Senior Development Associate, Major and Principal Gifts
Palo Alto, CA
Jan 9, 2025
Full-time
Full Job Description

Senior Development Associate, Major and Principal Gifts

Main focus: Key support for the portfolio and administrative needs of the Senior Vice President, Major and Principal Gifts, and support for one other fundraiser in the Office of Major and Principal Gifts.

Location: Palo Alto, CA (hybrid); the successful candidate for this role will be based in the Bay Area.

ABOUT THE FOUNDATION
The Lucile Packard Foundation for Children's Health, in partnership with Stanford Medicine and Lucile Packard Children's Hospital, unlocks philanthropy to transform health for children and families in Northern California-and around the world. Through fundraising and grantmaking, the Foundation drives scientific research, innovation, and policy change that will improve care, advance cures, and reform healthcare systems for this and future generations.

ABOUT THE TEAM
The Senior Vice President oversees the Foundation's Major Gifts and Principal Gifts teams-two independent teams, each with dedicated leadership, gift officers, and support teams, united under one executive leader. Both teams work with individuals and family foundations to raise philanthropic support ranging from $100,000 to $100 million or more. This work involves partnering closely with the Foundation President's Office and frequently interacting with the hospital CEO's Office, the Dean of the School of Medicine's Office, and Foundation and hospital board members.

The Senior Vice President's Office of Major and Principal Gifts is focused on advancing the Senior Vice President's responsibilities as both a frontline fundraiser and an executive leader. The Senior Vice President's portfolio is specifically focused on donors who have the potential to make philanthropic gifts of $10 million or more.

WHAT YOU'LL DO
The Senior Development Associate primarily supports the administrative and portfolio needs of the Senior Vice President, Major and Principal Gifts, and helps provide support for one other fundraiser in the Office of Major and Principal Gifts. This person is a highly organized, detail-oriented, strategic team player who can exercise strong judgment, take initiative, and successfully work on concurrent tasks at a fast pace. This person is an expert communicator, and both comfortable with and excited about working with various working styles, role groups, and job functions. They are proactive and innovative in developing systems, routines, and approaches to support the work of the Senior Vice President and the Office overall.

This role will occasionally be called upon to assist across the Office of Major and Principal Gifts as needed. They will report to the Assistant Director, Principal Gifts.

The compensation range for this position is $40.83- $44.23 per hour.


YOU'LL BE RESPONSIBLE FOR

Administrative Management (~40%):

  • Manage complex calendaring and scheduling for the Senior Vice President, including negotiating requests, resolving conflicts with limited or no consultation, and collecting meeting materials.
  • Coordinate meetings and tours, which may include donors, faculty, cross functional teams, stakeholders, and outside vendors, while ensuring timely communications and confidentiality. Book conference rooms, draft and disseminate agendas and briefings, arrange catering and travel, and provide onsite staffing and AV support.
  • Partner closely with other Office members to proactively forecast the Senior Vice President's daily and weekly schedules and to track on partnership requests, helping to balance the advancement of both individual portfolio and executive leadership priorities.
  • Help maintain processes for storing, tracking, and sharing information.
  • Process monthly expense reimbursements.
  • Build a network of relevant administrative and faculty contacts at the hospital and School of Medicine.


Portfolio Coordination (~40%):

  • Draft meeting briefing shells, donor correspondence, and other timely donor-related pieces (stewardship emails, meeting contact reports, talking points, etc.).
  • Project manage the development and dissemination of donor and faculty meeting briefings, select solicitations, gift acknowledgment letters, and other collateral, proactively requesting partner team support as needed.
  • Coordinate monthly internal portfolio meetings, including creating agendas, taking notes, assigning action items, and documenting, tracking, and executing on next steps.
  • Ensure event invitation, mailing, and other prospect-related lists are reviewed by gift officers.
  • Prepare gifts (cards, flowers, etc.), mailings, and pledge reminders for donors and prospects.
  • Assist with gift processing documentation.
  • Collaborate closely with other members in the Office to ensure strategic advancement of the Senior Vice President's portfolio work.

Database Management (~20%)

  • Actively update, maintain, audit, and extract information from the Foundation's constituent relationship management database (Raiser's Edge), data reporting platform (Power BI), electronic filing systems, and content-sharing platforms on a weekly basis.
  • Develop a strong understanding of Foundation-wide data entry processes and procedures.
  • Build, manipulate, and interpret simple queries and existing reports to support individual portfolio work, in coordination with the Data & Reporting team.
  • Conduct light research updates on prospects and donors, in coordination with the Prospect Development team.

YOU MUST HAVE

  • Bachelor's degree or 3+ years of relevant experience, or combination of education and relevant experience.
  • 2+ years of experience working in development or other related field within the nonprofit sector and/or experience in a leadership support role-or equivalent combination of education and experience.
  • Consistently strong organization and project management skills, and excellent attention to detail.
  • Exemplary writing and editing skills.
  • Ability to connect the dots across a large and diverse spread of information, understanding how requests fit together and anticipating cascading effects.
  • Excellent communication skills with ability to build strong relationships with both internal and external stakeholders.
  • Strong aptitude for learning new technologies.
  • Demonstrated ability to exercise the highest level of discretion and confidentiality.

