The Principal Gifts team works at the highest level with our top donors (individuals and family foundations) to raise transformational gifts of $5 million+. The team partners closely with the Foundation’s President/CEO office, and frequently interacts with the hospital President/CEO’s office, Dean of the School of Medicine’s office, and Foundation and Hospital board members.
The Development Associate provides general administrative and program support for two of the Principal Gifts team’s four gift officers, helping our team to maintain a donor-centric, high-quality level of work. This requires quickly understanding team members’ work styles and preferences, as well as the ability to prioritize and efficiently execute concurrent tasks. The Development Associate must be resourceful and be able to act in an independent and anticipatory manner, completing numerous routine and detailed activities on a regular basis, while also proactively assisting with the team’s emergent needs. The position will report to the Program Manager, Principal Gifts and will collaborate closely with the Program Manager, administrative peers, and others to fulfill the duties associated with providing support to the Principal Gifts team.
GENERAL POSITION DUTIES AND RESPONSIBILITIES
Portfolio and Database Management (~40%):
● Draft and/or edit confidential prospect briefings, donor correspondence, and other documents as needed.
● Coordinate, format, and execute mailings to prospects and donors, including pledge reminders, solicitation letters, stewardship pieces, and stewardship touch point emails.
● Ensure strategic donor engagement and solicitation by reviewing with gift officers their donors listed to receive mailings and event invites.
● Using the Foundation’s constituent relationship management database (Raiser’s Edge) and electronic filing systems, retrieve and update information about and engagement with prospects and donors, request assignments, and generate reports. Meet with gift officers on a weekly basis to review needed database updates, including proposal status and portfolio changes.
● Review, track, and report on funds and gifts.
● As assigned, conduct research on prospects and donors, in coordination with the Prospect Research Team.
Administrative Management (~40%):
● Manage complex calendars, negotiate the needs of others requesting time with the Principal Gifts team’s solicitors, and resolve scheduling conflicts with limited or no consultation.
● Coordinate internal and external meetings and Hospital tours, including scheduling, setting agendas, booking conference rooms, arranging catering and travel arrangements, preparing and disseminating meeting materials, providing AV support, taking notes, and disseminating and tracking on post-meeting action items.
● Help plan and circulate agendas for team meetings, take notes, and track action items.
● Build a network of relevant contacts at the Children’s Hospital and School of Medicine, and stay informed of current university initiatives and activities.
● Help process and document donor gifts.
● Track the current year’s team budget, draft next year’s budget with the Department VP, and process expense reimbursements for Principal Gift officers.
Event Support (~10%):
● Work with the Events team to compile invite lists for Principal Gift donor events. Assist at events when needed.
● Help coordinate and write event briefings.
● Help coordinate and execute Principal Gift donor events not supported by the Events team.
Special Projects (~10%):
● As a member of the Principal Gifts team, seek out and accept additional responsibilities or projects, and assist other departments or Foundation support staff as needed.
● Recommend new approaches, procedures, and processes to effect continual improvements in efficiency of department and services performed.
NOTE: We are a dynamic organization in a rapidly changing industry. Therefore, the responsibilities associated with this position will change from time to time in accordance with LPFCH’s business needs. More specifically, the incumbent may be required to perform additional and/or different responsibilities from those set forth above.
EDUCATION & EXPERIENCE
● Associate or Bachelor’s Degree or equivalent work experience
● 2+ years directly-related work experience, including experience in the development industry and experience in a support role
COMPETENCIES, SKILLS, AND JOB-RELATED REQUIREMENTS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
● Efficiency, Organization, and Attention to Detail: Ability to work efficiently, juggle multiple projects simultaneously, meet deadlines, and achieve goals, all while demonstrating extreme organization, production of high-quality work, and exceptional attention detail and follow-through in a fast-paced and busy environment.
● Self-Starter with a Donor-Centric Mindset: Ability to exercise good judgment with a customer-service mindset towards solicitor and donor needs and to handle confidential and sensitive information with the utmost discretion.
● Writing and Editing: Strong writing and editing skills with a mastery of grammar, spelling, and content structure, as well as a demonstrated skill in organizing and visually displaying information and data in the appropriate format for the document.
● Adaptability and Flexibility: Ability to take initiative, work independently in a team environment, and be adaptable in the face of changing priorities.
● Relationship Builder and Clear Communicator: Excellent interpersonal skills and ability to communicate and work collaboratively with diverse population groups (constituents, physicians, faculty, staff, vendors, etc.).
● Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook).
● Regular and predictable attendance. Flexibility to work evenings and weekends on occasion and to travel within the Bay Area. Access to reliable transportation [EK2] . (Employees are eligible for a Caltrain GoPass)[EK3] . Position is temporarily remote due to COVID-19.
● A genuine interest in children’s health, a strong desire to work in a development environment, and knowledge of the Development Life Cycle (prospect identification—research—cultivation—solicitation—stewardship).
● Prior experience supporting multiple individuals.
● Knowledge of constituent relationship management database systems (Raiser’s Edge).
● Advanced online research capabilities.
● Proficiency in InDesign and Adobe Acrobat Suite is highly desired.
SALARY AND BENEFITS
We provide competitive compensation and a wide range of benefits designed to meet the needs of our employees and their families. We are strong supporters of work life balance. Learn more by visiting the careers page on our website.
We know that building a diverse and inclusive workforce is key to our success and enables us to do extraordinary work for kids and their families. When you become part of our team, you’ll be joining a group of passionate and dedicated individuals who truly care about and believe in the work they do.
The Lucile Packard Foundation for Children’s Health is an equal opportunity employer. Women, minorities, veterans, and persons with disabilities are encouraged to apply.
The Principal Gifts team works at the highest level with our top donors (individuals and family foundations) to raise transformational gifts of $5 million+. The team partners closely with the Foundation’s President/CEO office, and frequently…