Director, Gift Planning - La Jolla

Scripps Health•San Diego, SC

About The Position

This Director position is in La Jolla. Eligible to participate in the Director Incentive Plan. Elevate your career with Scripps Health, where Compassion Meets Excellence. Invest, Empower & Belong. At Scripps Health, your potential is limitless. We're more than a healthcare provider, at Scripps you will join a community where your views, beliefs and values are celebrated. Grow through industry-leading development programs and empower yourself to deliver innovative care. Be a part of an extraordinary team, impacting health in beautiful San Diego. Why join Scripps Health? AWARD-WINNING WORKPLACE: At Scripps Health, your ambition is empowered, and your abilities are appreciated: Nearly a quarter of our employees have been with Scripps Health for over 10 years. Scripps is a Great Place to Work Certified company for 2025. Scripps Health has been consistently ranked as a top employer for women, millennials, diversity, and as an overall workplace by various national publications. Beckers Healthcare ranked Scripps Health on its 2024 list of 150 top places to work in health care. We have transitional and professional development programs to create a learning environment that enables you to thrive in your specific field as well as in your overall career. Our specialties have been nationally recognized for quality in areas such as cardiovascular care, oncology, orthopedics, geriatrics, obstetrics and gynecology, and gastroenterology. This is an essential position to the Planned Giving department in both building the pipeline and in providing necessary stewardship to existing estate donors. The Scripps Health Foundation has the honor of working with grateful patients to raise money in support of our exceptional hospitals and clinicians. The Gift Planning team consists of five professionals who work at Corporate Headquarters and support the work of fundraisers on all Scripps’ hospital campuses. Our work is dynamic, changing from day-to-day. We have a culture of continuous learning and enjoy one another’s company. Role Overview\: Lead the generation of significant outright and deferred gifts, while effectively marketing the Gift Planning Program through various channels. Maintain strong relationships with donors and stay updated on relevant regulations.

Requirements

Education: Completion of at least 2 years of college-level coursework.
Experience: Minimum of 5 years of experience in planned giving fundraising or related positions, with a demonstrated track record of success.
Skills\: Strong working knowledge of current federal (IRS) and state (CA) rules and regulations governing charitable estate planning.
Excellent interpersonal skills, with the ability to interact effectively with diverse individuals.
Superior verbal and written communication skills.

Nice To Haves

Education: Bachelor's degree. An advanced degree such as a JD or industry certification such as a CSPG (certified specialist in planned giving)
Experience: Experience in a medical or higher education setting, or in an equivalent professional environment. The ideal candidate has worked in fundraising for at least 5 years or an attorney who has exceptional interpersonal skills; or a fundraiser who is interested in learning the technical side of estate planning and tax.

Responsibilities

Gift Generation\: Drive the acquisition of large outright and deferred gifts to support the healthcare system's mission.
Program Marketing\: Promote the Gift Planning Program through personal contacts, seminars, luncheons, referrals, and written communications.
Donor Relations\: Cultivate and maintain positive relationships with individuals who have completed planned gifts, ensuring ongoing engagement and satisfaction.
Regulatory Compliance\: Stay informed of current federal (IRS) and state (CA) rules and regulations governing charitable estate planning to ensure compliance.
Budget Collaboration\: Assist in the preparation and monitoring of the annual Gift Planning budget, ensuring effective allocation of resources.

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