Northwestern Medicine
Director-Planned Giving
Northwestern Medicine, Chicago, Illinois, United States, 60290
Description
The
Director-Planned Giving
serves as the lead for Northwestern Memorial Foundation’s comprehensive planned giving program. This individual is responsible for the development and execution of strategies and tactics to increase planned gift disclosures to the health system. Responsibilities: Lead and manage the planned giving team of three at NMF. Develop and implement the planned giving strategy for NMF with the overall goal of significantly increasing planned gifts to NMF. Such strategy shall include marketing, planned giving education and training, gift officer collaboration, portfolio engagement, stewardship, and Legacy Society growth and management. Work closely with NMF’s gift officers to close outright gifts, planned gifts, and blended gifts that will include, but not be limited to, life-income gifts, bequest intentions, IRA qualified charitable distributions and retirement account death benefit designations, gifts of appreciated assets, charitable lead trusts, and gifts of real estate, both outright and with retained life estates, and gifts of complex assets. Personally manage a portfolio of up to 75 prospects. Identify, cultivate, and solicit prospects for outright, planned, and blended gifts. Provide technical expertise and planned giving assistance to gift officers, donors, and their professional advisors. Build and maintain relationships with professional advisors to inform and educate them about the mission and impact of NMF. Maintain expertise in the field of planned giving with an emphasis on current technical expertise in tax and legal aspects of philanthropic giving; utilize expertise clearly in discussions with donors, prospective donors, their professional advisors, and colleagues. Prepare and manage the planned giving budget and ensure that goals and objectives are met within the budget. Qualifications Required : Bachelor’s degree; 5+ years of experience in a fundraising, community outreach, healthcare, or development position with a proven track record, preferably in a non-profit organization; Ability to earn the confidence of a wide range of internal and external constituents and to network within a professional, corporate environment; Demonstrated project management, organizational, analysis, and problem-solving skills; Excellent oral, communication, and interpersonal skills; High degree of professionalism, sensitivity, and integrity; Strong intellectual curiosity, initiative, and highly effective listening/communication skills; Proven ability to meet deadlines, communicate effectively, and track details; Demonstrate high levels of leadership and flexibility in a team environment; Comfortable leading multiple projects, accurately setting priorities for team(s) on a regular basis, thinking creatively, and working as both a collaborative team member and leader; Excellent knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook). Preferred : Healthcare fundraising experience; Prior staff, budget, and operational management experience; Public speaking and presentation skills; Advanced degree; Excellent knowledge of Raiser’s Edge database. Equal Opportunity Northwestern Medicine is an affirmative action/equal opportunity employer and does not discriminate in hiring or employment on the basis of age, sex, race, color, religion, national origin, gender identity, veteran status, disability, sexual orientation, or any other protected status.
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Director-Planned Giving
serves as the lead for Northwestern Memorial Foundation’s comprehensive planned giving program. This individual is responsible for the development and execution of strategies and tactics to increase planned gift disclosures to the health system. Responsibilities: Lead and manage the planned giving team of three at NMF. Develop and implement the planned giving strategy for NMF with the overall goal of significantly increasing planned gifts to NMF. Such strategy shall include marketing, planned giving education and training, gift officer collaboration, portfolio engagement, stewardship, and Legacy Society growth and management. Work closely with NMF’s gift officers to close outright gifts, planned gifts, and blended gifts that will include, but not be limited to, life-income gifts, bequest intentions, IRA qualified charitable distributions and retirement account death benefit designations, gifts of appreciated assets, charitable lead trusts, and gifts of real estate, both outright and with retained life estates, and gifts of complex assets. Personally manage a portfolio of up to 75 prospects. Identify, cultivate, and solicit prospects for outright, planned, and blended gifts. Provide technical expertise and planned giving assistance to gift officers, donors, and their professional advisors. Build and maintain relationships with professional advisors to inform and educate them about the mission and impact of NMF. Maintain expertise in the field of planned giving with an emphasis on current technical expertise in tax and legal aspects of philanthropic giving; utilize expertise clearly in discussions with donors, prospective donors, their professional advisors, and colleagues. Prepare and manage the planned giving budget and ensure that goals and objectives are met within the budget. Qualifications Required : Bachelor’s degree; 5+ years of experience in a fundraising, community outreach, healthcare, or development position with a proven track record, preferably in a non-profit organization; Ability to earn the confidence of a wide range of internal and external constituents and to network within a professional, corporate environment; Demonstrated project management, organizational, analysis, and problem-solving skills; Excellent oral, communication, and interpersonal skills; High degree of professionalism, sensitivity, and integrity; Strong intellectual curiosity, initiative, and highly effective listening/communication skills; Proven ability to meet deadlines, communicate effectively, and track details; Demonstrate high levels of leadership and flexibility in a team environment; Comfortable leading multiple projects, accurately setting priorities for team(s) on a regular basis, thinking creatively, and working as both a collaborative team member and leader; Excellent knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook). Preferred : Healthcare fundraising experience; Prior staff, budget, and operational management experience; Public speaking and presentation skills; Advanced degree; Excellent knowledge of Raiser’s Edge database. Equal Opportunity Northwestern Medicine is an affirmative action/equal opportunity employer and does not discriminate in hiring or employment on the basis of age, sex, race, color, religion, national origin, gender identity, veteran status, disability, sexual orientation, or any other protected status.
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