Director Planned Giving

Overview

1300 MKT – Wanamaker Building Req ID: 27176

Shift: Evenings

Employment Status: AF – Active – Regular – Full Time 

Job Summary

The Director, Planned Giving strategically directs and manages the Hospital's gift planning program, ensuring increased giving from charitable bequests, life income gifts, non-cash assets, and other planned giving vehicles.

 

Reporting to the Associate Vice President, Individual Giving, the Director, Planned Giving represents the CHOP Foundation by working with donors, prospects, and their legal and financial advisors to establish bequests and gift other non-cash assets to advance the Hospital’s mission. In this leadership role, the Director oversees the identification, cultivation, solicitation, and stewardship of individuals making deferred and other specially structured gifts, and provides education to donors who are considering making planned gifts or involving complex gift structures. The position manages a pool of individual planned giving prospects, provides strategies for cultivating current and deferred planned gifts, and serves as the expert advisor within the Foundation on all gift planning solicitations. The Director will also oversee the marketing and promotion of planned gifts through direct mail, e-solicitation, seminars, web, gift/recognition societies, and related marketing promotions. As a member of the Individual Giving team, the Director provides counsel, technical support, and training for development staff and senior leadership with regard to the various giving vehicles and gift design.

Job Responsibilities

Fundraising:

Manage a portfolio of 75 key major/planned giving prospects having an interest in a planned gift. Provide technical expertise and gift planning assistance to donors and their financial/legal advisors who are capable of making a major/planned gift of $100,000 or more.

Close current gifts of assets, life income gifts, and estate gifts as well as support gift officer colleagues working with donors on gifts of this nature.

Develop proactive, thoughtful strategies to lead to increased giving together with Foundation and Hospital leadership and colleagues.

Collaborate with financial advisors, attorneys, and other relevant advisors regarding planned gifts.

Prepare briefings for CEO, Chief Development Officer, Associate Vice President, Individual Giving and other Hospital leadership as appropriate.

 

 

 

Required Education and Experience
  • Bachelor’s degree required.
  • Seven (7) years experience in development, with at least three (3) years of experience in planned giving ; OR seven (7) years’ experience in wealth management, law, or financial planning.
  • Membership in the Partnership for Philanthropic Planning from the Planned Giving Design Center
Preferred Education, Experience & Cert/Lic
  • Preferred Experience:

    Ten (10) years’ Development experience in a large, complex organization

Additional Technical Requirements
  • Knowledge of basic estate and financial planning concepts and the fundamentals of fundraising and proposal development.
  • Knowledge of how particular charitable options affect the donor’s and/or the income recipient’s tax situations.
  • A sincere appreciation for people and how they are each uniquely motivated.
  • Poised and engaging, empathetic communications style based on natural warmth and enthusiasm.
  • Fast-paced and results oriented with the ability to work in a timely manner with multiple deadlines and competing requirements.
  • Strong written, presentation, verbal, organizational, and interpersonal skills; demonstrated ability to relate well to individuals from diverse backgrounds.
  • Demonstration of good judgement, professionalism and the highest standards of ethical conduct.

All CHOP employees who work in a patient building or who provide patient care are required to receive an annual influenza vaccine unless they are granted a medical or religious exemption.

Children’s Hospital of Philadelphia is committed to providing a safe and healthy environment for its patients, family members, visitors and employees. In an effort to achieve this goal, employment at Children’s Hospital of Philadelphia, other than for positions with regularly scheduled hours in New Jersey, is contingent upon an attestation that the job applicant does not use tobacco products or nicotine in any form and a negative nicotine screen (the latter occurs after a job offer).

Children’s Hospital of Philadelphia is an equal opportunity employer. We do not discriminate on the basis of race, color, gender, gender identity, sexual orientation, age, religion, national or ethnic origin, disability or protected veteran status.

VEVRAA Federal Contractor/Seeking priority referrals for protected veterans.  Please contact our hiring official with any referrals or questions.

CHOP Careers Contact 

Talent Acquisition

2716 South Street, 6th Floor

Philadelphia, PA 19146 

Phone: 866-820-9288 

Email:TalentAcquisition@email.chop.edu