Major Gifts Officer-St. Peter's Health Foundation, Helena, Montana

Robin Richardson

About the Organization

The St. Peter’s Health Foundation mission is to inspire a culture of giving that supports exceptional and compassionate care for our community’s health and well-being. Our sole purpose is to support the great works of St. Peter’s Health, celebrating its 139th birthday as this region’s independent community health system. We celebrate our volunteer Foundation Board of Trustees who passionately oversee our work to maximize philanthropic and public grant investment in St. Peter’s Health.

St. Peter’s Health is a nonprofit health care system located in Helena, Montana. The St. Peter’s Health mission is to improve the health, wellness and quality of life of the people and communities we serve. Our vision is to be the gold standard in health care for Montana by 2025. Being the gold standard means many things: It’s being the health system our community deserves, trusts and chooses every time care is needed. It’s being a true partner and leader in the drive to make Helena and our surrounding communities their healthiest and best. Being Gold Standard means we are giving the best of ourselves every day, to every patient, and to each other.

Our services include but are not limited to a 99-bed acute care hospital, physician clinics, cancer treatment center, 24-bed behavioral health unit, urgent care clinics, home health and hospice care, dialysis center and ambulance services, and other community-based services that care for patients “where they are.” We provide services to an estimated 100,000 residents from a five-county area (Lewis and Clark, Broadwater, Powell, Meagher and Jefferson counties). A volunteer board of directors that includes leaders and health experts who are committed to ensuring we provide exceptional health care to our community oversees St. Peter’s Health.

Overall Summary

The Major Gifts Officer will play a critical role in increasing donor support and acts as an ambassador for the St. Peter’s Health System and the St. Peter’s Health Foundation across the community. Responsibilities include: new donor identification, cultivation and stewardship of existing donors to increase overall retention and giving levels, and relationship management between donors and others on the board and staff who work with them. The Major Gifts Officer will also be responsible for helping with appeals, campaigns and growing our Legacy of Life estate planned giving program.

The Major Gifts Officer reports to the Vice President of the St. Peter’s Health Foundation, and will work closely and collaboratively with the Foundation board members and other external stakeholders.

Primary Job Responsibilities

Donor Relations Management

• Maintain a personal portfolio of major gift prospects (currently defined as those giving a gift of $10,000+ in support of St. Peter’s Health), as well as those donors and prospects that have the capacity to give at the major gift level or higher.
• Serve as the primary relationship manager for this portfolio of prospects, developing and implementing a written donor strategy and relationship record (using Raisers Edge) to record prospect and donor interactions.
• Communicate with portfolio through face to face cultivation, solicitation and stewardship meetings, and written strategies; ensure that each major donor and prospect has a clear strategy and timeline for cultivation, solicitation and stewardship.
• Develop solicitation strategies for donors / prospects in support of the organization's annual fund, planned giving, and growth campaigns; ensure strategies are compatible and maximize opportunities with other existing campaigns and appeals.
• Support the fundraising efforts in securing new and renewed gifts.
• With the Vice President, help create and manage organizational budget; track and report on progress to goal including contracts, gifts, and pledges.
• Work with the Foundation Coordinator to screen and prepare profiles of current and prospective donors; establish and refine benchmarks for department research processes as needed.
• Help ensure proper donor recognition in all publications and oversee accurate donor lists for those publications.

Comprehensive Campaign

• Work collaboratively with Foundation team members to develop and maintain required campaign plans and calendars in order to achieve campaign goals.
• Work with Vice President and the Foundation team to set priorities; manage and adjust the work plan and calendar as needed.
• Maintain up to date knowledge of major programmatic initiatives.
• Help manage the creation and production of all campaign materials, including (but not limited to) letters, emails, and prospectuses.
• Work with the Vice President to manage revenue projection and expense budget, as well as pledges and pledge fulfillments.

Events

• Work with the Philanthropic Projects Manager to strategize and help execute cultivation events for major donors and prospects.
• Be a visible presence at development department special events, such as major donor cultivation events and fundraisers

Appeals

• Help Philanthropic Projects Manager manage appeals ensuring deadlines and fundraising goals are met.

St. Peter’s Hospital Association Liaison

• Serve as primary point of contact for the St. Peter’s Hospital Association facilitating their annual support and helping grow their membership.

Planned Giving

• Working with the Vice President, help increase the number of asks for the Legacy of Life planned giving program. Provide on-going cultivation and stewardship of planned giving prospects and donors.
• Help develop all print and web-based supporting materials for planned giving program.

Additional Functions

• Provide analysis and recommendations based on reporting.
• Provide detailed prospect reports for solicitors.
• Other duties as assigned.

POSITION REQUIREMENTS

• Bachelor’s Degree or equivalent experience plus a minimum of 3-5 years (direct or equivalent) experience managing high level donor relationships with demonstrated success in closing major gifts of $25,000 and above.
• Excellent demonstrated writing abilities to prepare personalized, persuasive proposals and stewardship communications.
• Ability to conceive, plan, and execute a major gifts program, including: annual giving, special events, and special projects/campaigns.
• Excellent grasp of Raisers Edge database software.
• Willingness to be hands-on in a role that is demanding and requires a high level of energy and professionalism.
• High level proficiency with Microsoft Office, including Word and Excel, and a working knowledge of search functions for donor research purposes.
• Superior interpersonal skills and ability to communicate professionally with a culturally diverse group of volunteers, co-workers and donors.
• Excellent organizational and project management skills and ability to prioritize workload in a timely manner to complete assignments with many deadlines and competing requirements.
• Ability to pass a criminal background check.

St. Peter’s Health and the St. Peter’s Health Foundation are committed to workforce diversity. Qualified applicants will receive full consideration without regard to age, race, color, religion, gender, sexual orientation or national origin.

Salary range: $75,000-$100,000

To apply: