Job DescriptionThe Role: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.
What You'll Do?- Core Values Integration: Demonstrate Providence St. Joseph Health's core values of dignity, justice, compassion, integrity, and excellence to all stakeholders while providing quality service.
- Strategic Development: Develop and implement a planned giving strategy tailored to the unique mission of PSJH and donor needs.
- Strategic Planning: Monitor and update both short-term and long-range strategic plans with measurable goals and objectives for the planned giving program.
- Donor Cultivation: Identify, cultivate, solicit, and steward donors capable of executing major/planned gifts.
- Personalized Strategies: Formulate individualized solicitation strategies for planned giving prospects.
- Legal and Tax Advisory: Provide legal and tax information regarding bequests and life income gifts in consultation with donors' advisers.
- Document Management: Draft and review gift illustrations and legal documents, ensuring compliance with legal requirements.
- Risk Management: Implement systems to mitigate litigation risks related to planned giving.
- Donor Advisory: Advise donors on potential methods for donating property and/or funds to the Foundation.
- Inquiry Response: Respond promptly to inquiries regarding planned gifts and requests.
- Estate Tracking: Track estate gifts from probate to completion.
- Cross-Department Collaboration: Work closely with Foundation staff on cultivating annual, major, and planned giving prospects.
- Professional Education: Educate financial professionals about PHS and its mission; conduct seminars for potential donors and professionals.
- Budgeting and Planning: Develop budgets and planning processes to ensure program continuity and growth.
- Communication Oversight: Oversee quality of all mailings/publications related to planned giving.
- Committee Management: Provide staffing for the Planned Giving Committee; participate in committees as directed.
- Recognition Management: Manage the planned giving recognition society.
- Technical Expertise: Maintain expertise in the technical aspects of planned giving.
- Record Management: Oversee planned gift donor records and database.
- Audit Assistance: Assist the Controller in providing an audit trail for planned giving transactions.
- Policy Maintenance: Maintain departmental policies, procedures, and safety standards.
- Professional Development: Pursue professional growth through seminars, workshops, and affiliations.
- Community Engagement: Represent the hospital/foundation in professional/civic service organizations.
- Meeting Attendance: Attend meetings as required.
- Additional Duties: Perform other duties as assigned or requested.
What You'll Bring?- Educational Background: Bachelor's Degree or equivalent experience required; preferred in Accounting, and/or Financial Planning.
- Advanced Degree: 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.
- Experience: 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.
- Success Record: Demonstrated experience and success with estate planning and major gift solicitation required.
- Leadership Experience: 5-8 years of leadership experience preferred.
- Certification: Certified as a Fund Raising Executive (CFRE) and/or Certified Specialist in Planned Giving (CSPG) preferred upon hire.
Why Join Us?- Impactful Work: Make a real difference in transforming healthcare and improving countless lives.
- Innovative Environment: Bring your innovative ideas to life with autonomy and support.
- Professional Collaboration: Collaborate with a team of talented professionals dedicated to their work.
- Dynamic Industry: Embrace the challenges of working in a fast-paced, evolving industry.
- Vibrant Location: Enjoy the beauty and cultural scene of Tarzana, California.
Ready to shape the future of healthcare philanthropy?If you're a strategic leader with a passion for planned giving, we invite you to apply and join our transformative journey!
