The South Okanagan Similkameen Medical Foundation (SOS) connects philanthropically minded individuals, corporations, and groups with priority health care needs in the South Okanagan Similkameen region. As the Foundation’s leader, the CEO will create a vision for the next level of community and public health care across the South Okanagan and Similkameen region.  

The South Okanagan Similkameen region in the southern interior of BC is a vibrant hub of thriving municipalities such as Penticton, Osoyoos, Oliver, Keremeos, Summerland, and Princeton. Nestled among beautiful countryside, mountains, Lake Okanagan on the north and Skaha Lake on the south, world-class golf, skiing, and vineyards, it offers something for all.  

In recent years the Foundation leadership has recruited new Board members, completed a number of fundraising initiatives, and established key foundational policies, procedures, and other infrastructures.  The Foundation now seeks a new CEO to build on these recent changes and: 

  • Establish relationships with committed and passionate donors and health care staff;  
  • Contribute meaningfully to public health while it is most important and topical; 
  • Complete a compelling Oncology campaign, and plan for future priorities; 
  • Leverage and engage an open and intentional Board of Directors; 
  • Partner with the Board and community leaders on the long-term visioning for the Foundation, including a plan for a significant land asset; 
  • Harness the strengths of a dedicated and mighty staff team of six;  
  • Become a member of a generous and fun community and remind residents that their giving makes a significant difference in the lives of people in the region.  


The South Okanagan Similkameen Medical Foundation was established in 1981 as the official fundraising body for the hospitals and health services facilities of the South Okanagan and Similkameen area.  

Its mission is: “The South Okanagan Similkameen Medical Foundation is dedicated to the achievement of excellence in supporting the delivery of health services to our region.” 

The SOS Medical Foundation works to promote and encourage healthy lifestyles, health services delivery, equipment acquisition, staff development, and volunteer promotion. The Foundation uses donations to purchase medical equipment, fund elder care in extended care homes, palliative care, nurses’ training, and medical research at healthcare facilities throughout the South Okanagan Similkameen.  

The region stretches from Summerland south to Osoyoos and west to Princeton – a very large and diverse area which contains multiple hospitals and medical support facilities. These facilities are anchored by Penticton Regional Hospital, a true “regional” hospital which contains specialized services to benefit all regional residents. 


The CEO is responsible for the strategic and operational leadership of the Foundation, ensuring financial management of donor funds, and advancing participation and philanthropic support for all health services in the South Okanagan Similkameen area. The CEO reports to the Board, through the Chair, and leads a dedicated team of six, including two SOS Café staff. The full Board and staff listing can be found at 

The CEO participates with the Board on the development of the Foundation’s Strategic Plan and leads the Annual Business Plan. The CEO demonstrates effective management practices by creating annual work plans based on strategic initiatives, values, mission, and purposes of the Foundation. The CEO is responsible for the health of the donor base inclusive of retention and acquisition, measuring and developing fundraising   and as the face of the Foundation, is the main contact for major donors and other key stakeholders.  

More specifically the CEO’s responsibilities include: 

Strategic & Operational Planning 

  • Ensuring all fundraising programs and initiatives in support of the Foundation contribute to its mission statement and reflect the priorities of the Board of Directors. 
  • Liaising with key hospital and Interior Health Authority leadership, in particular the CEO Clinical Operations and the Chief of Staff, to discuss priority funding needs and patient care opportunities. 


  • Maintaining an active portfolio of major donor prospects and assuming responsibility for a portfolio of key donors for personal visits, relationship development, solicitation, and stewardship activities. 
  • Establishing effective relationships with community services organizations, local educational and government departments, and corporate donors to advance the goals of the Foundation. 
  • Communicating with stakeholders and donors, explaining the Foundation’s campaigns, programs, fundraising events, and developments which enhance the health services provided to the residents in the South Okanagan Similkameen region. 
  • Ensuring the planning and execution of donor recognition and stewardship. 

Communications & Community Outreach 

  • Serving as the Foundation’s primary advocate and spokesperson in the South Okanagan Similkameen communities with the goal of increasing awareness and understanding of the role of the Foundation. 
  • Developing and overseeing the Foundation’s communication strategies by collaborating with communications staff in the drafting of a communication plan that reaches all of the South Okanagan Similkameen region and the Interior Health Authority. 
  • Participating in community activities, and Hospital and Foundation committees as needed. 
  • Ensuring that the branding and messaging associated with all Foundations communications mediums (website, annual report, social media, physical banners, newspaper column, public facing posters, etc), are consistent with the Branding & Style Guide while supporting the goals of the annual communications plan. 

Staff & Volunteer Leadership 

  • Directing the day-to-day operations of the Foundation office and the South Okanagan Similkameen Café by implementing a performance management program with goals and objectives to assist monitoring performance. 
  • Keeping the Board of Directors proactively informed of key fundraising, marketing initiatives, and key community collaborative ventures.  

Administration & Due Diligence 

  • Establishing and overseeing policies and procedures related to the implementation and management of effective professional fundraising programs. 
  • Overseeing the financial performance of the organization, managing, and responding to revenue and expense variations.  
  • Directing staff and other resources where appropriate to meet the goals of the Foundation. 
  • Keeping current the Compliance Checklist, ensure completion of all statutory and regulatory reporting, protect the charitable status of the Foundation, and confirm insurance requirements are met. 

To apply or learn more, please contact the Foundation’s search partner, Christoph Clodius at The Discovery Group,

Application packages – a CV & cover letter, ideally in the same document – are requested by July 21, 2023.  The Foundation has an interim CEO in place and are hoping to have a new incumbent start by September. 

View the full Candidate Brief here: 

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CEO – South Okanagan Similkameen Medical Foundation

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