Job Description:
Summary:
The Philanthropy Officer advances the mission of the Foundation by cultivating, soliciting, and stewarding individual donors, with a focus on major gifts and pipeline development. This role works closely with the Director of Individual Philanthropy to achieve revenue goals and strengthen donor relationships.
Key Responsibilities
- Portfolio Management
- Manage a portfolio of 100–125 qualified prospects, focusing on leadership annual gifts of $1K+ and major gifts of $10K–$50K+.
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Conduct donor visits, solicit gifts, and provide personalized stewardship.
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Pipeline Development
- Identify and qualify new prospects through research and referrals.
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Collaborate with Annual Fund Manager to upgrade annual donors to major gift level.
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Strategy & Collaboration
- Partner with Director of Individual Philanthropy on cultivation strategies and solicitation plans.
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Work with Data Intelligence for prospect research and analytics.
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Reporting & Compliance
- Maintain accurate activity records in CRM; adhere to gift acceptance policies.
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Track progress toward individual and team KPIs.
KPIs
- Number of donor visits and solicitations.
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Revenue generated from portfolio.
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Pipeline growth and conversion rates.
Requirements:
Bachelor’s degree required; CFRE preferred.
3+ years in fundraising or sales with demonstrated success in relationship management.
Strong interpersonal, communication, and organizational skills.
Work Requirements:
Shift: Day
On Call: No
Weekends: No
Travel Required: No Travel
Shift Details: 8a-5p
City/State: Johnson City, TN
Location:
Ballad Health Corporate
