Roper St. Francis
Planned Giving Director - Foundation - Roper Hospital
Roper St. Francis, Charleston, South Carolina, United States, 29408
Roper St. Francis Planned Giving Director - Foundation - Roper Hospital Charleston, South Carolina
Thank you for considering a career at Roper St. Francis Healthcare!Scheduled Weekly Hours:
40Work Shift:
Days (United States of America)Location:
Roper St. Francis Healthcare Charleston, SCShift:
8:00am-5:00pmPrimary Function/General Purpose of Position:
Reporting to the Senior Director of Development, the Planned Giving Director will be responsible for the coordination of planned gifts, both deferred and major tax-advantaged for our organization. Responsibilities include active engagement internally by working with colleagues in cultivating prospective donors of planned gifts. The Planned Giving Director will work to identify, cultivate, solicit, and close planned gifts for our organization. Proactively provides follow-up and stewardship on completed gifts.Essential Job Functions:Develops and implements strategies to identify, qualify, cultivate, solicit, and steward deferred and major gift donors/prospects through individual visits, personal communication, event participation and volunteer activities.Maintains an extensive knowledge of fundraising, financial planning, tax issues, and all facets of gift planning instruments, including charitable gift annuities, charitable trusts, life insurance, beneficiary designation form options and bequest commitments.Collaborates with donors and their legal/financial advisers to solicit, secure and document current and future gifts. Working knowledge of complex gift options such as tangible property, real property and closely held stock.Manages the Legacy Circle Program, which honors individuals who make provisions to our organization’s healthcare through documented estate plans.Serves as an internal resource for members of our organization fundraising staff in their gift discussions with planned giving/major donors.Collaborates with the Senior Director of Development and the Donor Communications and Stewardship Director to create and implement marketing and communication plans for the advancement of gift planning options and instruments.This document is not an exhaustive list of all responsibilities, skills, duties, requirements, or working conditions associated with the job. Employees may be required to perform other job-related duties as required by their supervisor, subject to reasonable accommodation.Licensing/Certification:Education:Bachelor’s degree and three or more years of progressively responsible development experience, preferably in higher education or healthcare, or equivalent experience in financial management or trust administration. Comparable knowledge, skills and abilities may be substituted.Work Experience:Estate Planning Background (preferred)Advanced training in fundraising, estate and financial planning (preferred)Familiarity with Blackbaud CRM donor database (preferred)Thorough knowledge of planned giving instruments in a non-profit setting or financial planning/trust administrationDemonstrated ability to conceptualize and implement sophisticated fundraising strategies for the successful cultivation and solicitation of major gifts using planned giving techniquesExperience and/or ability to design, implement, and market a comprehensive planned giving programDemonstrated knowledge of the full spectrum of development principles and activities including gift policies, solicitations, stewardship, donor recognition, administration, working with high-level volunteer committees, and the ability to apply this knowledge creatively to specific fund-raising projectsSkills:Demonstrated excellence in oral and written skills.Ability to attend to detail and ensure accuracy of data.Understanding of and commitment to our organization’s mission.Demonstrated ability to use personal computers and various word processing and spreadsheet software applications.Effective organizational, planning, communication, attention to detail and interpersonal skills.Knowledge of CRM software like Raiser’s Edge systems (including RENXT and Research Point).Superior written, oral, and interpersonal skills and the ability to communicate effectively with donors, donors' financial and legal advisors, volunteers, and colleagues, including people of differing temperaments, socioeconomic backgrounds and political/ethical philosophies.Appropriate knowledge of principles and methods of planning and conducting a comprehensive gift planning or fundraising program.Department:
Foundation Administration (Unrestricted) - RSF Foundation ActivityRoper St. Francis Healthcare is an equal opportunity employer. Many of our opportunities reward your hard work with comprehensive, affordable medical, dental and vision plans, flexible spending accounts, life insurance w/AD&D, employer contributions to retirement savings plan when eligible, paid time off, educational assistance, and much more. Benefits offerings vary according to employment status.
#J-18808-Ljbffr
Thank you for considering a career at Roper St. Francis Healthcare!Scheduled Weekly Hours:
40Work Shift:
Days (United States of America)Location:
Roper St. Francis Healthcare Charleston, SCShift:
8:00am-5:00pmPrimary Function/General Purpose of Position:
Reporting to the Senior Director of Development, the Planned Giving Director will be responsible for the coordination of planned gifts, both deferred and major tax-advantaged for our organization. Responsibilities include active engagement internally by working with colleagues in cultivating prospective donors of planned gifts. The Planned Giving Director will work to identify, cultivate, solicit, and close planned gifts for our organization. Proactively provides follow-up and stewardship on completed gifts.Essential Job Functions:Develops and implements strategies to identify, qualify, cultivate, solicit, and steward deferred and major gift donors/prospects through individual visits, personal communication, event participation and volunteer activities.Maintains an extensive knowledge of fundraising, financial planning, tax issues, and all facets of gift planning instruments, including charitable gift annuities, charitable trusts, life insurance, beneficiary designation form options and bequest commitments.Collaborates with donors and their legal/financial advisers to solicit, secure and document current and future gifts. Working knowledge of complex gift options such as tangible property, real property and closely held stock.Manages the Legacy Circle Program, which honors individuals who make provisions to our organization’s healthcare through documented estate plans.Serves as an internal resource for members of our organization fundraising staff in their gift discussions with planned giving/major donors.Collaborates with the Senior Director of Development and the Donor Communications and Stewardship Director to create and implement marketing and communication plans for the advancement of gift planning options and instruments.This document is not an exhaustive list of all responsibilities, skills, duties, requirements, or working conditions associated with the job. Employees may be required to perform other job-related duties as required by their supervisor, subject to reasonable accommodation.Licensing/Certification:Education:Bachelor’s degree and three or more years of progressively responsible development experience, preferably in higher education or healthcare, or equivalent experience in financial management or trust administration. Comparable knowledge, skills and abilities may be substituted.Work Experience:Estate Planning Background (preferred)Advanced training in fundraising, estate and financial planning (preferred)Familiarity with Blackbaud CRM donor database (preferred)Thorough knowledge of planned giving instruments in a non-profit setting or financial planning/trust administrationDemonstrated ability to conceptualize and implement sophisticated fundraising strategies for the successful cultivation and solicitation of major gifts using planned giving techniquesExperience and/or ability to design, implement, and market a comprehensive planned giving programDemonstrated knowledge of the full spectrum of development principles and activities including gift policies, solicitations, stewardship, donor recognition, administration, working with high-level volunteer committees, and the ability to apply this knowledge creatively to specific fund-raising projectsSkills:Demonstrated excellence in oral and written skills.Ability to attend to detail and ensure accuracy of data.Understanding of and commitment to our organization’s mission.Demonstrated ability to use personal computers and various word processing and spreadsheet software applications.Effective organizational, planning, communication, attention to detail and interpersonal skills.Knowledge of CRM software like Raiser’s Edge systems (including RENXT and Research Point).Superior written, oral, and interpersonal skills and the ability to communicate effectively with donors, donors' financial and legal advisors, volunteers, and colleagues, including people of differing temperaments, socioeconomic backgrounds and political/ethical philosophies.Appropriate knowledge of principles and methods of planning and conducting a comprehensive gift planning or fundraising program.Department:
Foundation Administration (Unrestricted) - RSF Foundation ActivityRoper St. Francis Healthcare is an equal opportunity employer. Many of our opportunities reward your hard work with comprehensive, affordable medical, dental and vision plans, flexible spending accounts, life insurance w/AD&D, employer contributions to retirement savings plan when eligible, paid time off, educational assistance, and much more. Benefits offerings vary according to employment status.
#J-18808-Ljbffr