To work with Development Director to identify, cultivate and solicit planned and major giving donor prospects capable of giving financial support, and to assist with other regional activities.
- Develops activity plans and implements overall strategies for the identification, cultivation, solicitation and stewardship of planned and major giving donors as assigned by regional director
- Cultivates planned and major gifts donor relationships through telephone, written (letters, invitations, applications, proposals, written materials, etc.) and high level of personal contact. Follows-up to finalize all donations.
- Develops strategies to meet or exceed all budgeted income goals in region.
- Researches present and prospective donors to determine philanthropic capacity.
- Documents all donor contacts in compliance with National Jewish Development procedures. Maintains donor files and accounts as assigned to them.
- Develops plans for securing planned and major gift donations from new sources.
- Acts as an Institution representative with National Jewish public.
- Performs other related duties, including special projects, as required or assigned. This will include any special events for planned and major gift donors.
- Performs as back-up to staff absences and vacancies as necessary.
- Performs all other duties as assigned.
- Performs, as directed, safety compliance and uses Personal Protective Equipment (PPE), as needed.
- Participates in Quality Assessment (QA) and Quality Improvement (QI) programs, as directed.
- Ensures compliance with The Joint Commission and all other Federal, State and Regulatory Agencies.
- Responds promptly and sincerely to customer’s needs, requests and concerns via all communication forms using easily understood language and refraining from using inappropriate language and non-verbal gestures.
- Maintains positive working relationships as a team player through problem solving issues, speaking positively about others, listening attentively and observing the Patient Bill of Rights and Confidentiality.
- Increases customer service knowledge, skill and ability by participating in department and institution-wide specific programs.
- Incorporates National Jewish’s identity (Science Transforming Life®) into daily functions. Speaks positively about the institution, provides customers with prompt service, maintains a clean and safe working environment, dresses appropriately based upon National Jewish safety standards, and departmental policies and wears an ID badge visibly.
Knowledge and Skills
A high level of understanding of not for profit or business operations and management. Exceptional written and oral communication skills as well as strong interpersonal and organizational abilities. A high level of professionalism in demeanor and appearance, as well as the ability to interact with high level executives and donors. An excellent knowledge of computers (MS Office Suite, Raiser’s Edge preferred).
Bachelor degree in related field required, Masters Degree Preferred.
Certification and Licensure
Additional training in development and non-profit management experience and/or certifications are preferred, including, but not limited to CFRE (Certified Fundraising Executive), Series 6, 63 and/or Series 7 Licensure, CFP (Certified Financial Planner) as well as CSPG (Certified Specialist in Planned Giving), CTEP (Certified Trust and Estate Planner).
A minimum of four (4) years recent and related fundraising development, marketing, public relations, financial services or other related experience preferred.
- or - Any equivalent combination of Education and/or Experience
Position is in an office environment. Frequent requirements may include: sitting for extended periods, entering and manipulating data on a workstation computer and participating in team/executive meetings. Approximately 75% of daily responsibilities will be working both one-on-one and in teams with other personnel and extended one-on-one contact in a quiet environment where hearing and listening is paramount. Must possess the ability to communicate by observation, verbal, written and listening; standing; walking; climbing stairs; stooping to remove/replace files; good hand-eye coordination; lifting, pulling, pushing, and upper body twisting while handling supplies and equipment; sitting while completing paperwork; using keyboard for PC and word processing needs. Occasional requirements may include: stand, walk, use hands to manipulate, handle or feel objects, tools, or controls, reach with hands and arms, stoop, kneel, and lift/move up to 25 pounds. Incumbent may be scheduled to work an alternate schedule to accommodate essential business needs; routine travel by foot or automobile to alternate work/meeting locations may be required, possibly during inclement weather.
No environmental conditions indicated. Professional office environment with time of each day spent in interaction with management/staff, in addition to planning and working autonomously. Requires teamwork and the ability to handle multiple interruptions; frequently fast-paced; high-pressure; occasionally variable-paced; variable pressure. Personal Protective Equipment (PPE) will be provided to each employee when needed as determined by policy. Utilization of PPE is mandatory. Estimated 1700 employees in the worksite.