Senior Executive Director of Development, Planned Giving – Real Estate/Estate Asset Administration

City of Hope • Irwindale, CA

4d

About The Position

Join the transformative team at City of Hope, where we're changing lives and making a real difference in the fight against cancer, diabetes, and other life-threatening illnesses. City of Hope’s growing national system includes its Los Angeles campus, a network of clinical care locations across Southern California, a new cancer center in Orange County, California, and treatment facilities in Atlanta, Chicago and Phoenix. Our dedicated and compassionate employees are driven by a common mission: To deliver the cures of tomorrow to the people who need them today.
The Senior Executive Director of Development (SEDOD), Planned Giving- Real Estate/Estate Asset Administration will lead and direct programmatic and technical operations of the City of Hope’s philanthropic real estate or estate programs. The SEDOD will lead the ongoing administration of all planned gifts funded with real estate or estate assets, including charitable remainder trusts, charitable gift annuities and bequests of real estate.
The Senior Executive Director of Development (SEDOD) will have demonstrated and significant knowledge of planned giving vehicles including bequests, charitable gift annuities, real estate and other non-case tangible properties, charitable remainder and, testamentary trusts, life insurance policies, and retained life estates. The SEDOD must understand the nuance and peculiarities of planned giving programs and the relevant legal, financial, and administrative regulations.

Requirements

• Minimum Education: Bachelor’s Degree; 3 additional years of experience plus the minimum experience requirement may substitute for minimum education.
• Real Estate: 8 years philanthropic real estate or other relevant legal or planned giving experience.
• 3-5 years management experience.
• Estate Assets: 8 years planning, probate or other relevant legal or planned giving experience.
• 3-5 years management experience.

Nice To Haves

• Estate Assets - Philanthropy or Planned Giving experience and a general understanding of development and/or the fundraising process.
• Real Estate - Real estate, escrow or title experience a plus and a general understanding of development and/or the fundraising process.
• Experience in a complex medical or academic development setting encouraged.

Responsibilities

• Conduct all activities involving gifts of Real Estate or Estate assets and Secured Promissory Notes, including the review and acceptance of such properties.
• Evaluate proposed gifts to determine market value, environmental concerns, legal concerns, potential liability and exposure issues, compliance with guidelines, policies and procedures, and Federal, state, and local real estate disclosure and compliance laws, within California and other states.
• Interact with donors or responsible parties, and their financial planners, to explain planned gift arrangements funded with real estate or estates, including Gift Annuities and Charitable Remainder Unitrusts
• Continue the management of a portfolio of real properties. Responsible for on-going stewardship of Life Tenants.
• Understands receipt and disposition of gifted assets by preparing legal documents for recording, consulting with legal counsel as needed.
• Conduct periodic review and assessment of gifts accepted and implement strategic changes/enhancements as needed.
• Oversee development of new processes, procedures and systems to support real estate or estate office.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 1,001-5,000 employees