Director Development Sr

UPH Additional Information
Description of Position:

Provide a "snapshot" or the principal purpose or focus of the position, consisting of no more than three to five sentences. This summary should provide enough information to differentiate the major function and activities of the position from those of other positions.

The Senior Director of Development for St. Luke's Foundation works with the Foundation's development team with the special responsibilities for planning and implementing a program to identify, cultivate and solicit donors with the ability to make major annual gifts, special project gifts and planned gifts directed to the mission of UnityPoint Health - CR. The Senior Director should have a proven track record in securing major gifts and charitable planned giving and have shown significant growth in these areas at his/her former employers.

Essential Functions/Responsibilities:

Essential functions are the duties and responsibilities that are essential to the position (not a task list). Do not include if less than 5% of work time is spent on this duty. Be specific without giving explicit instructions on how to perform the task. Do not include duties that are to be performed in the future. Duties should be action oriented and avoid vague or general statements.

% of Time

(annually)

Business Planning

• Organize major and annual gifts, endowments and cultivation programs of major donors using a variety of methods including personal visits, involving other staff, administration, board members and friends.

• Identify prospective planned giving prospects within the major gift prospects and work cooperatively with the Directors in cultivating and securing planned gifts.

• Plan appropriate stewardship programs for major donors including the participation in the annual donor recognition event.

50%

Strategic Planning

• Participate as a full member of the UPH-CR Foundation team in planning, organizing and coordinating annual fundraising activities and events.

• Must be able to work cooperatively with the Senior VP & COO at UPH-CR, other directors and managers at UPH-CR hospital in addition to the President and team at the UPH-CR Foundation.

• Balance team and individual responsibilities; be open and objective to other's views; give and welcome feedback; contribute to positive team goals; and put the success of the team above own interests.

• Play a significant role in planning and implementing the Celebration of Generosity.

• Attendance at many evening and weekend events representing UPH - CR.

20%

Performance Improvement

• Demonstrates initiative to improve quality and customer service by striving to exceed customer expectations.

• Integrates and demonstrates FOCUS values and Expectations for Personal and Service Excellence to guide professional behaviors, while adhering to the policies and procedures of UPH-CR.

• Practice reflects knowledge of HIPAA, JCAHO, OSHA and other federal/state regulatory agencies guiding healthcare.

20%

Basic UPH Performance Criteria

• Demonstrates the UnityPoint Health Values and Standards of Behaviors as well as adheres to policies and procedures and safety guidelines.

• Demonstrates ability to meet business needs of department with regular, reliable attendance.

• Employee maintains current licenses and/or certifications required for the position.

• Practices and reflects knowledge of HIPAA, TJC, DNV, OSHA and other federal/state regulatory agencies guiding healthcare.

• Completes all annual education and competency requirements within the calendar year.

• Is knowledgeable of hospital and department compliance requirements for federally funded healthcare programs (e.g. Medicare and Medicaid) regarding fraud, waste and abuse. Brings any questions or concerns regarding compliance to the immediate attention of hospital administrative staff.

• Takes appropriate action on concerns reported by department staff related to compliance.

10%

Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Demonstration of UPH Values and Standards of Behaviors

Consistently demonstrates UnityPoint Health's values in the performance of job duties and responsibilities

Foster Unity:

• Leverage the skills and abilities of each person to enable great teams.

• Collaborate across departments, facilities, business units and regions.

• Seek to understand and are open to diverse thoughts and perspectives.

Own The Moment:

• Connect with each person treating them with courtesy, compassion, empathy and respect.

• Enthusiastically engage in our work.

• Accountable for our individual actions and our team performance.

• Responsible for solving problems regardless of the origin.

Champion Excellence:

• Commit to the best outcomes and highest quality.

• Have a relentless focus on exceeding expectations.

• Believe in sharing our results, learning from our mistakes and celebrating our successes.

Seize Opportunities:

• Embrace and promote innovation and transformation.

• Create partnerships that improve care delivery in our communities.

• Have the courage to challenge the status quo.

QUALIFICATIONS:

Minimum Requirements

Identify items that are minimally required to perform the essential functions of this position.

Preferred or Specialized

Not required to perform the essential functions of the position.

Education:

• Bachelor's Degree required.

• Master's degree preferred.

Experience:

• Ten plus years' experience in a related area of charitable philanthropic work (including major gifts experience) or sales/marketing background of similar tenure.

• Experience in organizing, recording and retrieving important data and facts, including web-based sources.

• Experience in developing and successfully implementing a major gift plan for UPH-CR, including the building of endowment funds as part of those plans.

License(s)/Certification(s):

• Valid driver's license when driving any vehicle for work-related reasons.

Knowledge/Skills/Abilities:

• Excellent verbal and written skills including experience with e-mail, fundraising software, and digital communication.

• Basic understanding of, or interest in, laws and regulations regarding charitable giving.

• Ability to function as a recognized leader within a diverse team of individuals at UPH-CR Foundation.

• Proven track record of interacting with and securing major gifts from individual and corporate donors.

• Knowledge of developing and securing grants from foundations and corporations.

Other:

• Use of usual and customary equipment used to perform essential functions of the

position.

Overview
Advances the mission of St. Luke's Foundation by increasing the level of involvement and philanthropic support from donors and prospects. Responsible for managing a portfolio of 175 (or more) gift prospects through identification, cultivation and solicitation of unrestricted and restricted gifts that may be planned or current. Plans and executes strategies to market planned gift vehicles, utilizing Foundation programs and planned giving seminars. Provides oversight and assists with planning of the Koehler Legacy Society's annual event. Solicits gifts of $5,000 and above modeling a moves management strategy to build a major gifts program. Also leads/manages major capital campaigns. Reports to the President of St. Luke's Foundation and works collaboratively with Foundation staff, the Foundation board and internal/external constituents.

Why UnityPoint Health?

• Commitment to our Team - For the third consecutive year, we're proud to be recognized as a Top 150 Place to Work in Healthcare by Becker's Healthcare for our commitment to our team members.
• Culture - At UnityPoint Health, you matter. Come for a fulfilling career and experience a culture guided by uncompromising values and unwavering belief in doing what's right for the people we serve.
• Benefits -Our competitive Total Rewards program offers benefits options like 401K match, paid time off and education assistance that align with your needs and priorities, no matter what life stage you're in.
• Diversity, Equity and Inclusion Commitment- We're committed to ensuring you have a voice that is heard regardless of role, race, gender, religion, or sexual orientation.
• Development- We believe equipping you with support and development opportunities is an essential part of delivering a remarkable employment experience.
• Community Involvement - Be an essential part of our core purpose-to improve the health of the people and communities we serve.

Hear more from our team members about why UnityPoint Health is a great place to work at https://dayinthelife.unitypoint.org.
Responsibilities
Portfolio Management and Fundraising

• Manage a portfolio of 175 or more prospects (corporate and individual) and conduct personal visits, phone calls, tours and other meaningful interactions to qualify, cultivate, solicit, ultimately securing major and planned gifts.
• Maintain accurate and meaningful constituent records utilizing a Customer Relationship management system.
• Collaborate with the President and Foundation Board on prospect and donor research. Be accountable for growth in the prospect pool for future relationship cultivation.
• Assist with the planning and coordination of all major capital campaigns.
• Provide opportunities to educate Foundation Board members in fundraising activities.

Planned Giving

• Build professional resources in the community who may advise on specific giving vehicles and additionally be a source of referrals.
• Establish a planned giving committee to provide presentations/seminars to targeted groups.
• Responsible for identifying and securing prospects for the estate planning program and stewarding donors who result from this program.
• Assist in the development of materials that promote and enhance the work of the foundation and participate in the planning of donor recognition and cultivation events.

Educational Outreach

• Orchestrate educational opportunities for key members of the organization - physicians, executive team, board members in the cultivation/solicitation/stewardship process.

Qualifications

• Bachelor's degree.
• Minimum five years professional fundraising development with proven record of achievement in planned giving and/or major donor initiatives.
• Experience either in a staff or board member role of a non-profit organization.
• Ability to thrive in a collaborative environment.
• Excellent interpersonal skills.
• Professional image.
• Ability to interact with staff, physicians, donors and volunteers at all levels.
• Ability to establish priorities.
• Knowledge of the healthcare environment.
• Ability to market, identify and close gifts.
• Organized, strategic thinker.
• Efficient - seeks to minimize fund raising costs.
• Working knowledge of planned giving vehicles.
• Familiar with database management.
• Experienced solicitor of major/planned gifts.