Director OF Planned Giving

3 weeks ago


Santa Rosa, United States Insight Global Full time

Insight Global is looking for a Director of Planned giving for one of their largest healthcare clients located in Sonoma County, CA. Planned gifts account for 60%-70% of the total gifts given to the foundation. This individual will create and implement a comprehensive estate planning program. This individual must be knowledgeable of the regulations and laws of charitable giving in order to expand major gift and donor relationships.

- CSPG (certified specialist in planned giving) or must obtain it upon hire

- Bachelor's degree in Accounting or Financial Planning

- Law Degree and experience in the practice of law
- 3-5 years of experience in planned giving at a large organization

- 5-8 years of leadership experience

- Demonstrated experience with estate planning and major gift solicitation

- 1 year of fundraising experience

- Bachelor's degree



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