknown
Recent News
The Cumberland Times-News
2023-12-23
2023-12-23
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