Foundation Development Associate - Orlando Health Foundation, Prospect Research

Foundation Development Associate

At Orlando Health, we are ordinary people with extraordinary individuality, working together to bring help, healing and hope to those we serve. By daily embodying our over 100-year legacy, we reinforce our reputation as a trusted and respected healthcare organization that delivers professional and compassionate care to our patients, families and communities. Through our award-winning hospitals and ERs, specialty institutes, urgent care centers, primary care practices and outpatient facilities, our 27,000+ team members serve communities that span Florida's east to west coasts and beyond. Orlando Health is committed to providing you with benefits that go beyond the expected, with career-growing FREE education programs and well-being services to support you and your family through every stage of life. We begin your benefits on day one and offer flexibility wherever possible so that you can be present for your passions. "Orlando Health Is Your Best Place to Work" is not just something we say, it's our promise to you.

Position Summary

The Foundation Development Associate will provide development support to all areas of the Foundation including, Major Gifts, Events, Sustained Giving, Planned Giving, Grants, cultivation activities and other methods

Responsibilities Essential Functions

• Responsible for identifying and evaluating prospects for major gift support:
• Conducting biographical, financial and demographic research using various prospect resource tools, as well as internet, published, in-house and interview sources.
• Utilize donor & patient database to proactively identify opportunities through data mining, predictive modeling, and statistical techniques, in order to build robust identified pools for development units.
• Identify new prospects, corporations, and foundations using internal data, screenings and subscription tools.
• Collaborate with major gift development officers to implement strategies for identifying new prospects and conduct independently managed research projects to identify and evaluate potential donors.
• Review, evaluate and assist major gift officers in re-prioritizing prospect portfolios, prospect pools, using predictive modeling, screening and statistical techniques.
• Developing and disseminating information that supports planning and decision making. Complex problem resolution and documentation.
• Perform research prequalification on prospects, conducting in-depth research on prospects as needed.
• Imports new and updated information into the Raiser's Edge database and/or List Management.
• Develops and Completes projects under the guidance of the Foundation Database & Research Manager.
• Safeguard the confidentiality of donor information at all times. Uphold Foundation and Hospital policies' regarding confidential information. Adhere to ethical and confidentiality guideline of both Orlando Health and Association of Professional Researchers for Advancement (APRA).
• Responsible for building a donor portfolio with the guidance of a supervisor. A portfolio consists of prospects, donors, event interactions, donor visits, dollars requested and dollars received, campaign and service line development, and stewardship efforts.
• Manages multiple ongoing areas of responsibility for the benefit of the Orlando Health Foundation. Responsible for managing timelines and strategic planning for assigned events and initiatives.
• Works to ensure excellent customer service and working relationship with team members, vendors, community leaders, event sponsors/participants, volunteers and customers (i.e. patient families).
• Assist in the creation and writing of donor proposals.
• Assist with the development of stewardship plans for major donors and family foundations.
• Develops experience supporting a minimum of three areas (i.e. Sustained Giving, Major Gifts, Planned Giving, Grants) of the Foundation.
• Assist with managing on-line fundraising campaigns, engage donors through digital mediums via emails and other social media platforms.
• Assist in the planning and execution of cultivation events, fundraising events, and tours.
• Represent the Foundation at certain Orlando Health Functions, as well as, outside Community Events for the purpose of raising awareness of the Orlando Health Foundation as well as the mission of Orlando Health. Attend a minimum of one event per quarter, with a total of six events per year.
• Evaluate and update the donor recognition.
• Work and develop relationships with key volunteers to grow and expand fundraising efforts
• May be responsible for managing the grant application process including research towards new funding opportunities, applications, post-award.
• Maintains regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards.
• Maintains compliance with all Orlando Health policies and procedures.

Other Related Functions

• Requires flexibility to provide development support and/or special event execution on weekends and after hours.
• Has access to confidential data that allows for coordinating and organizing assigned responsibilities.
• Assists with the planning and preparation of group tours, proposals and presentations as appropriate.
• Participates actively to assure compliance in assigned areas of responsibilities.
• Regularly analyzes and evaluates the effectiveness of all assigned projects.
• Proactively seeks process improvement in a solution-focused manner.

Qualifications

• Education/Training: Bachelor's degree required.
• Licensure/Certification: None.
• Experience: One (1) year of related work experience required. Familiarity with Microsoft Office products, Internet proficiency and Outlook.