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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 the strategic direction and operational management of a significant philanthropic initiative within the organization. This role involves setting clear objectives and measurable outcomes for the philanthropic department, which may encompass multiple service lines and operational functions. The position requires a deep understanding of the business landscape and operational policies, ensuring that all activities align with the organization's mission and goals.

Key Responsibilities:


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

• Establish and meet fundraising targets for the foundation, collaborating effectively across the philanthropic team and engaging with boards to drive successful fundraising efforts. The Chief Philanthropy Officer will manage a portfolio of major gifts, dedicating a significant portion of their time to cultivating, stewarding, and soliciting major gifts to meet revenue objectives.

• Oversee hiring processes and make decisions regarding personnel management within the department.

• Conduct performance evaluations for various units and disciplines, ensuring adherence to organizational policies.

• Approve changes in compensation, staffing strategies, and budget allocations.

• Manage all operational aspects of the Foundation, including Business Management and Donor Services.

• Participate as a member of the Foundation Management Team and collaborate with leadership teams.

• Serve as the business manager for the Foundation and Endowment Fund, overseeing financial transactions and contractual obligations.

• Attend and contribute to board and committee meetings, providing leadership to the Audit Committee in implementing audit initiatives.

• Supervise the annual external audit for the Endowment Fund and facilitate internal audits as necessary.

• Collaborate with the Foundation CPA to report key performance indicators to the organization.

• Manage the allocation of foundation funding to relevant hospital programs and projects, including processing requests for Endowed Chair funding.

• Oversee office management tasks, including equipment contracts, supply orders, and maintenance.

• Ensure compliance with financial and donor data security regulations.

• Maintain accurate records of financial transactions and foundation assets.

• Direct all development and donor services activities, including prospect research, gift processing, and database management.

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

• Coordinate with data services to ensure accurate reporting of philanthropic contributions.

• Supervise the maintenance of a comprehensive donor database, including board members and prospective donors.

• Lead initiatives for donor research and data analysis, providing strategic recommendations for fundraising success.

• Adapt fundraising strategies to meet the unique needs of diverse donor populations.

• Uphold the confidentiality of sensitive information and adhere to all regulatory standards.

• Demonstrate commitment to the core values of the organization and perform additional duties as assigned.

Qualifications:

A. Education and Skills

  • Bachelor's Degree in Business, Government, or Public Administration is required; advanced degrees are preferred.

B. Experience

  • 5-7 years of experience in a Non-Profit Director role, demonstrating expertise in strategic fundraising and non-profit management.
  • 10+ years of supervisory experience in business management, preferably within a non-profit context.
  • Proven success in enhancing internal controls and foundation funding processes.
  • Experience in dynamic and rapidly growing environments.
  • Strong leadership abilities with a focus on team development and accountability.
  • Demonstrated success in various fundraising strategies, including major gifts and capital campaigns.
  • Proficient in planned giving principles and fundraising software.
  • Ability to cultivate long-term relationships with a diverse range of donors.

C. Certifications

  • CFRE certification is preferred.

Work Schedule:

Full-time, 5 days a week, 8 hours per day.