+ Set portfolio management strategy, develop policies and procedures, and ensure all fundraisers are adequately trained and educated in moves management.
+ Partner with gift officers in portfolio management, development, and optimization.
+ Assess portfolio size, stage, distribution, and capacity on a regular basis.
+ Organize and lead portfolio review meetings. Monitor progress towards fundraising goals and established metrics.
+ Implement and manage strategies for prospect identification and verification of new major and principal gift prospects. Provide insights in support of transformative giving.
+ Oversee all screening, modeling, and rating efforts.
+ Independently research and evaluate effectiveness of new tools and resources to help identify prospects and enhance research.
+ Act as an advisor to staff and develop research strategies that most effectively and efficiently uncover potential support for projects and hospital initiatives.
+ Oversee part-time research consultant.
+ Maintain advanced skills in fundraising systems and research tools.
+ Other related duties and special projects as needed
+ Bachelors or advanced degree preferred.
+ Five years of experience in prospect portfolio management and pipeline development with a comprehensive knowledge of prospect research preferred.
+ Strong competency with wealth screening tools such as DonorSearch, Wealth Engine, LexisNexis, Foundation Directory and other research and screening tools.
+ Proficiency in Raisers Edge or other fundraising software.
+ Excellent organizational skills and strong written and verbal communications skills.
+ Commitment to the ethical use of information. Must adhere to HIPAA regulations and APRA ethical standards.
Atlantic Medical Group is a physician-led and physician-governed organization that delivers the highest quality health care, at the right place, the right price, and the right time. We are a multispecialty physician group with more than 1,000 doctors, nurse practitioners and physician assistants at over 300 locations throughout northern and central New Jersey and northeast Pennsylvania. Our mission is to deliver exceptional care recognizing the unique needs of all those we serve. Our vision is to achieve the best outcomes with our patients at the center of the physician-led team, driven by service, innovation and continuous learning.
Our integrated network offers seamless access to Atlantic Health Systems entire health care continuum and our nationally and regionally ranked hospitals. In collaboration with Atlantic Health System, several of our practices offer urgent care and walk-in services.
In addition to primary care physicians, the team includes specialists that care for patients in all aspects of their health from pediatrics to geriatrics and everything in between. We make health decisions easier for patients with enhanced access to referrals.
EEO STATEMENT
Atlantic Health System, Inc. is an equal employment opportunity employer and federal contractor or subcontractor and therefore abides by applicable laws to protect applicants and employees from discrimination in hiring, promotion, discharge, pay, fringe benefits, job training, classification, referral, and other aspects of employment, on the basis of race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, citizenship status, disability, age, genetics, or veteran status.
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