Director Planned Giving

Description

Calling all Esteemed Leaders!

Are you a strategic leader with expertise in planned giving? Do you possess the vision to cultivate major donor relationships and drive philanthropic growth? If so, we have an exceptional role waiting for you!

The Role:

As the Director of Planned Giving, reporting to the Executive Director Philanthropy/Ministry CPO, you'll be at the forefront of managing, planning, coordinating, and implementing a comprehensive estate planning and gift program. You will interpret and apply laws and regulations to all aspects of charitable giving, secure planned gifts, and broaden our philanthropic constituency through major/planned giving donor fundraising.

What You'll Do?

• Core Values Integration: Demonstrate Providence St. Joseph Health's core values of dignity, justice, compassion, integrity, and excellence to all stakeholders while providing quality service.
• Strategic Development: Develop and implement a planned giving strategy tailored to the unique mission of PSJH and donor needs.
• Strategic Planning: Monitor and update both short-term and long-range strategic plans with measurable goals and objectives for the planned giving program.
• Donor Cultivation: Identify, cultivate, solicit, and steward donors capable of executing major/planned gifts.
• Personalized Strategies: Formulate individualized solicitation strategies for planned giving prospects.
• Legal and Tax Advisory: Provide legal and tax information regarding bequests and life income gifts in consultation with donors' advisers.
• Document Management: Draft and review gift illustrations and legal documents, ensuring compliance with legal requirements.
• Risk Management: Implement systems to mitigate litigation risks related to planned giving.
• Donor Advisory: Advise donors on potential methods for donating property and/or funds to the Foundation.
• Inquiry Response: Respond promptly to inquiries regarding planned gifts and requests.
• Estate Tracking: Track estate gifts from probate to completion.
• Cross-Department Collaboration: Work closely with Foundation staff on cultivating annual, major, and planned giving prospects.
• Professional Education: Educate financial professionals about PHS and its mission; conduct seminars for potential donors and professionals.
• Budgeting and Planning: Develop budgets and planning processes to ensure program continuity and growth.
• Communication Oversight: Oversee quality of all mailings/publications related to planned giving.
• Committee Management: Provide staffing for the Planned Giving Committee; participate in committees as directed.
• Recognition Management: Manage the planned giving recognition society.
• Technical Expertise: Maintain expertise in the technical aspects of planned giving.
• Record Management: Oversee planned gift donor records and database.
• Audit Assistance: Assist the Controller in providing an audit trail for planned giving transactions.
• Policy Maintenance: Maintain departmental policies, procedures, and safety standards.
• Professional Development: Pursue professional growth through seminars, workshops, and affiliations.
• Community Engagement: Represent the hospital/foundation in professional/civic service organizations.
• Meeting Attendance: Attend meetings as required.
• Additional Duties: Perform other duties as assigned or requested.

What You'll Bring?

• Educational Background: Bachelor's Degree or equivalent experience required; preferred in Accounting, and/or Financial Planning.
• Advanced Degree: J.D. in law with experience in the practice of law, accounting, or financial planning preferred, with strong knowledge in taxation, trust and estates, probate, corporations, contracts, and real estate.
• Experience: 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 required.
• Success Record: Demonstrated experience and success with estate planning and major gift solicitation required.
• Leadership Experience: 5-8 years of leadership experience preferred.
• Certification: Certified as a Fund Raising Executive (CFRE) and/or Certified Specialist in Planned Giving (CSPG) preferred upon hire.

Why Join Us?

• Impactful Work: Make a real difference in transforming healthcare and improving countless lives.
• Innovative Environment: Bring your innovative ideas to life with autonomy and support.
• Professional Collaboration: Collaborate with a team of talented professionals dedicated to their work.
• Dynamic Industry: Embrace the challenges of working in a fast-paced, evolving industry.
• Vibrant Location: Enjoy the beauty and cultural scene of Orange, California.

Ready to shape the future of healthcare philanthropy?

If you're a strategic leader with a passion for planned giving, we invite you to apply and join our transformative journey!

The full pay range is listed in accordance with applicable law. Final compensation will be determined based on qualifications, experience, organizational compensation alignment, and the approved hiring department budget for the position. This position may also be eligible for incentive compensation and benefits.

At Providence we believe in the importance of human connection and the impact of in-person collaboration towards team cohesion and caregiver engagement. Further, we want our leaders to live in or near the communities we serve. Therefore, leaders applying for this role will be required to work a hybrid schedule, which consists of three days onsite, two days remote and live within a reasonable commuting distance to the ministry or service area they support and lead.

About Providence

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.

Posted are the minimum and the maximum wage rates on the wage range for this position. The successful candidate's placement on the wage range for this position will be determined based upon relevant job experience and other applicable factors. These amounts 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.

Applicants in the Unincorporated County of Los Angeles: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Unincorporated Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Requsition ID: 431469

Company: Providence Jobs

Job Category: Fundraising

Job Function: Marketing/Public Relations/Community Affairs

Job Schedule: Full time

Job Shift: Day

Career Track: Leadership

Department: 7540 SJO FUND DEVELOPMENT

Address: CA Orange 1100 W Stewart Dr

Work Location: St Joseph Hospital-Orange

Workplace Type: On-site

Pay Range: $68.62 - $108.34

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.