Prospect and Stewardship Manager - Public Health Foundation Enterprises, In

For over 50 years, Heluna Health has worked together with nonprofit and community-based organizations, public health agencies, healthcare systems, providers, and policymakers to strengthen health interventions and create equitable access to services across broad populations. We support a wide range of programs and organizations in focus areas from maternal and infant care to disease prevention. Heluna Health is also an innovator of direct services, including programs in early literacy, breastfeeding and nutrition, and research. Visit www.helunahealth.org to learn more about how you can make an impact by joining our team.

Salary Range: $83,491.20 to $96,478.72 annual salary is commensurate with experience.

POSITION SUMMARY

The Prospect and Stewardship Manager will develop and implement an effective constituent management strategy with a holistic view of organizational relationships to enable Heluna Health to expand its impact and offerings in population health services and resources. The incumbent will use data intelligence to build an active community of partners, clients, principal investigators and researchers, educators, clinical providers, caregivers, population health advocates, public health professionals, social service providers, program employees, nonprofit leaders, government leaders, and philanthropic donors. The Prospect and Stewardship Manager will manage and track a productive prospect pipeline across multiple units to advance ambitious goals and lead on stewardship efforts to maximize philanthropic support. Reporting to the Director of Development, the incumbent will work closely with the Director of Growth Strategy, Chief Advancement Officer, and other senior leaders. Candidates must demonstrate good written communication skills and knowledge of nonprofit fundraising.

ESSENTIAL DUTIES & RESPONSIBILITIES

Prospect Research

• Use both standard and novel prospect research methods and tools (including periodical and electronic screening and/or information provided by the prospect or his/her organization) to identify new potential partners, donors, and funders.
• Complete thorough donor/funder research reports.
• Monitor news sources to track donors, prospects, and fundraising opportunities.
• Deploy high-quality strategies (i.e., opt-in popups, lead capture forms, CTAs, gated content) to attract a loyal and engaged constituency for Heluna Health’s wide array of population health programs and services.
• Support annual giving efforts with effective and efficient use of giving platforms/tools.

Data/records maintenance

• Use a CRM to record and maintain accurate contact information, attributes, demographic data, and generate gift reports and mailing lists. 
• Participate in and contribute expertise to a CRM working group with colleagues from across units.

Stewardship

• Draft donor correspondence, develop donor profiles, and create other written materials for internal and external audiences, as needed.
• Manage gift acknowledgment and stewardship efforts using best practices and adhering to IRS guidelines.
• Work across units to solicit input and/or data from others as appropriate.

POSITION SPECIFICATIONS & REQUIREMENTS

Previous Experience: The candidate should have a comprehensive nonprofit fundraising background (minimum 5+ years) with experience overseeing database development, managing gift records, and producing reports. Must be a detail-oriented professional with extensive experience deploying contemporary practices in prospect research and analysis. Proven demonstration of initiative, motivation, creativity, and ability to work independently. Track record of success in a team environment and able to meet goals in a timely manner.

Knowledge and Education: The candidate must possess good communication skills specifically geared towards case statements, digital campaigns, and gift acknowledgment letters with proper use of English grammar, punctuation, and syntax; use of best practices in prospect development; ability to conduct research; understanding of branding and positioning strategies for the institution and for specific projects. Strong organizational and administrative skills, with a demonstrated track record of establishing effective systems that foster collaboration and improve efficiency. Effective interpersonal skills, an aptitude for logical thinking, keen attention to detail, and a creative and positive attitude. Demonstrated ability to manage multiple assignments with minimum supervision while meeting strict deadlines with an outcomes-oriented approach. Knowledge of prospect management tools and databases is a must. A Bachelor’s degree is required.

PHYSICAL DEMANDS

• Stand: Frequently
• Walk:  Frequently
• Sit:  Frequently
• Handling / Fingering: Occasionally
• Reach Outward: Occasionally
• Reach Above Shoulder: Occasionally
• Climb, Crawl, Kneel, Bend: Occasionally
• Lift / Carry:  Occasionally (Up to 50 lbs)  
• Push/Pull: Occasionally (Up to 50 lbs)
• See:  Constantly
• Taste/ Smell: Not Applicable
• Not Applicable = Not required
• Occasionally = (0 - 2 hrs/day)
• Frequently = (2 - 5 hrs/day)
• Constantly = (5+ hrs/day)

EEOC STATEMENT

It is the policy of Heluna Health to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)