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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 that includes multiple clinical departments and associated operations. The officer will define departmental goals and outcomes, ensuring accountability at either an individual facility or at the System Support Office. As a subject matter expert, this position provides insights into business lines and resources, particularly concerning policies, processes, and operational challenges that affect the organization. The officer will assist in resolving intricate technical and operational issues while establishing guidelines and performance standards for budget formulation and daily operations.

Key Responsibilities:


• Uphold the expectations 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. The officer will manage a major gift portfolio, focusing at least 75% of their time on cultivating, stewarding, and soliciting major gifts to meet philanthropic revenue targets.

• Make hiring decisions and oversee terminations within their scope of authority.

• Conduct and supervise performance evaluations for various units, ensuring adherence to policy.

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

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

• Participate 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, providing 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 managing Endowed Chair funding requests.

• Handle office equipment contracts, supply orders, security, maintenance/upgrades, lease payments, and other arising duties.

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

• Manage the storage of financial records and other foundation property.

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

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

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

• Direct 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 in compiling information for fundraising reports 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 alert the fundraising team of weekly giving totals for each foundation.

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

• Supervise 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, developing specific donor strategy recommendations for fundraising success as appropriate. Identify potential gifts through research on individual donors, foundations, and corporations.

• Conduct Grateful Patient screenings and provide high-level donor and prospect research as needed.

• Demonstrate competence in performing assigned responsibilities in a manner that meets the specific needs of the populations 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.

• Ensure compliance with all policies, procedures, and standards as mandated 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 job performance.

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

• Perform additional 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 with demonstrated competency in strategic fundraising/development functions, prospect/data research, and non-profit management.
  • 10+ years of business management or supervisory experience; non-profit experience is highly preferred.
  • Proven success in non-profit audits leading to consistent internal control development.
  • Experience in improving Foundation Funding Reimbursements processes.
  • Experience in fast-growing environments.
  • Demonstrated 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.
  • 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 successfully mentor board members.
  • Strong experience in annual giving, capital campaigns, major gifts, deferred giving, grantsmanship, and other fundraising methods.
  • Personal 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 build long-term relationships.

C. Licenses, Registrations, or Certifications

  • CFRE certification is preferred.

Work Schedule:

5 Days - 8 Hours

Work Type:

Full Time