General Summary

Identifies, qualifies, cultivates, solicits, and stewards a portfolio of donors and prospects who can give $10,000+ annually, and/or who are interested in a planned gift. Develops and implements moves management plans for each assigned donor. Works as part of an integrated philanthropy team to develop best practice philanthropic strategies, builds a culture of philanthropy at WellSpan and develops standard and efficient processes and practices.

Duties and Responsibilities

Essential Functions:

Identifies, qualifies, cultivates, solicits, and stewards major and planned giving donors and prospects, including grateful patients, community leaders, system leaders, and physicians. Implements moves management plans for top Major Giving/Planned Giving prospects. Develops and implements prospect research. Participates as a member of the systemwide donor cultivation/solicitation/stewardship strategy team. Maintains meaningful relationships with approximately 50-60 Major Giving/Planned Giving donors and prospects to advance their relationship with the Foundation, tracking contacts, visits, solicitations, and important donor information in the Raisers Edge donor database. Develops key relationships with 7-10 physician partners for the purpose of securing gratitude referrals within WellSpan service line(s). Participates in planning long-term Foundation goals and strategies. Staffs board committees as assigned by the Executive or Regional Executive Director. Stays current in Major Giving and Gratitude best practices and communicates same to the team, updating policy, practice, and strategy adjustments accordingly.

Common Expectations:

Prepares reports and analysis appropriate to job duties, assignments, and responsibilities. Attends Philanthropy/Foundation events, activities, and meetings. Maintains professional growth and development through seminars, workshops, and professional affiliations to keep abreast of latest trends in field of expertise. Maintains established policies and procedures, objectives, quality assessment and safety standards. Provides outstanding service to all customers; fosters teamwork; and practices fiscal responsibility through improvement and innovation. Knows, understands, and lives WellSpan values of Working as One, Respect for All, Do the Right Thing, Assume Good Intent and Find a Better Way.

Travel Requirements:

Estimated Amount: 30% - Local travel throughout the WellSpan footprint to meet with donors and 5% out of state travel.

Qualifications

Minimum Education:

Bachelors Degree Required

Work Experience:

3 years In a successful Major Giving/Principal Gifts capacity in Healthcare Philanthropy. Required

Knowledge, Skills, and Abilities:

Excellent interpersonal, relationship building and communications (written and verbal) skills. Ability to organize work and to work independently and as part of a team. Strong analytical and problem-solving skills. Ability to perform basic database functions, including donor information entry and reports. Computer applications skills (e.g., Microsoft Office Suite). Strong writing skills. Ability to handle multiple tasks effectively.

Benefits Offered:

Comprehensive health benefits Retirement savings plan Paid time off (PTO) Education assistance Financial education and support, including DailyPay Expanded Paid Parental Leave

For additional details:

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