Annual Giving, Donor Relations/Stewardship, Health
4 Year Degree
Responsible for all aspects of philanthropy endeavors including major gift planned giving and annual gift program. Identifies, manages and solicits a portfolio of major donors to meet program/campaign goals. Develops and implements the Planned Giving Program. Oversees the functionality of the organization’s Donor Database. Collaborates with community outreach and marketing staff to coordinate communication related to philanthropy and focus of philanthropic endeavors. Participates in special events and outreach planning and implementation as indicated.
ESSENTIAL JOB RESPONSIBILITIES:
Include the following. Other duties may be assigned.
In collaboration with the CEO and Philanthropy Board, philanthropy staff establishes and implements short and long range goals for funding sources as defined for the organization, including major gifts (i.e. Special and Signature Gifts); estate planned gifts, general donations, events and designated funding appeals.
Oversees major/signature gift donor prospect cultivation, stewardship and recognition plans.
Collaborates with the philanthropy team to identify members for the Philanthropy Board; prepares and coordinates the Board Meetings.
In collaboration with the philanthropy team, strategizes and orchestrates methods and who best to approach donors, ensuring documentation of decisions are documented in the database accordingly.
Establishes productive sub-committees in relation to scope of work, identifying committee members to help reach the program/campaign goals of the organization
In collaboration with the philanthropy team, Guides as needed with the annual direct mail campaign by helping to ensure appropriate message and contributing to the comprehensive donor prospect list.
As requested, contributes information about public and private grant sources (agencies, corporations and foundations as approved) to identify sources of restricted and unrestricted funding.
Meets with and educates communities’ applicable financial and legal professionals about the organization’s planned giving programs; serves as an educational resource to their internal staff and clients.
Tracks progress of known planned giving gifts as possible; encourages partial disbursement as appropriate.
Oversees and/or maintains accurate accounting of all philanthropy department income and its sources, interfacing with Annual Gifts/Events Officer and Finance to fulfill information requests and reconcile to the general ledger monthly and otherwise requested.
Oversees memorial donor recognition and tributes as indicated by donors.
Builds and oversees the maintenance of the data bases for department in a timely manner, including standardization and completeness of data collection, retrieval of information from files as needed, the accuracy of all donor information and all entries relating to gifts.
Speaks publicly to internal and external groups presenting information about hospice services and need for financial support; answers questions in a professional and knowledgeable manner.
Collaborates with Creative Services Designer to develop publicity materials such as brochures, newsletter, media communication, and other promotional materials.
Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include assisting with interviewing, hiring and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Participates in Leadership Team activities and functions including sharing rotation of Administrative Call.
LEADERSHIP SUCCESS FACTORS:
Communication: Expresses thoughts and ideas clearly. Adapts communication style to fit audience.
Initiative: Originates action to achieve goals.
Management Identification: Identifies with and accepts the challenges and responsibilities of management.
Judgment: Makes realistic decisions, anticipates problems, and develops alternate solutions.
Planning, Organizing and Controlling: Establishes course of action for self and others to accomplish goals; plans proper assignments of personnel and appropriate allocation or resources. Monitors results.
Leadership: Uses appropriate interpersonal styles and methods in guiding others toward task accomplishment.
Work Standards: Sets high goals and standards of performance for self and others. Compels others to perform to their highest abilities.
Tolerance for Stress: Maintains stability of performance under pressure and/or opposition.
Innovativeness: Generates and/or recognizes creative solutions in work related situations.
Delegation: Allocates responsibilities effectively and appropriately.
Performance Evaluation: Consistently and accurately evaluates performance of each team member formally at end of 90 Day Introductory Period and annually, ensuring that evaluations are completed and submitted on time 100% of the time. Provides ongoing feedback and ensure each team member has the tools and resources to exceed performance expectations.
Staff Development: Continually develops skills and competencies of team members.
Organizational Sensitivity: Perceives the impact and implications of decisions on the organization.
Ethics: Models the highest standards of conduct and ethical behavior; adopt a strong position against fraud, abuse, or harassment toward patients, families, employees and volunteers.
Regulatory Compliance: Educates and monitors team members about their own and the organization’s responsibilities.
STRATEGIC PLAN RESPONSIBILITIES FOR ALL EMPLOYEES:
Participates proactively in improving performance at the individual, departmental and corporate levels.
Actively sets goals related to the Strategic Challenges and is accountable for meeting goals at annual evaluation.
