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 ()
Job Title
Philanthropy Officer