Foundation Development Specialist - Gift Planning

PEOPLE ESSENTIAL FUNCTIONS

• Utilizes effective and fluid communications with internal and external stakeholders to ensure collaboration and synergy.

• Proactively maintains familiarity with the work of clinical staff, physicians, and administration to successfully identify appropriate contacts for data collection.

• Under guidance of management ensures assigned deliverables are in line with Foundation goals and objectives.

SERVICE ESSENTIAL FUNCTIONS

• Manages small-scale projects and coordinates with key stakeholders and others to ensure department timelines, deliverables and budgets are met. Utilizes technology resources to conduct research for assigned projects.

• Tracks event, project, and/or initiatives success and gathers feedback for future reference.

• Participates on internal committees and task forces as assigned. Follow up on action items as necessary to ensure completion of assignments.

• Works closely with fundraisers and other Foundation staff to support strategic moves management for contributor/prospective contributor engagement.

QUALITY/SAFETY ESSENTIAL FUNCTIONS

• Provides quality control of printed materials such as high-level meeting agendas, briefing documents, event information, educational and donor materials, power point presentations, etc. This includes following the TMHS style guide, AP style guidelines, verification of accurate logo placement, etc.

• Performs collection, verification and entry of data in fundraising database/Constituent Relationship Management (CRM) system and other Foundation systems, including generating reports. Resolves information discrepancies and assists with data clean up, data archiving and data analysis projects.

• Ensures that philanthropic and donor-centric message is present and consistent in all material, communications, and/or initiatives, both internally and externally to promote goals.

FINANCE ESSENTIAL FUNCTIONS

• Utilizes resources with cost effectiveness and value creation in mind. Self-motivated to independently manage time effectively and prioritize daily tasks, assisting coworkers as needed.

• Seeks out opportunities to increase efficiency and productivity for self and department. Supports team goals and metrics through efficient, timely and appropriate issue resolution.

• Submits invoices on time and tracks and adheres to budget for assigned projects, as applicable.

GROWTH/INNOVATION ESSENTIAL FUNCTIONS

• Seeks opportunities to identify self-development needs and takes appropriate action. Ensures own career discussions occur with appropriate management. Completes and updates the My Development Plan on an on-going basis.

• Develops a foundational knowledge of healthcare fundraising and seeks opportunities to strengthen skill set.

This job description is not intended to be all-inclusive; the employee will also perform other reasonably related business/job duties as assigned. Houston Methodist reserves the right to revise job duties and responsibilities as the need arises.

EDUCATION

• Bachelor's degree required

WORK EXPERIENCE

• Three years' experience in development, communications, media relations, marketing, business or related field, one year of which must be in project management/coordination/event planning. May consider HM employee with two years' experience who demonstrates progressive responsibilities

• Experience in healthcare fundraising/development preferred