Director of Leadership Giving

Job Summary

This is a full-time professional position responsible for supporting the CEO and VP of Philanthropy (VP) to identify, cultivate, solicit, and steward donors to meet the Annual Campaign goal, with specific emphasis on gifts to the Transitions Kids pediatric hospice, palliative care and bereavement program; the Indigent Care program for adults and seniors; Transitions GriefCare bereavement programs, and to support other financial priorities as identified by the Board of Directors and CEO. The Annual Campaign goal is achieved through cultivation and solicitation of current gifts and pledges to the William M. Dunlap Leadership Circle ($25,000+), as well as increasing planned/deferred gift commitments to the Legacy Society. The Director of Leadership Giving (Director) will manage an active portfolio of 100-150 qualified major donors and prospects achieved through personal visits, gift proposals, phone calls, e-mails, and personal notes, all tracked through a comprehensive moves management system through the Raiser’s Edge (RE/NXT) donor database. This position assists the VP by conducting regular prospect research on new and current donors and building planned/deferred giving pipelines utilizing RE/NXT, Wealth Engine, and other research tools. The Director will engage regularly with program staff to stay current on programmatic needs and service delivery data, and coordinate cultivation and stewardship events for donors and prospects.

The Director will provide positive and professional interactions with both internal and external key stakeholders. This person will thrive in a dynamic and creative work environment that requires flexibility and initiative to prioritize tasks and must embrace the challenges of an ever-changing healthcare environment and the needs of a growing philanthropic effort. Must have experience with RE/NXT, strong attention to detail, and able to thrive in a complex office environment. The schedule for this position is Monday-Friday 8:30am-5:00pm.

Responsibilities

Under the direction of the VP, implement and make recommendations about the strategic philanthropic cultivation and stewardship strategies that strengthen long-term relationships with all donors, with special emphasis on annual, major, and planned giving donors, thus supporting the comprehensive Philanthropy strategy.

Annual Campaign Portfolio Management (90% of time):

• Identify and manage a portfolio of 100-150 qualified donors and prospects with emphasis on donors capable of current gifts to the Leadership Circle ($25,000), including multi-year pledges and planned/deferred gifts.
• Meet bi-weekly with the VP create prospect profiles and visit briefings, report on contacts, and gifts solicited and closed. Coordinate scheduling meetings for the VP and CEO, engaging Board members and leadership volunteers.
• Set weekly and monthly goals to conduct regular meaningful contacts with donors in the portfolio, to include personal visits, proposals submitted, phone calls, e-mails, and personal notes.
• Record all contacts in RE/NXT database utilizing the established moves management system. Provide regular reports as requested by the VP.
• Schedule cultivation and stewardship events to educate and develop new relationships with donors and prospects.
• Work with Philanthropy team build the pipeline for the 1979 Circle (annual cumulative gifts of $1,000 - $24,999), major, and deferred gifts, especially families of patients who give through the memorial donation pipeline, the grateful family program, and monthly donors.

Administrative Support to Philanthropy Department (10% of time):

• Work as an integral part of the Philanthropy team to support special stewardship and Annual Campaign activities, and other departmental projects throughout the year.
• Attend third party and agency events to support the Philanthropy team as needed.
• Answer calls as needed to promote a helpful and responsive relationship with donors, families, and the public.
• Other duties as assigned by supervisor.

Expectations

• Dedicated to the mission, vision, and values of Transitions LifeCare.
• Transitions LifeCare Core Values are exemplified in all interactions with internal and external customers.
• Ability to development and sustain working relationships with high-level donors.
• Comfort with personal calls and visits to donors and prospects. Ability to manage time effectively.
• Adheres to Transitions LifeCare policies, procedures, and guidelines.
• Compliance with IRS regulations regarding tax deductibility of charitable gifts.
• Participate in regular trainings for the Raiser’s Edge/NXT and other computer databases.
• Comfort with local travel as needed for donor visits, events, and work-related meetings, and ability to work nights and weekends as required.
• Respect for confidentiality of donor records.
• Adheres to NHPCO Ethical Practices.

Requirements

• Bachelor’s Degree, with a concentration in a related field, Human Services, Psychology, Finance, Nonprofit Management, etc. Advanced degree preferred.
• Current CFRE (Certified Fundraising Executive) credential or attained within 2 years of employment.
• Minimum of seven years of experience working in a nonprofit organization or related corporate environment.
• Experience with donor database management software, the Raiser’s Edge/NXT preferred.
• Ability to communicate effectively and enthusiastically with a diverse constituency, including family members, Board members, individual donors, volunteers, and fellow staff.
• Excellent people skills including the ability to maintain tact, diplomacy, and confidentiality.
• Close attention to detail and accuracy of information, timeliness on data input.
• Service-oriented mentality and strong customer service skills.
• Excellent organizational and time management skills, ability to multi-task and prioritize workflow.
• Clear, professional verbal and written communication skills, including the ability to compose, edit and proof correspondence and documents to make effective public or individual presentations.
• Ability to commit to occasional evening and weekend work.
• Knowledge of mission, healthcare, and the regional philanthropic community desired.
• Self-motivated with ability to work well independently and as part of a team.
• Proficient with Microsoft Office: Word, Excel, PowerPoint, and Outlook, as well as Adobe and other databases utilized by the philanthropy department.
• Must be a self-starter and possess the ability to work well under pressure.
• Suggest new techniques or viable revisions/improvements to existing processes.
• Consistently able to make sound decisions and exercise discretion.
• Ready to assist and have a positive morale factor with other team members.
• Meet schedules, prioritize multiple tasks appropriately, and demonstrate minimal use of work time for personal issues.
• Maintain supportive interaction with co-workers, demonstrate appropriate ways to express concerns and feelings.