• 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. • 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. • 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. • 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.