Executive Director Planned Giving

Children’s Hospital of Philadelphia•Philadelphia, PA

5d•$142,700 - $189,100

About The Position

The Executive Director, Planned Giving strategically directs and manages the Hospital's gift planning program to increase charitable bequests, life income gifts, gifts of non-cash assets, and other planned giving. Reporting to the Associate Vice President, Individual Giving, this leader represents the CHOP Foundation in working with donors, prospects, and their legal and financial advisors to establish planned gifts. The role oversees the identification, cultivation, solicitation, and stewardship of individuals considering deferred or specially structured gifts; manages a portfolio of planned giving prospects; and advises the Foundation on gift planning solicitations and gift structures. The Executive Director also leads planned giving marketing and promotion, trains and advises development staff and senior leaders, and supports planned giving activity across the enterprise, including strategies for top prospects and campaign and general fundraising efforts. The position manages and mentors planned giving staff, develops the program’s long-term strategy and annual operating plan, and oversees budgeting, gift administration, estate monitoring, and collaboration on gift acceptance policies. It also directs planned giving marketing and stewardship, including promotion of the Lewis Society. The role requires a bachelor's degree, at least seven years of development experience, at least three years of planned giving experience, and at least seven years of experience in wealth management, law, or financial planning. A master's degree and ten years of development experience in a large, complex organization are preferred. Membership in the Partnership for Philanthropic Planning - Planned Giving Design Center is required upon hire.

Requirements

Bachelor's degree.
At least seven years of experience in development.
At least three years of experience in planned giving.
At least seven years of experience in wealth management, law, or financial planning.
Knowledge of basic estate and financial planning concepts and the fundamentals of fundraising and proposal development.
Knowledge of how charitable options affect donors' and/or income recipients' tax situations.
Sincere appreciation for people and how they are uniquely motivated.
Poised, engaging, and empathetic communication style based on natural warmth and enthusiasm.
Ability to work in a fast-paced, results-oriented environment with multiple deadlines and competing requirements.
Strong written, presentation, verbal, organizational, and interpersonal skills, including ability to relate well to individuals from diverse backgrounds.
Good judgment, professionalism, and the highest standards of ethical conduct.
Membership in the Partnership for Philanthropic Planning - Planned Giving Design Center upon hire.

Nice To Haves

Master's degree.
At least ten years of development experience in a large, complex organization.

Responsibilities

Manage a portfolio of 75 key major and planned giving prospects interested in planned gifts.
Provide technical gift-planning expertise to donors and their financial and legal advisors for prospective gifts of $100,000 or more.
Close current gifts of assets, life income gifts, and estate gifts, and support gift officer colleagues working on such gifts.
Develop proactive strategies to increase giving with Foundation and Hospital leadership and colleagues.
Collaborate with financial advisors, attorneys, and other relevant advisors regarding planned gifts.
Partner with Individual Giving, Principal Gift, and other colleagues to develop planned giving strategies for top prospects.
Develop strategies and prepare briefings for the CEO, Chief Development Officer, Vice President of Development, Associate Vice President, Individual Giving, and other Hospital leadership as appropriate.
Work with Finance and Marketing and Public Relations partners to develop policies, practices, and processes that support planned giving.
Manage and mentor planned giving office staff, including one planned giving officer and one coordinator.
Develop a long-term planned giving program strategy that supports Foundation and campaign goals.
Provide technical support to major gift staff, increase awareness of complex and deferred gift vehicles, and help cultivate new donors.
Train major gift staff on gift planning.
Develop an annual operating plan for program growth and manage the program budget.
Maintain knowledge of current tax laws and rules related to charitable planned gifts.
Oversee planned gift administration with the Finance department and vendors.
Monitor the Hospital's financial interests in open estates and manage probate in coordination with CHOP Legal and Finance departments to ensure timely distribution of realized bequests.
Co-captain the Gift Acceptance Committee and develop policies and practices for quality management of non-cash assets.
Design and oversee a comprehensive gift-planning marketing program, including direct mail, seminars, electronic, and web-based strategies.
Direct and provide final approval for print and digital gift-planning marketing developed with the Hospital Marketing team.
Promote the Lewis Society and develop a comprehensive stewardship plan, including recognition programs, presentations, events, and other programs.