Senior Individual Philanthropy Officer

Location
Concord, California
Posted
Jul 26, 2021
Closes
Aug 25, 2021
Focus Areas
Healthcare
Position Type
Full Time
Degree Level
Bachelors

The Senior Individual Philanthropy Officer (SIPO) has direct responsibility for managing a Planned Parenthood Northern California (PPNorCal) portfolio of a minimum of 125 qualified major donors and 25 in research and discovery stage within a specific inner Bay Area geographic region. In addition to developing long-term relationships with individual donors, the SIPO would be involved in cultivating deferred gifts through estate planning and other types of gifts. The SIPO also identifies and solicits prospective donors for Legacy, Capital, Endowment and Special Gifts both within and outside of formal campaign structures. The SIPO will focus on developing strong relationships with Bay Area based professional groups as we look to build our next generation of donors and reinforce our mid-level donors. 

  • Works under the guidance of the VP of Development to establish goals and objectives to build and sustain a high level of individual major gifts support for PPNorCal.
  • Plans and implements the cultivation, solicitation, and stewardship of a portfolio of donors and prospects in the individual major gifts program for the assigned regions.
  • Develops solicitation strategies that may include multiple philanthropic vehicles including working with other development staff to develop planned giving as a critical component of a strategic fundraising plan.
  • Involved in further training of staff and volunteers for donor solicitation resulting in effective preparation of the CEO, leadership volunteers and senior staff for donor visits.
  • Cultivates and solicits individual donors/prospects via in-person meetings and/or other forms of written and verbal communication.
  • Cultivates relationships with volunteers/advisory groups to effectively involve them in prospect identification, cultivation, solicitation, and stewardship.
  • Collaborates with PPNorCal staff throughout the region to identify unique and appropriate opportunities to engage donors and fund core programs.
  • Foster productive two-way communication with administrative, health center and programmatic staff with the development team.
  • Develops the annual work plan for their own portfolio and provides input for other major gifts portfolios as needed.
  • Collaborates with the major gifts/individual philanthropy team to determine appropriate relationship-building and revenue-generating events to engage prospects and donors, builds these into the plan for the region, and collaborates with the Special Events Manager on event implementation.
  • Collaborates with the institutional team and program staff to seek gifts for operations, planned gifts, foundation gifts and other giving opportunities consistent with the organization’s strategic plan.
  • Collaborates in developing of donor communications, online and offline, to engage and solicit major donors.
  • Collaborates with other development staff on cultivation and stewardship activities, proposal development, site visits, special events, and campaigns.
  • Identifies major donors for potential involvement in advisory groups or for possible board membership.
  • Prepares regular activity updates for management.
  • Ensures that prospect and donor information is recorded accurately in Raisers’ Edge and collaborates with Operations team on systems, reports, and other infrastructure needs.
  • Participates in departmental and interdepartmental workgroups as required.
  • Active participation in the advancement of PPNorCal’s Diversity, Equity, and Inclusion commitment.

OTHER SKILLS, ABILITIES, QUALIFICATIONS 

  • Bachelor's degree from an accredited four-year college or university and five years related experience or equivalent combination of education and experience.
  • CFRE designation is helpful, but not required.
  • Minimum of five years of experience in fund development.
  • Familiarity with planned giving is desirable.
  • Superior writing and verbal communication skills; excellent public speaking skills.
  • Excellent proofreading skills.
  • Ability to prioritize and manage multiple tasks with accuracy, attention to detail and confidentiality.
  • Ability to manage projects and tasks independently with minimal supervision.
  • Excellent organizational and interpersonal skills.
  • Available to work occasional weekends and evenings.
  • Knowledge of Bay Area philanthropic communities desired.
  • Commitment to quality health care and excellent customer service.
  • Demonstrated success motivating and managing volunteers.
  • Able to work well in a team environment.
  • Commitment to the highest quality of internal and external customer service.
  • Commitment to quality health care.
  • Alignment with Diversity, Equity, and Inclusion principles.

 

 

 

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