JOB SUMMARY:
The Principal Gifts Manager provides high-level strategic and operational support to the Principal Giving team of a global NGO, with a primary focus on enabling and enhancing the work of the Executive Director and Relationship Managers (RMs) responsible for cultivating and stewarding ultra-high-net-worth individuals, family foundations, and anonymous donors. This role ensures that donor portfolios are managed with white-glove service, communication is timely and tailored, and internal coordination reflects the highest standard of support.
Location: US West Coast or willingness to work Pacific Time (PT) hours.
RESPONSIBILITIES:
Strategic Donor Engagement Support
- Partner closely with Principal Giving RMs to implement tailored engagement strategies for assigned donors, aligned with individual interests and institutional priorities.
- Manage and track RM outreach calendars, proactively recommending engagement touchpoints and supporting pre- and post-meeting follow-through.
- Maintain quality control of all donor-facing materials to ensure a high degree of polish and professionalism, ensuring content aligns with donor expectations, tone preferences, and communication style.
- Conduct preliminary background research on high-net-worth individuals (HNWIs) and/or coordinate with the Research team to prepare comprehensive donor research panels that inform strategic engagement.
Executive-Level Meeting and Event Support
- Provide logistical support for donor meetings, site visits, and virtual events led by the Principal Giving team, including coordination of agendas, travel, and materials.
- Ensure appropriate internal briefings and post-meeting documentation—including detailed meeting notes, action items, and follow-up communications—are drafted with clarity and discretion, and completed in a timely, organized, and professional manner to support ongoing donor strategy and internal coordination.
- Coordinate VIP experiences at CARE events, site visits, and virtual engagements assuring tailored, high-touch moments that reflect donor interests, elevate institutional priorities, and reinforce CARE’s gratitude and partnership.
Portfolio and Pipeline Management
- Maintain accurate donor records and pipelines in Salesforce, including tracking gift opportunities, action steps, and engagement history.
- Flag emerging portfolio needs, data gaps, or follow-up actions and coordinate closely with RMs and other internal stakeholders to resolve them.
- Coordinate with Major Gifts Operations Specialist to ensure gifts are accurately recorded, receipted, and acknowledged.
- Monitor and support complex gifts (e.g., DAFs, stock, family foundation contributions), ensuring timely and customized stewardship responses.
