Reporting to the Vice President, Individual Giving, the Planned Giving Director will be a seasoned fundraiser responsible for implementing a comprehensive planned giving program that will attract current and deferred gifts in support of the Phoenix Children’s Hospital Foundation development goals. Serves as an organizational expert in planned giving and supports all activities involved with cultivation, solicitation and stewardship of donors, Legacy Society, and professional advisors. Success will be achieved by building long term donor partnerships and demonstrating that all levels of philanthropic support are leveraged to realize maximum impact for Phoenix Children’s mission. The ideal candidate will be energetic and enthusiastic, metrics-driven, and is comfortable working in a dynamic and fast paced environment.
Education and Experience Requirements:
Minimum 8 years of planned giving fundraising experience, preferably in healthcare or higher education setting, and ideally with campaign experience.
Bachelor’s degree or Master’s in business, philanthropy or related field. MBA or JD preferred. Some experience may be substituted for education.
A clear understanding of philanthropy and philanthropic practice, in particular the unique individual relationships required to secure planned gifts.
Strong working knowledge of planned giving vehicles, and knowledge and understanding of tax laws affecting charitable gift planning.
Fundamental understanding of estate settlement.
Experience in developing planned giving and charitable gift annuity proposals.
A proven track record of securing planned and blended gifts.
Comfort working in a complex organization, with a successful track record in working with Executive Leadership, Board Members, Physicians, and Volunteer Leadership.
Familiarity with planned giving events, programs and marketing.
Strong initiative, self-confidence, creativity, and entrepreneurial skills, who enjoys working as a team player but can also work independently as a self-starter.
Exceptional written and verbal communication skills, and proficiency in Raiser’s Edge or other equivalent CRM system.
Serve as a member of the Planned Giving team.
Manage a portfolio of 100-150 prospects for discovery, cultivation, solicitation, and stewardship.
Work closely with physicians, clinicians, researchers and other medical staff, in a HIPAA compliant manner, to identify prospects and develop cultivation and solicitation strategies.
Conduct solicitations independently, and with volunteer and senior leadership.
Develop solicitation strategies and provide volunteers and senior leadership with the necessary preparation and support.
Maintain solid knowledge of the strategic fundraising priorities of Phoenix Children’s, and effectively align donor proposals with these priorities.
Participate in the planning and execution of program charters for Legacy Society, Planned Giving Advisory Board, stewardship, and cultivation events.
Participate in overall Planned Giving Program marketing strategies and execution.
Serve as PCH ambassador and speaker/presenter to outside groups and organizations.
Cultivate and retain relationships in the professional advisor community.
Develops and implements, in partnership with Foundation colleagues, donor and prospect cultivation events that include educational events and tours that support strategic fundraising priorities.
Monitor contract, billing, vendors, and estate settlement activities.
Meet annual activity and financial performance metrics.
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