Gift Planning Officer Senior

Cottage Health • Goleta, CA

2d

About The Position

Responsible for the raising of major, blended, and planned gifts on behalf of the Cottage Foundations. Responsibilities This is not an exhaustive statement of duties, responsibilities, or requirements. Employees will be required to perform any job, with related instruction given by their supervisor, subject to reasonable accommodation. Develops and manages a targeted major gift prospect portfolio, including grateful patients/families. Meets or exceeds established annual metrics/expectations for major/blended/planned gift solicitations made, major/blended/planned gifts closed, major/blended/planned gift dollars raised, visits or substantive contacts made, and new prospects qualified. (50%) In collaboration with the Director of Gift Planning, develops and implements an effective planned giving outreach program, including identifying and cultivating prospective planned gift donors. (10%) Works closely with hospital leaders and community volunteers to engage prospective donors to the hospital, utilizing volunteer management best practices to ensure effectiveness and a good volunteer experience. (10%) In partnership with the Director of Gift Planning, the Director of Advancement Services, and Manager of Donor Relations, plans and implements donor stewardship and recognition programs that ensure major donors have a great giving experience and are inspired to provide ongoing and increasing levels of support. (10%) Enters donor contact reports, relevant donor communications, donor proposals, and other reports into the CRM system for the assigned portfolio of donors and prospective donors. (10%) Works with Prospect Management to identify new prospective donors, maintain a relevant portfolio of prospective donors, and to enter all relevant data in the CRM to ensure accuracy of portfolio reports. (10%) Qualifications All job qualifications listed indicate the minimum level necessary to perform this job proficiently.

Requirements

• Exceptional interpersonal skills and the ability to develop relationships of trust and respect with staff, medical and executive leadership, patients, families, volunteers, and donors. The employee communicates effectively.
• Superior communication skills, both oral and written.
• Requires high level problem solving/decision making skills, including ability to plan,implement, and support multiple fund raising projects.
• Excellent administrative skills, including project management, organization, delegation and prioritization.
• Proven ability to establish objectives, set performance standards; and experience organizing, motivating and collaborating successfully with volunteers.
• Computer skills including proficiency with MS office suite, knowledge andexperience with mail merge functions, and ability to communicate via E-mail.
• Abilityto become proficient with Raiser's Edge software.
• Bachelor?s Degree or equivalent.

Nice To Haves

• Advanced Degree.
• Certified Fund Raising Executive (CRFE) designation.

Responsibilities

• Develops and manages a targeted major gift prospect portfolio, including grateful patients/families. Meets or exceeds established annual metrics/expectations for major/blended/planned gift solicitations made, major/blended/planned gifts closed, major/blended/planned gift dollars raised, visits or substantive contacts made, and new prospects qualified.
• In collaboration with the Director of Gift Planning, develops and implements an effective planned giving outreach program, including identifying and cultivating prospective planned gift donors.
• Works closely with hospital leaders and community volunteers to engage prospective donors to the hospital, utilizing volunteer management best practices to ensure effectiveness and a good volunteer experience.
• In partnership with the Director of Gift Planning, the Director of Advancement Services, and Manager of Donor Relations, plans and implements donor stewardship and recognition programs that ensure major donors have a great giving experience and are inspired to provide ongoing and increasing levels of support.
• Enters donor contact reports, relevant donor communications, donor proposals, and other reports into the CRM system for the assigned portfolio of donors and prospective donors.
• Works with Prospect Management to identify new prospective donors, maintain a relevant portfolio of prospective donors, and to enter all relevant data in the CRM to ensure accuracy of portfolio reports.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees