Philanthropic Advisor

Bozeman Health • Bozeman, MT

85d

About The Position

The Philanthropic Advisor works in close collaboration with Foundation team members and must be highly motivated to secure financial support for our mission-driven programs and projects. The successful candidate will possess excellent communication and interpersonal skills and a strong understanding of fundraising strategies and a self-driven, results-oriented, mindset to achieve fundraising goals and drive measurable impact.

Requirements

• Bachelor’s Degree in business, communications, marketing or a related field.
• Three (3) years of non-profit fundraising experience soliciting gifts from individuals.
• Demonstrated non-profit development experience with working knowledge of how all aspects of philanthropy interrelate for the benefit of the donor and the organization.
• Proficient using donor management software, CRM systems, preferably Raisers Edge/ NXT and other relevant technologies.

Nice To Haves

• Certified Fundraising Executive (CFRE).
• Professional education coursework completed in the development field.
• Healthcare sector and physician engagement experience and a working knowledge of the region.
• Experience in planned giving with a proven ability to cultivate and secure legacy gifts as part of a comprehensive fundraising strategy.

Responsibilities

• Develop and implement strategies to identify, cultivate and solicit prospective donors to build authentic relationships and foster long-term relationships.
• Manage a portfolio of giving relationships, in all stages of development, produce quarterly and annual moves management plans, progress reports and advancement toward fundraising and relationship building metrics following established KPI’s.
• Produce professional and well-written correspondence and proposals and present an articulate and compelling case for support and supporting stewardship impact reports and donor communications.
• Maintain a record of accountability, accuracy and documentation in action reports in the CRM Raisers Edge/NXT, gift agreements, proposals and gift recording.
• Engage physicians and health system team members as contributors and grateful patient referral sources and build trusting relationships with senior residents and volunteers at health system locations.
• Implement stewardship tactics in collaboration with Foundation team members.
• Support a diverse range of philanthropic initiatives to achieve annual, major, event and campaign goals.

What This Job Offers

• Job Type: Full-time
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees