Major Responsibilities:

• Lead the design, implementation, and continuous improvement of enterprise-wide philanthropy operations systems, policies, and workflows. 
• Direct functions including data and gift processing, donor services, analytics, prospect research, and CRM technology. 
• Ensure philanthropy operations across all regional foundations are aligned with enterprise standards and compliant with legal, ethical, and audit requirements. 
• Partner with IT, Finance, and Compliance to ensure seamless integration between philanthropy systems and enterprise platforms. 

• Oversee the development of data governance frameworks to ensure accuracy, consistency, and security of donor information across all platforms. 
• Lead the strategy and optimization of CRM technology (e.g., Blackbaud, Salesforce, or equivalent) to drive fundraising efficiency and insight. 
• Establish a systemwide analytics infrastructure that delivers actionable performance dashboards, pipeline reports, and campaign analytics. 
• Ensure data-driven decision-making and transparency in all aspects of philanthropy performance. 

• Collaborate with Finance to oversee philanthropy financial operations, including gift accounting, fund tracking, and audit preparation. 
• Manage compliance with IRS, state, and federal regulations as well as internal policies governing fundraising and donor stewardship. 
• Develop consistent gift acceptance, donor recognition, and stewardship policies across all foundations. 
• Maintain appropriate controls and risk management practices for gift processing, receipting, and acknowledgment. 

• Partner with the VP of Philanthropy Strategy and Governance and regional foundation presidents to align operational priorities with system strategy. 
• Provide shared operational services, tools, and training to support local fundraising success. 
• Foster a culture of collaboration, service, and continuous improvement within philanthropy operations teams. 
• Build strong relationships across system functions including Technology, Finance, Marketing, and Mission Integration to ensure enterprise alignment. 

• Lead and mentor a team of professionals responsible for data management, analytics, donor services, and operations. 
• Champion professional development and advancement opportunities for operations staff across the philanthropy enterprise. 
• Foster an inclusive, mission-driven culture grounded in Advocate Health’s values and commitment to diversity, equity, and inclusion.

Licensure, Registration, and/or Certification Required:

None Required.

Education Required:

Bachelor's Degree.

Experience Required:

At least 10 years of progressive leadership experience in philanthropy operations, advancement services, or nonprofit infrastructure management. 
  - Demonstrated success leading multi-site operational systems and governance frameworks in complex organizations. 
  - Expertise in CRM technology, data governance, and financial management for fundraising operations. 
 

Knowledge, Skills & Abilities Required:

 - Deep understanding of fundraising systems, data analytics, and gift processing operations. 
  - Strong strategic planning and project management skills. 
  - Exceptional collaboration, communication, and leadership ability in matrixed environments. 
  - Proven ability to drive transformation, standardization, and process excellence at scale. 
  - Commitment to Advocate Health’s faith-based mission and values.

Physical Requirements and Working Conditions:

DISCLAIMER

All responsibilities and requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

This job description in no way states or implies that these are the only responsibilities to be performed by an employee occupying this job or position.  Employees must follow any other job-related instructions and perform any other job-related duties requested by their leaders.