Director Planned Giving

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!