The Director of Planned Giving leads a comprehensive gift planning program, managing a portfolio of up to 125 major donors and cultivating relationships with potential supporters and community partners.
They oversee the growth of the Legacy Society, which recognizes donors committed to planned gifts, and collaborate with professionals such as financial advisors and attorneys through the Professional Advisory Council.
Responsibilities include scheduling presentations, maintaining accurate donor records in CRM software, serving as the primary resource for planned giving initiatives, and supporting fundraising campaigns.
Qualifications include a bachelor's degree and at least ten years of development or related experience, with advanced degrees and professional certifications preferred.
This role involves travel, some evening/weekend work, and offers a salary range of $80,000–$120,000, DOE. It requires strong relationship-building, strategic planning, and fundraising skills to support the organization’s mission of patient care, education, research, and community health.