Director Planned Gifts

Description

Job Summary

Responsible for managing and driving the gift planning program.  Provides leadership and supports the development team, cultivates relationships and partnerships, solicits and stewards a portfolio of donors and prospective donors for planned and blended gifts ($50,000 and above) that will benefit Nicklaus Children's Hospital.

Job Specific Duties

• Identifies, qualifies, and solicits planned giving prospects by matching Nicklaus Children’s Hospital Foundation’s fundraising priorities with prospective donors’ interests. 
  
• Manages the planned giving legacy society alongside planned giving development coordinator and builds/manages legacy council.   
  
• Manages a portfolio of approximately 100-150 planned and major giving prospects; develops written solicitation strategies and proposals. 
  
• Maintains a regular schedule of visitations to individuals and other entities with a minimum amount of face to face contacts per month.  Makes an assigned number of discovery/prospecting calls on potential NCHF donors  to determine capacity and propensity for giving to NCHF.  
  
• Plans time strategically to reach agreed upon goals annually.
  
• Works with planned giving prospects’ advisors to facilitate the use of planned giving vehicles appropriate for each prospective donor, and provides the same level of instruction to fellow gift officers.
  
• Coordinates cultivation activities and solicitations with other Foundation colleagues, including medical staff, volunteers, and other staff.  Ensures appropriate stewardship reports are prepared and activities conducted for planned giving donors. 
  
• Maintains proficiency in charitable giving methods and competency in using planned giving software to prepare calculations, analyses, and illustrations for planned giving prospects and their advisors.   Provides training for development staff on planned giving vehicles, etc. 
  
• Provides timely written reports regarding the outcome of cultivation and solicitation activities. 
  
• Continuous updating of Raisers Edge database with actions, moves, management, etc. 
  
• Participates in major gift prospect management meetings to ensure coordination of cultivation, solicitation, and stewardship activities.  Collaborates with major gift and annual giving personnel regarding planned giving activities and programs. 
  
• Assists in developing and implementing strategic plans for the Foundation's Development Department. 
  
• Collaborates with the departments of the Foundation to steward, upgrade and solicit annual giving donors with potential for major/planned gifts. 
  
• Attends NCH/NCHF events as well as outside events for Foundation representation, networking etc.
  
• Provide well-researched insights to executive leadership in support of keeping the planned giving/gift planning office competitively positioned. 

Qualifications

Minimum Job Requirements

• Bachelor's Degree in Business, Healthcare, or related field
  
• Minimum of 3 years of planned giving, major gift, or legal/wealth management or equivalent experience within relationship-based sales environments with longer sales cycles

Knowledge, Skills, and Abilities

• Ability to solicit and cultivate major/planned gifts at the $50,000+ level with a proven track record of closing gifts.
  
• Professional judgment and decisiveness to inspire confidence among prospects and donors.
  
• Strong communication skills: written, oral, and listening.
  
• Available to work evenings and weekends (be on-call 24 hours) and travel.
  
• Strong planning and organizational skills.
  
• Ability to manage complex responsibilities.
  
• Familiarity with donor database applications and working knowledge of planned giving software to prepare calculations, analyses, and illustrations for prospective donors.
  
• Strong organizational and time management skills.
  
• Ability to plan and execute fundraising initiatives.
  
• Strategic, policy, and budget planning experience.
  
• Knowledge of charitable gift planning vehicles, including how to determine which vehicles are appropriate for which prospects.
  
• Affinity with the overall mission of Nicklaus Children’s Hospital and the Foundation.
  
• Demonstrates initiative, attitude, and personality to work effectively with colleagues, Nicklaus Children’s Hospital physicians, caregivers, and staff members, volunteers, and constituents.

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