Annual Fund Manager

7 days ago

San Francisco, United States Global Fund For Women Full time

The Annual Fund Manager is responsible for the strategic development and management of an effective annual giving program. Under the direction of the Director of Development Operations and in collaboration with the Individual Philanthropy and Brand and Culture teams, the Annual Fund Manager leads the annual giving strategy by identifying funding sources for renewed, increased, and new support, as well as develops and implements strategies for annual giving identification, cultivation, solicitation, and stewardship. This position requires significant experience in project management, donor segmentation, tracking and understanding data performance analytics, and strategy development.

KEY RESPONSIBILITIES
- Lead the strategic vision of all annual giving work to develop a solid and scalable annual giving program that raises increased funds, year-after-year.
- Develop and implement a strategic plan of action with objectives, timelines, and evaluation plans for the annual giving program to retain, upgrade, and acquire new annual fund donors through the building of thoughtful cultivation materials, solicitations, meaningful stewardship, and creative engagement communications and activities.
- Lead all annual fund donor communications and solicitation programs including:

- Designing and growing a direct mail program in coordination and collaboration with the Brand and Culture Team.
- Coordinate all aspects of the program to meet fundraising goals, maintain a healthy portfolio of active donors, and build a donor pipeline for mid and major gifts.
- Building comprehensive plan to grow revenue of online only donors through digital marketing, stewardship and engagement initiatives.
- Leading a robust monthly giving program.
- Maintain a personal portfolio of donors from whom personal solicitations will be made with the intention of upgrading these donors to the mid-level portfolio.
- Create and monitor yearly annual giving goals including retention, upgrades, and acquisitions. Review monthly to ensure goals are being met, revising goals with the Director as necessary.
- Develop and oversee annual giving budget to ensure appropriate use of resources.
- In collaboration with the Brand and Culture Team, ensure fundraising content on the website and donate pages are consistent, up-to-date, and optimized toward current fundraising campaign goals.
- Regularly track and analyze performance of annual giving program both as a whole and by key segments to enhance strategy and tactics.
- Implement procedures to maintain strong donor relations and increased organization and efficiency through utilization of Salesforce, building of annual fund best practices, and standard operating procedures for all annual fund activities.
- Consistently stay on top of annual giving trends as well as pilot, test, and evaluate the effectiveness of new annual giving strategies, pivoting and building, where needed.
- Maximize the use of Salesforce, EveryAction, and other key fundraising tools and platforms to effectively segment and track donors and understand donor behaviors.
- Ground fundraising and donor education in race, equity, and social justice to increase trust with new audiences.
- Perform any other duties as assigned towards meeting team and organizational goals.

KEY TALENTS/WAYS OF BEING
- Strong interpersonal skills: attentive listening and observation, transparency, emotional intelligence, collaboration, and clear communication
- Attention to detail and excellent problem-solving, project management, analytical and creative-thinking skills.
- Strategic, forward-thinking self-starter with the ability to productively provide and receive feedback
- Exhibit organization, flexibility and time management of daily tasks and long-term projects in a fast-paced environment
- Elicit input from stakeholders to facilitate decision-making and make decisions on behalf of team/organization as appropriate.

KEY SKILLS/WAYS OF DOING
- Minimum of 7 years professional experience in non-profit fundraising with at least 5 years in annual fund programs.
- Tangible experience of having expanded and cultivated existing donor relationships over time.
- Excellent verbal and written communication skills: can articulate complex themes for multiple audiences/settings (different types of source and movement partners as well as peer organizations); able to present complex ideas and programs in a pragmatic, compelling manner.
- Ability to influence philanthropy and lead donor education efforts while bringing in and retaining donors.
- Ability to collect, organize and analyze data related to donor giving
- Well versed in direct mail and digital solicitation best practices and implementation
- Proficient in donor database formats; knowledge of Salesforce a plus
- Considerable knowledge of fundraising techniques and sources of funding
- Ability to handle multiple projects, set priorities, and meet deadlines
- Understand and embrace feminist, community-centric funding/fun

  • Annual Fund Manager

    2 weeks ago

    San Francisco, United States Habitat for Humanity Greater San Francisco Full time

    **Annual Fund Manager** **Salary**: $90-100k/year **What We Do** Come be part of the affordable, homeownership movement! Join us and make an impact on people’s lives! Habitat for Humanity Greater San Francisco believes in the power of homeownership to create generational impact. To this end, we build homes for first-time homeowners and sustain...

