Philanthropic Advisor FTE, Shift

Philanthropic Advisor

The Philanthropic Advisor works in close collaboration with Foundation team members and must be highly motivated to secure financial support for our mission-driven programs and projects. The successful candidate will possess excellent communication and interpersonal skills and a strong understanding of fundraising strategies and a self-driven, results-oriented mindset to achieve fundraising goals and drive measurable impact.

• Bachelor's Degree business, communications, marketing or a related field
• Three (3) years of non-profit fundraising experience soliciting gifts from individuals
• Demonstrated non-profit development experience with working knowledge of how all aspects of philanthropy interrelate for the benefit of the donor and the organization.
• Proficient using donor management software, CRM systems, preferably Raisers Edge/ NXT and other relevant technologies.

• Certified Fundraising Executive (CFRE)
• Professional education coursework completed in the development field
• Healthcare sector and physician engagement experience and a working knowledge of the region
• Experience in planned giving with a proven ability to cultivate and secure legacy gifts as part of a comprehensive fundraising strategy

• Develop and implement strategies to identify, cultivate and solicit prospective donors to build authentic relationships and foster long-term relationships.
• Manage a portfolio of giving relationships, in all stages of development, produce quarterly and annual moves management plans, progress reports and advancement toward fundraising and relationship building metrics following established KPI's.
• Produce professional and well-written correspondence and proposals and present an articulate and compelling case for support and supporting stewardship impact reportsdonor communications.
• Maintain a record of accountability, accuracy and documentation in action reports in the CRM Raisers Edge/NXT, gift agreements, proposals and gift recording.
• Engage physicians and health system team members as contributors and grateful patient referral sources and build trusting relationships with senior residents and volunteers at health system locations.
• Implement stewardship tactics in collaboration with Foundation team members.
• Support a diverse range of philanthropic initiatives to achieve annual, major, event and campaign goals.

• Demonstrates sound judgment, patience, and maintains a professional demeanor at all times
• Exercises tact, discretion, sensitivity, and maintains confidentiality
• Performs essential job functions successfully in a busy and stressful environment
• Learns current and new computer applications and office equipment utilized at Bozeman Health
• Strong interpersonal, verbal, and written communication skills
• Analyzes, organizes, and prioritizes work while meeting multiple deadlines

• This role requires regular and sustained attendance.
• The position may necessitate working beyond a standard 40-hour workweek, including weekends and after-hours shifts.
• On-call work may be required to respond promptly to organizational, patient, or employee needs.

Lifting (Rarely – 30 pounds):
Exerting force occasionally and/or using a negligible amount of force to lift, carry, push, pull, or otherwise move objects or people.

Sit (Continuously):
Maintaining a sitting posture for extended periods may include adjusting body position to prevent discomfort or strain.

Stand (Occasionally):
Maintaining a standing posture for extended periods may include adjusting body position to prevent discomfort or strain.

Walk (Occasionally):
Walking and moving around within the work area requires good balance and coordination.

Climb (Rarely):
Ascending or descending ladders, stairs, scaffolding, ramps, poles, and the like using feet and legs; may also use hands and arms.

Twist/Bend/Stoop/Kneel (Occasionally):
Twisting, bending, stooping, and kneeling require flexibility and a wide range of motion in the spine and joints.

Reach Above Shoulder Level (Occasionally):
Lifting, carrying, pushing, or pulling objects as necessary above the shoulder, requiring strength and stability.

Push/Pull (Occasionally):
Using the upper extremities to press or exert force against something with steady force to thrust forward, downward, or outward.

Fine-Finger Movements (Continuously):
Picking, pinching, typing, or otherwise working primarily with fingers rather than using the whole hand as in handling.

Vision (Continuously):
Close visual acuity to prepare and analyze data and figures and to read computer screens, printed materials, and handwritten materials.

Cognitive Skills (Continuously):
Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.

Exposures (Rarely):
Bloodborne pathogens, such as blood, bodily fluids, or tissues. Radiation in settings where medical imaging procedures are…