Executive Director of Gift Planning

Job Description:

Organization Profile

Join Intermountain Health—a trailblazer in the world of healthcare, dedicated to the bold mission of Helping People Live the Healthiest Lives Possible. Driven by visionary leaders, Intermountain Health is redefining what exceptional, forward-thinking, and compassionate care looks like. As a dynamic force in healthcare innovation, we are committed to delivering proactive, evidence-based, and affordable care in welcoming, healing environments that span a vast and diverse geography.

Intermountain Health serves the vibrant communities of the Intermountain West—covering Utah, Idaho, Nevada, Colorado, Montana, and Wyoming. As an integrated, not-for-profit system, we operate 33 hospitals and 385 clinics, powered by more than 64,000 dedicated employees and a Medical Group of over 3,800 expert physicians and advanced practice clinicians. We lead the way in healthcare excellence through our innovative subsidiaries: Tellica, Mindshare Institute and SelectHealth—our renowned non-profit health plan, supporting over a million members across four states.

Step into a career with Intermountain Health, where your impact echoes across communities, your ideas fuel transformation, and your purpose aligns with a legacy of care, compassion, and progress. This is more than a job—it’s your opportunity to shape the future of healthcare and make a meaningful difference every single day.

Intermountain Foundation: Intermountain Foundation is a subsidiary of Intermountain Health whose sole purpose is to generate philanthropy in support of Intermountain’s mission. Over the past decade, the Foundation has experienced remarkable growth with increased total funds raised year over year, using increasingly more sophisticated/contemporary methods of prospect and donor engagement; the result has been top honors from the Association of Healthcare Philanthropy as a North American ‘High Performer’ for 9 consecutive years. The Foundation is in the final stages of its first-ever system-wide campaign – Primary Promise – exceeding an ambitious $600M+ goal. It is on the cusp of beginning two new system-wide campaigns: Nevada Children's Hospital, the first free standing children's hospital in Las Vegas, and the new St. Vincent Regional Hospital in Billings, Montana. As the Foundation and community celebrate the success of Primary Promise, they turn their focus towards new campaigns and continue to expand towards other strategic priorities aimed at helping people live the healthiest lives possible. These include Women's Health, Cancer, Rural Health, Behavioral Health, and Cardiovascular initiatives.

The Executive Director of Gift Planning is a leader in the Intermountain Foundation, providing leadership to the philanthropic programs in complex planned gifts, estates, blended gift, and related areas. The position leads the strategic planning and implementation efforts for a robust system-driven planned giving platform for the Foundation, including broad-based, as well as targeted marketing efforts, literature and web-based content development, development of planned-giving metrics for annual goals, and training and support activities for gift officers. This position serves as a liaison to other Executive Directors of Philanthropy, Directors of Philanthropy, Philanthropy Officers, and the Foundation Leadership Team on various aspects of planned gift prospecting, strategy, structure, and solicitation. This position is a resource expert within the Foundation and monitors, tracks, closes, and consistently stewards charitable gifts related to estates, works with donors' professional advisors, advises in the acceptance of complex planned gifts, and develops and carries out planned giving strategy and proposals for system campaign efforts. The position is a resource to assist Executive Directors of Philanthropy, DoP's and PO's to meet annual goals for soliciting and closing irrevocable planned gifts and for developing and discovering revocable planned gifts within a defined and assigned pool of prospective planned gift donors. The PGO carries a portfolio of high-wealth planned gift donor prospects and works continually to direct and conduct a defined program of cultivation, solicitation, and stewardship for planned giving across the system.

Scope

This is a system-level specialized expertise position that interacts with all facets of the Foundation and many important and influential audiences in the external community. It oversees strategy and conduct of specialized fundraising activities, complex financial arrangements, supervises staff, and has interactions with community-based professionals in legal, banking, and investment industries throughout the state. This position is required to reside within the Intermountain Health footprint, with a strong preference in the greater Salt Lake area. This role will require frequent travel across the system's geographic footprint.

