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EVP Chief Philanthropy Officer
Job Title:Philanthropy
FT/PT/Per Diem:Full Time
Location:South Sarasota (Rand Blvd), FL
Scheduled DaysMonday - Friday
Scheduled Hours8a-5p
Job Description:
The Chief Philanthropy Officer will provide strategic leadership and management for Stratum Health System’s (including Tidewell Hospice, Approved Home Health, Connexis Medical Services, Avidity Home Health and Treasures Thrift Shop (collectively “Tidewell”)) fund development programs and direct oversight of the Philanthropy Department. The Chief Philanthropy Officer will lead Tidewell in planning and implementing a full range of activities, including the annual giving program, major gifts, foundation giving, planned giving, corporate giving, grateful patient and family programs and campaigns. The Chief Philanthropy Officer also oversees all fund development support functions including donor relations, gift administration, prospect research, donor data management and donor data analytics. Maintains a solid understanding and appreciation for the mission of Tidewell and will effectively and passionately communicate it.

Primary tasks, duties, and responsibilities:

1.Promotes and practices the mission and values and follows policies and procedures of the organization.
2.Builds and expands successful relationships with donors, foundations, corporations and other prospective philanthropic partners.
3.Engages President/CEO, board members, Executive Team, colleagues and other key allies in relationship-building activities with high-potential donors.
4.Demonstrates accountability and effective stewardship by comparing Tidewell’s fund development performance with industry benchmarks and metrics for similar, cohort organizations.
5.Provides strategic leadership, vision, and clear direction to Tidewell’s fund development efforts. Defines key fund development goals, refines and implements innovative methods of raising funds and helps craft future strategies for advancing progressive philanthropy to ensure success of organization’s fund development targets.
6.Provides leadership and oversight to support service to management and all departments in the areas of philanthropy, assisting all departments with consultation, budgeting, planning and implementation of projects, special events and donor recognition.
7.Creates competitive and breakthrough strategies to attract significant financial resources from foundations, corporations, and individuals. Obtains new revenue funds for the organization through the acquisition of gifts, grants, bequests, and trusts.
8.Accountable for the Annual Giving Campaign, setting annual objectives, establishing strategies to reach those objectives and monitoring progress against those objectives.
9.Leads efforts to develop and implement a Campaign to significantly enhance the endowment and expand Tidewell’s donor pool.
10.Maintains and proactively uses best practice techniques consistent with industry trends in philanthropy for health care organizations. Complies with Tidewell’s gift-related policies and procedures, as well as industry ethical standards, as defined by the Association for Fundraising Professionals and the Association for Healthcare Philanthropy.
11.Consults with internal departments to support alignment of all internal and external communication consistent with the brand and the organization’s strategic plan.
12.Oversees the development of all donor communications strategy (digital, social, mass) that shares the rationale for charitable support, demonstrates stewardship for prior gifts and promotes the image and reputation of Tidewell in a way that supports the organization’s growth strategy, reaching both internal and external stakeholders.
13.Serves as an integral member of the organization’s senior management staff and represents the organization in external ways to enhance its visibility, prestige, and influence.
14.Maintains a close working relationship with the Board of Trustees serving all of the Stratum Health System companies, including serving as liaison to the Tidewell Philanthropy and all Governance Committees, while supporting their efforts in donor cultivation and fund development. Reports on effectiveness of fund development programs to the Boards and Philanthropy Committee.

Secondary Responsibilities:

Every incidental duty connected with the Chief Philanthropy Officer position cannot be specified in the job description and the colleague, at the discretion of the President/CEO, may be required to perform duties that are not included in this job description.

Physical Requirements:

Requires ability to sit, stand and drive for long periods of time. Manual dexterity and visual acuity necessary to type using a computer keyboard, visually read information off of a computer monitor and paper documents. Requires ability to orally communicate information over the telephone in person and hear responses. Ability to lift/carry up to 25 lbs. Ability to provide own reliable transportation and travel within the four county service areas as needed during daylight and night time hours.


1.Bachelor’s degree (B.A.) in Nonprofit Management, Philanthropy, or related field required, Masters preferred.
2.Minimum of 10 years progressively responsible experience in the management of fund development, preferably 3 + years in an executive capacity.
3.An equivalent combination of Philanthropic professional experience and education may be considered as meeting the Education/Professional requirements.
4.Certified Fund Raising Executive (CFRE) or Fellow of the Association for Healthcare Philanthropy (FAHP) credential preferred.

Knowledge, Skills and Abilities Required:

1.Ability to think strategically; design and implement Tidewell’s long-term strategies. Financial acumen.
2.Superb written and oral communications and presentation skills; ability to persuasively convey the mission of Tidewell to diverse groups including major donors, corporate executives, board members and others who are critical to the organization’s overall prosperity.
3.Expert knowledge of current and evolving trends in major gifts giving and solicitation and capital campaigns. Broad knowledge of tax-exempt planning techniques.
4.Proven success in soliciting and closing major gifts and building and maintaining long term relationships with fund development constituents, particularly high wealth individuals, foundations and corporations.
5.Must possess a proven track record in managing a wide range of fund development functions including, annual giving, major gifts and planned giving.
6.Demonstrated expertise in non-profit reporting requirements and regulations related to charitable gifts, trusts, estates, and grants.
7.Strong communication and human relation skills that are fair, consistent and unbiased. A strong record of achievement in team and relationship development.
8.Ability to design, implement and direct multiple projects, setting deadlines and ensuring program accountability.
9.Excellent interpersonal skills, especially the ability to inspire and coach staff and trustees.
10.Demonstrated leadership skills with strong teambuilding, strategic planning and problem solving abilities.
11.Ability to cultivate the creative ideas of others, make connections between ideas and project potential outcomes.
12.Motivates and coordinates the efforts of a multidisciplinary staff team and volunteers in fund development, and marketing/communications including donor cultivation and solicitation. Ability to foster an environment of creativity and professional growth.
13.Prior work experience that includes a comprehensive understanding of the financial management of an entity or large program.
14.Possess a valid Florida driver’s license and current auto insurance.

Machines/Equipment, Tools Used: General office equipment, including: personal computer, phone, fax, scanner, proprietary databases, network and telecommunication systems.

Responsible to: Stratum Health System’s President/ CEO
Primary Responsibilities: