As a member of the UnityPoint Health – Trinity Foundation team, will cultivate and solicit gifts from an assigned portfolio of individuals, corporations, and foundations. In doing so, will develop and implement annual fundraising goals, priorities, and strategies for Trinity Foundation and ultimately move annual donors ($1,000 and below) to major gift candidates. Will collaborate with Executive Director to plan and execute the annual fundraising events, as well as all fundraising communications.
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Donor Identification & Cultivation
• Identify and research prospective donors with the capacity to make gifts of $10,000 or more, this may include annual leadership donors with initial interest at the $1,000 giving level or prospects more inclined to make gifts through their estate.
• Build and maintain meaningful relationships with donors through personalized outreach, meetings, hospital tours, and inviting to events.
• Closely collaborate with the Executive Director on the active management of the Grateful Patient Initiative, closely working with clinicians, hospital staff, and the development team to identify, engage, and cultivate potential donors.
• Develop and implement individual donor strategies to inspire philanthropic support.
• Annual targets ranging from 100 to 150 donor visits, including 20 or more new prospect meetings.
Solicitation & Fundraising Strategy for Major and Planned Gifts and Events Sponsorship
• Prepare compelling proposals, presentations, and donor communications.
• Personally solicit major gifts through face-to-face meetings, in collaboration with hospital leaders, physicians, and board members when appropriate, this may include grant opportunities from private foundations and corporate philanthropy programs.
• Secure planned gifts by educating donors about legacy giving opportunities, including bequests, charitable gift annuities, and other estate planning vehicles.
• Secure event sponsorships and recruit attendees to maximize fundraising event success.
• Guide prospects through the donor pipeline, ensuring a strategic approach to securing gifts.
• Annual goals will include targets for major gift solicitations (including grants and planned gifts) and dollars raised.
Campaign Involvement
• Actively participate in hospital-wide capital, endowment, and special fundraising campaigns.
• Collaborate with campaign leadership, volunteers, and board members to drive donor engagement and maximize fundraising success.
• Assist in planning and executing campaign-related events, communications, and recognition efforts.
Stewardship & Donor Engagement
• Ensure donors receive timely and meaningful acknowledgments and impact reports.
• Plan and participate in donor recognition activities, events, and hospital engagement opportunities.
• Maintain ongoing communication with donors to foster long-term relationships and continued giving.
Collaboration, Event Coordination & Communications
• Work closely with the Executive Director in planning and executing fundraising events, setting goals for corporate and individual sponsorships, attendance, and net profit.
• Take a leadership role in the hospital’s employee giving campaign to encourage staff participation in philanthropy.
• Collaborate with the hospital’s foundation leadership and UnityPoint System - Center for Philanthropic Excellence to develop and implement cohesive marketing strategies that enhance donor engagement through creation of compelling content for annual giving appeals, printed and electronic materials, and verbal scripts for donor outreach.
Maintaining Prospect Strategy Reporting
• Track donor interactions, proposals, and gifts in the hospital’s fundraising database.
• Participate in regular portfolio discussions to review progress with prospects toward fundraising goals and donor engagement activities.
• Utilize prospect planning tools in UnityPoint donor database to inform fundraising strategies and decision-making.
Education:
Bachelor’s Degree Preferred
Experience:
A minimum of 3+ years as a development professional or compatible experience in a related field preferred
License(s)/Certification(s):
Valid driver’s license when driving any vehicle for work-related reasons.
Knowledge/Skills/Abilities:
Compelling and persuasive communicator, strong presentation and writing skills. Exudes confidence, believability, and positive attitude. Strategic, creative thinker. High energy individual who delivers excellence in a timely and proactive fashion. Passionate about the organization’s mission. Donor focused, consultative problem solver, and results driven. Consistent follow-through on assigned tasks/projects. Supportive team player. Possesses strong leadership skills and reads people well.
Other:
Use of usual and customary equipment used to perform essential functions of the position. Proficient in Word, PowerPoint, and Excel.
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