Philanthropy Officer Full Time First Shift

Cost Center

Scheduled Weekly Hours

Work Shift

First Shift (United States of America)

Shift & Status

Who Are We?

We at Pine Rest believe in the power of healing and that everyone in our community has the right to expert care for mental health and substance use disorders.

We are much more than just the third largest non-profit behavioral health system in the country, our 220-acre main campus, and our network of clinical sites across Michigan.

We are a tight-knit community of healers who witness the impact of our life-changing work each day.

Each day, we are closing the gaps in access to care. We are innovating through leading-edge research, testing, programs, and treatment modalities that others replicate across the country.

Our services include a state-of-the-art psychiatric urgent care center and a soon-to-be-built pediatric behavioral health center, outpatient, inpatient, partial hospitalization (day programs), assessment and testing, residential, addiction treatment and specialty services such as crisis response, employee assistance programs, forensic psychiatry and psychology, and neuromodulation.

On-the-job educational programs for nurses, psychologists, advanced practice providers, psychiatrists, and chaplains are equipping the next generation of care providers.

We are passionate about serving and are honored to be a part of this incredible work.

What Will you Do?

As a Philanthropy Officer at Pine Rest, you'll be part of tight-knit team that believes in the healing power of your expertise and compassion.

You'll be responsible for managing a portfolio of donors and prospects, engaging them in a way that maximizes their commitment to Pine Rest's mission.

The portfolio will consist of individuals and organizations with the capacity to make major gifts to Pine Rest. This staff member will work collaboratively with other Foundation staff - and with Pine Rest leadership and colleagues as dictated by strategy - on the identification, qualification, cultivation, solicitation, and stewardship of donors and prospects.

Additionally, this individual will have oversight of Estate and Planned Giving for the Foundation. The Philanthropy Officer must demonstrate excellent customer service and have enthusiasm about the program and the Pine Rest organization.

Principal Duties and Responsibilities :

Manage a portfolio of approximately 150 qualified major and planned gift prospects and donors, meeting or exceeding institutional performance metrics while utilizing the techniques of moves management.

Portfolios focus on those with capacities to make a gift of at least $10,000 annually or $25,000 over a pledge period.

• Complete a minimum of 120 organized face-to-face portfolio meetings annually.
• Implement a strategically planned travel schedule to meet with prospects and donors individually and at other events aligned with strategies and outcomes, whether sponsored by Pine Rest or in the community.
• Craft and implement detailed cultivation and solicitation plans for portfolio assignments.
• Draft, design, and prepare proposals needed for the solicitation of prospective donors, integrating within funding proposals institutional core mission and priority initiatives.
• Establish annual and long-term goals, objectives, and performance metrics in consultation with the Executive Director.
• Oversee plan and implementation of Estate Planning communication.
• Attend regular prospect management meetings.
• Manage an annual expense budget that supports portfolio activity.
• Form productive team partnerships with Foundation staff, including :
• With the Executive Director on plans that engage Foundation Board members, the President and CEO of Pine Rest Christian Mental Health Services, as well as other corporate leadership.
• With Prospect Development to ensure appropriate portfolio assignments and to ensure that activity is reflected accurately in performance metrics.
• With Donor Relations Manager to develop donor stewardship plans.
• With events point person on invitation lists, individual donor strategy, etc.
• Develop collaborative relationships and communications across department lines, involving staff in the donor cycle as dictated by donor strategies.
• Maintain up-to-date and accurate donor records in Raiser's Edge for each donor in portfolio.
• Ensure the option of Planned Giving is part of all portfolio managed strategies.
• Support all Foundation events.

What Does the Role Require?

Education / Experience :

• Bachelor's degree required. A minimum of five years of experience preferred in moving donors through the giving cycle, as well as proven ability to close five and six figure gifts.
• Knowledge of how major gifts and planned giving can be integrated in order to maximize work with donors. Basic understanding of planned giving vehicles is required.
• Fluency with Microsoft Office applications required. Experience with Raiser's Edge fundraising software preferred.

Benefits :

• Medical, dental, vision & life insurance plans
• 403(b) retirement match contribution by Pine Rest
• Generous PTO for full and part time employees
• Tuition assistance & loan forgiveness
• Employee Assistance Program offering many free and discounted services for therapy, legal, accounting, gym membership, etc.
• Partnership with Davenport University provides generous discount on tuition for employees and family members.

Notice :

Pine Rest provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

All new employees are subject to a criminal background check and education verification which may include sending a copy of your high school diploma, GED, or college transcripts.

NOTICE : Successful completion of a drug screen prior to employment is also part of our background process.