Leadership Annual Giving

REQUIRED EDUCATION AND EXPERIENCE:

1. Bachelor's degree and 5 years of frontline fundraising experience, including direct solicitation; OR

2. High school diploma or equivalent and 9+ years of relevant fundraising experience

3. Any appropriate combination of relevant education, experience, and/or certifications may be considered

REQUIRED KNOWLEDGE, SKILLS, ABILITIES/COMPETENCIES TYPICALLY NEEDED TO PERFORM THIS JOB SUCCESSFULLY:

1. Ability to build trust and credibility with patients, families, physicians, and clinical leadership

2. Strong interpersonal, written, and verbal communication skills

3. Demonstrated ability to ask for and close philanthropic gifts

4. Sound judgment when working with sensitive and confidential information

5. Ability to work independently while aligning with institutional strategy

6. Strong organizational skills and discipline in moves management and CRM documentation

7. Professional discretion and emotional intelligence in patient-facing settings

8. Commitment to ethical fundraising and donor-centered engagement

PREFERRED QUALIFICATIONS:

1. Fundraising experience in a hospital, academic medical center, or healthcare-related environment

2. Experience with Leadership Annual Giving, Grateful Patient fundraising, or Major Gifts

3. Demonstrated success closing gifts through personal solicitation

Frontline Fundraising & Donor Engagement

· Manage an active portfolio of approximately 125–175 grateful patient prospects and donors

· Conduct in-person and virtual donor visits to qualify, cultivate, solicit, and steward donors

· Secure outright gifts, pledges, and multi-year commitments in the $1,000–$25,000 range

· Develop and execute individualized donor strategies aligned with clinical priorities

· Maintain timely and accurate documentation of all donor interactions in the CRM system

Grateful Patient Program Integration

· Partner with physicians, nurses, administrators, and clinical leadership to identify appropriate grateful patient prospects

· Translate patient gratitude into philanthropic investment through ethical, patient-centered engagement

· Represent Grateful Giving professionally within clinical and patient-facing environments

· Ensure adherence to HIPAA and institutional compliance standards in all outreach

Pipeline Development & Collaboration

· Qualify leadership annual giving donors for potential transition to Major Gifts

· Coordinate strategic referrals and warm handoffs to Major Gift Officers

· Collaborate with Annual Giving, Major Gifts, Advancement Communications & Marketing, and Donor Relations to ensure a coordinated donor experience

 · Support targeted appeals, stewardship efforts, and engagement initiatives as complements to frontline work

Administrative & Reporting Responsibilities

· Maintain accurate forecasting, contact reports, and donor strategies

· Track progress toward revenue, visit, and solicitation goals

· Participate in team meetings, planning sessions, and training opportunities