Individual Giving Manager

Organizational Overview Upward Bound House (UBH) is committed to breaking the cycle of intergenerational family homelessness. We compassionately provide a continuum of services ranging from crisis housing to permanent housing and homelessness prevention. With over 30 years of experience in family homelessness, UBH is a leading services provider, contributing to and advocating for lasting solutions to end family homelessness. Our diverse team is passionate about our mission. UBH provides a fast-paced environment that values empowerment, collaboration, diversity, relationships, efficiency and communication. UBH provides a supportive, caring, and merit-based environment for team members and is committed to their growth and development. We seek employees who are passionate about serving and making a difference in the lives of others. Position Summary The Individual Giving Manager is responsible for managing and growing UBH's portfolio of individual donors. This role is a critical engine for donor retention, upgrades, and pipeline development into mid-level and major gifts. The Individual Giving Manager will design and execute engagement, stewardship, and solicitation strategies that deepen donor relationships, increase lifetime value, and support UBH's overall fundraising goals. The successful candidate is strategic, relational, data-driven, and deeply committed to UBH's impact. CORE RESPONSIBILITIES Donor Portfolio Management Manage a portfolio of approximately 150 donors, overseeing cultivation, solicitation, and stewardship. Develop individualized donor plans and annual giving goals based on research, giving history, and donor capacity. Conduct donor and prospect research to inform engagement strategies. Maintain accurate and timely donor records, contact reports, and follow-up documentation in the database. Fundraising & Growth 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. Identify and qualify donors for progression into the mid-level and major gifts pipeline. Support efforts to increase donor retention, upgrade giving, and grow lifetime donor value. Partner with the CDO to strategically transition donors with higher capacity. Stewardship & Engagement Ensure every donor feels seen, valued, and connected to UBH's impact. Lead stewardship efforts, including personalized communications, impact reporting and invitations to tours and events. Manage thank-you calls, acknowledgements, and personalized stewardship Support 5-8 annual cultivation events for portfolio donors. Campaign & Appeal Support Execute direct response campaigns including year-end appeal, Giving Tuesday, and seasonal appeals. Support segmentation, messaging, and follow-up strategies to maximize results. Assist in planning and executing the annual appeal and cultivation calendar. Data, Reporting & Team Engagement Maintain accurate donor records, notes, and moves management in Salesforce. Record all interactions and post-meeting reports promptly in database and communicate all aspects of meeting, from set-up to follow-up, to other team members as needed. Track portfolio performance and progress toward goals, response rates, retention, and revenue growth. Provide regular portfolio and campaign performance reports. Contribute positively to a respectful, collaborative, and mission-focused work environment. Attend UBH events and support additional duties as assigned. 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, including progressive responsibility and a proven record of securing visits with prospective donors, and soliciting, closing, and stewarding mid and major gifts. Excellent interpersonal, oral, and written communication and presentation skills, with the ability to understand the complexity of homelessness and clearly articulate the nuances of diverse subpopulations in a concise, compelling, and donor-friendly manner. Strong organizational skills. Ability to develop long-term plans, set objectives, and track progress towards achieving objectives. Familiarity with the concepts of moves management required. Personal initiative, curiosity about people, and a sense of humor. Friendly, outgoing, and collaborative approach and a strong team-oriented style. Proficiency with office technology and information systems (including Word, Excel, Outlook, PowerPoint) and donor databases, preferably Salesforce. Passion for mission and work of UBH. Available for occasional work on weekends and Key Performance Indicators (KPIs) Achievement of annual individual giving revenue goal. Number of meaningful donor meetings completed annually. Monthly personalized donor contacts completed per portfolio plan. Donor retention and upgrade rates within assigned portfolio. Timeliness and accuracy of database documentation and reporting. Successful execution of cultivation and stewardship activities. MANDATORY REQUIREMENTS Employment eligibility verification. Reliable transportation. Current TB test. Successful background check. Valid CA Driver's License. Proof of auto insurance. BENEFITS Competitive salary based on experience and qualifications. Health, dental, and vision insurance options. Retirement savings plan. Paid time off and holidays. Opportunities for professional development and growth within the organization.

Created: 2026-03-10