- Work independently and be self-motivated in initiating contacts with potential donors.
- Manage a case load of 150 active assigned gift prospects, and implement and execute strategies for solicitation of these prospects, ensuring regular interaction through personal visits, virtual visits, mail/email, telephone, campus visits, and other events.
- Assume and achieve annual fundraising and activity goals.
- Performance Expectations document attached.
- Draft proposals, gift agreements, briefings, contact reports and other correspondence for prospects.
- Make decisions on cultivation time committed versus expected gift response, determine who needs to be involved in the relationship with the prospective donor and decide the most effective and productive use of travel time.
- Work in a collegial manner with the development team, key administrators, and volunteers in creating and implementing strategies for cultivation, solicitation, and closure.
- Other duties as assigned.
- Bachelor's degree required.
- A minimum of 3-5 years of experience in fundraising, preferably in higher education, and/or sales experience in cultivating and soliciting leads.
- Broad knowledge of the principles of fundraising and an ability to participate in all aspects of the gift cycle.
- Knowledge of IRS and FASB laws, rules and regulations is recommended, along with thorough knowledge of fundraising and solicitation policies, procedures and methods.
- Self-driven, pro-active, with an ability to work effectively and independently.
- Excellent interpersonal skills with the ability to work with diverse communities.
- Outstanding verbal, written, communication, listening, and organizational skills.
- Competence with various computer and software programs with the ability to effectively utilize technology including, but not limited to, Google Workspace, MS Office, and Salesforce.
- Ability to work evenings and weekends.
- Portfolio size: 150 prospects
- Geographic territory: Pennsylvania, New Jersey, New York, Maryland, Washington, D.C., Delaware, Virginia, Massachusetts, and Connecticut area prospects.
- Personal visits with assigned prospects: 120
- Solicitations/proposals:
- $10,000 - $50,000: 6
- $50,000 or greater: 6
- New gifts and pledges:
- $500,000
- Strategic approach to portfolio penetration: organize time in and out of office to maximize involvement with assigned prospects; focus on scheduling qualification meetings with maximum number of assigned prospects; limit time in office
- Contact report processing: submit for entry in compliance with stated guidelines; provide detailed account of interaction; minimize superfluous information; advise of recommended capacity rating changes; include research information
- Proposal preparation and submission: prepared and sent in compliance with stated guidelines
- Efficiency of travel and entertainment: adherence to University and Institutional Advancement policies; maximize time focused on prospect visits
- Expense reporting and reconciliation: trip-related expense reports submitted in compliance with stated guidelines
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Gift Officer - Philadelphia, United States - The Philadelphia College of Osteopathic Medicine
Description
Gift OfficerAt PCOM, we espouse to grow a culturally competent workforce to advance healthcare that touches the lives of underserved communities. Diversity and inclusion is the core component of our institutional identity and a key pillar of PCOM's strategic vision. Philadelphia College of Osteopathic Medicine affirms that diversity and inclusion are crucial to the intellectual vitality of the campus community. It is through freedom of exchange over different ideas and viewpoints in supportive environments that our graduates develop the critical thinking and citizenship skills that will benefit them throughout their lives.
Since 1899, PCOM has trained highly competent, caring physicians, health practitioners, and behavioral scientists who practice a "whole person" approach to care - treating people, not just symptoms. As the field of medicine has changed, we've changed with it - adapting our program offerings to better meet the needs of healthcare providers and the communities they serve. At the main campus in Philadelphia, Pennsylvania (PCOM), the branch campus in Suwanee, Georgia (PCOM Georgia), and our newest location in Moultrie, Georgia (PCOM South Georgia), PCOM students learn to approach problem-solving in a more professional, more team-oriented manner, which prepares them to work successfully in integrated healthcare settings with other health professionals. At Philadelphia College of Osteopathic Medicine you will be part of a caring, professional, and committed community focused on making the PCOM experience the best possible for our students.
We are currently seeking to fill our Gift Officer position at the Philadelphia campus with a highly qualified and passionate individual.
Job Title: Gift Officer
Department: Institutional Advancement
Location: Philadelphia (Remote Eligible)
Employment Type: Full-Time, Exempt
Guided by its strategic plan, PCOM 2025: A Path to Greater Excellence, the institution has a vision to transform health professions education. The first and most important step to achieving that vision is a goal to strengthen our commitment to student success. To realize this goal, we have launched a comprehensive fundraising campaign: United & Ignited. With a goal to raise $65 million by 2026, United & Ignited is a campaign to unite the entire PCOM community and ignite goals to accelerate, expand and enhance every student's educational experience.
PURPOSE OF THE JOB: Under the supervision and direction of the Senior Director of Development, the Gift Officer (GO) is responsible for managing relationships with prospects determined to have the ability to make gifts at or above the $10,000 level. This position is charged with developing and implementing strategies for securing financial support from a portfolio of prospects, including identifying, qualifying, cultivating, soliciting, and stewarding gifts for PCOM from alumni and friends. The GO will work independently and also as a member of the Institutional Advancement team, and coordinate his/her activities with those of other units in Institutional Advancement and other units at PCOM.
MAJOR RESPONSIBILITIES:
WORKING CONDITIONS: Work is normally performed in a typical office work environment with the possibility of working from a remote location. Travel is required.
PHYSICAL EFFORT: No or very limited physical effort required.
ENVIRONMENTAL CONDITIONS: No or very limited exposure to physical risk.
Philadelphia College of Osteopathic Medicine Performance Expectations
Gift Officer
Fiscal year
PCOM prohibits discrimination on the basis of age, race, sex, color, gender, gender identity and expression, national origin, ethnicity, ancestry, sexual orientation, religion, creed, disability, genetic information, marital status, pregnancy, military and military veteran status or any other legally protected class status in all its programs, activities, and employment practices.
