The Role
Leads the organization’s planned giving and estate planning program, developing strategy, cultivating and soliciting major donors, advising on charitable gifts, reviewing legal documents, managing estate tracking and donor records, overseeing recognition and communications, supporting committees and audits, and educating donors and financial professionals. The role also manages budgets, policies, compliance, risk mitigation, and cross-department philanthropic initiatives.
Summary Generated by Built In
Calling all Esteemed Leaders!
Are you a strategic leader with expertise in planned giving? Do you possess the vision to cultivate major donor relationships and drive philanthropic growth? If so, we have an exceptional role waiting for you!
The Role:
As the Director of Planned Giving, reporting to the ministry Executive Director Philanthropy, you'll be at the forefront of managing, planning, coordinating, and implementing a comprehensive estate planning and gift program. You will interpret and apply laws and regulations to all aspects of charitable giving, secure planned gifts, and broaden our philanthropic constituency through major/planned giving donor fundraising.
What You’ll Do?
- Core Values Integration: Demonstrate Providence St. Joseph Health’s core values of dignity, justice, compassion, integrity, and excellence to all stakeholders while providing quality service.
- Strategic Development: Develop and implement a planned giving strategy tailored to the unique mission of PSJH and donor needs.
- Strategic Planning: Monitor and update both short-term and long-range strategic plans with measurable goals and objectives for the planned giving program.
- Donor Cultivation: Identify, cultivate, solicit, and steward donors capable of executing major/planned gifts.
- Personalized Strategies: Formulate individualized solicitation strategies for planned giving prospects.
- Legal and Tax Advisory: Provide legal and tax information regarding bequests and life income gifts in consultation with donors’ advisers.
- Document Management: Draft and review gift illustrations and legal documents, ensuring compliance with legal requirements.
- Risk Management: Implement systems to mitigate litigation risks related to planned giving.
- Donor Advisory: Advise donors on potential methods for donating property and/or funds to the Foundation.
- Inquiry Response: Respond promptly to inquiries regarding planned gifts and requests.
- Estate Tracking: Track estate gifts from probate to completion.
- Cross-Department Collaboration: Work closely with Foundation staff on cultivating annual, major, and planned giving prospects.
- Professional Education: Educate financial professionals about PHS and its mission; conduct seminars for potential donors and professionals.
- Budgeting and Planning: Develop budgets and planning processes to ensure program continuity and growth.
- Communication Oversight: Oversee quality of all mailings/publications related to planned giving.
- Committee Management: Provide staffing for the Planned Giving Committee; participate in committees as directed.
- Recognition Management: Manage the planned giving recognition society.
- Technical Expertise: Maintain expertise in the technical aspects of planned giving.
- Record Management: Oversee planned gift donor records and database.
- Audit Assistance: Assist the Controller in providing an audit trail for planned giving transactions.
- Policy Maintenance: Maintain departmental policies, procedures, and safety standards.
- Professional Development: Pursue professional growth through seminars, workshops, and affiliations.
- Community Engagement: Represent the hospital/foundation in professional/civic service organizations.
- Meeting Attendance: Attend meetings as required.
- Additional Duties: Perform other duties as assigned or requested.
What You’ll Bring?
- Educational Background: Bachelor's Degree or equivalent experience required; preferred in Accounting, and/or Financial Planning.
- Advanced Degree: J.D. in law with experience in the practice of law, accounting, or financial planning preferred, with strong knowledge in taxation, trust and estates, probate, corporations, contracts, and real estate.
- Experience: 8 years of experience in planned giving or related field at a large non-profit institution; strategic planning, proposal development, and planned giving portfolio management required.
- Success Record: Demonstrated experience and success with estate planning and major gift solicitation required.
- Leadership Experience: 5-8 years of leadership experience preferred.
- Certification: Certified as a Fund Raising Executive (CFRE) and/or Certified Specialist in Planned Giving (CSPG) preferred upon hire.
Why Join Us?
- Impactful Work: Make a real difference in transforming healthcare and improving countless lives.
- Innovative Environment: Bring your innovative ideas to life with autonomy and support.
- Professional Collaboration: Collaborate with a team of talented professionals dedicated to their work.
- Dynamic Industry: Embrace the challenges of working in a fast-paced, evolving industry.
- Vibrant Location: Enjoy the beauty and cultural scene of Tarzana, California.
Ready to shape the future of healthcare philanthropy?
If you're a strategic leader with a passion for planned giving, we invite you to apply and join our transformative journey!
About Us
At Providence, our strength lies in Our Promise of “Know me, care for me, ease my way.” Working at our family of organizations means that regardless of your role, we’ll walk alongside you in your career, supporting you so you can support others. We provide best-in-class benefits and we foster an inclusive workplace where diversity is valued, and everyone is essential, heard and respected. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. As a comprehensive health care organization, we are serving more people, advancing best practices and continuing our more than 100-year tradition of serving the poor and vulnerable.
Posted are the minimum and the maximum wage rates on the wage range for this position. The successful candidate's placement on the wage range for this position will be determined based upon relevant job experience and other applicable factors. These amounts are the base pay range; additional compensation may be available for this role, such as shift differentials, standby/on-call, overtime, premiums, extra shift incentives, or bonus opportunities.
Providence offers a comprehensive benefits package including a retirement 401(k) Savings Plan with employer matching, health care benefits (medical, dental, vision), life insurance, disability insurance, time off benefits (paid parental leave, vacations, holidays, health issues), voluntary benefits, well-being resources and much more. Learn more at providence.jobs/benefits.
Applicants in the Unincorporated County of Los Angeles: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Unincorporated Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Skills Required
- Bachelor’s degree or equivalent experience
- Eight years of experience in planned giving or a related field at a large nonprofit institution
- Experience with strategic planning, proposal development, and planned giving portfolio management
- Demonstrated success with estate planning and major gift solicitation
- J.D. in law with experience practicing law, accounting, or financial planning
- Strong knowledge of taxation, trusts and estates, probate, corporations, contracts, and real estate
- Five to eight years of leadership experience
- Certified Fund Raising Executive or Certified Specialist in Planned Giving certification
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The Company
What We Do
Providence is a large healthcare organization that operates hospitals, clinics, and health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas, and Washington. Its network includes 51 hospitals and 1,000 clinics, supported by approximately 119,000 caregivers. The organization focuses on delivering broad healthcare and social-service offerings to communities throughout the western United States through its extensive regional network and caregiver workforce.
