Job Description
Portfolio Management
- Identify, qualify, cultivate, solicit, and steward major gift prospects for the Fixel Institute, including fellowship alumni, friends, faculty and grateful patients with a focus on gifts of $50,000 and above.
Strategic Initiatives
- Support physicians, researchers, administrators and medical staff in identifying and referring prospects, and in presenting needs and possibilities effectively.
- Collaborate with development officers to identify and develop strategies to increase house staff engagement opportunities and solicitations.
- Prepare research and reports for the attention of appropriate university staff, volunteers and stakeholders in support of targeted relationship and partnership building initiatives.
- Initiate, plan and support activities and events involving volunteers, donors, grateful patients and prospects, both on campus and regionally.
- Support implementation of the annual Fixel Institute Advancement Plan in alignment with the Senior Director of Development, UF Advancement standards, and Fixel Institute priorities.
- Assist with developing, maintaining, and updating donor-ready concept papers, gift proposals, stewardship materials, and fundable priority descriptions that reflect Fixel Institute strategic priorities and donor interests.
- Support tracking and reporting of advancement activity across annual giving, major gifts, current-use/programmatic support, endowment growth, fellowships, capital/campus priorities, corporate/foundation support, grateful patient engagement, and strategic sponsorships.
- Partner with Fixel communications, finance/operations, faculty leaders, program leaders, and other Institute stakeholders to gather information needed for donor cultivation, proposals, stewardship, impact reporting, and campaign planning.
Administrative
- Effectively perform prospect tracking, portfolio management, record keeping, file maintenance, and reporting using the Ascend database.
- Ensure best practices in office systems, files and record keeping.
- Participate in UF Health and UF Foundation events, including those focused on cultivating prospects and donors.
- Provide research, market, and prospect information for inclusion into the Foundation's integrated database, and handle confidential prospect information in a sensitive, ethical manner.
- Prepare and maintain accurate advancement reports, prospect updates, pipeline summaries, stewardship tracking, donor engagement notes, and related materials as needed to support the Senior Director of Development, Fixel Institute leadership, and UF Advancement reporting expectations.
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