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Director of Gift Planning (Planned Gifts - Fundraiser LII) - Planned Gifts

San Diego, California
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Job ID 13694 Date posted 02/20/2024 Schedule Full-Time Shift Day Department Foundation

JOB SUMMARY:

The Planned Gifts - Fundraiser LII is responsible for identifying/developing relationships with prospects and donors who have the capacity to make a planned or deferred gift; managing an active portfolio of 80-100 prospects with capacity for planned gifts of 250K+ or/as defined by management; and maintaining an active awareness of individuals in the prospect pool in various stages of identification, cultivation, solicitation and stewardship. This position is considered a frontline fundraiser responsible for soliciting/managing planned gifts including but not limited to bequests, annuities, trusts, deferred gifts, etc. Conducts and holds educational seminars/presentations with legal, financial and insurance professionals, as well as volunteers and current and prospective donors, to offer continuing education. This individual serves as liaison to physicians, hospital administrators, the Estates & Trusts Council, and other stakeholders. This position will execute a comprehensive planned giving program that is in aligned with priorities identified by the SVP/Executive Director of the Foundation and the Board of Trustees of Rady Children's Hospital Foundation. Works closely with estate attorneys and other professional services for planned gifts that comply with government regulations and federal/state tax reporting. Maintains an active awareness of goals, objectives, and direction of the development program as a whole. Meets or exceeds individual and department performance standards as assigned by management. Creates and executes special projects as assigned by the SVP/Executive Director and/or supervisor.

MINIMUM QUALIFICATIONS:

Bachelor’s Degree in area of study related to the position

3 years of experience

CA Driver’s License

Proof of Auto Insurance

Experience in a fundraising setting

Experience with executing a comprehensive planned gift program, including solicitation

Works efficiently under pressure; meets deadlines; demonstrates strategic thinking and good decision-making, as well as an entrepreneurial spirit

Articulate, poised and possesses strong writing skills

Detail-oriented and team player

Ability to work evenings and weekends as needed

PREFERRED QUALIFICATIONS:

Master's Degree

5 years of experience

Knowledge around Blackbaud non-profit applications

The expected hiring range for this position is $37.63 to $51.75

Rady Children’s Hospital is committed to compensation that is externally competitive and internally equitable. We demonstrate this commitment by conducting regular market reviews to remain competitive with organizations of similar size in the nonprofit, healthcare sector. The range listed above does not represent the full salary range for the position but is the expected hiring range for qualified candidates. Compensation decisions consider a variety of factors including experience, education, licensure, unique skillsets, organizational need, and internal equity. This posting will remain open from the “date posted” until the hiring manager has determined there is a sufficient applicant pool or until the position is filled.

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