Reports to work and meetings at expected times, prepared to work, and adheres to scheduled hours.
Utilizes work time effectively and completes quality work in prescribed time using appropriate time management skills and resources.
Provides superior customer service to all internal and external customers.
Cooperates and functions as a team member within the organization.
Exhibits flexibility and demonstrates dependability within the organization.
Demonstrates courtesy and respect when dealing with fellow staff members, volunteers, and customers.
Demonstrates willingness to accept responsibility and accountability in assigned duties.
Demonstrates ability to perform in job under stressful situations.
Exhibits exceptional communications skills.
Complies with policies, procedures and standard practices.
Represents Hospice of Marion County, Inc. professionally at all times through positive customer interactions, exceptional written and verbal communications and appropriate business attire/ personal appearance.
Complies with all Federal, State, and local government regulations, maintaining a strong position against fraud and abuse.
Adheres to all safety and security policies.
Maintains the confidentiality of patients, families, colleagues, customers, and other sensitive situations and adheres to all HIPAA policies.
Uses resources in a fiscally responsible manner.
Promotes Hospice of Marion County, Inc. through participation in community and professional organizations.
Shares expertise with co-workers both formally and informally.
Understands, adheres to and promotes the Hospice Mission, Vision, and Values.
Participates in orienting new employees, volunteers and students.
Meets or exceeds Quality Improvement Standards and Standards of Excellence in all areas of practice.
Remains in the service area during emergencies, and as appropriate and/or as schedules, to work up to, during and after the emergency to assist in providing quality care to patients; clients of Hospice of Marion County, Inc. If you reside in a mandatory evacuation area and so must evacuate, or if there are any special family needs that need to be accommodated, management must be notified.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelors Degree in Business, communication, Marketing, Hospitality, Non-Profit Management or related field.
At least three (3) to five (5) years of experience in sales or fund development with in depth knowledge of and proven leadership in fund raising preferred.
Demonstrated continuing intent to gain high levels of knowledge in planned giving and in management.
Demonstrated proficiency in MS Word, Excel, PowerPoint, Outlook, desktop publishing and Donor Perfect software packages, preferred.
Previous experience in coordinating special events and in grant solicitation.
Knowledge of the local business and philanthropic communities.
Must have a Valid Florida drivers License, maintain current auto insurance coverage and have access to a reliable automobile. Maintain qualifications to drive company vehicle.
Ability to work evenings and weekends as necessary; moderate travel.
Ability to work unsupervised, exercising discretion and independent judgment.
Demonstrated ability to multi-task, handling workload, stressful situations, and provide exceptional customer service.
Ability to demonstrate exceptional communication with customers and provide feedback.
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures and governmental regulations, as well as documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to create moderately complex reports and generate high level correspondence.
Ability to communicate effectively verbally and in writing.
Ability to speak effectively before individuals and groups of customers, patients/families or employees.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Ability to operate a facsimile, copy machines, computers and other common office machines.
PHYSICAL DEMANDS/WORK ENVIRONMENT:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; walk; use hands to finger, handle, or feel objects, tools, or controls; stand and reach with hands and arms; to talk and hear. The employee is occasionally required to stoop, kneel, or crouch.
Must frequently lift/move up to 25 pounds and/or occasionally lift/move up to 50 pounds.
Frequent mobility in and out of offices and buildings.
Frequent use of hands and arms to reach, lift, carry and move objects.
Occasionally works in outside weather conditions.
Specific vision abilities required by this job include close vision, color vision and depth perception.
Noise level in the work environment is usually moderate.
Our mission is to provide exceptional, compassionate end-of-life care to our community.
Hospice of Marion County's (HMC) philosophy is founded upon compassionate comfort care for all patients facing the end of life. HMC treats the entire family as a unit of care, providing multi-disciplinary services on the physical, emotional, psychological and social levels. Our mission is to remove financial or cultural barriers to the access of care in order to fulfill our vision, "...of enhancing the quality of life through innovative care and services in central Florida." Hospice provides medical, psycho-social, spiritual and resource-oriented interventions and assistance to ensure that the end of life is met with comfort and meaning, regardless of ability to pay. In the past five years, Hospice of Marion County has assumed $4.2 million in charitable care.
Our continuing objective is to improve access to hospice care by serving a more culturally diverse community of patients with an expanded scope of services; providing quality of life care to every eligible patient in our county, while offering support and resources to their family and caregivers.