New

Major and Planned Giving Officer

Spaulding Hospital - Boston and Cambridge
United States, Massachusetts, Boston
300 1st Avenue (Show on map)
Apr 02, 2025
Major Gifts Portfolio Work: Carry a defined, targeted portfolio of prospects capable of making a major ($20,000+) or planned/deferred gift commitment to Spaulding. Develop strategies and plans for prospects and donors within an effective "moves management" structure, forming relationships with these key constituencies to reach our goal of raising significant dollars and resources for Spaulding. Meet defined prospect and donor interaction metrics that will be determined in conjunction with the Senior Director of Principal, Major, and Planned Giving (SDPMPG). Such metrics include, but are not limited to, number of prospect visits and number of gift solicitations. Work closely to develop prospect and donor fundraising strategies in collaboration with the SDPMPG along with Spaulding leadership, members of the Board of Trustees, physicians, and other key stakeholders. Ensure that all donor interactions, forecasts, and strategies are recorded in the Atlas (CRM) database as outlined by the Development Systems team. Planned Giving Work: In conjunction with the SDPMPG, serve as a planned giving resource for members of the Development team, and partner with other gift officers when appropriate on planned and/or "blended" gift strategies for prospects and donors. In conjunction with the SDPMPG, develop a strategic plan for marketing planned gift and bequest options to targeted prospects and donors. Work closely with the Development Communications team to produce and distribute these materials, track responses, and determine appropriate follow-up steps. Periodically review Spaulding's relevant planned giving web pages and recommend edits and enhancements to the Development Communications team as needed. Recommend and help execute one or more annual stewardship touchpoints with members of the Hooks Burr Society. Stay abreast of relevant tax law changes and current planned gift strategies and assist in presenting this information to colleagues and other stakeholders. Grateful Patient Program Management: Work with Development colleagues and Spaulding leadership to oversee the ongoing management of the grateful patient fundraising program, with particular focus on partnering with key clinicians to identify and cultivate grateful patients (both outpatient and inpatient) to build our prospective donor pool. In collaboration with the Associate Director of Prospect Development and Stewardship (ADPDS), ensure timely wealth screening of outpatients, identification of wealthy and high-philanthropic-potential prospects, and distribution of regular outpatient reports to develop and maintain a steady pipeline of new grateful patient prospects for the entire Major Gifts team. In collaboration with the ADPDS, monitor and measure key performance indicators, including, but not limited to, grateful patient referrals, visits by gift officers, qualified prospects, and the number and value of proposals and closed gifts. Serve as Development staff liaison to one or more select outpatient sites for purposes of grateful patient strategy and coordination. Oversee scheduling of monthly meetings with clinical staff and prepare meeting materials for discussion. Prepare and deliver presentations and reports to a variety of audiences to increase awareness of the grateful patient fundraising program. Coordinate the training and educational initiatives of the grateful patient fundraising program across the Spaulding network. Collaborate with the Development Communications team to develop materials for marketing and increasing the visibility of the grateful patient fundraising program Required:* Bachelor's degree Preferred: Master's degree Licensure Required: None Preferred: None Experience 5+ years of major gifts and/or planned giving fundraising experience, preferably in a hospital/healthcare or academic setting, with proven success in raising gift commitments of six figures or more. Proficiency in basic planned giving concepts and strategies, including tax and investment terminology as well as tailored gift proposals. Proven ability to motivate, engage, and work with high-value prospects and donors, volunteers, senior staff, and similar constituencies in a collaborative manner. Experience with stewardship and donor recognition programs a plus. Ability to learn and easily explain often-complex medical conditions, treatments, and related terminology. Knowledge of HIPAA privacy rule is required. Skills Excellent communication and writing skills. Excellent computer skills, including proficiency with Microsoft Office technology. Proven experience using a fundraising/constituent management database, e.g., Raiser's Edge, Blackbaud CRM, and relevant planned giving tools and software, e.g. PG Calc. Proven ability to develop strong and meaningful relationships with key internal and external constituencies. Problem-solving skills and sound judgment. Professionalism, resourcefulness, flexibility, a learning mindset, trustworthiness, and respect. Outstanding organizational skills and strong attention to detail. Strong adherence to patient privacy, confidentiality, and other hospital network protocols. Adherence to the mission, credo, and standards of behavior of Spaulding Rehabilitation and Mass General Brigham. . The Spaulding Rehabilitation Hospital Corporation is an Equal Opportunity Employer. By embracing diverse skills, perspectives and ideas, we choose to lead. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law. We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.