Executive Director, Foundation Operations

Reporting to the President & CEO, the Executive Director of Foundation Operations and Services (EDSO) will provide strategic direction of central operations for the foundation, including oversight of Information Technology Services, Prospect Development and Research, Records and Gifts, Operations, and Organizational Development. Will serve as a key leader, working collaboratively with other senior leaders to oversee the areas of data governance, business intelligence, process improvement, information technology, compliance, policies and procedures, and budgeting.

As a member of SJHCF’s Executive Team, the EDSO coordinates operational planning with colleagues in Annual Giving, Development, Donor Engagement and Stewardship, Finance and Accounting, and Marketing-Communications, to optimize donor stewardship, prospect pipeline management, fundraising outcomes and overall operational efficiency.

 

ESSENTIAL FUNCTIONS

• Provide overall direction to all areas of development services, operations and organizational development to ensure accountability for results and conformance to foundation policy and procedures. Create a vision, set aspirational team and department goals, and develop a high performing team that effectively provides the organizational infrastructure that supports and maintains a best-in-class foundation.
• Assist the President in evaluating operational needs and proposing long-range plans and comprehensive solutions that consider both departmental and broader organizational needs.
• Provide strategic direction and support for all foundation technology resources, systems and data, including the current donor database (CRM), giving pages/forms, third-party processors, volunteer/donor platform(s), advancement reporting tools, online community, document imaging system, and other associated software.
• Ensure foundation has a long-range plan for strategic investments in technology and business solutions to position it as a leader in development and donor relations information services.
• Provide strategic direction and support to the records & gifts team leader to ensure accurate processing, recording, and receipting of incoming gifts, as well as ongoing administration of pledge commitments. Develop expertise in and work closely with partners in the finance & accounting team to ensure foundation adheres to state and federal regulations (including IRS and FASB) as well as industry standards (Donor Bill of Rights, AFP, CASE and AHP) related to gift processing and counting. Ensure foundation has a long-range plan for strategic investments in biographic and demographic data acquisition for constituents.
• Provide strategic direction and support to the leader of prospect management and research (PMR) to optimize the identification and dissemination of prospective donors to gift officers to expedite growth in major and principal giving. The PMR team actively monitors and assists in the management of development officer portfolios, to guide relationship management and ensure gift strategies are moving forward. Work with the PMR team to develop the foundation's analytics practice.
• Ensures that data and list requests and reporting needs for SJHCF and health center partners are met with timely and accurate provision of information. Assures integrity in all areas of gift accounting and biographical donor/prospect information.
• Monitors the integrity of the information contained in the database and determines how to translate data into usable, actionable information for the formation and execution of fundraising and stewardship strategies and measures of success.
• Provide operational and technological support to the Donor Engagement and Stewardship team, to provide timely acknowledgments, stewardship reporting tools, accountability and communication.
• Provide strategic direction and support to entire foundation team to ensure that SJHCF implements best practices in welcoming, onboarding, training, engaging, and developing employees.
• Work closely with SJHCF leadership to ensure the foundation has the necessary infrastructure and support for long-range operational planning.
• Staffs committees as assigned.
• Maintains professional growth and development.
• Helps to establish and maintain departmental policies and procedures, objectives, improving organization performance activities, and patient/customer safety standards.
• Attends meetings as required.
   

QUALIFICATIONS

• Bachelor's Degree in Related field (i.e., Business, Finance or Public Administration)
• Master's Degree in a related field (preferred)
• Upon hire: Certified Fund Raising Executive (CFRE) (preferred)
• 12 or more years of experience in management of financial reporting, database management and/or related not-for-profi