About the Role
The Principal Gifts Manager provides high-level strategic and operational support to the Principal Giving team of a global NGO, focusing on enabling the work of the Executive Director and Relationship Managers (RMs) who cultivate and steward ultra-high-net-worth individuals, family foundations, and anonymous donors. This role ensures white-glove service, timely and tailored communication, and the highest standard of internal coordination.
Responsibilities
- Partner 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, aligning content with donor expectations, tone preferences, and communication style.
- Conduct preliminary background research on HNWIs or coordinate with the Research team to prepare comprehensive donor research panels that inform strategic engagement.
- Provide logistical support for donor meetings, site visits, and virtual events, 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.
- Coordinate VIP experiences at events, site visits, and virtual engagements, assuring tailored, high-touch moments that reflect donor interests, elevate institutional priorities, and reinforce gratitude and partnership.
- 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.
Requirements
- Willingness to work Pacific Time (PT) hours.
Location
- US West Coast
Experience Level
- Principal
