Assistant Director of Philanthropic Gift Planning and Estate Strategy

Cleveland Clinic-posted about 18 hours ago
Full-time • Mid Level
Remote
5,001-10,000 employees
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At Cleveland Clinic Health System, we believe in a better future for healthcare. And each of us is responsible for honoring our commitment to excellence, pushing the boundaries and transforming the patient experience, every day. We all have the power to help, heal and change lives — beginning with our own. That’s the power of the Cleveland Clinic Health System team, and The Power of Every One. Join the Cleveland Clinic team where you will work alongside passionate caregivers and provide patient-first healthcare. Here, you will receive endless support and appreciation while building a rewarding career with one of the most respected healthcare organizations in the world. As Assistant Director of Development, you will work on various activities and programs that support the fundraising priorities of Cleveland Clinic. You will play a vital role in securing philanthropic gifts through the process of identifying, qualifying, strategizing, cultivating, soliciting, and stewarding major gift prospects. Additionally, this position offers work/life balance, a supportive culture, and an established career path with eligibility for job growth opportunities. A caregiver in this position is located in Ohio and works remotely, Monday-Friday from 8:00AM – 5:00PM.

  • Identify individual major gift prospects and secures visits through cold calls and other appropriate contact.
  • Develop cultivation and solicitation strategies for each prospective client.
  • Establish a program of personal visits with past, current, and prospective donors.
  • Strategically move major gift prospects through the development cycle from qualification to cultivation to solicitation to closing to stewardship.
  • Meet monthly and yearly metrics with respect to prospect and donor visits, solicitations, and dollars raised.
  • Coordinate donor interests with the priorities of the organization and develop funding proposals to match interests with needs.
  • Coordinate stewardship reports to communicate with donors concerning the use of their gifts.
  • Assists in department projects, events and programs.
  • Other duties as assigned.
  • Bachelor’s Degree required
  • Advanced degree and or two years of experience in Sales, Project Management, Donor Relations, Marketing or a related field may offset total experience.
  • Ability to establish and maintain friendly and cooperative relations with corporate executives, donors and staff physicians.
  • A law degree, paralegal, or legal background is preferred.
  • Experience working with contracts and documentation drafting responsibilities for estate and trust administration
  • Minimum three years of fundraising or face-to-face solicitation experience with major gifts preferred.
  • Willingness to conduct in-person and virtual donor meetings in Northeast Ohio, Florida and Nationally per assigned region.
  • Working knowledge of fundraising techniques and strategies preferred.
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