Philanthropy Coordinator, Planned Giving

Beth Israel Lahey Health, Inc.; Northern (KY); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Beth Israel Lahey Health in Charlestown is seeking a Philanthropy Coordinator to provide essential administrative support for the philanthropy team. You will manage calendars, prepare presentations, assist with prospect activities, and help maintain revenue projections.

The role requires strong English communication, 1–3 years of related experience, and proficiency with Microsoft Office. This on-site role offers a hybrid schedule with some remote work and travel as needed.

Qualifications

• Bachelor's degree required; experience in fundraising or office administration is preferred.
• 1–3 years related work experience required.
• Willingness to travel, occasional evenings & weekends.
• Strong MS Office skills and database familiarity are essential.

Responsibilities

• Schedule coordination and meeting logistics including space, food services, materials, and travel arrangements.
• Answer phones, manage messages, direct inquiries, and maintain files with accuracy.
• Coordinate with Philanthropy Central Services for data requests, research, gifts, and stewardship.
• Provide general administrative support to the Philanthropy Office as needed.
• Conduct prospect research and regular screenings of prospect lists as required.
• Represent the office and hospital at events when needed.
• Assist with Mojo fundraising database tasks and weekly metric reporting.

Skills

Written communications

Oral communications

Customer service

Problem solving

Teamwork

Education

Bachelor's degree

Tools

Outlook

Word

Excel

PowerPoint

Access

Job description

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Based in Charlestown, this position is on site 1-2 days/week (Mon-Fri) with 3-4 remote..

Philanthropy Coordinator

The Philanthropy Coordinator for Beth Israel Lahey Health (BILH) provides administrative support including calendar management, preparing presentations, and attending meetings. Serves as a central staff member in planned gifts, supporting the planned giving gift officers by managing small cultivation events, managing call lists and actions, managing all prospect activity in Raiser's Edge, running metrics reporting, and coordinating with planned giving gift officers on prospect activity. Also responsible for maintaining revenue Projections.

Primary Responsibilities

• 1. Handles all scheduling and work with meeting space, food services, sometimes with large numbers of participants. Prepares meeting materials. Reserves meeting locations and equipment. Prepares meeting agenda and other materials. Prepares travel arrangements as needed. Records and distributes meeting notes. (essential)
• 2. Answers telephone, takes accurate messages or directs call to appropriate person. Handles written communication with internal and external parties, maintains files. Greets and directs patients/families, visitors and staff. Responds to requests in a timely manner and provides clear and accurate information within scope of knowledge and authority. (essential)
• 3. Coordinate with Philanthropy Central Services teams for data requests, prospect research, gift acknowledgment and stewardship activities. (essential)
• 4. Provides general administrative support to the Philanthropy Office when needed at the discretion of the hiring manager (essential)
• 5. May perform research as needed and regular screenings of prospect lists. (essential)
• 6. May represent the office and the hospital at events when needed (essential)
• 7. Assists with Philanthropy database requests through Mojo, including new record creation, prospect visits, contact reports, moves management, and proposal data. May be responsible for running weekly metric reports for Director of Philanthropy. (essential)
• 8. Coordinates invitation production, mailing, and response tracking, coordinates the flow of information regarding events, which may include small dinners, galas, golf tournaments, and other cultivation events within the Philanthropy Office, performs administrative and other responsibilities as needed, and travels as necessary to events. (essential)

Required Qualifications

• 1. Bachelor's degree required.
• 2. 1-3 years related work experience required.
• 3. Ability to travel, occasional evening and weekend work, and to adjust to other needs of the department.
• 4. Individual judgment and knowledge of fundraising strategy is essential.
• 5. Advanced skills with Microsoft applications which may include Outlook, Word, Excel, PowerPoint or Access and other web-based applications. May produce complex documents, perform analysis and maintain databases.

Competencies

• 1. Decision Making: Ability to make decisions that are guided by general instructions and practices requiring some interpretation. May make recommendations for solving problems of moderate complexity and importance.
• 2. Problem Solving: Ability to address problems that are varied, requiring analysis or interpretation of the situation using direct observation, knowledge and skills based on general precedents.
• 3. Independence of Action: Ability to follow precedents and procedures. May set priorities and organize work within general guidelines. Seeks assistance when confronted with difficult and/or unpredictable situations. Work progress is monitored by supervisor/manager.
• 4. Written Communications: Ability to communicate clearly and effectively in written English with internal and external customers.
• 5. Oral Communications: Ability to comprehend and converse in English to communicate effectively with medical center staff, patients, families and external customers.
• 6. Knowledge: Ability to demonstrate full working knowledge of standard concepts, practices, procedures and policies with the ability to use them in varied situations.
• 7. Team Work: Ability to work collaboratively in small teams to improve the operations of immediate work group by offering ideas, identifying issues, and respecting team members.
• 8. Customer Service: Ability to provide a high level of customer service and staff training to meet customer service standards and expectations for the assigned unit(s). Resolves service issues in the assigned unit(s) in a timely and respectful manner.

Social/Environmental Requirements

• 1. Work requires close attention to task for work to be accurately completed. Intermittent breaks during the work day do not compromise the work.
• 2. Work is varied every day and the employee needs to be adaptable to respond to these changes and use independent judgment and manage priorities.
• 3. No substantial exposure to adverse environmental conditions
• 4. Health Care Status: NHCW: No patient contact.- Health Care Worker Status may vary by department Sensory Requirements: Close work (paperwork, visual examination), Color vision/perception, Visual monotony, Visual clarity > 20 feet, Visual clarity feet, Conversation, Telephone.

Physical Requirements

Sedentary work: Exerting up to 10 pounds of force occasionally in carrying, lifting, pushing, pulling objects. Sitting most of the time, with walking and standing required only occasionally. This job requires frequent sitting, Keyboard use. There may be occasional walking, standing.

Pay Range

$50,000.00 USD - $70,000.00 USD The pay range listed for this position is the annual base salary range the organization reasonably and in good faith expects to pay for this position at this time. Actual compensation is determined based on several factors, that may include seniority, education, training, relevant experience, relevant certifications, geography of work location, job responsibilities, or other applicable factors permissible by law.

As a health care organization, we have a responsibility to do everything in our power to care for and protect our patients, our colleagues and our communities. Beth Israel Lahey Health requires that all staff be vaccinated against influenza (flu) as a condition of employment. More than 35,000 people working together. Nurses, doctors, technicians, therapists, researchers, teachers and more, making a difference in patients' lives. Your skill and compassion can make us even stronger.

Equal Opportunity Employer/Veterans/Disabled At Beth Israel Lahey Health, we are driving the change in health care that Massachusetts wants and needs. Our culture promotes continuous learning, growth, innovation and a sense of belonging. We make it a priority to offer comprehensive compensation and benefits and help you achieve a healthy and balanced life. While you're busy caring for and supporting our patients, we take care of you.