Assistant Vice President for Planned Giving

4 days ago

Philadelphia, Pennsylvania, United States Jefferson Health Full time
About the Role

We are seeking a highly skilled and experienced professional to lead our planned giving program as Assistant Vice President for Planned Giving. As a key member of our development team, you will play a critical role in building and executing a comprehensive planned giving strategy that fosters a culture of philanthropy across our organization.

Key Responsibilities
  • Develop and execute a planned giving program that focuses on grateful patients and university alumni, with a goal of securing $250K to $1M individual gifts.
  • Work closely with clinical and university major gift officers to qualify, cultivate, solicit, and close planned gifts from all Enterprise constituents.
  • Maintain a portfolio of planned giving prospects and manage this portfolio in a manner that fosters a relationship that leads to philanthropic commitment.
  • Independently draft/prepare gift agreements, bequests, and estate planning agreements (in coordination with Jefferson's legal counsel).
  • Develop a comprehensive understanding of the educational, research, clinical, and financial needs and goals of the clinical areas and establish a development program to meet these needs/goals.
  • Serve in a leadership capacity in the creation of a planned giving plan to support the clinical departments and the university.
  • Work with communications staff and outside vendors to translate strategic initiatives and programmatic/capital needs into persuasive proposals and compelling major gift opportunities.
  • Work with the events and alumni relations teams and development officers to conceptualize events and other activities to cultivate and steward major gifts prospects and donors.
  • Maintain fluid and proactive communications with colleagues to ensure effective collaborations and synergy in achieving key fundraising goals and objectives.
  • Build and support a formalized and professional development function for the defined clinical and academic areas.
  • Manage an individual prospect pool of 100 highly rated prospects.
  • Maintain an aggressive travel, visit, and event schedule.
  • Conduct a minimum of 125 Meaningful Donor Encounters per year.
  • Deliver a minimum of 24 proposals a year.
Qualifications
  • Bachelor's degree or equivalent level of professional experience required; advanced study or law degree is strongly desirable.
  • 8-10+ years of direct or related fundraising experience, preferably with experience in a medical center, healthcare, or higher education.
  • Demonstrated record of successful planned gifts fundraising, including identification, qualification, cultivation, and solicitation of $250K to $1M individual gifts.
  • Proven experience in cultivating and maintaining relationships with individual planned and leadership gift prospects, and nurturing volunteer board relationships.
  • Fundraising experience in a variety of functional areas, with particular strength in the area of planned gifts development.
  • Oversight of an assigned constituency or program, with responsibility for an operating plan in collaboration with a dean or department head.
  • Exhibits strong interpersonal and communication skills, with the ability to work independently as well as cohesively as a member of a team.
About Jefferson

Jefferson is a dynamic university and health system with a rich history of innovation and excellence. As a leading academic health center, we are committed to improving lives through education, research, and patient care. Our mission, vision, and values create an organization that attracts the best and brightest students, faculty, staff, and healthcare professionals.

  • OUR MISSION: We improve lives.
  • OUR VISION: Reimagining health, education, and discovery to create unparalleled value.
  • OUR VALUES: Put People First, Be Bold & Think Differently, and Do the Right Thing.

Jefferson is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity and promotes equal opportunities for all.

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