PRINCIPAL GIVING MANAGER

CARE USA•San Francisco, CA

74d•Remote

About The Position

The Principal Giving 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.

Requirements

High-level strategic and operational support experience.
Experience enabling and enhancing the work of Relationship Managers.
Experience cultivating and stewarding ultra-high-net-worth individuals, family foundations, and anonymous donors.
Experience managing donor portfolios with white-glove service.
Experience ensuring timely and tailored communication.
Experience with internal coordination reflecting high standards of support.
Experience implementing tailored engagement strategies.
Experience managing and tracking outreach calendars.
Experience recommending engagement touchpoints.
Experience supporting pre- and post-meeting follow-through.
Experience maintaining quality control of donor-facing materials.
Experience ensuring donor-facing materials align with donor expectations, tone preferences, and communication style.
Experience conducting preliminary background research on HNWIs.
Experience coordinating with Research teams.
Experience preparing comprehensive donor research panels.
Experience providing logistical support for donor meetings, site visits, and virtual events.
Experience coordinating agendas, travel, and materials for donor events.
Experience ensuring appropriate internal briefings and post-meeting documentation.
Experience drafting detailed meeting notes, action items, and follow-up communications with clarity and discretion.
Experience completing documentation in a timely, organized, and professional manner.
Experience coordinating VIP experiences at events, site visits, and virtual engagements.
Experience assuring tailored, high-touch moments that reflect donor interests.
Experience elevating institutional priorities.
Experience reinforcing gratitude and partnership.
Experience maintaining accurate donor records and pipelines in Salesforce.
Experience tracking gift opportunities, action steps, and engagement history.
Experience flagging emerging portfolio needs, data gaps, or follow-up actions.
Experience coordinating with RMs and internal stakeholders to resolve issues.
Experience coordinating with Major Gifts Operations Specialist.
Experience ensuring gifts are accurately recorded, receipted, and acknowledged.
Experience monitoring and supporting complex gifts (e.g., DAFs, stock, family foundation contributions).
Experience ensuring timely and customized stewardship responses.

Nice To Haves

Experience working in a global NGO.
Experience working on the US West Coast or willingness to work Pacific Time (PT) hours.

Responsibilities

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.
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.
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.