Individual Giving Manager

Upward Bound House Santa Monica, CA
Full Time Mid Level 3+ years

Posted 3 weeks ago

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About This Role

This role involves managing and growing Upward Bound House’s individual donor portfolio, focusing on donor retention, upgrades, and pipeline development for mid-level and major gifts. The Individual Giving Manager will execute engagement, stewardship, and solicitation strategies to deepen donor relationships and support overall fundraising goals.

Responsibilities

  • Manage a portfolio of approximately 150 donors, overseeing cultivation, solicitation, and stewardship.
  • Develop individualized donor plans and annual giving goals.
  • Conduct donor and prospect research to inform engagement strategies.
  • Maintain accurate and timely donor records, contact reports, and follow-up documentation in the database.
  • Serve as a frontline fundraiser alongside the CDO.
  • Secure major, leadership, and planned gifts that advance immediate and long-term revenue goals.
  • Drive year-over-year growth in individual giving revenue and donor participation.
  • Lead stewardship efforts, including personalized communications, impact reporting and invitations to tours and events.
  • Execute direct response campaigns including year-end appeal, Giving Tuesday, and seasonal appeals.
  • Track portfolio performance and progress toward goals, response rates, retention, and revenue growth.

Requirements

  • Bachelor’s degree in Public Relations, Communications, Business, or related field.
  • 5+ years of experience in the nonprofit industry.
  • 3+ years of experience in nonprofit fundraising with progressive responsibility.
  • Proven record of securing visits with prospective donors, soliciting, closing, and stewarding mid and major gifts.
  • Excellent interpersonal, oral, and written communication and presentation skills.
  • Strong organizational skills and ability to develop long-term plans, set objectives, and track progress.
  • Proficiency with office technology and information systems (Word, Excel, Outlook, PowerPoint) and donor databases (preferably Salesforce).
  • Reliable transportation.
  • Current TB test.
  • Successful background check.

Qualifications

  • Bachelor’s degree in Public Relations, Communications, Business, or related field.
  • Minimum of 5 years of experience working in the nonprofit industry, with at least 3 years of experience specifically in nonprofit fundraising.

Skills

Microsoft Excel * Salesforce * Microsoft Outlook * Microsoft PowerPoint * Microsoft Word *

* Required skills

Benefits

Health Insurance
Paid Time Off
Professional development and growth opportunities
Dental Insurance
Holidays
Retirement savings plan
Vision Insurance
Competitive salary

About Upward Bound House

Upward Bound House is committed to breaking the cycle of intergenerational family homelessness by providing a continuum of services from crisis housing to permanent housing and homelessness prevention.

Non-Profit
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