  • Fund Accounting Manager

    20 hours ago

    San Francisco, United States Propel Recruitment LLC Full time

    5Meet the company: We have partnered with a growth-positioned Real Estate Investment Firm in San Francisco who is looking for a dynamic Fund Accounting Manager to join them. They have a strong culture that keeps their people at the forefront, with stellar opportunities for mentorship, training and career development. Hybrid schedule 3 days/ week in downtown...

  • Manager of Annual Giving and Special Events

    1 week ago

    San Francisco, United States Cathedral School for Boys Full time

    **Role Title**: Manager of Annual Giving and Special Events **FLSA Status**: Exempt **Reports to**: Director of Development **Direct Reports**: N/A **Main Purpose of the Role**: The Manager of Annual Giving and Special Events is an integral member of our Development Office team responsible for fostering a culture of philanthropy, engagement, and...

  • Fund Accounting Manager

    4 weeks ago

    San Francisco, United States Propel Recruitment LLC Full time

    Meet the company: We have teamed up with a growth-positioned Real Estate Investment Firm in San Francisco, and they are looking for a dynamic Fund Accounting Manager or Assistant Controller. This firm's culture is strong, and this role will have the opportunity to work collaboratively across the organization with multiple departments. The team is well...

  • Manager of Annual Giving and Special Events

    3 weeks ago

    San Francisco, United States Cathedral School For Boys Full time

    Main Purpose of the Role The Manager of Annual Giving and Special Events is an integral member of our Development Office team responsible for fostering a culture of philanthropy, engagement, and volunteerism in support of Cathedral School for Boys. Working closely with the Director of Development, the Manager of Annual Giving and Special Events provides...

  • Manager of Annual Giving and Special Events

    1 month ago

    San Francisco, United States Cathedral School For Boys Full time

    Main Purpose of the Role The Manager of Annual Giving and Special Events is an integral member of our Development Office team responsible for fostering a culture of philanthropy, engagement, and volunteerism in support of Cathedral School for Boys. Working closely with the Director of Development, the Manager of Annual Giving and Special Events provides...

  • Fund Accounting Manager

    2 months ago

    San Francisco, United States Propel Recruitment LLC Full time

    Meet the company: We have teamed up with a growth-positioned Real Estate Investment Firm in San Francisco, and they are looking for a dynamic Fund Accounting Manager or Assistant Controller. This firm's culture is strong, and this role will have the opportunity to work collaboratively across the organization with multiple departments. The team is well...

  • Fund Accounting Manager

    7 days ago

    San Francisco, California, United States Propel Recruitment LLC Full time

    Meet the company: We have teamed up with a growth-positioned Real Estate Investment Firm in San Francisco, and they are looking for a dynamic Fund Accounting Manager or Assistant Controller. This firm's culture is strong, and this role will have the opportunity to work collaboratively across the organization with multiple departments. The team is well...

  • Fund Accounting Manager

    3 weeks ago

    San Francisco, United States Propel Recruitment LLC Full time

    Meet the company: We have teamed up with a growth-positioned Real Estate Investment Firm in San Francisco, and they are looking for a dynamic Fund Accounting Manager or Assistant Controller. This firm's culture is strong, and this role will have the opportunity to work collaboratively across the organization with multiple departments. The team is well...

  • Fund Accounting Manager

    4 weeks ago

    San Francisco, United States HIKINEX Full time

    Located in the Presidio of San Francisco and with $3 billion in AUM, our client is a global hedge fund with a focus on emerging markets. The fund accounting manager will be responsible for the overall NAV accounting functions for the investment funds. This individual will be working closely with the Director of Finance to support middle and back-office...

