Hebrew SeniorLife

  • Stewardship and Donor Relations Officer

    Job Locations US-MA-Roslindale
    Job ID
    2018-2456
    Category
    Development
  • Overview

    Hebrew SeniorLife (HSL) is recognized as one of the most innovative and comprehensive organizations for seniors in the nation. An affiliate of Harvard Medical School, HSL provides a complete and integrated spectrum of the highest quality senior living communities, health care and services for seniors, conducts active research in the fields of geriatrics and gerontology, and advocates for policies and programs that benefit seniors and their families. HSL is New England’s largest nonprofit provider of senior housing, health care, research, and teaching, and the fourth largest nonprofit organization in Massachusetts. HSL serves 3,000 seniors per day and employs 2,600 staff at nine sites. HSL’s Harvard-affiliated Marcus Institute for Aging Research is the nation’s largest aging research institute in a clinical care setting.


    To achieve the goals laid out in HSL’s 2015 strategic plan and to increase our impact on seniors and their families, HSL is in the third year of its ambitious Age of Opportunity Campaign with a working goal of $125 million. The campaign will help ensure HSL’s financial strength and stability while elevating our position for the future.

     

    Under the direction of the Director of Development, the Stewardship & Donor Relations Officer will assist in the development, implementation, and management of an institution-wide, comprehensive stewardship program that appropriately and consistently promotes interaction with and recognition of donors at all levels with an emphasis on major gift donors $100k and higher. This position is designed to collaborate with Major Gift Officers to sustain positive and mutually-rewarding relations between Hebrew SeniorLife and its donors by driving stewardship engagement that aims to demonstrate the impact of donors’ generosity through in-person events, visits, meetings, and written communications. The Stewardship & Donor Relations Officer is a team player across various functional teams (major gifts, annual fund, events, operations, and communications) and with multiple colleagues in the Development and Board Relations Office.

    Responsibilities

    Major Gifts Team
    • Works directly with prospect managers to develop and implement customized and strategic stewardship plans for a select group of our highest level major, principal, and leadership prospects (approximately 40 individuals) that will encourage increased, additional giving
    • Oversees, updates, and manages individualized stewardship plans for said individuals and proactively triggers activity in cooperation and consultation with MGOs
        o Implements strategies for connecting donors with the patients, staff, faculty, and programs that benefit from their support, with an emphasis on donor-staff/program connections
        o Initiates recognition event/visit ideas for major gift donors/giving societies by partnering with (MGOs) and then liaisons with the operations and events teams for appropriate handoff
        o Prepares and coordinates sophisticated written stewardship correspondence stewardship prospects, in conjunction with MGOs and writing team
        o Works with Assistant Director, Development Administration on high-level, personalized gift acknowledgments on behalf of HSL leadership
        o Liaisons with writing team to coordinate annual stewardship mailings, stewardship reports, and gift acknowledgment letters
    • Conducts regular meetings with Director of Development and individual gift officers to review activity with assigned prospects and provide advice/support for prospects in portfolios
    • Manages a small portfolio of permanent stewardship prospects and meets with donors each year, in conjunction with MGOs, to thank them for their support and cultivate future support
    • Creates and maintains a menu of donor engagement opportunities that support top priority fundraising objectives and serves as the creative catalyst for new stewardship event ideas
    • Stays apprised of fundraising priorities, solicits, and gifts to close
    • Participates in brainstorm meetings to strategically identify featured donors for various development communications

     

    Annual Fund
    • Works to steward high level annual fund donors and strategize on ways to move them to major gift prospects
    • In partnership with the Assistant Director, Annual Giving, coordinates stewardship event(s) and communications for annual fund donors

     

    Administration
    • Oversees and creates content for an annual stewardship calendar
    • Tracks all stewardship movement and records all stewardship visit summaries in Raiser’s Edge
    • Manages plaque recognition process from start to finish, including work with signage vendor, engineering, prospect manager
    • Participates in various departmental meetings to educate staff on stewardship/donor relations and glean information that will assist stewardship/donor relations efforts
    • Creates and maintains policies and procedures related to stewardship and donor relations
    • Conducts periodic review of the stewardship and donor engagement programs for effectiveness

    Qualifications

    • Bachelor’s degree, and minimum of five years of experience in in fundraising, communications, publications, preferably in a non-profit setting and in stewardship/donor relations; understanding of major gift fund raising required
    • Highly motivated team player dedicated to the goals of advancing Hebrew SeniorLife’s mission and willingness to embody HSL cultural beliefs
    • Excellent organizational skills with the ability to prioritize work, adapt to changing priorities, provide exceptional attention to details and accuracy, and fully own projects from start to finish
    • Ability to develop and sustain strong working relationships with HSL leadership, administrators, program staff, and colleagues at all levels across the organization
    • Demonstrated writer/editor, with excellent letter, report writing, and editing skills
    • Strategic thinking combined with an entrepreneurial and creative spirit
    • Proven capability to evaluate problems accurately and display good, sound, and confidential judgment along with exercising discretion with highly confidential information
    • Poised confidence and the ability to deal diplomatically and effectively with all types of people in all types of situations
    • Innate ability to resourcefully obtain information and overcome obstacles with skill and tact in order to carry out assignments
    • Excellent computer skills including MS Office suite; familiarity with Raiser’s Edge and aptitude to learn new software program; ability to use all resources available to complete comprehensive research

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