Development Officer, Stewardship and Prospect Management

About the Role

Key Responsibilities

• Work closely with the Director of Development to develop donor and prospect engagement / retention strategies by creating an institutionalized stewardship program.
• Responsible for creating and implementing the Foundation stewardship program.
• Liaise with the major gift team in the implementation and organization of prospect and/or donor cultivation and stewardship events (that fall outside of the Foundation events team).
• Create an individual donor recognition society to mirror Presidents' Circle corporate giving society.
• Develop and oversee fund reporting to ensure donors are kept well-informed about the use and impact of their gifts.
• Work with major gift team to develop a campus-wide inventory of donor recognition named spaces and suggested donations with an emphasis on parity, consistency, and adherence to guidelines.
• Develop tools that assist development officers in securing major gifts.
• Structure, implement, and monitor the Foundation Portfolio Management Program.
• Define process for managing flow of moves management to track gift officer success.
• Provide continuous training of staff in portfolio management processes, as well as assist frontline staff with tracking prospect and donor engagement strategy.
• Support the major gift team through the identification and research of patient leads to expand the major gift prospect pool.
• Screen and analyze daily patient lists.
• Conduct research on potential MG prospects.
• Assist MGOs with prospect outreach strategy.
• Perform financial analysis of new prospects.

Requirements

• Bachelor's degree preferred.
• 3+ years of prospect management, stewardship, and/or research experience, ideally in a healthcare, higher education, or grassroots/non-profit environment.
• Proficiency with Raiser's Edge NXT, Research Point and/or comparable donor database and wealth screening programs.
• Excellent donor database and reporting knowledge.
• Strong written communication and analytical skills.
• Ability to take initiative and work independently, but also collaborate as part of a team.
• Multitasking and prioritization skills.
• Embraces technological advances that allow us access and understand data efficiently and effectively.

Qualifications

• Bachelor's degree (preferred).