JOB SUMMARY:

The Individual Giving Manager (IGM) is responsible for building and sustaining a strong base of individual donor support. This position manages a portfolio of individual donors and prospects, leads donor retention and upgrade strategies, and drives engagement through a disciplined moves management approach.

The IGM plays a critical role in strengthening philanthropic relationships, growing unrestricted revenue, and supporting major and leadership-level giving, including participation in the private capital campaign.

The IGM will work with the Director of Major Gifts to build a monthly giving program major gift systems, processes, and communications which result in the successful growth of all stages of donations from individuals, including a three-year capital campaign. This position will work with the Board of Directors and a volunteer campaign committee to determine effective strategies to engage a larger pool of identified potential donors. The IGM and will regularly meet with prospects and cultivate donor relationships. The IGM reports to the Director of Major Gifts and works closely with the Development Coordinator.

JOB RESPONSIBILITIES:

• Oversees Individual donor strategy & revenue growth
• Manage and grow a portfolio of individual donors and individual doner prospects, including mid-level and leadership annual donors
• Develop and implement individualized cultivation, solicitation, and stewardship plans using a moves management framework
• Execute strategies to increase donor retention, frequency, and gift size
• Collaborate with the Director of Major Gifts to identify and qualify donors for major gift cultivation

Donor Engagement & Stewardship

• Build authentic, mission-centered relationships through in-person meetings, calls, tours, and personalized communications
• Partner with programs and communications staff to develop compelling donor stories and impact reporting
• Create and execute on donor engagement plans (target asks, action steps, and due dates) for top tiers of prospects. Prepare, manage, and update prospect portfolios for CEO, CDO, and Director of Major Gifts. Schedule prospect debriefings as needed, support the scheduling of all action steps, and track/record outcomes in the agency’s CRM
• Lead stewardship efforts, including acknowledgments, donor updates, and recognition activities
• Ensure timely, accurate, and meaningful donor communication and follow-up activities
• Draft compelling donor communications, proposals, and stewardship materials in collaboration with the development and communications team
• Engage donors in planned giving, special campaigns, and special events as appropriate
• Manage a portfolio of campaign prospects for face-to-face cultivation and solicitation
• Oversee all aspects of individual giving donation entry, tracking and acknowledgement. Ensure timely and accurate reporting

Annual Fund & Campaign Support

• Support monthly and annual giving initiatives, including targeted appeals, leadership annual giving, and donor renewals
• Contribute to the planning and execution of a capital campaign , including prospect engagement and gift solicitation support
• Work with the Development Coordinator to ensure accurate donation tracking, reporting, and analysis of donor activity
• Support the Board of Directors involvement in individual fundraising. Track each board member’s progress toward achieving commitments and with the Director of Major Gifts, provide materials, troubleshooting and reminders
• Working with the Director of Major Gifts, develop individual giving materials to support the work of executive leadership and volunteer leaders
• Develop Campaign Steering Committee meeting agendas, other meeting preparatory materials, meeting reminders and meeting minutes
• Plan and successfully implement all aspects of donor cultivation, stewardship and thank you events, including guest lists, invitations, rsvp’s, food and beverages, program planning and related materials
• Serve as the point person for campaign operations, ensuring major deadlines and deliverables related to the individual giving are achieved. Track progress against quarterly, annual and multiyear donation revenue goals and benchmarks
• Serve as a key liaison to the Campaign Steering Committee and manage committee member involvement in the campaign
• Oversee and support the completion of action steps and plan updates within desired timeframes

Data, Reporting & Collaboration

• Maintain accurate donor records and activity tracking in the organization’s CRM
• Monitor and analyze donor performance metrics, including retention, upgrades, and pipeline movement
• Prepare regular reports and insights for Development leadership
• Work cross-functionally with Development, Communications, Programs, and Finance to align donor strategy with organizational priorities
• Work in partnership with the Chief Executive Officer (CEO) and the Director of Major Gifts to develop and operationalize an effective strategy to successfully raise $5 million from individual donors through the FORWARD Campaign, a three-year capital campaign
• With the Director of Major Gifts, set and successfully achieve campaign donation revenue goals with the capital campaign timelines
• Research donor prospects and in partnership with the Chief Development Officer and Director of Major Gifts, draft prospect strategies based on “moves management” to motivate donors and prospects to make “stretch” gifts
• Other tasks as assigned

QUALIFICATIONS:

• Bachelor’s degree in business, or a related field is required.
• A minimum of three years of prior experience in fundraising/ development office; experience with capital campaigns is highly preferred
• Demonstrated ability to cultivate and steward multi-faceted, outcome-based relationships.
• Strategic and analytical skills and creative problem-solving ability
• Ability to manage time effectively with multiple projects in a fast-paced, deadline-driven development department. Demonstrated ability to handle sensitive information effectively and confidentially
• Strong strategic and analytical skills and creative problem solving
• Prior experience with a fundraising software and information management; experience with Salesforce is a strong plus
• Ability to work both independently and as part of a team
• Excellent interpersonal skills
• Proficiency in Microsoft Office (Word, Excel, PowerPoint) required.
• Ability to organize, prioritize work and work independently
• Ability to present information concisely and effectively, both verbally and in writing
• Must have smartphone to utilize Agency communication and collaboration tools
• Must provide own transportation

BENEFITS:

• Health Insurance: PPO, HSA, HMO Plans with premiums ranging from 0% to 10%, for employee, per month of premium based on salary.
• Dental 100% of cost paid for employee
• Vision 100% of cost paid for employee
• Life $50,000 life and AD&D paid for employee
• MyStrength, wellness benefit paid for employee
• Generous Paid Time Off 10 paid vacation days annually, years 1-2, after 24 months increases to 15 days, 10 paid sick days annually, 10 paid holidays annually and after 12 months, 3 paid personal days annually
• Retirement Plan with company match of 3% after 12 months

PHYSICAL REQUIREMENTS:

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The employee must occasionally lift and/or move up to 25 pounds. While performing the duties of this job, the employee is regularly required to use hands and talk or hear. The employee is frequently required to stand, walk, sit, reach with hands and arms balance, stoop, kneel or crouch and use stairs. Must have close visual acuity to perform an activity such as preparing and analyzing data and figures, transcribing, and viewing a computer.

American with Disabilities Act (ADA) Statement: External and internal applicants, as well as position incumbents who become disabled, must be able to perform the essential job specific functions (listed within each job responsibility) either unaided or with the assistance of a reasonable accommodation to be determined by the organization on a case-by-case basis.

Housing Forward does not discriminate on the basis of race, color, religion, sex, citizenship, ethnic or national origin, age, disability, medical status, military status, veteran status, marital status, sexual orientation, gender identity or expression, genetic information, ancestry, or any legally protected status. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits and training. All qualified applicants will receive consideration for employment without regard to race, ethnicity, religion, sexual orientation, veteran status, national origin, or disability.

Job descriptions are not intended and should not be construed to be all-inclusive lists of all responsibilities, skills, efforts or working conditions associated with a job. While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add or remove duties from particular jobs and to assign other duties, as necessary. This job description does not constitute a written or implied contract of employment.