Philanthropy Officer

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: Benefits & Incentives | WellSpan Careers (joinwellspan.org)