Director Planned Giving 1/2-time role in Apple Valley, CA
2 weeks ago
THE ROLE
This position is a .5 FTE at St. Mary Hospital Foundation in Apple Valley, CA.
Reporting to the Executive Director of Planned Giving, the Director of Planned Giving will manage, plan, coordinate and implement a comprehensive estate planning and gift program; interpret and apply laws and regulations to all aspects of charitable giving; obtain planned gifts; develop and expand major/planned giving donor relationships; and broaden the philanthropic constituency through major/planned giving donor fundraising.
ESSENTIAL FUNCTIONS
- Demonstrates Providence St. Joseph Health's core values of dignity, justice, compassion, integrity and excellence to customers, employees, and visitors; and provides quality service in the performance of work assignments and duties.
- Develops and implements an effective planned giving strategy that takes into account the unique mission of PSJH and the special needs of donors and potential donors.
- Develops, monitors and updates a comprehensive one-year and long-range strategic plan including measurable goals and objectives for planned giving program.
- Identifies, cultivates, solicits and stewards current and prospective donors who have the ability to execute a major/planned gift.
- Formulates individualized solicitation strategies for planned giving prospects.
- In consultation with donor's advisers, provides donors with legal and tax information regarding bequests and life income gifts.
- Drafts and reviews gift illustrations and legal documents.
- With counsel, advises the Foundation and Medical Centers on legal matters relating to planned giving, with specific regard for legal requirements and consequences.
- Ensures implementation of systems to avoid potential litigation risks related to planned giving.
- Protects the best interests of the existing and potential donor base while advising donors of potential means for donating property and/or funds to the Foundation.
- Responds to inquiries concerning planned gifts and bequests in a timely manner.
- Tracks estate gifts from probate to completion.
- Works closely with other Foundation staff on cultivating annual, major, and planned giving prospects.
- Identifies, cultivates, and educates financial professionals (attorneys, financial/estate planners, realtors) about PHS and its mission.
- Develops and conducts planned giving seminars for potential donors and/or professionals.
- Develops budgets and other necessary long- and short-term planning processes to ensure continuity and growth to the program.
- Oversees and ensures quality of all mailings and/or publications internally and/or externally that are related to planned giving.
- Provides staffing for the Planned Giving Committee and participates on committees as directed.
- Manages the planned giving recognition society.
- Maintains expertise in technical aspects of planned giving.
- Protects the best interests of the existing and potential donor base while advising donors of potential means for donating property and/or funds to the Foundation.
- Oversees planned gift donor records and database.
- Assists the Controller in providing an audit trail for planned giving transactions.
- Maintains established departmental policies and procedures, objectives, improving organization performance program, and safety standards.
- Maintains professional growth and development through seminars, workshops, and professional affiliations.
- Attends and serves on professional/civic service organizations as hospital/foundation representative as required.
- Attends meetings as required.
- Performs other duties as assigned or requested.
- Bachelor's Degree; or equivalent educ/experience
- Bachelor's Degree in Accounting, and/or Financial Planning (preferred)
- J.D. - A law degree and experience in the practice of law and/or accounting/financial planning is preferred. Knowledge in areas of taxation, trust and estates, probate, corporations, contracts, and real estate is strongly encouraged
- Upon hire: Certified as a Fund-Raising Executive (CFRE) and/or Certified Specialist in Planned Giving (CSPG) (preferred)
- 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
- Demonstrated experience and success with estate planning and major gift solicitation is required
- 5-8 years of leadership experience.
About Us
At Providence, our strength lies in Our Promise of "Know me, care for me, ease my way." Working at our family of organizations means that regardless of your role, we'll walk alongside you in your career, supporting you so you can support others. We provide best-in-class benefits and we foster an inclusive workplace where diversity is valued, and everyone is essential, heard and respected. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. As a comprehensive health care organization, we are serving more people, advancing best practices and continuing our more than 100-year tradition of serving the poor and vulnerable.
The amounts listed are the base pay range; additional compensation may be available for this role, such as shift differentials, standby/on-call, overtime, premiums, extra shift incentives, or bonus opportunities.
Providence offers a comprehensive benefits package including a retirement 401(k) Savings Plan with employer matching, health care benefits (medical, dental, vision), life insurance, disability insurance, time off benefits (paid parental leave, vacations, holidays, health issues), voluntary benefits, well-being resources and much more. Learn more at providence.jobs/benefits.
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