MAJOR AND PRINCIPAL GIVING PORTFOLIO MANAGER

Care.org; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

CARE is seeking a strategic, data-driven Major and Principal Giving Portfolio Manager to empower the Major and Principal Giving team with insights, systems, and strategies needed to grow philanthropic revenue in New York.

You will lead portfolio management, conduct prospect research, build dashboards, and guide relationship managers to cultivate long-term donor partnerships.

Responsibilities

• Lead portfolio review sessions with Major and Principal Gift fundraisers; prepare briefs and guide strategy on channel assignment and pipeline progression.
• Maintain and refine moves-management workflows, tracking donor interactions, solicitations, and outcomes.
• Research and write donor bios and perform wealth screens using external databases and internal systems.
• Assist fundraisers in obtaining comprehensive philanthropic and wealth research; prepare reports from data.
• Generate and manage ratings (capacity, inclination) to qualify and prioritize prospects.
• Identify new high-potential prospects via screening, network analysis, and external lists.
• Stay informed on high-net-worth giving trends, research tools, and philanthropic strategies.
• Develop dashboards and reports to monitor portfolio health, fundraising performance, and KPI achievement.
• Prepare and present monthly analysis to leadership with strategic insights.
• Lead post-event prospect review processes for donor events such as the Impact Awards; follow-up strategies.
• Support special projects as needed.

Job description

JOB SUMMARY:

CARE is seeking a strategic, data-driven fundraising professional to join our team as Major and Principal Giving Portfolio Manager. This role is critical to powering CARE’s mission by equipping our Major and Principal Giving team with the insights, systems, and strategies needed to grow our philanthropic revenue.

As Manager, you will work with Prospect Research team to identify and qualify high-net-worth prospects so that you can optimize fundraising portfolios and enhance donor pipeline management. You’ll apply industry best practices in research and prospect management to inform strategy, track performance, and support relationship managers in building meaningful, long-term donor partnerships.

Reporting to the Senior Manager, Research & Portfolio Management, you will serve as a strategic partner to fundraisers to ensure alignment with CARE’s Operational processes and policies.

This is a unique opportunity to shape a growing program at one of the world’s most respected humanitarian organizations, as we work to unlock transformational support for CARE’s global mission.

RESPONSIBILITIES:

Prospect Management & Portfolio Optimization

• Lead regular portfolio review sessions with Major and Principal Gift fundraisers, preparing data-driven briefs and facilitating strategy discussions on channel assignment, engagement tactics, and pipeline progression.
• Maintain and refine moves-management workflows, ensuring accurate tracking of donor interactions, solicitations, and outcomes.

Prospect Research & Identification

• Research and write donor/prospect bios and do basic wealth screens using external databases and internal systems.
• Assist fundraisers in requesting and preparing comprehensive philanthropic and wealth research on individuals using tools/expertise provided by Prospect Research team; prepare reports and/or summaries using data received.
• Generate and manage ratings (capacity, inclination) to qualify and prioritize prospects.
• Proactively support with identifying new high-potential prospects via screening, network analysis, and external lists.
• Stay informed on high-net-worth giving trends, research tools, and philanthropic strategies.

Data & Reporting

• Develop dashboards and reports to monitor portfolio health, fundraising performance, and KPI achievement.
• Prepare and present monthly analysis to leadership, offering strategic insights and recommending pivots based on donor trends and performance data.

Special Projects

• Lead post-event prospect review processes for key donor events such as the Impact Awards, including follow-up strategies and reassignment recommendations.
• Support special projects as needed.