Leadership and Legacy Giving Officer

Organization Overview

Now more than ever, Riley Children’s Health and the families it serves need our communities to come together and give every child the care they deserve. We invite you to join us in the Every Child Deserves Riley campaign.

Position Summary

The Officer will manage a focused portfolio with an emphasis on renewing and upgrading outright and pledged support, while thoughtfully introducing estate and other planned giving opportunities. Through personalized engagement and strategic cultivation, the Officer will guide donors toward documented planned gift commitments with a focus on building relationships toward gifts of passion that align with hospital priorities. 

The Leadership and Legacy Giving Officer also partners with other fundraising team members and volunteers to secure outright, pledged and end-of-life gifts. 

Position Specifics

The Leadership and Legacy Giving Officer has annual outright and planned giving fundraising goals based on prospects in the officer’s portfolio, future prospect assignments and annual Foundation-wide goals. Performance expectations also include:

1. Fundraising
   • Relationship Building: The Leadership and Legacy Giving Officer develops authentic relationships with donors in a focused portfolio to help donors define and accomplish their philanthropic goals in alignment with Riley Children’s Foundation organizational priorities. The Officer conducts identification and qualification calls/visits and develops customized cultivation, solicitation and stewardship plans.
   • Solicitations: Solicit outright and pledged commitments of $10,000 or more while guiding donors toward planned gift commitments of $50,000 or more, ideally within a two to three-year cultivation horizon.
   • Portfolio: Build and manage a portfolio of donor prospects capable of including Riley in their long-term philanthropic plans.

• Collaboration: Collaborate with other fundraising staff to create solicitation strategies that include a planned gift component.
• Stewardship: In coordination with the Planned Giving and Donor Engagement teams, contribute to the creation and execution of stewardship/donor engagement activities for 1924 Society members (current planned gift donors), potential planned gift donors, and the Riley professional advisor planned giving volunteer group, the Riley Advisors Council.
• Marketing plan: In coordination with the Director, Planned Giving, and in partnership with the Communications team, contribute to the development and execution of an annual planned giving marketing plan. Provide input on messaging, donor stories, and educational materials that resonate with legacy-minded donors.
• Planning Giving Education: As part of the Planned Giving team, provide educational opportunities on planned giving to Foundation staff and key external audiences.

2. Administrative
   • Administrative: Maintain accountability to administrative systems and procedures including submitting expense reimbursements, credit card reconciliations, invoices, reports, RCF calendar additions, etc., by the deadlines assigned.
   • Meetings: Prepare for and actively participate in all Riley Children’s Foundation meetings as appropriate. Ensure expectations and tools for meeting agendas and follow-up are implemented.
   • Technology: Understand and effectively use the technology available at Riley Children’s Foundation.
   • Compliance: Ensure strict compliance with all Foundation policies, as well as local, state and federal laws that govern business practices.

3. Riley Children’s Foundation Representative

• Presentations: Represent Riley Children’s Foundation through delivering public speeches about the organization and its mission to the external public.

• Tours: Give tours of the hospital, and provide information on Riley Hospital, Riley Children’s Foundation, James Whitcomb Riley Museum Home and Wells Center for Pediatric Research as appropriate.

   

4. Other Duties as Assigned

• Riley Children’s Foundation Events:  Participate in Riley Children’s Foundation events as requested.
• Other duties as assigned.

Qualifications

To perform this job successfully, an individual must have the following education and/or experience. 

• Education:  Bachelor’s degree required.   
• Experience: 3-5 years of progressive fundraising experience or equivalent client-focused environment, with an emphasis on relationship building. High level of knowledge of an overall donor or customer experience model.  Understanding of planned gift vehicles and how to engage donors in planned gift conversations and opportunities is a plus, though the Foundation is willing to train in planned giving best practices.
• Skills:  Solid relationship building.  Ability to interact successfully with others, both in person and through phone, e-mail, and written correspondence.  Understanding of individual donor needs and perceptions.      Excellent ability to connect personally and build donors toward a relationship with Riley Children’s Foundation that leads to increased giving. Excellent written communication.      Sensitivity to needs of donors.      Problem-solving, research and analytical skills.  Attention to detail and organization.  Proficiency in Microsoft Office products with a key focus on Word, Excel and Outlook; experience with SharePoint is a plus. Proficiency in use of databases.     
• Qualities: Personal belief in Riley Children’s Foundation vision, mission, core values and strategic direction.  Results oriented.  Ability to work under pressure and effectively prioritize a varied and diverse workload.  Inquisitive and sharp minded.  Self-motivating and self-starting.  Quiet pride in one’s work.  Perseverance. Optimistic and positive.  Team player.  Must adhere to the highest ethical standards.  Professional demeanor.  Must be willing to travel.  Occasional weekend and evening work. 

How to Apply

Visit our website to apply: https://rileykids.org/employment

Link to Apply