Director Planned Giving at Peacehealth in Vancouver, WA

JOB SUMMARY

Responsible for creating a comprehensive planned giving program and serving in a senior fundraising

and administrative role for all Planned Giving programs conducted by PeaceHealth.

ESSENTIAL FUNCTIONS

• Develops, monitors and updates a comprehensive one-year and long-range strategic plan, including measurable goals and objectives for the system level planned giving program.
• Ensures organizational planning and alignment across all PeaceHealth foundations.
• Creates and maintains best practices, policies, and procedures for planned gifts.
• Works with foundation leaders to assess fund raising needs, current, local and national issues and comparative data factors related to activities for keys for success.
• Plans, organizes, coordinates and directs fundraising efforts that focus on gifts of planned gifts of $100,000 and more from individuals.
• Working with local foundation caregivers, assists in identifying, cultivating, soliciting and stewarding current and prospective donors who have the ability to execute a major/planned gift and formulates individualized solicitation strategies for planned giving prospects.
• Partners with donor’s advisers to provide donors with legal and tax information regarding bequests and life income gifts.
• Works with PeaceHealth’s legal department to draft and review gift illustrations and legal documents.
• Ensures implementation of systems to avoid potential litigation risks related to planned, giving.
• Identifies, cultivates, and educates financial professionals (attorneys, financial/estate planners, realtors) about PeaceHealth and its mission.
• Oversees and ensures quality of all mailings, publications, and/or web sites internally and/or externally that are related to planned giving.
• Oversees and manages the staff for a planned giving program includes recruitment, coaching, development, training and performance evaluations.
• Performs other duties as assigned.

QUALIFICATIONS

EDUCATION:

• Bachelor’s Degree in business, fundraising or related field required.
• MBA or JD preferred
• Certified as a Fund-Raising Executive (CFRE) preferred

EXPERIENCE/TRAINING:

• Minimum of 7 years of progressively responsible experience in
• planned giving, ideally in a mission driven healthcare
• environment.
• Minimum of 5 years of management experience
• A proven track record of fundraising success

LICENSE/CERTIFICATION

OTHER SKILLS:

• Ability to successfully manage a multi-unit, complex environment,
• resulting in significant improved development performance and growth
• Ability to lead and manage a team who reside in multiple localities
• Entrepreneurial team player who has a commitment to and
• passion for the mission of PeaceHealth
• Possesses the qualities of integrity, industry, and curiosity
• Energy level must ensure high quality productivity on a timely
• basis