Philanthropic Advisor (FT- 1.0 FTE, Variable Shift)

About the Role

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

Qualifications

• Bachelor’s Degree in business, communications, marketing, or a related field (required)
• Three (3) years of non-profit fundraising experience soliciting gifts from individuals (required)
• Demonstrated non-profit development experience with working knowledge of how all aspects of philanthropy interrelate for the benefit of the donor and the organization (required)
• Proficient using donor management software, CRM systems, preferably Raisers Edge/NXT and other relevant technologies (required)
• Certified Fundraising Executive (CFRE) (preferred)
• Professional education coursework completed in the development field (preferred)
• Healthcare sector and physician engagement experience and a working knowledge of the region (preferred)
• Experience in planned giving with a proven ability to cultivate and secure legacy gifts as part of a comprehensive fundraising strategy (preferred)

Responsibilities

• Develop and implement strategies to identify, cultivate, and solicit prospective donors to build authentic relationships and foster long-term engagement.
• 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 KPIs.
• Produce professional and well-written correspondence, proposals, and present an articulate and compelling case for support, including stewardship impact reports and donor 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.

Skills

• 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

Schedule

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.

Physical Requirements

• 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, radiation in medical imaging settings, chemicals and medications, infectious diseases.