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

Requisition ID:9508

Job Title: Senior Director, Planned Giving

Position Summary:

Over the decades, research conducted at City of Hope has led to significant advances in modern medicine, and as we look toward the next 100 years, we continue our mission and commitment to transform the future of medicine. Each member of the Office of Philanthropy is a stakeholder in this work, with personal accountability for their role in building a successful future.

The Senior Director, Planned Giving will play an invaluable role in our success in the Office of Philanthropy. As demonstrated in the Preparing our People initiative, the Senior Director plans, directs and implements  fundraising strategies that align with office-wide focus on collaboration, efficiencies, individual fundraising, and outcomes. By both leading and supporting strategies for planning, implementing, and leading the identification, qualification, cultivation, solicitation, tracking v  , and stewardship of planned giving prospects, the Senior Director will play a key role in creating our vision of being known institutionally and nationally as a model of excellence among elite fundraising programs. The Senior Director will independently develop and work a portfolio of prospects, as well as providing planned giving expertise, guidance and support to fellow frontline staff.

Under the supervision of the Vice President, Planned and Legacy Giving , the Senior Manager will help ensure the fundraising success of the Office of Philanthropy through a focus on frontline activity, with special emphasis on creating and implementing strategies for successful solicitations and building strategic relationships with prospects and donors. Duties include preparing written and oral presentations to potential donors, developing gift opportunities, cultivating and soliciting gift prospects. Additionally will lead in the creation of 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

Key Responsibilities include:

Assist the unit in reaching its goal: The Senior Director will consistently use collaboration, strategy, and a focus on the frontline to achieve annual metrics and financial goals. Includes:

  • Identify, develop, initiative and manage fundraising efforts in support of City of Hope goals to include current funding priorities, special fundraising initiatives, prospect pipeline, leadership in development of individual; and programmatic strategies for moving prospects from identification and qualification to solicitation and closure of planned gifts.
  • Meet annual activity and financial performance metrics.
  • Record prospect biographical and interaction data in the database within established guidelines.
  • Develop and implement thoughtful, strategic cultivation, solicitation, and stewardship plans for prospective individual planned giving donors.
  • Ensure regular contact with donors through various activities and communications, especially face-to-face meetings.
  • Identify, organize, and direct the efforts of philanthropic volunteers as needed and assigned.
  • Identify and develop joint major giving opportunities in collaboration with Philanthropy colleagues from across the institution and Office of Philanthropy teams for prospects and work towards successful solicitations.
  • Identify and qualify new planned giving prospects.
  • Coordinate activities with other development officers and entities, including physicians and administrators.
  • Maintain an active portfolio with low inactive/cold rates, moving prospects through the fundraising cycle.
  • 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.
  • Support and partner with fundraising colleagues in securing planned gifts by providing technical expertise and options, proposal language, and participating in prospects meetings as appropriate.
  • Stay abreast of planned giving trends, opportunities, and related legislation, and provide regular updates to colleagues.
  • Develop ongoing opportunities to identify new planned giving prospects, and partner with frontline colleagues to ensure these prospects are actively qualified and engaged

Role model frontline focus and productive culture of Office of Philanthropy. Contribute to Office of Philanthropy Team. Includes:

  • Develop and maintain productive relationships with City of Hope physicians and staff to support fundraising initiatives for COH priorities.
  • Demonstrate an ability to solve problems with discretion, tact, and strong communication skills.
  • Possess thorough knowledge of the key fund-raising priorities for COH.
  • Act as spokesperson for City of Hope activities as requested.
  • Participate in search committees, task forces, and other special projects
  • Maintains an understanding and knowledge of various Planned Giving techniques, in both the legal and tax areas, for use in planned gift solicitation. Maintains professional growth and development and keeps abreast of latest trends in area of expertise.
  • Maintains a positive image when dealing with executive staff, donors, prospects, fundraisers and other City of Hope employees.
  • Conducts and/or facilitates the development of more focused donor meetings and/or donor cultivation events to inform donors and/or prospects of City of Hope programs and to provide general information regarding financial planning opportunities available through charitable giving.
  • Performs other related duties as assigned or requested.

Minimum Education and Skills Required for Consideration:

  • Bachelor's Degree Required
  • 5 or more years of experience working as a Planned Giving Professional with a sophisticated development or fundraising operation or relevant experience.
  • 5-8 years of experience in direct management of fundraising programs including planned gift programs or relevant experience.
  • Excellent Interpersonal and communication skills.
  • Knowledge and expertise in fundraising and various planned giving techniques, both legal and tax areas.
  • Compose correspondence and proposals.
  • Conduct presentations.
  • MS Office Suite
  • Travel required

Preferred Education and Skills:

  • Master's Degree
  • Database knowledge
  • Planned Giving or other fundraising applications (PG Calc, Crescendo)

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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