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Senior Director, Planned Giving Administration more...
Location:Duarte (Irwindale), CA
Company:City of Hope
First posted:June 07, 2017

Requisition ID:9531

Job Title: Senior Director, Planned Giving Administration

Position Summary:

City of Hope's mission is to "turn hope into reality."  Focused on eliminating cancer and diabetes and other life-threatening illnesses, City of Hope has established itself as a world-class leader in transforming the future of health.  Raising the philanthropic resources to fuel its leading-edge research, its exquisite and compassionate clinical care, and its advancement of biomedical education and training, is a vital component of the City of Hope model of success.  Each member of the Office of Philanthropy is a stakeholder in this work, with personal accountability for his/her role in building a successful future of delivering new cures, treatments and education.

The Office of Philanthropy's vision is to support this life-saving work by being known institutionally and nationally as a model of excellence among elite fundraising programs. Recent recruitments of nationally and internationally renowned faculty offer advancement leaders new opportunity for partnership among philanthropy, research and patient care.

Under the direction of the Vice President, Planned Giving, the Senior Director of Planned Giving Administration will contribute to this vision by supporting and role modeling a commitment to key processes and programs that sustain an office-wide focus on collaboration, efficiencies and metrics-based outcomes. By providing strong individual contribution and direct report management, the Senior Director will be a part of creating our evolution into a perpetually campaign-ready, donor-centered, leading industry program to support City of Hope's mission. In pursuit of this outcome, we are committed to growing careers within the Office of Philanthropy to attract and retain the most talented professionals in the country, and excel as a highly collaborative, efficient and creative team.

Specifically, the Senior Director will oversee programmatic and technical operations of the City of Hope's trusts and bequests programs, including estate administration, planned giving marketing and program analysis. Will oversee the ongoing administration of all planned gifts including charitable remainder trusts, the charitable gift annuity program and also the bequest administration function in accordance with terms of the applicable instruments and in a manner consistent with the needs of principals, beneficiaries and remainder beneficiaries. Supervise four staff members (Planned Giving Analyst, Legal/Probate Assistant, Director of Planned Giving Marketing and Legacy of Hope Society Analyst) and advise other staff members regarding trust and estate administration. Develop and maintain relationships with appropriate investment, legal and other professionals to administer program.

As a leader on the Planned Giving team, the SDOD will maintain an understanding and knowledge of various planned giving techniques, in both the legal and tax domains. Will maintain professional growth and development, and keep abreast of latest trends in area of expertise.

The SDOD will have demonstrated and significant knowledge of administering and reporting on planned giving vehicles in a large and complex setting, including charitable gift annuities, real estate and other non-cash tangible properties, charitable remainder and lead trusts, testamentary trusts, bequests, life insurance policies and retained life estates. The SDOD must understand the nuance and peculiarities of planned giving programs and the relevant legal, financial and administrative regulations. Established success at building productive internal and external relationships with program vendors, legal and finance experts and others necessary for program administration.

Incumbent will have a minimum of 3-5 years supervisory experience, having demonstrated the ability to motivate and reward success, provide course correction as needed, and motivate a team around shared and individual goals. Will have exhibited the ability to understanding individual and team goals in larger institutional context, providing insight into program and people management in alignment with larger institutional goals. Will have displayed commitment to accountability and collaboration, and ability to support this same commitment in direct reports.


Key Responsibilities include:

Contributes to program reaching its annual performance goals through individual performance and modeling commitment to our vision. Includes:

  • Meet annual activity and financial performance metrics.
  • Analyze and implement program to ensure cost effectiveness.
  • Oversee daily operations of trusts and bequests program.
  • Assist with management of life income portfolio; review various investment and program-related reports.
  • Develop and maintain ongoing relationships with program vendors, legal experts and others necessary to running program.
  • Serve as a liaison with City of Hope's Office of General Counsel, investment and finance offices and Philanthropy data services team.
  • Provide strategic oversight in creating tools for the Office of Philanthropy to increase awareness of, and participation in, planned giving; includes mailers and marketing material, annual recognition event and giving society management.
  • Lead preparation of monthly/quarterly/annual planned giving reporting
  • Provide knowledge, support and advice to planned and major giving colleagues to inform donor solicitations, proposals and stewardship.
  • Analyze and report on trends, outcomes and projections for City of Hope's gift planning program.
  • Stay abreast of planned giving trends, opportunities and related legislation, and provide regular updates to colleagues.      

Management: Lead direct report(s) with a focus on accountability, best practices and collaboration. Demonstrate an ability to motivate staff toward adherence to key performance indicators and to maintain a productive culture. Includes:

  • Manage and act as mentor for staff on all content and professional development areas. Includes serving as a resource in developing strategies, conducting ongoing conversations regarding performance in relation to metrics and articulating opportunities for employees' growth and professional development in a thoughtful manner.
  • Demonstrate an ability to solve problems, overcome hurdles, and navigate sensitive issues with discretion, tact and strong communication skills.
  • Contribute to employee development throughout employees' tenure, from interviewing and making thoughtful hiring decisions, and participating in foundational onboarding to new employees, to contributing to high employee retention within the Office of Philanthropy.
  • Possess thorough knowledge of the key fund-raising priorities for COH.
  • Responsible for meeting established performance goals for reporting team.

Special projects as assigned

Serve as a role model for the Office of Philanthropy. Includes:

  • Act as spokesperson for City of Hope activities as requested.
  • Participate in meetings, search committees, task forces, and other special projects.
  • Maintains a positive image when dealing with executive staff, donors, prospects, fundraisers and other City of Hope employees.
  • Practices a high level of integrity and honesty in maintaining confidentiality.

Minimum Education and Skills Required for Consideration:

  • Bachelor's Degree
  • Must have a minimum of 5+ years of related experience.
  • Minimum of 3+ years of management experience.
  • Proficiency in  MS Office, Crescendo, PG Calc
  • This position requires travel, irregular hours and communication with volunteers outside regular business hours.

Preferred Education and Skills:

  • Advanced degree strongly preferred.
  • Certified Specialist in Planned Giving
  • Certified Financial Advisor or Estate Planning Attorney
  • Strong understanding of the issues, nuances and needs of research, teaching and clinical operation in a complex health sciences research and/or university environment.


About City of Hope

City of Hope, an innovative biomedical research, treatment and educational institution with over 4000 employees, is dedicated to the prevention and cure of cancer and other life-threatening diseases and guided by a compassionate, patient-centered philosophy.

Founded in 1913 and headquartered in Duarte, California, City of Hope is a remarkable non-profit institution, where compassion and advanced care go hand-in-hand with excellence in clinical and scientific research.  City of Hope is a National Cancer Institute designated Comprehensive Cancer Center and a founding member of the National Comprehensive Cancer Network, an alliance of the nation's 20 leading cancer centers that develops and institutes standards of care for cancer treatment.

City of Hope strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. City of Hope is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with disability.


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