The Development Officer is responsible for managing and growing a portfolio of donors giving $5,000-$25,000 in support of the Hospital Foundation’s mission. This role plays a key part in the donor pipeline by cultivating, soliciting, and stewarding leadership level donors, advancing prospects toward major and planned gift readiness, and strengthening long-term philanthropic relationships.
Team
The Major Gifts & Campaigns Team plays a critical role in cultivating and building relationships to drive sustainable growth from donors and prospects at $5K+ to enable the Foundation to meet granting commitments to Southlake Health to deliver leading edge care close to home.
ACCOUNTABILITIES & ACTIVITIES
Donor Portfolio
- Manage a portfolio of approximately 150-200 gift prospects giving $5K-$25K.
- Develop, build and strengthen relationships with donors through individualized cultivation, solicitation, and stewardship strategies.
- Conduct regular donor meetings, calls, and touchpoints to deepen engagement, retention, and advance giving.
- Collaborate with colleagues in Major Gifts, Annual Giving, and Donor Experience to ensure seamless donor movement through the pipeline.
- Support donor events, tours, and recognition activities as needed.
- Work with the Stewardship team to communicate donors’ impact of giving through the delivery of impact and stewardship reports and recognition opportunities.
- Ensure all donor interactions are recorded accurately and promptly in the CRM.
Bridge Donor Program
- In collaboration with the Director, lead the planning, execution, and evaluation of the Foundation’s Bridge Donor Program, designed to transition mid-level donors toward major gift readiness.
- Implement tailored engagement plans, including cultivation activities, solicitations, impact communications, recognition, stewardship. and targeted cultivation activities.
- Track donor movement and identify prospects with major or planned gift potential.
Foundations Program
- Manage relationships with private, family, corporate and community foundations up to investment levels of $250K.
- Research funding opportunities and in collaboration with Writer, Major Gifts, prepare compelling letters of inquiry and proposals.
- Maintain a calendar of deadlines, deliverables, and reporting requirements to ensure compliance and strong funder relationships.
- In collaboration with Donor Experience, deliver meaningful recognition and stewardship.
- Contribute to annual planning, revenue forecasting, and pipeline development.
- Represent the Foundation at community events and donor engagements.
Foundation Team
- Work as a team player actively promoting a positive and professional work environment and culture
- Conduct role with integrity and respect and with a focus on demonstrating the Foundation’s values
- Act as an ambassador throughout the community, positively representing the Hospital and the Foundation
- Maintain donor and Foundation confidentiality and privacy at all times
- Demonstrate a commitment to exceptional donor experience
- Abide by the Occupational Health and Safety Act, and work in a manner that is safe, reporting incidents immediately to direct supervisor
- Adhere to the policies and procedures of Southlake Health and Southlake Health Foundation
- Perform other duties as assigned in order to meet the overall goals and objectives of the Foundation
- Maintain and advance professional knowledge of and expertise in relevant fields
- Develop and be able to communicate a strong understanding of Southlake’s and the Foundation’s strategic priorities and exemplify Southlake’s shared values:
- Serving with purpose
- Always with compassion
- Power of many
- Every voice matters
- Courage to think differently
TECHNICAL KNOWLEDGE & SKILLS
- Post-secondary degree.
- Minimum 3-5 years of fundraising experience, previous experience in healthcare philanthropy an asset.
- Demonstrated success in donor cultivation, solicitation, and stewardship.
- Strong written and verbal communication skills.
- Excellent interpersonal skills with the ability to build trust and rapport.
- Experience with CRM systems, Raiser’s Edge considered an asset.
- Ability to manage competing priorities, meet deadlines, and work both independently and collaboratively.
- Proficient in the use of corporate productivity tools including Excel and Word
- Excellent problem solving, written and verbal communications and project management skills
- Positive attitude, ability to work effectively with multiple deadlines, and in a fast-paced environment with shifting priorities
- Excellent organizational, planning and time management skills
- Proven ability to build and sustain strong working relationships with colleagues and key stakeholders at all levels; capable of exercising independent judgment and flexibility
- Willingness to work flexible hours, including some evenings and weekends