Phoenix Children's
Senior Philanthropy Officer - Midlevel Portfolio Management – Planned Giving
Phoenix Children's, Phoenix, Arizona, United States, 85003
Senior Philanthropy Officer – Midlevel Portfolio Management
The Senior Philanthropy Officer (SPO) for Midlevel Portfolio Management at Phoenix Children’s Foundation is responsible for ensuring the fundraising success of the Gift Planning Program by focusing on midlevel donors and prospects. The SPO will play a key role in developing and implementing strategies for successful solicitations and building strong relationships with midlevel donors. Implementing personalized and targeted communication strategies, tailoring messages and updates to align with donors’ interests and preferences, fostering a sense of belonging and impact. This position will actively contribute to the growth and expansion of the program, collaborating with colleagues across the foundation to achieve annual metrics and financial goals.
Education and Experience Requirements
Minimum 10 years of experience in fundraising, development, or a related field in a non‑profit environment.
At least 5 years of experience as a gift planning professional in a sophisticated development or fundraising operation, with a strong focus on midlevel donors.
Experience in a medical or academic development setting is highly encouraged.
Bachelor’s degree or Master’s in business, philanthropy, or a related field.
CFRE certification would be advantageous.
Proven track record in managing and growing a midlevel donor portfolio and achieving fundraising goals with midlevel donors.
Well‑versed in planned giving strategies and techniques, especially as they relate to midlevel donors.
Excellent interpersonal and relationship‑building skills.
Self‑motivated and results‑oriented with a strong commitment to philanthropy and the foundation’s mission.
Position Duties
Oversee and manage a large portfolio of midlevel donors, cultivating and stewarding relationships with valued supporters.
Develop and implement thoughtful, strategic cultivation and solicitation plans for midlevel planned giving donors to increase philanthropic support over time.
Collaborate with the AVP, other teams, and marketing to develop targeted communication strategies for midlevel donors, delivering personalized and impactful messages.
Continuously identify and qualify new midlevel planned giving prospects to expand the pipeline of potential donors.
Build and nurture strong relationships with midlevel donors and prospects, ensuring regular contact through various activities and communications, including face‑to‑face meetings when appropriate.
Educate midlevel donors about the benefits of deferred and planned giving, proactively sharing information in written and in‑person formats.
Engage senior adults, building trust and rapport to identify and cultivate potential asset‑based current gifts such as appreciated securities, real estate, or retirement assets.
Identify and develop joint and blended giving opportunities with colleagues from various departments within the foundation.
Support successful solicitations to secure current and legacy gifts from midlevel donors.
Cultivate and steward relationships with current and prospective legacy donors, encouraging and facilitating planned gifts in support of the organization’s mission.
Provide technical guidance and options to fundraising colleagues, offering coaching, proposal language, and relevant information.
Stay up‑to‑date on gift‑planning trends, opportunities, and related legislation, sharing knowledge with colleagues.
Demonstrate exceptional problem‑solving and communication skills when navigating potential issues with discretion and tact.
Senior Philanthropy Officer – Individual Giving Reporting to the VP of Individual Giving, the Sr. Philanthropy Officer is a seasoned major‑gifts fundraiser responsible for securing individual gifts with an emphasis on $100,000 and above. Success is achieved by building long‑term donor partnerships and demonstrating that all levels of philanthropic support are leveraged to realize maximum impact for Phoenix Children’s mission. The ideal candidate is energetic and enthusiastic, metrics‑driven, and comfortable working in a dynamic and fast‑paced environment.
Education
Bachelor's degree in business or related field. (Required)
Master's degree in business or related field. (Preferred)
Experience
10 or more years of combined experience in fundraising, sales, stewardship, and/or communications. (Required)
Demonstrated success in prospect identification and relationship development and/or new business development. (Required)
Proven major‑gift or equivalent large‑sales process experience. (Required)
Experience with Raiser's Edge/Salesforce or similar industry‑based customer relationship management tools. (Preferred)
Hospital or healthcare experience. (Preferred)
Certifications
Certified Fund Raising Executive (CFRE) Certification (Preferred)
Special Skills
Proven networking and connector skills. Enthusiastic, good-humored, and energetic with a positive attitude and passion for building relationships. (Required)
Goal oriented with a high level of maturity and personal integrity. (Required)
Ability to multi‑task with keen attention to detail. (Required)
Strong computer skills, including proficiency with Microsoft Office software and CRM database. (Required)
Ability to maintain a flexible schedule to accommodate occasional night and weekend activities. (Required)
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Education and Experience Requirements
Minimum 10 years of experience in fundraising, development, or a related field in a non‑profit environment.