IT'S AN ADDED PLUS IF YOU HAVE EXPERIENCE WITH

  • Prioritizing a leader's calendar with ability to make judgement calls and decisions based on rapidly shifting priorities.
  • Project management in a complex environment, preferably in healthcare and/or higher education.
  • Working in a fast paced, often changing environment with efficiency and accuracy.
  • Experience complying with HIPAA regulations.
  • Additional software proficiency in: Raiser's Edge, Monday.com, PowerBI, AI, and Blackbaud.


YOU'LL BE SUCCESSFUL IF


You possess remarkable organizational skills and a systems-oriented mindset

  • Demonstrates a remarkable capacity for taking initiative and assuming ownership of tasks, even in the midst of ambiguity and shifting priorities.
  • Systems thinker and process expert.
  • Ability to operate at the "ten thousand and ten feet" levels.
  • Proven track record of driving projects to their successful completion.

You are adaptive and resourceful

  • Quick learning ability, coupled with a purposeful approach to acquiring new skills and knowledge.
  • Exhibit the capacity to gracefully juggle multiple tasks simultaneously, adeptly pivoting as priorities evolve.
  • Proficiently thrive within high-paced, dynamic environments, executing tasks with efficiency and precision.
  • Inherently self-motivated and proactive, with an innate talent for effectively leveraging available resources and data.
  • Maintain a growth mindset and are open to feedback and new ideas.

You are collaborative

  • Excellent communication and active listening skills that foster strong relationships with both internal and external stakeholders.
  • Commitment to advancing shared work across multiple teams and individuals for the good of the whole organization.

You are a strong communicator

  • Outstanding interpersonal and written communication skills, with a strong, crisp writing style.

You have sound judgment and decision making skills

  • Proficient in exercising discretion and upholding confidentiality when entrusted with sensitive information.
  • A steadfast and reliable accountability partner, fostering trust and dependability in all assignments and decisions.
  • A developed ability to balance the advancement of both internal and external requests, understanding and conveying the Senior Vice President's active priorities and context to a variety of team members, working in partnership across the Office of Major and Principal Gifts.

You have a mission first mindset

  • Demonstrate a commitment to the mission of LPFCH-to elevate the priority of children's health and increase the quality and accessibility of children's health care through leadership and philanthropy.

Working at the Foundation

WE OFFER EXCELLENT BENEFITS & PERKS, INCLUDING

  • Generous leave, including PTO, holidays, Summer Fridays, and a sabbatical (after 7 years of employment)
  • Annual bonus
  • Retirement plan + employer match
  • Premium Medical and Dental coverage
  • FSA + dependent care FSA
  • Employer-paid life insurance
  • Legal services plan
  • Commuter Benefits, including CalTrain "Go Pass" Program
  • 4-week paid maternity and paternity leave for new parents
  • Stipend for home office and mobile phone
  • If remote, frequent opportunities to visit our beautiful HQ in Palo Alto

WE'RE DYNAMIC
The Foundation is a dynamic organization in a rapidly changing industry. Therefore, the responsibilities associated with this position will evolve and grow in accordance with LPFCH's business needs and growth plans. More specifically, the incumbent may be required to perform additional and/or different responsibilities based on the future growth plans for the Foundation.

WE STRIVE TO EMBODY OUR CULTURAL TOUCHSTONES

Mission-first - We can never lose sight of why we exist and who we are here to serve.

Good of the whole - We share responsibility for overall results, think of what's best for the team and organization, and act as responsible stewards of resources.

Bold and bendy - We're unapologetically ambitious for our mission, creative, and take risks by trying new things.

Sweat the big stuff - We're clear on our priorities, calibrating effort and resources to audience and impact: the higher the return, the greater the investment.

Make it happen - We're focused on outcomes; only as much process as necessary to make good decisions and take action. Prepared with ideas and solutions for every challenge.

Community matters - We embrace diversity and practice inclusion.

WE'RE COMMITTED TO DIVERSITY, EQUITY, INCLUSION AND BELONGING
Our Foundation embraces all individuals and celebrates the unique differences each of us bring to our team and community. Our approach to fostering diversity, equity, inclusion, and belonging is rooted in our cultural touchstones and inherent in our work to encourage every employee to bring their best, most authentic self to work and to provide each of them the opportunity to achieve their full potential.

We envision a world where race, gender, resources, and other factors do not serve as barriers to attaining optimal health. We recognize that this vision requires the commitment and actions of everyone.

To support this goal, we pledge to:

Conduct ourselves in a manner that garners trust and respect from others.

Foster a welcoming and supportive environment for our team members and community.

Acknowledge and appreciate the dignity, expertise, experiences, and contributions of each other.

Approach others with an open mind, compassionate heart, actively listening to their perspectives.

Foster effective teamwork and encourage collaboration amongst our team and constituents.


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Senior Development Associate, Major and Principal Gifts
Lucile Packard Foundation for Children's Health
Palo Alto, CA
Jan 9, 2025
Full-time
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