Director of Annual and Major Giving (Reproductive Healthcare - Remote) at Upstream USA

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Full Time

Start Date

Immediate

Expiry Date

13 Mar, 26

Salary

155000.0

Posted On

13 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Fundraising, Philanthropy, Project Management, Communication, Donor Engagement, Salesforce, HubSpot, Prospect Research, Data Management, Strategic Planning, Team Collaboration, Writing, Attention to Detail, Adaptability, Problem Solving

Industry

Non-profit Organizations

Description

Organizational Summary Contraceptive care is basic health care. Yet too many patients in the U.S. struggle to access the care they want, when they want it. A national nonprofit founded in 2014, Upstream USA partners with healthcare organizations to provide free training, education, and technical assistance to improve their contraceptive services and meet their patients’ needs – at no cost to them. Over ten years, we’ve supported 200+ healthcare partners (including primary care practices, federally qualified health centers, health systems, and more) with a transformative approach that empowers patients to access the contraceptive care where they already receive most of their healthcare. We’re on a path to partnering with health care organizations that collectively serve 5 million patients by 2030. We do not accept funding from pharmaceutical companies or the government. Our work is made possible by generous support from venture philanthropy. That privilege comes with high expectations about growth and scale and a focus on measurable outcomes and impact. We’re a 2023 Audacious Project recipient that continues to garner attention from many leading publications, including Harvard Public Health, Bloomberg, MedPage Today, Baltimore Sun, the Fresno Bee, and WBUR. We welcome individuals interested in career opportunities, partnerships, or philanthropic endeavors seeking additional information to visit our website (www.upstream.org) or email us at info@upstream.org. Position Summary The Director of Annual and Major Giving is a key, revenue-focused leadership role responsible for driving and executing Upstream's comprehensive strategy for individual and institutional donors who give up to $1 million. This Director will lead the organization's efforts to achieve ambitious annual and multi-year revenue goals by simultaneously overseeing the annual giving program and managing a high-potential portfolio dedicated to cultivating and stewarding six-figure philanthropic commitments. Reporting to senior leadership, this position requires a proactive self-starter with a demonstrated history of securing major gifts, exceptional project management skills, and the ability to operate with urgency and precision. The Director will serve as a strategic partner to senior leadership, leveraging internal collaboration and external market awareness to translate Upstream's mission into compelling, personalized engagement strategies that strengthen donor relationships and maximize financial support. Essential Duties and Responsibilities Strategy and Revenue Leadership Lead and implement Upstream’s annual and multi-year strategies to achieve major donor and annual giving revenue goals for individual and institutional donors giving up to $1 million. Monitor performance against revenue targets and adjust strategy based on results and emerging opportunities. Co-develop annual goals, KPIs, and reporting frameworks in partnership with leadership. Produce regular reports tracking progress toward goals, KPIs, and donor engagement metrics. Secure between $1-1.5million in unrestricted revenue from major and annual donors in 2026. Major Donor Portfolio Management Manage and prioritize a portfolio of up to 75 of Upstream’s highest potential major gift prospects and donors. Develop and implement tailored strategies for managing a portfolio of major donors, ensuring proactive, personalized engagement through in-person, phone, and virtual touchpoints. Strategically and opportunistically cultivate new major donors to expand and strengthen the portfolio. Lead preparation for donor meetings, including scheduling, researching profiles, as well as drafting briefing materials, talking points, slides, deliverables and follow-up correspondence. Design, write, and project manage tailored donor engagement and communication strategies that leverage investor relations and marketing assets, ensuring the delivery of personalized proposals, reports, acknowledgements, and correspondence that deepen donor relationships. Ensure accuracy, consistency, and completeness of donor data and activity records in Salesforce. Annual Giving and Campaigns Lead the strategy and execution of the annual giving program, ensuring regular, meaningful touchpoints that engage and retain annual donors. Leverage existing donor collateral, marketing assets, and automation tools to create scalable yet personalized appeals and reports, including an annual report. Maintain an opportunistic approach to outreach, capitalizing on earned media or other brand awareness surges to connect new audiences to the organization’s mission. Collaboration and Organizational Leadership Collaborate closely with senior leadership, Program, Digital Health, and Marketing & Communications teams, to engage senior leadership as appropriate, represent donor segments, and to align donor messaging and timing with organizational priorities and impact stories. Partner with the Systems and Operations team to optimize processes and tools and ensure accurate gift tracking, tax acknowledgements, and reporting. Partner with the Transformational Giving Team to elevate prospects whose networks or influence lend themselves to the transformational strategy. Additional duties as assigned. Required Education, Experience, Knowledge, Skills and Ability Upstream fosters a mission-oriented workplace and welcomes applicants of all backgrounds. The ideal candidate upholds our mission of accessible, patient-centered contraceptive care, builds trust through empathy and honesty, and contributes to a collaborative culture. They bring enthusiasm to their work, creating opportunities for connection and celebration. 8-10+ years relationship management experience (development, fundraising, advancement, philanthropy, for-profit investor relations, or similar) with increasing levels of responsibility Demonstrated history of securing and stewarding six-figure philanthropic commitments Proactive, self-starter that is eager to create, own, and execute a major gifts development strategy Experience working at a nonprofit with an annual budget greater than $5 million Exceptional writing ability and capable of distilling complex content for sophisticated audiences into a variety of formats (talking points, presentation decks, grant reports/proposals, correspondence, etc.) Skilled communicator and listener Adept at building relationships and influencing others; high “EQ” Exceptional project management ability with strengths in managing multiple competing priorities Demonstrated ability to operate with a high degree of urgency, self-motivation, focus on goals, and commitment to high-quality work Previous experience conducting prospect research and familiarity with research tools and platforms Understanding of relationship management processes, pipelines, and tracking mechanisms within a CRM environment in service of managing major donor pipeline, comfort in an internally facing role, working behind-the-scenes to advance relationships, as well as in the room with donors and prospects Background in managing annual fund campaigns using Salesforce and HubSpot. Keen attention to detail and able to exercise discretion Team player and strong individual contributor Strong command of Google suite tools Demonstrates the ability to remain focused, adaptable, and solution-oriented in the face of challenges, setbacks, or ambiguity. Approaches obstacles with a growth mindset and maintains a steady commitment to goals, even under pressure or changing circumstances; resilient. While we are a remotely based organization, we maintain an on-camera culture during meetings to support connection, engagement, teaming and collaboration. Must be comfortable and able to participate in this environment Travel Requirements This role will require up to 25% business travel. All Upstreamers can expect a minimum of 8 days of business travel per year to attend 1 annual organizational retreat and 1 or 2 annual team/department meetings. Hiring Range $145,000—$155,000 USD Pay Transparency Final offers for this position will be based upon several factors including the scope of the role, market compensation analysis, position requirements, candidate’s experience level and capabilities, fairness in internal pay considerations and will be made within the parameters of Upstream USA's compensation framework and philosophy. Other Upstream Staff Expectations All Upstreamers must be able to attend work-related in-person meetings and functions as needed. In our hybrid work environments, there is a basic expectation that our Upstreamers will ensure that their work from home setups will have reliable access to phone and Internet to ensure connectivity to their teams. At Upstream we gather for moments that matter for training, teaming and connection. Our teams come together for occasional in person meetings and organizational retreats. As part of our hybrid work practices, this travel expectation will be applicable for all Upstreamers, even those based remotely. Engage in organization-sponsored learning & development Upstream Benefits Upstream USA offers a comprehensive benefit package including medical, dental, vision, life insurance, long and short term disability, 401K with a match, generous vacation, personal, sick and holiday time off, parental leave, professional development, a fitness and cell phone allowance for all full time employees and part time employees who work a minimum of 24 hours per week. Intern positions and contingent worker roles are not eligible for benefits. Hiring Process Candidates who advance in our preliminary review process will have an opportunity to discuss the position, their employment background and lived experience with a member of our talent acquisition team by telephone. Those who advance to subsequent steps in our interview process may participate in up to three rounds of meetings by Zoom or in person and in a thought exercise/case study assignment. Each round could consist of multiple meetings with various Upstreamers. If you need anything in advance of your interviews, please reach out to your recruiter. Our Culture We are dedicated to fostering a fair and accessible talent lifecycle, ensuring that every individual has the opportunity to thrive. From recruitment to career development, we strive to create a workplace where talent is recognized, supported, and empowered to contribute meaningfully. Building a strong, representative workforce is essential to our success, and we prioritize collaboration, transparency, and shared leadership to cultivate an environment where all voices are heard and valued. Our commitment extends beyond hiring—we invest in professional growth, mentorship, and inclusive workplace practices to support long-term success for our employees. You can learn more about our organization on our career site. Upstream Careers Our goal is to attract, develop and retain exceptional people, and to create a work environment that is dynamic, rewarding and enables each of us to realize our potential. Upstream is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, genetic information, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know. Upstream USA participates in E-Verify. Upstream Headquarters 2 Oliver Street, Suite 402, Boston, MA 02109 www.upstream.org No phone calls please. Be advised that we do not ever conduct hiring interviews via text or email. Please protect yourself by learning more about our hiring practices and common red flags to look out for.

Responsibilities

The Director of Annual and Major Giving is responsible for driving Upstream's strategy for individual and institutional donors, overseeing the annual giving program, and managing a portfolio of major gift prospects. This role includes securing significant revenue and cultivating donor relationships through personalized engagement strategies.