Reporting to the Associate Vice President, Annual Giving, Special Events and Planned Giving, the Senior Director of Planned Giving assumes the leadership role to design, articulate and implement the strategy and management of the Gift Planning and Blended Gifts program of Children’s Hospital Foundation.
The Director will manage fundraising and support staff, developing goals and responsibilities that support the implemented strategy. Working in close collaboration with members of the Annual and Major Gift teams, Foundation Leadership, Hospital staff and volunteers, the Director will have primary responsibility for training, fundraising and marketing initiatives for the program with a focus on growing the newly established Blended Gifts program.
As such, the Director and his/her staff will work closely with gift officers to identify opportunities and create proposals to maximize gifts from their prospects. The Director will also have responsibility for managing gift administration for realized bequests and other legacy gifts.
The Director maintains a personal portfolio of prospects and is responsible for the cultivation of these prospects from identification to closing and stewardship. The position leads a team with the expectation to raise $3-5 million per year in unrestricted planned gifts and establish and grow a blended gift program in partnership with Major Gifts Team raising $5 million in 2 years.
Grow 1. Look across departments for opportunities to make the organization more effective 2. Recognize and share innovation and improvement 3. Represent the department in organization-wide innovation and improvement efforts 4. Monitor and grow the department’s capacity for change
Develop and manage a program for the identification, cultivation, solicitation and stewardship of existing and prospective individual planned and blended giving donors.
Create and manage new strategies to grow blended giving support and partnership with major giving.
Management 1. Manage a program of effective stewardship and ongoing communication with planned giving donors and prospects, particularly including the Foundation legacy group, the Guardian Society. 2. Lead the Planned Giving team in executing the strategy for increased fundraising; implement and manage performance metrics. 3. Provide a high level of service to internal and external constituent groups including prospects, donors, professional advisors, board members, volunteers and Children's National leadership. 4. Lead the Planned giving team in working with Foundation gift officers in Annual and Major Gifts to maximize gifts from their portfolios through use of planned giving options in solicitations. 5. Lead training of Major and Annual Gift officers in methods of identifying planned giving prospects. 6. Working with Finance and Legal Departments, administer and track realized and potential bequest income, estates in probate, and other planned gifts benefiting Children's National.
Fundraising 1. Manage a portfolio of individual planned giving prospects and participate personally in their solicitation. 2. Conduct at least 100 personal visits and/or significant contacts with planned giving prospects and donors.
Required Skills/Knowledge Outstanding verbal and written skills to effectively communicate with donors, volunteers, institutional leaders, faculty and staff. Poise, initiative, energy and professional confidence is necessary. A high level of professionalism, compassion, creativity and integrity coupled with an ability to earn the confidence of a wide range of internal and external constituents. Demonstrated success building and leading volunteer and professional staff teams. Skilled in the development and use of performance data and fundraising analytics as it relates to planned giving.