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Director, Planned Giving

Benefits Eligibility (Employment Type):  Full-time benefits (32-40 hours per week)
Shift Type:  Day
Shift Length:  8 Hours
Primary Location (City):  Vancouver
State:  WA

PeaceHealth is seeking a Director, Planned Giving for a 1.0 full time equivalent Exempt position. This position will be working Day shift with shift durations of 8 Hours.

Req ID: 186546

 

JOB SUMMARY

Responsible for creating a comprehensive planned giving program and serving in a senior fundraising and administrative role for all Planned Giving programs conducted by PeaceHealth. 

 

ESSENTIAL FUNCTIONS

  1. Develops, monitors and updates a comprehensive one-year and long-range strategic plan including measurable goals and objectives for the system level planned giving program.
  2. Ensures organizational planning and alignment across all PeaceHealth foundations.
  3. Creates and maintains best practices, policies, and procedures for planned gifts.
  4. Works with foundation leaders to assess fund raising needs, current, local and national issues and comparative data factors related to activities for keys for success.
  5. Plans, organizes, coordinates and directs fundraising efforts that focus on gifts of planned gifts of $100,000 and more from individuals.
  6. Working with local foundation caregivers, assists in identifying, cultivating, soliciting and stewarding current and prospective donors who have the ability to execute a major/planned gift and formulates individualized solicitation strategies for planned giving prospects.
  7. Partners with donor’s advisers to provide donors with legal and tax information regarding bequests and life income gifts. 
  8. Works with PeaceHealth’s legal department to draft and review gift illustrations and legal documents.  Ensures implementation of systems to avoid potential litigation risks related to planned giving.
  9. Identifies, cultivates, and educates financial professionals (attorneys, financial/estate planners, realtors) about PeaceHealth and its mission.
  10. Oversees and ensures quality of all mailings, publications, and/or web sites internally and/or externally that are related to planned giving.
  11. Oversees and manages the staff for a planned giving program includes recruitment, coaching, development, training and performance evaluations.
  12. Performs other duties as assigned.

 

QUALIFICATIONS

 

Education:

  • Bachelor’s Degree in business, fundraising or related field required.
  • MBA or JD preferred
  • Certified as a Fund Raising Executive (CFRE) preferred

 

Experience/Training:

  • Minimum of 7 years of progressively responsible experience in planned giving, ideally in a mission driven healthcare environment.
  • Minimum of 5 years of management experience
  • A proven track record of fundraising success

 

Other Skills:

  • Ability to successfully manage a multi-unit, complex environment, resulting in significant improved development performance and growth
  • Ability to lead and manage a team who reside in multiple localities
  • Entrepreneurial team player who has a commitment to and passion for the mission of PeaceHealth
  • Possesses the qualities of integrity, industry, and curiosity
  • Energy level must ensure high quality productivity on a timely basis
  • Independent, accurate, reliable, and can work successfully in a deadline-oriented environment
  • Ability to work with limited supervision and have a team attitude
  • Strong written and verbal communication skills

 

For full consideration of your skills and abilities, please attach a current resume with your application.

 

About Us

PeaceHealth, based in Vancouver, WA, is a not-for-profit Catholic health system employing approximately 16,000 caregivers, a multi-specialty medical group practice with more than 1,200 providers and 10 medical centers serving both urban and rural communities in Washington, Oregon, Alaska.  In 1890, the Sisters of St. Joseph of Peace founded what has become PeaceHealth. Today, the legacy of its founding Sisters continues with a spirit of respect, stewardship, collaboration and social justice in fulfilling its Mission. 

 

Get a feeling for the Spirit of PeaceHealth through this three-minute video, and visit us on Facebook or LinkedIn!  We offer competitive compensation, a robust benefits package and a collaborative, Mission-driven work environment!

 

To learn more please visit: jobs.peacehealth.org.  Questions? Review our Employment FAQ or email Recruitment@peacehealth.org. Please note this email does not accept resumes or applications.

 

Location: Vancouver, Shared Services Center
Job Category:  Leadership 
Shift:  Day
Shift Length: 8 Hours
FTE: 1.0
Work Type:  Full Time
Hourly compensation starts at: $0, more depending on experience
Required Certifications/Licensure: NA

 

PeaceHealth is committed to providing equal employment opportunities to all qualified job applicants and employees without regard to the following statuses: protected veteran, qualified individual with a disability, race, ethnicity, religion, gender, pregnancy, gender identity, national origin, age, genetic information, sexual orientation, or any other protected status in accordance with local, state, or federal laws.

 

The above information is intended to indicate the general nature and level of work performed by this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of caregivers assigned to this job.


Nearest Major Market: Portland Oregon
Nearest Secondary Market: Tacoma

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