Donor Relations and Stewardship Specialist II

Intermountain Health • Dayton, OH

19h • Onsite

About The Position

The Donor Relations and Stewardship Specialist II serves as the donor relations and stewardship expert and liaison to senior leaders and principal and major gift officers, ensuring that donor engagement is personalized and highly tailored and strategies are fully integrated as a part of a comprehensive Donor Strategy and Engagement Plan (DSEP). This position is responsible for performing complex and diverse responsibilities to significantly increase philanthropic support for Intermountain Health. Working alongside Foundation leaders and other members of the philanthropy team, this position ensures that strategic, well-coordinated high-yield donor strategy and engagement plans are executed that encompass the qualification, cultivation, solicitation, and stewardship of principal gift and major gift prospects and donors to create meaningful donor experiences that foster ongoing engagement and lasting relationships with Intermountain. Reporting to the Donor Relations Manager, the Donor Relations and Stewardship Specialist II works with senior leaders, principal and major gift officers, and other members of the Donor Relations & Stewardship team to develop and implement strategies for maximizing financial support from a portfolio of current donors and donor prospects across a spectrum of giving opportunities system-wide.

Requirements

• Bachelor's degree and three years of development/fundraising experience. Education must be obtained through an accredited institution. Degree is verified.
• Five years of development/fundraising work experience with progressive responsibility related to donor cultivation, solicitation, or stewardship.
• Demonstrated advanced writing skills that produce clear, accurate, and persuasive communications with meticulous attention to detail.
• Demonstrated advanced knowledge and skills using The Raiser's Edge or another donor database/CRM.
• Demonstrated superior interpersonal skills, with the ability to develop high-quality relationships with diverse groups of people including prospects, donors, volunteers, and senior leaders.
• Demonstrated ability to thrive in a fast-paced, do-it-yourself, start-up environment and calmly switch gears when priorities and objectives change.
• Demonstrated highly motivated, goal-oriented, and resourceful individual with the willingness to accept responsibility and be accountable for results in a role that is demanding and requires a high level of energy and professionalism.
• Demonstrated strong project planning and management skills, demonstrating detail orientation, timeliness, and ability to work under pressure.
• Experience managing multiple projects at once.
• Demonstrated ability to work collegially and collaboratively with a team of highly motivated individuals and skilled at working independently with little supervision while balancing the need to provide key information and updates to leadership.
• Demonstrated proficiency using a variety of computer programs including Microsoft Word, Outlook, Excel, and PowerPoint, as well as advanced skills working with complex spreadsheets and database applications.
• Demonstrated ability to handle complex and confidential information with discretion.
• Ability to travel within the system to attend meetings and events as needed.
• Flexibility to work evenings and weekends as needed.
• Interact with others requiring the employee to communicate information, both orally and in writing.
• Operate computers and other office equipment requiring the ability to move fingers and hands.
• See and read computer monitors and documents.
• Remain sitting or standing for long periods of time to perform work on a computer, telephone, or other equipment.
• May require lifting and transporting objects and office supplies, bending, kneeling and reaching.

Nice To Haves

• Experience in a complex fundraising environment.
• Fundraising experience in a healthcare environment.
• Experience collaborating with colleagues in a complex matrix organization.
• Experience working with senior leaders and frontline major gift officers.
• Capable of conducting research on prospects and donors.
• Experience analyzing research and making data-informed decisions to develop donor strategies.
• Proven knowledge of fundraising and best practices including, but not limited to, donor engagement and relations, cultivation, solicitation, and stewardship of donors, moves management and prospect research, proposal preparation and other philanthropy communications, management and execution of strategic major gift cultivation and stewardship events.

Responsibilities

• Assists senior leaders and principal and major gift officers in meeting their annual revenue goals by coordinating the logistics aimed at identifying, qualifying, cultivating, soliciting, and stewarding principal and major gifts.
• In partnership with leaders and gift officers, develops and executes Donor Strategy and Engagement Plans (DSEPs) for specific assigned prospects with an emphasis on principal and major gift level donors. Conducts research and analysis needed to develop and execute DSEPs as needed.
• Facilitates internal meetings with leadership, administrators, and other Intermountain caregivers to advance prospect strategy and develops a mechanism for ensuring commitments made in the planning process are communicated to responsible parties.
• Ensures that the key actions and steps from the DSEPs are coded in The Raiser's Edge and monitors that strategies are being implemented in a timely manner, as well as coordinates regular reviews of the DSEPs to keep them refreshed and updated.
• Using The Raiser's Edge, maintains accurate database records, contact reports, updates and follow up on visits, phone calls and strategies for prospects and donors under relationship management.
• Identifies principal and major gift prospects who have the potential to be qualified by a relationship manager and as appropriate, assists with the qualification of prospects and donors for assignment to portfolios.
• Supports the execution of principal and major gift strategies by participating in the development of proposals, briefs, talking points, presentations, and other strategic communications and fundraising materials, as well as acting as a project manager as needed to coordinate with various Intermountain caregivers, including members of Marketing and Communications (Marcom), and external partners and vendors to develop top level donor communications, while maintaining consistent Intermountain branding and messaging standards.
• Collaborates with various Foundation colleagues and stakeholders to plan and execute meaningful cultivation, stewardship, and recognition events for principal and major gift prospects and donors that engage, recognize, and acknowledge donors and help increase affinity for Intermountain and its mission.
• Manages gift acknowledgement letters, phone calls, and other meaningful contact for portfolios of principal and major gift donors and assists with personalization ensuring that all gifts are acknowledged in a timely, accurate, and meaningful way.
• Leads content creation, design, and production for stewardship deliverables such as personalized communications, reports, and other forms of recognition that underscore the importance of philanthropy and gift impact.
• Along with the Director of Donor Relations and Stewardship, helps to coordinate all aspects of the acknowledgment and benefits fulfillment for the recognition society for all donors with lifetime giving of at least $1 million.
• Understands the role of the Foundation in the overall strategic plan of Intermountain to raise funds that support Intermountain's mission and remains current on system-level and local hospital priorities, programs, and achievements to offer creative engagement, cultivation, and stewardship opportunities.
• Maintains an understanding of privacy and confidentiality best practices and HIPPA compliance to ensure the protection of donor information, including permitted PHI.

Benefits

• Comprehensive benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged.
• PEAK program supports caregivers in the pursuit of their education goals and career aspirations by providing up-front tuition coverage paid directly to the academic institution.
• The program offers 100+ learning options to choose from, including undergraduate studies, high school diplomas, and professional skills and certificates.
• Caregivers are eligible to participate in PEAK on day 1 of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level