The Director of Planned Giving (Director) is responsible for all planned giving strategies throughout the system. This position is responsible for the development and monitoring of system planned giving policies, marketing efforts and fundraising strategies to enhance and grow the philanthropic base of support at each member organization supported by the Foundation.
The Director meets with donors and financial planners to discuss gifting through the many planned giving vehicles. The position requires a background and knowledge of bequests, annual trusts, unitrusts, giving through retirement plans, and other pertinent future giving options. The position involves a full range of donor cultivation duties, including working with other philanthropy staff to develop planned giving as a critical component of a strategic fundraising plan. The position requires working as part of a team to diversify funding resources and engage in long-term financial planning, including creation of endowment and other permanent financial resources.
Duties and Responsibilities
1. The Director researches, identifies, engages and solicits donors to secure planned gifts for the system and member organizations.
2. Promotes Charitable Gift Annuity, Endowment, Bequest and other legacy giving strategies to benefit the system and its members through the Foundation.
3. Develops and executes strategic and creative planned giving and marketing pieces, including legacy society newsletter articles, advertisements, solicitations, PowerPoint presentations and brochures, in collaboration with communications relations staff.
4. Provides oversight of a Planned Giving Society.
5. Manages a portfolio of donors and prospects, which allows for a schedule to conduct personal, face-to-face weekly visits.
6. Design and implement individual giving strategies, engage and motivate donors and prospects through written proposals and through personal contacts and visits.
7. Work within a metrics-driven environment to achieve realistic and quantifiable goals based on mutually agreed upon targets of irrevocable and revocable gifts, and document donor contacts through the foundation's established prospect management system.
8. The director participates in speaking engagements and planned giving seminars.
9. Director participates in continuing education to maintain current knowledge on changes in tax laws and other emerging issues in the planned giving field.
10. Maintains active participation in professional associations at state and national level; participate in select advancement opportunities
The Director of Planned Giving will be instrumental in aggressively expanding fundraising potential, and therefore must possess high work standards and give evidence of a successful track record in meeting or exceeding stated goals.
Education and Experience
• Bachelor's degree required; advanced degree in communications, organization management, health, business or law preferred.
• At least five (5) years demonstrated fundraising experience in planned giving with increasing levels of responsibility required.
• Philanthropy based experience in an integrated healthcare system highly desired
• Specialized training in financial and/or estate planning, tax law and fundraising
• Knowledge of planned giving vehicles, current trends in philanthropy, donor advised funds and basic estate and financial planning for individuals, including tax implications of charitable giving.
• A strong work ethic coupled with an enthusiastic and passionate approach to one's work
• The ability to deal effectively with physicians and other medical executives is critical
• Achievement oriented, a good team player, and a successful team builder
• Capable of developing and implementing clear goals, systems, and priorities
• Ability to work in a dynamic, fast-paced environment and good at developing relationships both internally and externally with the various constituencies
• A working knowledge of marketing and public relations is a plus
• Thorough knowledge of and substantial experience with leadership, capital campaigns and planned giving
• Able to deal effectively with people and inspire others to perform at a high level of efficiency and productivity
• Proficient in Raiser'sEdge
• Proficient in PG Calc, Crescendo or similar planned giving software
• Proficient with computerized information management in the fundraising setting
• Possess strong oral and written skills, be well organized, self-directed with ability to meet deadlines
• Flexible work schedule to include weekends, evenings and select holidays, as needed
• A preference shall be given to those with strong ties to Maine
• Membership in the Association for Healthcare Philanthropy, National Association of Charitable Gift Planners, and/or Maine Planned Giving Council
• CFRE credential.
How to Apply
Visit the position announcement page for full details and application instructions.
You can also contact our recruiter below with any questions:
Contact: Lisa Worcester