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MAJOR AND PLANNED GIFTS Daly City, California |
ABOUT THE SETON MEDICAL CENTER AND FOUNDATION
Founded as Mary's Help Hospital in 1893 by the Daughters of Charity of St. Vincent de Paul, Seton Medical Center has provided medical care to the people of San Francisco and Northern San Mateo County for over a century. Its history is testimony of service in providing care and a compassionate environment for the sick, the poor and the underserved. This delivery of healthcare at Seton Medical Center is guided by a strong commitment to treating the whole person in body, mind and spirit.
Over the years, Seton Medical Center has evolved from a small city hospital into a major medical center. Today, the accredited, non-profit 357-bed facility, with more than 440 physicians, offers the most advanced surgical procedures, treatment options, and comprehensive healthcare services available. In addition to being recognized as one of the top 100 hospitals in the United States for cardiovascular services, Seton Medical Center offers exemplary medical, surgical, and specialty programs for spine care, orthopedics, and respiratory diseases. Seton also provides many programs and services aimed at creating a healthier community, such as the Northern California Diabetes Institute, and the RotaCare Clinic, which provides urgent care to those without health insurance. Together, the Daughters of Charity and Seton Medical Center's team of healthcare professionals provide quality healthcare so patients, their families, and the surrounding communities can enjoy happier, more productive, and healthier lives.
The SMC Foundation raises funds to support various programs at SMC. Care funds are established to help cover the costs of medical care for uninsured patients who cannot afford to pay for treatment. Weekly clinics provide free urgent care, X-rays, prescription drugs, immunizations, and healthcare referrals for patients with no health insurance. Charity care is intrinsic to the mission of the Daughters of Charity, and Seton Medical Center.
For more information about Seton Medical Center and the Foundation, please visit http://www.setonmedicalcenter.org/ and http://www.setonfoundation.org/.
POSITION OVERVIEW
The Development Officer manages a
portfolio of assigned donors and prospects as part of a comprehensive
major and planned giving program that is fully integrated into SMC's overall
development goals. The position contributes to program planning,
implementation, and evaluation, including activities for
identification, cultivation, solicitation, and stewardship of new and
existing individual prospects for major and planned gifts. The
Development Officer coordinates with members of the SMC Foundation
team to ensure that donors are strategically moved through the
fundraising cycle to major gift levels.
REPORTING RELATIONSHIPS
Reporting to the Vice President of Development, the Development
Officer also works closely with the President/CEO, executive
leadership, the Leadership Council, the Foundation Board of
Directors, and key volunteers as well as other Center
representatives. The position does not supervise any staff.
RESPONSIBILITIES
* Major Gifts:
- Participate in case development, grant proposal development and
reports, and annual planning for major gift ($1,000+) initiatives.
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Work with Foundation board members and Hospital staff to be
increasingly alert in the identfication of prospects and to
strategize on their cultivation.
- Mine current and former annual
giving donors and event attendees for the identification of major
gift prospects.
- Using professional screening tools, identify new
prospects, manage donor research activity, and create strategy for
initial contact.
- Set cultivation and stewardship production
standards and supervise a 'moves management' system for
monitoring progress in deepening relationships with major gift
prospects.
- Oversee the preparation of written proposals,
marketing materials, and other materials as well as cultivation
events needed to secure major gifts, pledges and grants.
- With the VP of Development, ensure the cooperative participation of the
Board, staff and administrative leadership in the organization's
prospect identification, management and tracking system.
- Maintain a personal portfolio of major gift prospects.
- Directly
participate in the cultivation, solicitation and stewardship of the
institution’s significant major gifts.
- Coordinate with Foundation board members and administrative leadership the existing
and future naming opportunities within the organization to include a
consistent recognition system.
- With the board, the VP of
Development, and executive leadership, develop and sustain individual
relations with donors through phone calls, personal visits and
events. Develop strategies and implement a plan to increase current
donors to higher levels of giving.
- Manage the process for
marketing, receiving and acknowledging gifts.
* Planned Gifts:
- Develop and manage a portfolio of planned giving donors
and prospects through a 'moves management' system to increase funding
capacity, maximize donor relationships, and close new gift
commitments.
- Create and implement planned gift strategies
through written proposals, personalized visits, and other contacts to
engage prospects in establishing planned gifts in compliance with
policies and procedures.
- Create and implement combination
planned and major gifting strategies that present the donor with an
overall coordinated fundraising effort to maximize the gift
opportunity.
- Act as a resource to development staff and
volunteers on the techniques of planned giving, and when appropriate,
advise on best strategy to orchestrate the stewardship and
cultivation of planned gifts.
- Assist in the development of
planned giving marketing materials including donor testimonials,
newsletter articles, advertisements, solicitations, and brochures.
- Serve as an expert resource by remaining current on tax and gift laws
as they pertain to charitable giving and the administration of
planned gifts.
- Seek the advice of tax, legal, and other
advisors on complex matters when appropriate.
- Maintain records, contact reports, and background data to facilitate periodic reports
and budgets.
* Volunteer Management:
- Provide leadership and training for the Foundation's volunteer corps.
- Ensure effective use of volunteer resource and talents.
* Teamwork and Representation:
- Develop and maintain collaborative
relationships with SMC associates, physicians, board members, donors,
volunteers, and the community.
- Thoroughly understand SMC's
mission and programs and serve as an enthusiastic advocate internally
and throughout the community.
- Attend special events, promotions,
and community functions as a representative of SMC.
- Provide quality customer service to clients, volunteers, and staff, while
actively promoting SMC's mission, services, and programs.
- Ensure a safe work environment: follow all safety guidelines and model safe
work practices.
REQUIRED QUALIFICATIONS
* Minimum five years experience successfully soliciting and
securing major gifts
* Familiarity with planned giving vehicles and concepts
* Minimum seven years experience in nonprofit fundraising
* Superior writing, speaking, and listening skills
* Strong organizations skills with a propensity for detail
* Knowledge of 'moves management'
* Results-driven approach
* Proven planning skills with a demonstrated ability to lead and manage
* Strong computer skills with experience in Word, Excel, and donor databases
* Sound judgment and the ability to exercise discretion with confidential information
* Bachelor's degree
* An appreciation for the role of faith-based organizations in healthcare
PREFERRED QUALIFICATIONS
* Experience in a hospital or healthcare setting
* Master's or higher degree
* Knowledge of Raiser's Edge
COMPENSATION
* Starting salary depends on experience.
* Position is eligible for full benefits package including: vacation and holiday pay, paid
sick time, medical, dental, and vision insurance, life insurance,
long-term disability, and a tax-deferred retirement plan.
TO APPLY
Please send letter of interest and resume
to Pamela Cook, search coordinator at develsearch@gmail.com.
We will respond to all applications.
Background screenings are required both before and after employment. SMC also requires a
medical screening.
This is a brief job description and does not prescribe or restrict the tasks that may be assigned. The Seton Medical Center is an at-will employer.