Individual Giving Officer

Essential Duties and Responsibilities

• Portfolio Management & Stewardship
• Pipeline Mining: Systematically analyze and mine Salesforce data to identify mid-level and lapsed donors with untapped capacity, affinity, and high potential.
• Moves Management: Manage a personal portfolio of approximately 125–150 qualified individual prospects through the full lifecycle of identification, qualification, cultivation, solicitation, and stewardship.
• Personalized Engagement: Design and execute bespoke cultivation and retention plans that move donors toward increased annual investment, deeper loyalty, and multi-year commitments.
• New Business Development
• Prospect Acquisition: Proactively identify and qualify new individual prospects through targeted research, community networking, market research, and board referrals.
• External Representation: Act as a key ambassador for the organization at Boston-based events and networking opportunities to actively build a pipeline of new supporters.
• Strategic Solicitation: Develop and implement strategies to convert one-time event attendees or volunteers into consistent individual donors, confidently executing direct asks to secure commitments.
• Collaboration & Data Integrity
• CRM Optimization: Maintain meticulous, actionable records in Salesforce, ensuring all donor interactions, wealth screenings, and gift projections are accurate and up to date.
• Cross-Functional Alignment: Partner closely with the Development Operations and Communications teams to ensure appeals, data tracking, and donor touchpoints are seamless, data-driven, and strategic.
• Reporting: Track and report on key performance metrics, including donor retention rates, pipeline movement, gift increases, and progress toward quarterly and annual revenue goals.

Qualifications

• Experience: 5+ years of professional development or fundraising experience, with a proven track record of directly soliciting and closing individual gifts.
• CRM Expertise: Advanced proficiency in using Salesforce as a strategic asset to manage a pipeline, prioritize outreach, and drive decision-making.
• Market Savvy: Deep familiarity with the Greater Boston philanthropic landscape and total comfort navigating diverse professional and leadership networks across the city.
• Communication Style: Exceptional interpersonal and writing skills. Ability to speak and write authentically and directly about the mission without relying on industry jargon, with comfort engaging high-net-worth individuals and corporate leaders alike.
• Drive: An ambitious, self-starting, and self-motivated mindset with the desire to meet and exceed defined revenue targets in a fast-paced environment.