Donor Stewardship & Grant Manager

Professional/Technical Escondido, California

Requisition ID
Escondido, California
Not Applicable
Job Type
Hours Per Shift
Hours Per Pay Period

Initiate, create and coordinate grant writing projects for identified priorities/projects/programs and initiatives within the Palomar Health system. Creation and maintenance of grants calendar to ensure solid rhythm of cultivation, solicitation, fulfillment/reports and renewal of private and family foundation grants. Work with Foundation team members and hospital leaders to assemble and submit grant requests, letters of inquiry, proposals, associated budgets for granting consideration, and presentations. Maintain standards of excellence in product development through written and verbal communications that are clear, concise, accurate comprehensive and compelling. Actively participates in the solicitation process. Develops long-term relationships with granting organizations and grantors, donors and prospects, including foundation staff, employees and board members. Ensures that the appropriate recording and reporting of meetings, phone calls, site visits, either by direct involvement or by oversight in accordance with Palomar Health Foundation research and tracking procedures. Assists with determining matches between potential funders, grantors and in some cases, major gifts donors, and strategically monitors these projects. Coordinates reporting system to monitor requests, income projections and allocations. Ensures that all application and reporting deadlines are met and the status of requests are maintained in a tracking system at all times.

Manage the strategy, development, and implementation for a stewardship program for the Palomar Health Foundation program that strengthens long term relationships and promotes donors' continued engagement with the Foundation. Responsible for leading the success of the department's overall stewardship goals. Oversee strategic plan creation and execution of all stewardship programs, projects, tracking, reporting, events and activities for the Foundation. Also manage the creation and distribution of a wide variety of donor communication vehicles as needed. This individual will serve as the primary stewardship contact for the Foundation and provide excellent customer service to prospects and donors for all issues related to gifts, funds, and various other stewardship topics. Organize and actualize a fiscal year stewardship calendar, informing donors of programs and progress. Organize a team effort to develop stewardship plans for donors at various recognition levels. Ensure that details of stewardship plans are compiled and communicated to all involved parties, and that the plan is documented and implemented. Research, draft, and edit accurate and compelling donor correspondence, communications pieces and narrative reports, and generate new ideas and strategies to enhance stewardship programs. Oversee timely, accurate, and meaningful acknowledgement of gifts. Write personal acknowledgment and stewardship communication (including letters) for signature by leadership, board members, and key staff. Collaborate with fundraising staff to develop acknowledgment and recognition procedures for major and leadership gifts that are consistent across audiences. Work in partnership with Foundation advancement to identify and develop recognition opportunities. Develop relationships and maintain open communications with colleagues across Palomar Health as well as with donors. Attend stewardship and cultivation events as needed. Support a process that prompts leadership and assists them in maintaining personal contact with major donors and volunteers. Manage overall operations of the stewardship function, including: reporting, tracking, acknowledgments, events, production of collateral material, auditing of funds, and project management. Assists the Vice President Philanthropy with miscellaneous writing tasks for special letters, acknowledgement, correspondence and stewardship projects.

Speak and read English at a level that is sufficient to satisfactorily perform the essential functions of the position. Knowledge of standard office equipment (i.e., calculator, fax, photocopier) and personal computer and computer software skills (i.e., MS Windows, Excel, Access, Word, PowerPoint, internet, e-mail). Windows computer skills including proficient use of keyboarding, use of mouse or keys for functions such as selecting items, use of drop down menus, scroll bars, opening folders, copying and similar operations required upon employment or within the 1st two weeks of employment to perform the essential functions of the job. Performs other duties as assigned. Follows Palomar Health rules, policies, procedures, applicable laws and standards. Carries out the mission, vision, and quality commitment of Palomar Health.

Job Requirements

Minimum Education: Bachelor's Degree
Preferred Education:
Minimum Experience: 2-3 years related experience
Preferred Experience: 3 - 5 years grant writing. Experience in administering grant-funded programs. Experience with statistical and financial reporting and tracking.
Required Certification: Not Applicable
Preferred Certification: Not Applicable
Required License: Valid Driver's License
Preferred License: Not Applicable

We are an equal opportunity employer and do not discriminate against applicants or employees based on race, color, gender, religion, creed, national origin, ancestry, age, disability, sexual orientation, marital status or any other characteristic protected by law.