Executive Director Planned Giving

Children's Hospital of Philadelphia•Philadelphia, PA

1d•$142,700 - $189,100

About The Position

The Executive Director, Planned Giving strategically directs and manages Children’s Hospital of Philadelphia’s gift planning program to increase charitable bequests, life income gifts, gifts of non-cash assets, and other planned gifts. 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 that advance the Hospital’s mission. The Executive Director oversees identification, cultivation, solicitation, and stewardship of donors making deferred and specially structured gifts; advises donors considering planned gifts or complex gift structures; and manages a portfolio of planned giving prospects. The role serves as the Foundation’s expert advisor on gift planning solicitations and provides counsel, technical support, and training to development staff and senior leadership. It also supports planned giving activity across the enterprise, including strategies for top prospects in partnership with CHOP leadership and Foundation colleagues. The position leads planned giving program strategy, staff, budget, administration, marketing, and stewardship. It collaborates with Finance, Legal, Marketing and Public Relations, gift officers, and external advisors to advance fundraising and campaign goals, administer planned gifts and estates, and promote the Lewis Society. The position reports to the Associate Vice President, Individual Giving.

Requirements

Bachelor’s degree required.
At least seven years of development experience required.
At least three years of planned giving experience required.
At least seven years of experience in wealth management, law, or financial planning required.
Knowledge of basic estate and financial planning concepts and the fundamentals of fundraising and proposal development.
Knowledge of how charitable giving options affect donors’ and/or income recipients’ tax situations.
Strong written, presentation, verbal, organizational, and interpersonal skills, including the ability to relate well to individuals from diverse backgrounds.
Demonstrated good judgment, professionalism, and the highest standards of ethical conduct.
Membership in the Partnership for Philanthropic Planning - Planned Giving Design Center required upon hire.
Employees who work in patient care buildings or have patient-facing responsibilities must receive an annual influenza vaccine.

Nice To Haves

Master’s degree preferred.
At least ten years of development experience in a large, complex organization preferred.
A 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 quickly and achieve results while managing multiple deadlines and competing requirements.

Responsibilities

Manage a portfolio of 75 key major/planned giving prospects interested in planned gifts, and provide technical gift-planning assistance to donors and their financial and legal advisors who may make gifts of $100,000 or more.
Close current gifts of assets, life income gifts, and estate gifts, and support gift officer colleagues working with donors on these 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 and maximize philanthropic support and impact.
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 enterprise partners, including Finance and Marketing and Public Relations, to develop policies, practices, and processes supporting planned giving activity.
Manage and mentor planned giving office staff, including one planned giving officer and one coordinator.
Develop a long-term planned giving 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 matters.
Develop an annual operating plan for program growth.
Maintain knowledge of current tax laws and rules related to charitable planned gifts.
Develop and manage the program budget.
Oversee planned gift administration with the Finance department and vendors.
Monitor the Hospital’s financial interest in open estates and manage the probate process 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 related programs.