At least 5 years of experience as a gift planning professional in a sophisticated development or fundraising operation, with a strong focus on midlevel donors.
Experience in a medical or academic development setting is highly encouraged.
Bachelor’s degree or Master’s in business, philanthropy, or a related field.
CFRE certification would be advantageous.
Proven track record in managing and growing a midlevel donor portfolio and achieving fundraising goals with midlevel donors.
Well‑versed in planned giving strategies and techniques, especially as they relate to midlevel donors.
Excellent interpersonal and relationship‑building skills.
Self‑motivated and results‑oriented with a strong commitment to philanthropy and the foundation’s mission.
Position Duties
Oversee and manage a large portfolio of midlevel donors, cultivating and stewarding relationships with valued supporters.
Develop and implement thoughtful, strategic cultivation and solicitation plans for midlevel planned giving donors to increase philanthropic support over time.
Collaborate with the AVP, other teams, and marketing to develop targeted communication strategies for midlevel donors, delivering personalized and impactful messages.
Continuously identify and qualify new midlevel planned giving prospects to expand the pipeline of potential donors.
Build and nurture strong relationships with midlevel donors and prospects, ensuring regular contact through various activities and communications, including face‑to‑face meetings when appropriate.
Educate midlevel donors about the benefits of deferred and planned giving, proactively sharing information in written and in‑person formats.
Engage senior adults, building trust and rapport to identify and cultivate potential asset‑based current gifts such as appreciated securities, real estate, or retirement assets.
Identify and develop joint and blended giving opportunities with colleagues from various departments within the foundation.
Support successful solicitations to secure current and legacy gifts from midlevel donors.
Cultivate and steward relationships with current and prospective legacy donors, encouraging and facilitating planned gifts in support of the organization’s mission.
Provide technical guidance and options to fundraising colleagues, offering coaching, proposal language, and relevant information.
Stay up‑to‑date on gift‑planning trends, opportunities, and related legislation, sharing knowledge with colleagues.
Demonstrate exceptional problem‑solving and communication skills when navigating potential issues with discretion and tact.
Senior Philanthropy Officer – Individual Giving Reporting to the VP of Individual Giving, the Sr. Philanthropy Officer is a seasoned major‑gifts fundraiser responsible for securing individual gifts with an emphasis on $100,000 and above. Success is achieved by building long‑term donor partnerships and demonstrating that all levels of philanthropic support are leveraged to realize maximum impact for Phoenix Children’s mission. The ideal candidate is energetic and enthusiastic, metrics‑driven, and comfortable working in a dynamic and fast‑paced environment.
Education
Bachelor's degree in business or related field. (Required)
Master's degree in business or related field. (Preferred)
Experience
10 or more years of combined experience in fundraising, sales, stewardship, and/or communications. (Required)
Demonstrated success in prospect identification and relationship development and/or new business development. (Required)
Proven major‑gift or equivalent large‑sales process experience. (Required)
Experience with Raiser's Edge/Salesforce or similar industry‑based customer relationship management tools. (Preferred)
Hospital or healthcare experience. (Preferred)
Certifications
Certified Fund Raising Executive (CFRE) Certification (Preferred)
Special Skills
Proven networking and connector skills. Enthusiastic, good-humored, and energetic with a positive attitude and passion for building relationships. (Required)
Goal oriented with a high level of maturity and personal integrity. (Required)
Ability to multi‑task with keen attention to detail. (Required)
Strong computer skills, including proficiency with Microsoft Office software and CRM database. (Required)
Ability to maintain a flexible schedule to accommodate occasional night and weekend activities. (Required)
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