Philanthropic Advisor (FT- 1.0 FTE, Variable Shift)

Bozeman Health; Bozeman (MT); On-site; USD 60,000 - 90,000; Full time

Job summary

Bozeman Health is seeking a Philanthropic Advisor to secure support for mission-driven programs and projects. You will collaborate with the Foundation to build donor relationships and manage a portfolio to achieve fundraising goals.

The role requires strategic donor engagement, strong communication, and nonprofit fundraising expertise to drive measurable impact across campaigns and annual giving. Proficiency with Raiser's Edge/NXT is preferred.

Qualifications

• Bachelor’s degree in business, communications, marketing or related field.
• Three (3) years of non-profit fundraising experience soliciting gifts from individuals.
• Demonstrated non-profit development experience and understanding of philanthropy interrelation.
• Proficient with donor management software/CRM, preferably Raiser's Edge/NXT.
• CFRE coursework completed (preferred).
• Healthcare sector and physician engagement experience with regional knowledge.
• Experience in planned giving and legacy gifts within fundraising strategy.

Responsibilities

• Identify, cultivate and solicit prospective donors to build authentic, long-term relationships.
• Manage a portfolio of giving relationships in all development stages; create moves management plans and KPI-based reports.
• Produce professional proposals and correspondence; present compelling cases for support and stewardship reports.
• Maintain accurate CRM records, gift agreements, proposals and gift recording in Raisers Edge/NXT.
• Engage physicians and health-system teams as contributors and referral sources; build trust with senior staff and volunteers.
• Implement stewardship tactics in collaboration with Foundation team members.
• Support a diverse range of philanthropic initiatives to achieve annual, major, event and campaign goals.

Skills

Fundraising strategy

Donor relations

Portfolio management

Communication skills

Education

Bachelor’s degree in business/communications/marketing or related field

CFRE professional education coursework (preferred)

Tools

Raiser's Edge/NXT

Job description

Position Summary

The Philanthropic Advisor works in close collaboration with Foundation team members and must be highly motivated to secure financial support for our mission-driven programs and projects. The successful candidate will possess excellent communication and interpersonal skills and a strong understanding of fundraising strategies and a self-driven, results-oriented, mindset to achieve fundraising goals and drive measurable impact.

Minimum Qualifications

• Required Bachelor’s Degree business, communications, marketing or a related field
• Three (3) years of non-profit fundraising experience soliciting gifts from individuals
• Demonstrated non-profit development experience with working knowledge of how all aspects of philanthropy interrelate for the benefit of the donor and the organization.
• Proficient using donor management software, CRM systems, preferably Raisers Edge/ NXT and other relevant technologies.
• Preferred Certified Fundraising Executive (CFRE) Professional education coursework completed in the development field
• Healthcare sector and physician engagement experience and a working knowledge of the region
• Experience in planned giving with a proven ability to cultivate and secure legacy gifts as part of a comprehensive fundraising strategy

Essential Job Functions

In addition to the essential functions of the job listed below, employees must have on-time completion of all required education as assigned per DNV requirements, Bozeman Health policy, and other registry requirements. Develop and implement strategies to Identify, cultivate and solicit prospective donors to build authentic relationships and foster long-term relationships. Manage a portfolio of giving relationships, in all stages of development, produce quarterly and annual moves management plans, progress reports and advancement toward fundraising and relationship building metrics following established KPI’s. Produce professional and well-written correspondence and proposals and present an articulate and compelling case for support and supporting stewardship impact reportsdonor communications. Maintain a record of accountability, accuracy and documentation in action reports in the CRM Raisers Edge/NXT, gift agreements, proposals and gift recording. Engage physicians and health system team members as contributors and grateful patient referral sources and build trusting relationships with senior residents and volunteers at health system locations. Implement stewardship tactics in collaboration with Foundation team members. Support a diverse range of philanthropic initiatives to achieve annual, major, event and campaign goals.

Knowledge, Skills and Abilities

Demonstrates sound judgment, patience, and maintains a professional demeanor at all times. Exercises tact, discretion, sensitivity, and maintains confidentiality. Performs essential job functions successfully in a busy and stressful environment. Learns current and new computer applications and office equipment utilized at Bozeman Health. Strong interpersonal, verbal, and written communication skills. Analyzes, organizes, and prioritizes work while meeting multiple deadlines.

Schedule Requirements

This role requires regular and sustained attendance. The position may necessitate working beyond a standard 40-hour workweek, including weekends and after-hours shifts. On-call work may be required to respond promptly to organizational, patient, or employee needs.

Physical Requirements

• Lifting (Rarely – 30 pounds): Exerting force occasionally and/or using a negligible amount of force to lift, carry, push, pull, or otherwise move objects or people.
• Sit (Continuously): Maintaining a sitting posture for extended periods may include adjusting body position to prevent discomfort or strain.
• Stand (Occasionally): Maintaining a standing posture for extended periods may include adjusting body position to prevent discomfort or strain.
• Walk (Occasionally): Walking and moving around within the work area requires good balance and coordination.
• Climb (Rarely): Ascending or descending ladders, stairs, scaffolding, ramps, poles, and the like using feet and legs; may also use hands and arms.
• Twist/Bend/Stoop/Kneel (Occasionally): Twisting, bending, stooping, and kneeling require flexibility and a wide range of motion in the spine and joints.
• Reach Above Shoulder Level (Occasionally): Lifting, carrying, pushing, or pulling objects as necessary above the shoulder, requiring strength and stability.
• Push/Pull (Occasionally): Using the upper extremities to press or exert force against something with steady force to thrust forward, downward, or outward.
• Fine-Finger Movements (Continuously): Picking, pinching, typing, or otherwise working primarily with fingers rather than using the whole hand as in handling.
• Vision (Continuously): Close visual acuity to prepare and analyze data and figures and to read computer screens, printed materials, and handwritten materials.
• Cognitive Skills (Continuously): Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.
• Exposures (Rarely): Bloodborne pathogens, such as blood, bodily fluids, or tissues. Radiation in settings where medical imaging procedures are performed. Various chemicals and medications are used in healthcare settings. Job tasks may involve handling cleaning products, disinfectants, and other substances. Infectious diseases due to contact with patients in areas that may have contagious illnesses.

*Frequency Key: Continuously (100% - 67% of the time), Repeatedly (66% - 33% of the time), Occasionally (32% - 4% of the time), Rarely (3% - 1% of the time), Never (0%). The above statements are intended to describe the general nature and level of work being performed by people assigned to the job classification. They are not to be construed as a contract of any type nor an exhaustive list of all job duties performed by the personnel so classified.

77271000 Foundation Administration (CORP)