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Annual Giving Coordinator

La Clinica Health Centers

Medford, OR

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JOB DETAILS
SKILLS
Actuals, Administrative Skills, Background Investigation, Business Strategy, Calendar Management, Campaigns, Channel Strategies, Clinical Training, Communication Skills, Customer Relationship Management (CRM), Data Collection, Documentation, Donor Development, Donor Relations, Event Management, Funding, Fundraising, Fundraising Program, High School Diploma, Interpersonal Skills, Legal, Logistics Management, Marketing, Medical Treatment, Organizational Skills, Performance Analysis, Performance Goal Setting, Performance Metrics, Performance Reviews, Privacy Controls, Problem Solving Skills, Progress Reports, Project Design, Project Planning, Project/Program Management, Quality of Care, Regulations, Return on Investment (ROI), Revenue Forecasting, Set Goals, Stewardship, Team Player, Time Management
LOCATION
Medford, OR
POSTED
Today
Annual Giving Coordinator

Full-Time | Salary

Center for Learning and Innovation

We're committed to compassionate care for all. Our patients. Our employees. You.

At La Clinica, we love our patients and enthusiasticallytreat them with the same care, respect, and dignity that we would our friends, family, and neighbors because that's who they are. If this appeals to you, La Clinica might be the right place to build your career. We're looking for the right team members to treat our patients with this level of care.

We extend our commitment to compassionate care to our employees as well. We invest in our employees' lives through competitive pay, comprehensive benefits packages, easy access to wellness, and personal and professional development.

The Annual Giving Coordinator works in partnership with the Development Director and the Chief Partnership Officer to help La Clinica advance its mission and vision. They do so by supporting the work of identifying, cultivating, soliciting, and stewarding donors to maximize philanthropic support to La Clinica. Annual work plans and goals will be assigned in the annual development plan and reflected in the Goal Setting and Performance Review process. While the intention is to create focus, clarity, and specific role outcomes, other duties may be assigned dependent on the needs of the organization.

Job Responsibilities include:

Work with the Development Director annually:
  • To establish annual goals for annual giving that align with organizational strategy.
  • To create a donor portfolio that matches abilities, experience, and organizational needs.
  • To reach agreements on routine reporting on progress and outcomes, providing improvement strategies if targets are not met.
Annual Giving & Stewardship Management
  • Plan, implement, and evaluate La Clinica's annual giving program, focusing on increasing giving from new donors and existing community partners.
  • Research all donors between $50 and $1,000to design and execute stewardship plans that are unique to each donor.
  • Design and execute the annual giving calendar, including appeals, digital campaigns, crowdfunding, and other approved strategies.
  • Work with the Development Director to identify donors who have additional giving capacity for deeper cultivation that will lead to increased giving
  • Assist in designing donor CRM reports that segment donors for appeals and other projects.
  • Work with Development Director to research, design, and execute giving societies and donor experiences that deepen donor's connection to La Clinica's mission
  • Recommend, monitor, and evaluate performance on Key Performance Indicators associated with annual giving, such as, actuals to goals, donor acquisition, retention rates, and return on investment for appeals and other projects.
  • Report quarterly on outcomes, adjusting those goals as appropriate
Administration Support
  • Support the development team with project design, community partner engagement strategy deployment, and meeting support (scheduling, securing meeting documentation and refreshments, and note taking).
  • Support the development team's decision and project information sharing processes.
Gratitude Program
  • Work with the Development Director, Communications Officer, and other team members to design and execute gratitude program overseeing recognition of gifts (official letters and other forms); campaign reports; holiday, birthday, and memorable recognition; and donor recognition events.
  • Serve as a link between communications and development to ensure timely and accurate organization-wide communication to charitable partners that match their expressed wishes.
Events
  • Lead solicitation and engagement of event sponsors, and ensure that corporate, individual, municipal and foundation key contacts are invited to events.
  • Work with the Development Director, Development Team, Chief Partnership Officer, and Communications Officer to determine the strategy, purpose, and vision for all donor and community focused events, resulting in an approved event plan.
  • Work with the Development Director and other staff, including contracted staff, to execute the approved event plan and develop logistics and management of events (venue, meals, media, games, volunteers, etc.).
  • Ensure alignment with Gratitude Program data gathering and other information needs.
Data Entry and Reporting
  • Track all Annual Giving Partners and related Community Engagement work in Raisers Edge(donor CRM)according to approved procedures.
  • Complete monthly progress report and submit it on time.
Supervision: None

General duties for all Development Coordinators:
  • Communicate information with team members to ensure coordination across areas of focus.
  • Complete assigned training via La Clinica's learning module system (Relias) by required due date.
  • Assist development team members to maximize giving from other areas of focus, as needed.
Key Performance Indicator Responsibilities: Ensure the following:
  1. La Clinica will meet or exceed its annual growth goals and fiscal year revenue projections.
  1. The Development team meets or exceeds its fiscal year fundraising goals.
  1. The Development team meets or exceeds its annual donor satisfaction goals.
  1. The Development team will ensure that 100% of donor CRM records have accurate information, including notes from cultivation activity, stewardship documentation (including recognition), and specific gift details.

Fundraising Ethics:
  • Obey all laws, rules, and regulations.
  • Protect donor privacy and confidentiality.
  • Ensure that donor gift restrictions are honored.
  • Follow all gift acceptance policies and procedures.
  • Protect that donors do not have inappropriate influence over programs and activities or receive inappropriate benefits from La Clinica in exchange for their donations.
  • Maintain professional boundaries with donors.
Qualifications:

Must be able to interact with a variety of individuals at various levels under stressful circumstances while exercising sound judgement, tact, and diplomacy; work productively both independently and in a team setting; communicate with clarity, both verbally and in writing to groups and individuals.

Education and/or Experience:
Required:
  • Minimum: High School Diploma
  • Two to three years of experience in corporate cultivation/fundraising and/or communications/marketing
  • Excellent interpersonal communication and problem-solving skills
Preferred:
  • Bachelor's degree in related fields
  • Experience working collaboratively with a team to plan events and community activities


Equity Statement:

At La Clinica, we commit to engage everyone in a welcoming, respectful, and loving way and to maintain the dignity and value of all people above everything else. These standards align with our organization's vision of absolute excellence, open-hearted community, and well-being for all.

For more information, please visit our website at:

Applications will be reviewed by the appropriate department for interview; those selected must be able to provide proof of legal right to work in this country. Criminal history background check and pre-employment drug screen will be performed prior to any job offers. La Clinica is a drug free work environment. Equal Opportunity Employer. La Clinica complies with the Americans with Disabilities Act. If you consider yourself disabled and desire assistance in the application process, please contact the Human Resources Department.

About the Company

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La Clinica Health Centers

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