Experience fundraising for complex social change initiatives preferred.
GENERAL SUMMARY
Under general supervision of the CEO and according to The Health Trust’s (THT) general policies and procedures, The Philanthropy & Development Manager is responsible for leading and advancing the organization's fundraising, donor engagement, and philanthropic partnership strategies.
This position strengthens relationships with donors and community stakeholders to advance philanthropic opportunities through the implementation of a comprehensive development plan. This role will maintain a strong focus on identifying, pursuing, and securing funding opportunities and strategic partnerships with major donors, corporate partners, foundations, and government entities.
The Philanthropy & Development Manager serves as a strategic partner to organizational leadership and works collaboratively across departments to support the organization's mission and strategic priorities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Fundraising & Revenue Generation
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Develop and implement detailed and data driven annual and multi-year fundraising strategies to achieve organizational revenue goals.
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Identify and research new major donor, government entity, new foundation and corporate funding opportunities aligned with THT’s strategic priorities.
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Develop clear, persuasive grant proposals and partnership concept notes, along with other high-quality materials that advance fundraising goals.
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Identify, cultivate, solicit, and steward major gift prospects and donors.
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Assist in outreach efforts to prospective partners to build interest and support in securing philanthropic commitments.
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Lead annual giving campaigns, special fundraising initiatives, and donor engagement activities.
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Monitor fundraising performance and adjust strategies to maximize results.
Database Management & Analytics
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Serve as the primary steward of the organization's donor database, ensuring the accuracy, integrity, and reliability of all records.
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Lead ongoing database cleanup initiatives, including duplicate record identification and resolution, standardization of donor information, data validation, and record maintenance.
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Develop and implement data governance standards, procedures, and best practices to improve data quality and consistency across fundraising activities.
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Actively identify and build operation efficiencies, inclusive of incorporating emerging technologies.
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Manage donor segmentation strategies to support targeted cultivation, solicitation, stewardship, and engagement efforts.
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Generate and analyze fundraising reports, dashboards, and key performance indicators (KPIs) to evaluate campaign effectiveness, donor retention, donor acquisition, pipeline development, and revenue trends.
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Utilize data analytics to identify fundraising opportunities, donor giving patterns, lapsed donor recovery strategies, and major gift prospects.
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Prepare accurate reports, candidate donor dossier, and analyses for executive leadership, board committees, and external stakeholders.
General
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Effectively collaborating across organizational teams to translate organizational goals and complex programmatic priorities into successful fundraising strategy
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Grantmaking, and Advocacy teams to translate fundraising objectives into clear programmatic outcomes.
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Develop and maintain a deep understanding of the Grantmaking and Advocacy team strategy and priorities to create and communicate compelling narratives.
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Manage agency events, including event planning, invitation/guest list management, and related tasks.
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Represent THT at external events and meetings.
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Execute all department administrative duties; data entry; donation processing, email management, public inquiries, check requests, calendar management etc.
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Produce and send letters of acknowledgement to donors.
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Work collaboratively with the Finance Department to ensure all donations are coded and recorded appropriately, including conducting monthly reconciliation.
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Other duties as assigned.
EXPERIENCE AND TRAINING
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Bachelor’s degree from an accredited college or university, or equivalent combination of training and experience.
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Minimum of five (5) years of progressive fundraising experience.
PREFERRED EXPERIENCE & TRAINING
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Experience fundraising for complex social change initiatives preferred.
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Prior foundation experience.
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3 years donor cultivation experience.
MINIMUM KNOWLEDGE AND ABILITY
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Excellent verbal communication and writing skills, and the ability to work as part of a collaborative team.
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Demonstrated success in translating advocacy objectives into actionable, donor-focused campaigns.
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Collaborative and mission-driven, excited to work in a fast-paced, entrepreneurial nonprofit environment.
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Demonstrated ability to use and leverage sophisticated databases to drive efficiency and successful outcomes.
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Ability to define problems, collect and interpret data, and make recommendations and decisions.
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Ability to work effectively with people of diverse cultures, ages and economic backgrounds in a culturally competent and sensitive manner.
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Proficient in Google Suite and Microsoft Office Suite.
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Demonstrated strong teamwork and people skills, with ability to develop productive relationships
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Unquestionable integrity and commitment to professional ethics.
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Ability to responsibly handle sensitive and confidential information with discretion.
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Ability to model and communicate the mission of The Health Trust and support a culture of empowerment and team support.
WORKING CONDITIONS:
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Normal office environment with little exposure to excessive noise, dust, and temperature.
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Local travel required.
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Car available for daily use with valid driver’s license and automobile insurance as required by the State of California.
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Employment background screening required.
REPORTING RELATIONSHIPS:
The Chief Executive Officer
The Health Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, genetic information, marital status, gender identity or expression, childbirth, breastfeeding and related medical conditions), exercising the right to family care and medical leave, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. While this job description is intended to be an accurate reflection of the current job, management may revise the job or require that other or different tasks be performed when circumstances change.