  • Fund Accounting Manager

    3 weeks ago

    San Francisco, United States HIKINEX Full time

    Located in the Presidio of San Francisco and with $3 billion in AUM, our client is a global hedge fund with a focus on emerging markets. The fund accounting manager will be responsible for the overall NAV accounting functions for the investment funds. This individual will be working closely with the Director of Finance to support middle and back-office...

  • Fund Accounting Manager

    1 month ago

    San Francisco, United States HIKINEX Full time

    Located in the Presidio of San Francisco and with $3 billion in AUM, our client is a global hedge fund with a focus on emerging markets. The fund accounting manager will be responsible for the overall NAV accounting functions for the investment funds. This individual will be working closely with the Director of Finance to support middle and back-office...

  • Manager of Annual Giving and Special Events

    1 day ago

    San Francisco, United States Cathedral School For Boys Full time

    Main Purpose of the Role The Manager of Annual Giving and Special Events is an integral member of our Development Office team responsible for fostering a culture of philanthropy, engagement, and volunteerism in support of Cathedral School for Boys. Working closely with the Director of Development, the Manager of Annual Giving and Special Events provides...

  • Fund Accountant

    4 weeks ago

    San Francisco, United States Propel Recruitment LLC Full time

    We have an exciting opportunity with a prominent and well-regarded real estate investment firm headquartered in San Francisco, with a presence across the country. This firm is growing rapidly and expanding their Fund Accounting & Investor Reporting team. They have a strong culture that keeps their people at the forefront, with stellar opportunities for...

  • Philanthropy Manager

    5 days ago

    San Francisco, United States Global Fund For Women Full time

    The Philanthropy Manager is responsible for leading a comprehensive strategy to cultivate, solicit, and steward mid-level gifts ($1,000 to $9,999, with targeted focus on gifts of $5,000+). The Philanthropy Manager will shape and lead initiatives to grow the donor pipeline, and coordinate strategy and tactics with the gift officers responsible for major gifts...

  • Fund Accountant

    4 weeks ago

    San Francisco, United States Vaco Full time

    Fund Accountant Our client, a real estate investment firm, is looking for a Fund Accountant to join their growing team. LOCATION: San Francisco, CA. Hybrid capacity, 3 days per week in the office. JOB DESCRIPTION: The Fund Accountant will perform various duties to support the monthly, quarterly, and annual close process, along with providing tax accountants...

  • Senior Fund Accountant

    3 days ago

    San Francisco, United States DeWinter Group Full time

    Senior Fund Accountant Overview Our client is a San Francisco based Asset Management company w/ ~ $10 billion AUM is looking for a Senior Accountant. Location: San Francisco, CA (3 days/week in-office) Reports to: Controller Job Description: We're looking for a Senior Fund Accountant that excels in a fast paced environment and who will be an integral member...

  • Fund Manager

    4 days ago

    San Diego, United States University of California San Diego Full time

    This is a UC San Diego Internal Recruitment open to UCSD and UCSD Health System Staff Only UCSD Layoff from Career Appointment : Apply by 01/22/2024 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor. Special Selection Applicants : Apply by 01/25/2024. Eligible Special Selection clients should contact...

  • Fund Accounting Manager

    3 weeks ago

    San Francisco, United States Vaco Full time

    Fund Accounting Manager Our client, a real estate investment firm, is looking for a Fund Accounting Manager to join their growing team. LOCATION: San Francisco, CA. Hybrid capacity, 3 days per week in the office. JOB DESCRIPTION: The Fund Accounting Manager will perform various duties to support the monthly, quarterly and annual close process, along with...

  • Fund Accounting Manager

    1 month ago

    San Francisco, United States Vaco Full time

    Fund Accounting Manager Our client, a real estate investment firm, is looking for a Fund Accounting Manager to join their growing team. LOCATION: San Francisco, CA. Hybrid capacity, 3 days per week in the office. JOB DESCRIPTION: The Fund Accounting Manager will perform various duties to support the monthly, quarterly and annual close process, along with...