Director Planned Giving

Providence•Los Angeles, CA

12h

About The Position

As the Director of Planned Giving, reporting to the ministry Executive Director Philanthropy , you'll be at the forefront of managing, planning, coordinating, and implementing a comprehensive estate planning and gift program. You will interpret and apply laws and regulations to all aspects of charitable giving, secure planned gifts, and broaden our philanthropic constituency through major/planned giving donor fundraising.

Requirements

Bachelor's Degree or equivalent experience required; preferred in Accounting, and/or Financial Planning.
8 years of experience in planned giving or related field at a large non-profit institution; strategic planning, proposal development, and planned giving portfolio management required.
Demonstrated experience and success with estate planning and major gift solicitation required.

Nice To Haves

J.D. in law with experience in the practice of law, accounting, or financial planning preferred, with strong knowledge in taxation, trust and estates, probate, corporations, contracts, and real estate.
5-8 years of leadership experience preferred.
Certified as a Fund Raising Executive (CFRE) and/or Certified Specialist in Planned Giving (CSPG) preferred upon hire.

Responsibilities

Demonstrate Providence St. Joseph Health’s core values of dignity, justice, compassion, integrity, and excellence to all stakeholders while providing quality service.
Develop and implement a planned giving strategy tailored to the unique mission of PSJH and donor needs.
Monitor and update both short-term and long-range strategic plans with measurable goals and objectives for the planned giving program.
Identify, cultivate, solicit, and steward donors capable of executing major/planned gifts.
Formulate individualized solicitation strategies for planned giving prospects.
Provide legal and tax information regarding bequests and life income gifts in consultation with donors’ advisers.
Draft and review gift illustrations and legal documents, ensuring compliance with legal requirements.
Implement systems to mitigate litigation risks related to planned giving.
Advise donors on potential methods for donating property and/or funds to the Foundation.
Respond promptly to inquiries regarding planned gifts and requests.
Track estate gifts from probate to completion.
Work closely with Foundation staff on cultivating annual, major, and planned giving prospects.
Educate financial professionals about PHS and its mission; conduct seminars for potential donors and professionals.
Develop budgets and planning processes to ensure program continuity and growth.
Oversee quality of all mailings/publications related to planned giving.
Provide staffing for the Planned Giving Committee; participate in committees as directed.
Manage the planned giving recognition society.
Maintain expertise in the technical aspects of planned giving.
Oversee planned gift donor records and database.
Assist the Controller in providing an audit trail for planned giving transactions.
Maintain departmental policies, procedures, and safety standards.
Pursue professional growth through seminars, workshops, and affiliations.
Represent the hospital/foundation in professional/civic service organizations.
Attend meetings as required.
Perform other duties as assigned or requested.