Job Essentials

Develops a strategic plan for the office of gift planning that appropriately sets aggressive short- and long-range goals and supporting metrics to meet the system funding objectives and to enlist/motivate the support of operational leadership, frontline managers and staff, governing boards, physicians, and volunteers. This plan will be expected to integrate into the broader foundation strategic plan.
Develops and leads a comprehensive planned giving program, including strategy design and implementation of donor engagement processes focusing on individuals, families, foundations at a system level.
Develops system-wide planned giving printed materials, other media, and web-based programming.
Oversees, approves, and advances planned gift proposals and agreements.
Carries a personal portfolio of planned gift donor prospects.
Develops appropriate guidelines, materials, proposals, presentations, and related content for use by local philanthropy officers in prospect identification, cultivation, solicitation, recognition, and stewardship.
Manages processes to track at the system level the identification, cultivation, and solicitation of planned gifts from individuals, physicians, employees, foundations, and corporations.
Manages processes to successfully track and move forward maturing planned gifts (estates, trusts, etc.) to efficiently close these donations in a timely and efficient manner, ensuring appropriate valuation, recording, and acknowledgement of these gifts.
Collaborates and works closely with Intermountain's accounting, finance, legal, and real estate departments for valuation, acceptance, and monitoring of complex planned gift arrangements and to develop and maintain audit-compliant records.
Conducts system-level cultivation, donor engagement and recognition, and communication programs and activities for planned gift donors and prospects including expansion/growth of a planned giving society, or the like.
Recommends strategies and processes for recognition and recording of planned gifts.
Serves as a public speaker on behalf of local Foundation offices and Intermountain Health as requested.
Is actively engaged in the community.
Pursues continued professional development through education activities and conferences, to enhance and increase specialized fundraising skills and to stay abreast of industry trends and best practices, as well as related tax and legislative developments.
Serves as a subject matter expert and resource to others on issues related to healthcare philanthropy.

Skills

Collaboration

Communication

Donor Engagement

Fundraising

Leadership

Philanthropy

Planned Giving

Stewardship

Strategy

Minimum Qualifications

Bachelor's degree. Degree must be obtained through an accredited institution. Education is verified.

Seven years as a fundraising professional including accomplished experience in a leadership position and with demonstrated achievement in systematic major gift fundraising with program/staff management.
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Three years demonstrated accomplishment complex planned giving philanthropy programming and gift stewardship, including all aspects of estates, trusts, tangible personal property and real estate and appreciated assets gift vehicles
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Knowledge of current tax laws and contemporary planned giving vehicles and the ability to teach and train other development professionals in the basics of planned giving.
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Effective and motivating interpersonal skills, including relationship building and communication, in-person, over the phone, and via email with diverse groups of people (e.g. volunteers, civic/business leaders, board members, patients and their families, hospital staff, foundations and corporations, etc).
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Demonstrated success in organizing and effectively utilizing volunteer leadership (ie committees) in effective planned giving fundraising practices
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Demonstrated strong analytic and creative skills used to develop best practices, set strategic goals and consistently assess outcomes.
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Strong project planning and management skills, demonstrating detail orientation, timeliness, and ability to work under pressure.
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Advanced writing skills that produce clear, accurate, and persuasive communications (proposal materials, letters, presentations, etc.).
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Effective public speaking and presentation skills.
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Success in collaborating with colleagues in a complex matrix organization.
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Experience using common software programs including Raisers Edge NXT, planned giving software, donor records systems, Internet research tools and social media applications.

Preferred Qualifications

Bachelor's degree in non-profit management, philanthropic studies, public administration, public relations, communications, marketing, English, or business.
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Master's degree or Advanced Legal Degree.

Professional certification in CFRE or FAHP
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Certified Planned Giving (CPG) certified

Fundraising experience in a healthcare environment.
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Demonstrated history of increased responsibility and progression in the fundraising profession.
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Demonstrated history of activity and awareness with local community needs and dynamics.

Interact with others requiring employee to communicate information.
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Operate computers, telephones, office equipment, and manipulate paper requiring the ability to move fingers and hands.
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See and read computer monitors and documents.
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Remain sitting or standing for long periods of time to perform work on a computer, telephone, or other equipment.

With this position, you are eligible to participate in the Annual Pay for Performance (AP4P) Plan. This plan enables Intermountain Health to provide leaders with an additional performance compensation opportunity. The AP4P award opportunities are calculated as a percentage of your base salary. Awards are paid out based on attainment of selected Board-approved goals.

Location:

Key Bank Tower

Work City:

Salt Lake City

Work State:

Utah

Scheduled Weekly Hours:

40

The hourly range for this position is listed below. Actual hourly rate dependent upon experience. 

$77.50 - $119.68

We care about your well-being – mind, body, and spirit – which is why we provide our caregivers a generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged.

Learn more about our comprehensive benefits package here.

Intermountain Health is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

At Intermountain Health, we use the artificial intelligence ("AI") platform, HiredScore to improve your job application experience. HiredScore helps match your skills and experiences to the best jobs for you. While HiredScore assists in reviewing applications, all final decisions are made by Intermountain personnel to ensure fairness. We protect your privacy and follow strict data protection rules. Your information is safe and used only for recruitment. Thank you for considering a career with us and experiencing our AI-enhanced recruitment process.

All positions subject to close without notice.