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\n Job Details\n
\n\n Description\n
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\n\n\n\nPosition Summary:
\nThe Planned Giving Officer is a key member of the Deborah Hospital Foundation responsible for identifying, cultivating, soliciting, and stewarding donors who are interested in making planned gifts such as bequests, trusts, and other estate-related donations. This highly motivated, results-oriented individual has a strong understanding of planned giving strategies and a passion for philanthropy. Responsible for the implementation and expansion of our planned gifts program, execution of a comprehensive strategy to retain, steward, and expand the number of documented planned donors to the Foundation, active cultivation and appropriate solicitation and stewardship.
\nExperience
\nRequired:
\n3+ years of experience in planned giving, estate planning, fundraising, or a related field.
\nStrong understanding of planned giving instruments, including bequests, charitable trusts, and life insurance.
\nHighly energetic professional with a proven track record and talent for building relationships and managing a pipeline of high-net-worth donors and successfully securing six-figure gifts.
\nExperience in researching prospective donors’ capacity.
\nAbility to work independently and be self-motivated in initiating contacts with potential donors.
\nStrong analytic skills and experience developing successful cultivation and solicitation strategies.
\n\n\n\n\nEducation
\nRequired : Bachelor’s Degree in a related, e.g., non-profit management, fundraising, law.
\nPreferred: Master’s Degree
\n\n\n\n\nLicense and Credentials
\nRequired: Valid Driver’s License.
\nPreferred: CFP, CFA or other relevant professional certifications.
\n\n\n\n\nSkills
\nRequired :
\nExcellent written and verbal communication, interpersonal, and presentation skills.
\nStrong research, analytical, and problem-solving skills.
\nProficiency in Microsoft Office Suite and CRM databases (e.g., Raiser's Edge,).and social media platforms.
\nExperience with wealth screening tools and other resources.
\nKnowledge of estate and tax laws related to charitable giving.
\nAbility to work independently and collaboratively with colleagues and peers within the Foundation and medical center leadership, as well as external partners and volunteers
\nSelf-starter with a passion for working collaboratively with a small team
\nExperience with high-level donor cultivation and solicitation.
\nExperience with donor cultivation event planning and execution.
\nAffinity with the overall missions of Deborah Hospital Foundation and Deborah Heart and Lung Center
\nHours: full-time 80 hours per pay period
\nThe minimum starting rate for this position is $36.68
\nWhen determining a team members base rate, several factors may be considered as applicable (e.g., years of recent relevant experience, education, credentials, and internal equity).
\nAt Deborah, healthcare is still about caring...for patients and team members. That is why we offer an outstanding benefits package, which includes healthcare coverage for team members in regularly budgeted positions of at least 30 hours per week. The benefits package also includes generous paid time-off, 401K matching contribution, tuition assistance, short and long term disability benefits, life insurance, meal discount, dependent care subsidy, adoption assistance and free parking.
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Equal Opportunity Employer
\nThis employer is required to notify all applicants of their rights pursuant to federal employment laws. \nFor further information, please review the Know Your Rights notice from the Department of Labor.
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