Sr Development Director

Essential Functions/Responsibilities:

Portfolio Management and Fundraising

• Manage a portfolio of 175 or more prospects (corporate and individual) and conduct personal visits, phone calls, tours and other meaningful interactions to qualify, cultivate, solicit, ultimately securing major and planned gifts.
• Maintain accurate and meaningful constituent records utilizing a Customer Relationship management system.
• Collaborate with the President and Foundation Board on prospect and donor research. Be accountable for growth in the prospect pool for future relationship cultivation.
• Assist with the planning and coordination of all major capital campaigns.
• Provide opportunities to educate Foundation Board members in fundraising activities.

Planned Giving

·Build professional resources in the community who may advise on specific giving vehicles and additionally be a source of referrals.

·Establish a planned giving committee to provide presentations/seminars to targeted groups.

·Responsible for identifying and securing prospects for the estate planning program and stewarding donors who result from this program.

·Assist in the development of materials that promote and enhance the work of the foundation and participate in the planning of donor recognition and cultivation events.

Educational Outreach

• Orchestrate educational opportunities for key members of the organization - physicians, executive team, board members in the cultivation/solicitation/stewardship process.

Basic UPH Performance Criteria

• Demonstrates the UnityPoint Health Values and Standards of Behaviors as well as adheres to policies and procedures and safety guidelines.
• Demonstrates ability to meet business needs of department with regular, reliable attendance.
• Employee maintains current licenses and/or certifications required for the position.
• Practices and reflects knowledge of HIPAA, TJC, DNV, OSHA and other federal/state regulatory agencies guiding healthcare.
• Completes all annual education and competency requirements within the calendar year.
• Is knowledgeable of hospital and department compliance requirements for federally funded healthcare programs (e.g. Medicare and Medicaid) regarding fraud, waste and abuse. Brings any questions or concerns regarding compliance to the immediate attention of hospital administrative staff. Takes appropriate action on concerns reported by department staff related to compliance.

Minimum Requirements

Identify items that are minimally required to perform the essential functions of this position.

Preferred or Specialized

Not required to perform the essential functions of the position.

Education:

Bachelor’s degree.

Experience:

Minimum five years professional fundraising development with proven record of achievement in planned giving and/or major donor initiatives.

Experience either in a staff or board member role of a non-profit organization.

License(s)/Certification(s):

Valid driver’s license when driving any vehicle for work-related reasons.

CFRE Designation

Knowledge/Skills/Abilities:

Ability to thrive in a collaborative environment.

Excellent interpersonal skills.

Professional image.

Ability to interact with staff, physicians, donors and volunteers at all levels.

Ability to establish priorities.

Knowledge of the healthcare environment.

Ability to market, identify and close gifts.

Organized, strategic thinker.

Efficient – seeks to minimize fund raising costs.

Working knowledge of planned giving vehicles.

Familiar with database management.

Experienced solicitor of major/planned gifts.