POSITION PURPOSE
Working as part of the fundraising team and reporting to the Major Gift Officer & Manager, Individual Giving, the Mid-Level Giving Officer creates and implements strategies to inspire individual donor prospects to make meaningful gifts in support of Riley Children’s Foundation and its fundraising priorities. The Mid-Level Giving Officer focuses on donors and prospects capable of making gifts from $10,000 - $49,000 and will be responsible for meeting an annual revenue target. This role is also in part responsible for managing the Riley Philanthropy Council program. The Riley Philanthropy Councils are Riley’s statewide volunteer leadership groups that consist of 8 – 12 volunteers who are responsible for making donor referrals to help build Riley’s mid-level and major gift donor networks in their communities. The Mid-Level Giving Officer role manages 3 Riley Philanthropy Councils. As a member of the overall development team, the Mid-Level Giving Officer will make referrals as appropriate to Annual Fund or Major Giving.
Foundation, regional and individual staff goals are set annually and are expected to grow toward the Foundation’s strategic plan and annual business plan.
Direct Reports: NA
KEY RESPONSIBILITIES
The Mid-Level Giving Officer has annual fundraising goals based on prospects currently in the officer’s portfolio and future prospect assignments.
1. Fundraising
- Portfolio: Build and manage a portfolio of approximately 200 mid-level donor prospects ($10,000 to $49,000) with the goal of ensuring donors are retained, upgraded and moved along the trajectory toward becoming major gift or planned giving donors.
- Qualification: Regularly conduct qualification calls, emails and visits to annual fund level donors to work to qualify their interest and capacity to give at the mid-level ($10,000 to $49,000)
- Discovery: Conduct discovery conversations with donor prospects and referrals from Riley Philanthropy Council members. Work closely with assigned prospect development staff to determine the best candidates and provide referrals to development colleagues.
- Relationship Building: The Mid-Level Giving Officer develops authentic relationships with donors in a focused portfolio to discover donor interests to help them accomplish their philanthropic goals in alignment with Riley Children’s Foundation organizational priorities. The Mid-Level Giving Officer conducts calls/visits and develops customized cultivation, solicitation and stewardship plans.
- Solicitations: Solicit and close one-time and pledged gifts at the $10,000-$49,000 level, and partner on planned gifts of all levels where possible.
2. Riley Philanthropy Council Management
- Planning: In conjunction with the Manager, Individual Giving, develop annual plan for Riley Children’s Foundation’s statewide volunteer leadership program aligned with the mission and vision of the foundation, leading to increased donors, donations, and donor referrals.
- Meetings: Plan, implement and evaluate meaningful, results-oriented quarterly regional leadership council meetings. Work closely with each council chair and the appropriate Development staff to ensure that meetings make the best use of volunteer and staff time. Incorporate best practices in meeting management.
- Fundraising goal setting: Set clear, action-oriented goals for volunteers aligned with Foundation goals
- Recruitment: Continually assess current membership and consider new individuals who will bring value to Riley Children’s Foundation.
- Policies/ Procedures: Develop, administer, and review policies, procedures and expectations that guide the statewide volunteer program.
- Evaluation: Conduct ongoing evaluation of statewide volunteer program.
3. 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.
- Budget: Work with your Leadership Team member to develop, manage and monitor the budget, staying within overall budget guidelines.
- Technology: Understand and effectively use the technology available at the Riley Children’s Foundation.
- Compliance: Ensure strict compliance with all foundation policies, as well as local, state and federal laws that govern business practices.
4. Riley Children’s Foundation Representative
- Volunteers: Work with assigned groups which may include Riley Philanthropy Council members, clinical area volunteer groups, and members of the Riley Children’s Foundation Board of Governors to involve them in the mission of Riley Children’s Foundation. Assist members with their personal philanthropic goals. Serve as an expert in fundraising. Include these members in donor prospect discussion and involve as appropriate in donor solicitations and strategies.
- 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, JWR Museum Home and Wells Center for Pediatric Research as appropriate.
5. Other Duties as Assigned
- Riley Children’s Foundation Events: Participate in Riley Children’s Foundation events as requested.
- Other duties as assigned.
EDUCATION AND EXPERIENCE
To perform this job successfully, an individual must have the following education and/or experience.
- Education Bachelor’s degree required. Advanced degree or CFRE preferred.
- Experience: 4-6 years of progressive fundraising experience including gifts of $10k and above. High level of knowledge of an overall donor or customer experience model.
- 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. Strong ability to speak in public. 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. Highly energetic. Optimistic and positive. Team player. Must adhere to the highest ethical standards. Professional demeanor. Must be willing to travel. Occasional weekend and evening work.
WORK REQUIREMENTS
The work requirements described here are representative of those an individual must meet to successfully perform the functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Physical Demands
- Ability to work in a fast-paced environment.
- Ability to stand and sit for periods of time and to move intermittently throughout the workday.
- Ability to operate office equipment, including computers, copiers, fax machines and phones.
- Ability to occasionally lift and/or move up to 25 pounds.
Travel
- Normal business travel excludes daily commute. Position requires out-of-office travel approximately 20-30 percent of the time each month. Occasional overnight travel.
