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Chief Philanthropy Officer

2 months ago

San Antonio, Texas, United States Christus Health Full time

Overview:

The Chief Philanthropy Officer is accountable for overseeing a significant operational unit or a large-scale support function. This role may encompass a service line comprising multiple clinical departments and associated operations. The individual will establish objectives and outcomes for the department, with overall accountability for departmental functions. As a subject matter expert, this position will provide insights on policies, processes, and operational challenges that affect the business line. The Chief Philanthropy Officer will assist in addressing complex technical and operational issues while setting guidelines and performance benchmarks for budget formulation and daily operations.

Key Responsibilities:


• Uphold the standards of the OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.

• Set and achieve fundraising objectives for the foundation, collaborating across CHRISTUS Philanthropy and engaging with boards to ensure successful fundraising efforts. This role holds primary responsibility as a Philanthropy Officer with a major gift portfolio, focusing on securing significant annual gifts to meet philanthropic revenue targets. A minimum of 75% of time should be dedicated to major gift fundraising cultivation, stewardship, and solicitation strategies within the designated portfolio.

• Make hiring decisions and oversee terminations within the scope of responsibility.

• Conduct and supervise performance evaluations for various units, adhering to policy guidelines.

• Approve salary adjustments, staffing plans, and budget allocations.

• Manage all Foundation Operations, including Business Management and Development/Donor Services.

• Serve as a member of the Foundation Management Team and CHRISTUS Santa Rosa LDI team.

• Act as the business manager for the Foundations/Endowment Fund, overseeing all accounts receivable and payable, along with other financial and contractual responsibilities.

• Attend all board and committee meetings.

• Provide leadership to the Audit Committee Chair and the Audit Committee in coordinating meetings and implementing audit charter initiatives.

• Supervise the annual external audit for the Endowment Fund and occasional internal audits.

• Assist the Foundation CPA in reporting Vital Signs to CHRISTUS Health.

• Oversee the allocation of foundation funding to appropriate hospital programs and projects, including the processing of Endowed Chair funding requests.

• Manage office equipment contracts, supply orders, security, maintenance/upgrades, lease payments/inquiries, and other related duties.

• Ensure compliance with all financial and donor data security regulations.

• Oversee the storage of financial records and other foundation assets.

• Direct all development/donor services, including prospect research, gift processing, database management, funding development, and gift data reporting.

• Ensure timely and accurate issuance of gift receipts/letters to donors in accordance with IRS standards.

• Collaborate with Data Services Research Coordinator/Business Development Specialist and CPA to ensure proper crediting of gifts and pledges received monthly for accurate financial reporting to the Board and Auditors.

• Manage all data-related inquiries and requests from staff.

• Coordinate all reports for internal and external purposes, including philanthropic giving reports in partnership with the Database Management Consultant.

• Supervise the Database Management Consultant regarding fundraising reporting for the board and leadership, as well as Key Indicators reports for Foundation leadership.

• Oversee the Data Services Research Coordinator/Business Development Specialist in maintaining gift reports to inform the fundraising team of weekly giving totals for each foundation.

• Guide the Data Services Research Coordinator/Business Development Specialist in providing access, instruction, and training for database management via Blackbaud/Raisers Edge to other members of the Fundraising Team.

• Ensure the maintenance of a comprehensive and accurate donor database that includes all constituents, such as board members, donors, and prospective donors.

• Oversee the procedures and documentation for gift processing and receipting developed by the Data Services Research Coordinator/Business Development Specialist.

• Provide leadership and expertise in prospective donor research and donor data analysis. Develop specific donor strategy recommendations for the leadership of both foundations to enhance fundraising success as appropriate. Identify potential gifts through research on individual donors, foundations, and corporations.

• Conduct Grateful Patient screenings.

• Provide high-level donor and prospect research as requested.

• Demonstrate competence in performing assigned responsibilities in a manner that meets the population-specific and developmental needs of the members served by the department.

• Adapt assigned assessment, treatment, and/or service methods to accommodate the unique physical, psychosocial, cultural, age-specific, and other developmental needs of each member served.

• Take personal responsibility to ensure compliance with all policies, procedures, and standards as established by state and federal agencies, the hospital, and other regulatory entities.

• Perform all duties in a manner that protects patient confidentiality and does not solicit or disclose any confidential information unless necessary for the performance of assigned job duties.

• Adhere to the CORE values of Santa Rosa Health Care.

• Perform other duties as assigned.

Qualifications:

A. Education/Skills

  • Bachelor's Degree in Business, Government, or Public Administration is required.
  • Graduate/professional level education is preferred.

B. Experience

  • 5-7 years of Non-Profit Director level experience, demonstrating competency in strategic fundraising/development functions, prospect/data research, and non-profit management.
  • 10+ years of business management or supervisory experience is required, with a preference for non-profit experience.
  • Proven success in non-profit audits leading to consistent internal control development.
  • Demonstrated persistence in enhancing Foundation Funding Reimbursements processes.
  • Experience in a rapidly growing environment.
  • Ability to build, lead, motivate, and hold accountable a team under direct or indirect supervision.
  • Focus on results with the ability to develop and utilize budgets and metrics to drive performance.
  • A proven track record of personal success in a hospital foundation or similarly complex fundraising environment.
  • Demonstrated management skills, including the ability to motivate and develop staff, and a history of successfully mentoring board members.
  • Strong experience in annual giving, capital campaigns, major gifts, deferred giving, grantsmanship, and other relevant fundraising methods.
  • Proven success in identifying, cultivating, soliciting, and stewarding donors and potential donors.
  • Knowledge of planned giving principles and practices, including regulations applicable to estate planning and trust formulation and administration, along with familiarity with current fundraising software and Internet-based options.
  • Ability to influence and engage a diverse range of donors and cultivate long-term relationships.

C. Licenses, Registrations, or Certifications

  • CFRE is preferred.

Work Schedule:

5 Days - 8 Hours

Work Type:

Full Time