Senior Philanthropy Officer

This is a fully remote position, open to applicants in California.

📋 Description

• Spearhead the acquisition of new major and principal donors while securing six- and seven-figure contributions.

• Enhance Evidence Action’s visibility and donor pipeline within the San Francisco Bay Area and the technology sector.

• Establish a network of philanthropic advisors, wealth managers, donor collectives, and other influential connectors.

• Collaborate with the CEO and executive team on donor cultivation, solicitation, and stewardship efforts.

• Represent Evidence Action at donor meetings, events, and gatherings throughout the Bay Area.

• Experiment with new donor engagement strategies, including small donor gatherings, collaborative pledges, and peer-to-peer fundraising.

• Contribute to the development of Evidence Action’s philanthropy strategy in the Bay Area and tech sector.

• Manage a portfolio of current major and principal donors, aiming to build a network of 50–75 donors.

• Create personalized donor retention and growth strategies, including transformational gift upgrades.

• Solicit and maintain stewardship for gifts made directly and through donor-advised funds and family foundations.

• Involve program staff in donor discussions.

• Draft proposals, impact reports, and briefing materials tailored for sophisticated, results-driven donors.

• Collaborate with prospect research teams to identify and prioritize high-capacity prospects utilizing wealth-screening tools like iWave and AI-driven research.

• Establish and monitor pipeline, acquisition, and revenue goals using Salesforce KPIs and activity dashboards.

• Embrace and test AI-driven tools and emerging technologies.

• Keep comprehensive and precise donor activity and moves-management records in Salesforce.

⛳️ Requirements

• Over 8 years of experience in fundraising, business development, or a related area.

• At least 3 years of direct experience managing donor relationships.

• Proven history of securing six-figure gifts or a strong record of upgrading donors and soliciting transformational contributions.

• Documented success in acquiring new donors.

• Experience in building donor pipelines through networking, introductions, and prospecting efforts.

• Confidence in engaging with founders, executives, philanthropists, and high-net-worth individuals.

• Background in private sector sales or business development, particularly with C-suite clients, is highly valued.

• Ability to work independently and adapt strategies as necessary.

• Excellent written and verbal communication abilities.

• Capability to translate complex global health initiatives into a persuasive case for support.

• Familiarity with data analysis, KPIs, dashboards, objectives, and CRM systems such as Salesforce.

• Proficient in managing a substantial donor portfolio with discipline.

• Eagerness to explore and utilize AI tools.

• Commitment to global health and evidence-based, cost-effective philanthropy.

• Must possess legal authorization to work in the U.S.; the employer is unable to sponsor or assume sponsorship of a U.S. employment visa.

🏝️ Benefits

• International health care coverage.

• Options for HSA/FSA.

• Life insurance benefits.

• Disability coverage.

• Retirement plans that include a matching component.

• Generous and flexible leave options.

• Additional employee perks available on a reimbursement basis.

• Flexible remote work arrangements.

• Travel within and to the Bay Area may range from 25-40% of the time.

• Travel beyond the SF Bay Area may occur up to 10% of the time for relevant donor meetings, conferences, and team gatherings.