Annual Giving Officer

Annual Fund Portfolio Management & Donor Strategy

• Manage an active portfolio of approximately 500 annual fund donors and prospects with giving capacity in the $750–$2,500 range.
• Implement a quarterly contact strategy (email, phone, and virtual/in-person meetings) to deliver consistent, personalized outreach.
• Segment portfolio into two tracks:
  • Upgrade Track (50%) – Engage donors with capacity and interest in increased giving through discovery, targeted cultivation, and customized solicitation.
  • Retail Track (50%) – Prioritize stewardship, loyalty-building, and renewal strategies for continued annual support.
• Conduct discovery outreach to identify donor motivations, philanthropic interests, and upgrade potential.
• Design and deliver personalized cultivation and solicitation strategies, including donor-specific proposals, impact updates, and recognition.
• Collaborate with the Sr. Dir of Advancement and Advancement Officers to identify high-potential donors for major gift transition for further cultivation.
• Maintain accurate, timely records of all interactions and next steps in the CRM; contribute to segmentation improvements and long-term strategy development.

Stewardship and Donor Engagement

• Deliver proactive stewardship across the portfolio, including impact communications, acknowledgments, and tailored recognition strategies.
• Monitor giving patterns and donor behavior to inform engagement cadence and optimize retention results.
• Support organization-wide donor stewardship initiatives in alignment with broader advancement goals.