In coordination with the Advancement team, the person in this role is a frontline fundraiser responsible for growing Community HousingWorks’ individual giving program by building meaningful relationships with current and prospective donors while developing a strong pipeline of mid-level and major gift prospects.
Reporting to the Vice President of Philanthropy & Community Engagement (VP PCE), this position will manage a portfolio of individual donors and prospects and lead strategies to identify, qualify, cultivate, solicit, and steward donors. The Manager will have responsibility for strengthening CHW’s mid-level giving program, increasing donor retention and engagement, and moving donors through the giving continuum toward increased and major gifts.
This role will be expected to spend significant time building relationships with donors and prospects through meetings, calls, community visits, events, and other meaningful engagement opportunities. Success will be measured by both fundraising results and the development of a stronger, more sustainable individual donor pipeline.
Role and Responsibilities:
Individual Giving and Portfolio Management
Donor Cultivation and Stewardship:
Identify and qualify new individuals giving prospects, including existing CHW donors with the capacity and interest to deepen their support.
Manage an active portfolio of individual donors and prospects with clear annual goals for donor engagement, solicitations, renewals, upgrades, and revenue.
Build and manage meaningful donor relationships through in-person meetings, phone calls, community visits, events, and personalized communications.
Owns a portfolio of donors and is responsible for the cultivation, solicitation, and closing of gifts of $5,000 and above, while strategically developing relationships with donors who have the capacity and inclination to make major gifts.
In collaboration with VP PCE, develop strategies to move annual and mid-level donors toward increased levels of giving and long-term engagement with CHW.
Donor Cultivation, Stewardship and Retention
Own the development and execution of personalized donor engagement strategies that align donor interests with CHW's mission, create meaningful stewardship opportunities, demonstrate the impact of philanthropic investments, and strengthen long-term donor relationships and giving.
Support the Resource Development and Community Engagement Specialist with strategies for donor affinity groups and other initiatives designed to engage new supporters and deepen relationships with existing donors.
Identify, develop and implement opportunities to re-engage lapsed donors and increase giving among existing supporters.
Ensure donors receive timely, meaningful, and appropriate acknowledgment and stewardship throughout their relationship with CHW.
Prospect Development & Donor Pipeline
Work with the Vice President of Philanthropy & Community Engagement to identify and develop new individual donor prospects throughout San Diego County and other CHW markets as appropriate.
Conduct prospect research and qualification to identify individuals with philanthropic capacity and alignment with CHW’s mission.
Develop strategies to expand CHW’s network of individual supporters through referrals, board members, volunteer connections, events, community partnerships, and existing donor relationships.
In collaboration with the VP PCE on CHW’s overall individual giving and strategy.
Work collaboratively across the Advancement team to ensure individual giving strategies complement corporate, foundation, event, communications, and community engagement efforts.
Develop strong relationships with Resident Services and other CHW teams to understand programs, resident impact, organizational priorities, and emerging funding needs.
Translate CHW’s programs and impact into compelling donor conversations and opportunities for philanthropic investment.
Support major fundraising initiatives, including DreamBuilder, while maintaining primary responsibility for year-round individual donor development.
Data, Goals & Performance
Maintain accurate and timely donor and prospect records, contact reports, moves, proposals, and next steps in CHW’s CRM.
Use donor data and fundraising trends to identify opportunities for increased giving, improved retention, and pipeline development.
Maintain a disciplined portfolio management process and regularly review progress with the Vice President of Philanthropy & Community Engagement.
Track and report progress against individual giving revenue, donor retention, donor upgrades, solicitations, portfolio activity, and pipeline goals.
Consistently meet or exceed established fundraising and activity goals.
Assist with and perform additional duties as assigned, trained, and qualified to do, based on the assessment by the position's reporting manager.
Education and Experience:
Bachelor's degree required, or equivalent in business or related field.
Minimum of 5 years of successful nonprofit fundraising and donor development experience with success in cultivating, soliciting and closing gifts of $5,000 or more.
Excellent written, verbal, presentation, and relationship-building skills.
Ability to effectively communicate CHW’s mission, impact and funding priorities to diverse audiences.
Strong organizational, analytical, and problem-solving skills with the ability to manage multiple priorities and deadlines.
Strong ability to build and manage relationships with mid-level and major donors; San Diego-area connections preferred.
Very strong attention to detail, managing multiple priorities, and meeting deadlines.
Demonstrated initiative, sound judgment and discretion.
Experience with fundraising software (Raiser’s Edge or Salesforce preferred.)
Proficiency in Microsoft Office Suite and online research tools.
Commitment to CHW’s mission and a collaborative, team approach.
Flexibility to work occasional evenings and weekends.
Valid driver's license and access to an insured vehicle for local travel.
Physical Abilities:
The physical abilities to perform tasks may require prolonged sitting, standing and/or moving. Minimally must move 20 pounds without assistance, may move over 25 pounds with or without assistance. Reasonable accommodations may be made to enable individuals with different abilities to perform the roles and responsibilities of this position.
Work Environment:
The noise level and climate in the work environment is usually moderate. Reasonable accommodations may be made to enable individuals with different abilities to perform the roles and responsibilities of this position.
Compensation:
It may vary based on skills, experience and qualifications