Children's National Hospital
Children%27s National Hospital Foundation Associate Director Gift Planning
Children's National Hospital, Silver Spring, Maryland, United States, 20900
The Associate Director is responsible for growing the Foundation's planned giving program by managing a portfolio of prospects and supporting the Foundation's fundraising campaign. Their primary responsibilities include identifying, cultivating, soliciting, and stewarding planned giving prospects and donors. Reporting to the Senior Director of Gift Planning, this position collaborates closely with major giving, annual giving, stewardship, and hospital teams to develop fundraising priorities and strategies. The Associate Director uncovers planned giving opportunities within existing donor pipelines, follows up on leads from planned giving outreach, and contributes to events that advance cultivation and stewardship. This position supports planned giving marketing efforts and collaborates with the legal and finance teams. The Associate Director has an annual fundraising goal of $500,000 to $1 million in planned gift commitments.
Minimum Education
Bachelor's Degree (Required) Master's Degree JD, MBA or related advanced degree (Preferred) Minimum Work Experience
5 years Experience in gift development, marketing, financial planning or legal experience. (Required) 3 years Experience in planned giving or complex/blended major giving or estate/financial planning. (Preferred) Required Skills/Knowledge
Proven track record of securing major and/or planned gifts An understanding of charitable gift planning vehicles and related tax, legal, and/or estate planning concepts Excellent interpersonal and relationship-building abilities, with sensitivity to diverse and older populations Strong written and verbal communication skills High level of professionalism, discretion, and ethical judgment Excellent problem solving skills Demonstrated ability to work both independently and collaboratively across teams Strong moves/portfolio management skills Effective organizational, time management, and project management skills Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) Familiarity with donor CRM systems (e.g., Raisers Edge) and planned giving software (e.g., PG Calc, Crescendo) Ongoing commitment to professional development (e.g., attending conferences or training sessions in philanthropy, tax law, or estate planning) Functional Accountabilities
Cultivate and solicit planned gifts Close $500K to $1M in planned gifts annually. Manage a portfolio of 75 donors and key prospects with a concentration to identify potential prospects within the pipeline to fulfill discovery and cultivation. Develop, solicit, and steward planned gift donors using customized strategies. Provide planned giving expertise and collaborate with gift officers to maximize giving through blended giving techniques and/or non-cash assets. Implement effective stewardship and cultivation strategies for planned giving donors, including communications, tours, events, and other engagement opportunities. Oversee planned giving marketing initiatives, including design, execution, and reporting effectiveness. This may include working directly with the Foundation communication and direct response teams to develop effective marketing tools and publications. Prepare and present proposals, execute appropriate gift documentation, and coordinate administration of estate gifts. Assist senior director of gift planning with training opportunities, including staff, board, volunteers with the planned gift options and use of various assets. Accomplish personalized goals set annually that align with Foundation goals, which include financial, activity, and pipeline movement. Document donor interactions, gift activity, and proposals in the database (e.g., Raiser's Edge) in a timely manner. Stay informed on changes in estate and tax law relevant to gift planning. Represent the Foundation at donor events and in the broader philanthropic and professional community. Organizational Accountabilities
Organizational Commitment/Identification Anticipate and respond to customer needs; follow up until needs are met. Teamwork/Communication Demonstrate collaborative and respectful behavior. Partner with all team members to achieve goals. Receptive to others ideas and opinions. Performance Improvement/Problem-solving Contribute to a positive work environment. Demonstrate flexibility and willingness to change. Identify opportunities to improve clinical and administrative processes. Make appropriate decisions, using sound judgment. Cost Management/Financial Responsibility Use resources efficiently. Search for less costly ways of doing things. Safety Speak up when team members appear to exhibit unsafe behavior or performance. Continuously verify information needed for decision making or documentation. Stop in the face of uncertainty and take time to resolve the situation. Demonstrate accurate, clear, and timely communication. Actively promote safety for patients, families, visitors, and co-workers. Attend carefully to important detailspracticing Stop, Think, Act, and Review to self-check behavior and performance.
#J-18808-Ljbffr
Bachelor's Degree (Required) Master's Degree JD, MBA or related advanced degree (Preferred) Minimum Work Experience
5 years Experience in gift development, marketing, financial planning or legal experience. (Required) 3 years Experience in planned giving or complex/blended major giving or estate/financial planning. (Preferred) Required Skills/Knowledge
Proven track record of securing major and/or planned gifts An understanding of charitable gift planning vehicles and related tax, legal, and/or estate planning concepts Excellent interpersonal and relationship-building abilities, with sensitivity to diverse and older populations Strong written and verbal communication skills High level of professionalism, discretion, and ethical judgment Excellent problem solving skills Demonstrated ability to work both independently and collaboratively across teams Strong moves/portfolio management skills Effective organizational, time management, and project management skills Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) Familiarity with donor CRM systems (e.g., Raisers Edge) and planned giving software (e.g., PG Calc, Crescendo) Ongoing commitment to professional development (e.g., attending conferences or training sessions in philanthropy, tax law, or estate planning) Functional Accountabilities
Cultivate and solicit planned gifts Close $500K to $1M in planned gifts annually. Manage a portfolio of 75 donors and key prospects with a concentration to identify potential prospects within the pipeline to fulfill discovery and cultivation. Develop, solicit, and steward planned gift donors using customized strategies. Provide planned giving expertise and collaborate with gift officers to maximize giving through blended giving techniques and/or non-cash assets. Implement effective stewardship and cultivation strategies for planned giving donors, including communications, tours, events, and other engagement opportunities. Oversee planned giving marketing initiatives, including design, execution, and reporting effectiveness. This may include working directly with the Foundation communication and direct response teams to develop effective marketing tools and publications. Prepare and present proposals, execute appropriate gift documentation, and coordinate administration of estate gifts. Assist senior director of gift planning with training opportunities, including staff, board, volunteers with the planned gift options and use of various assets. Accomplish personalized goals set annually that align with Foundation goals, which include financial, activity, and pipeline movement. Document donor interactions, gift activity, and proposals in the database (e.g., Raiser's Edge) in a timely manner. Stay informed on changes in estate and tax law relevant to gift planning. Represent the Foundation at donor events and in the broader philanthropic and professional community. Organizational Accountabilities
Organizational Commitment/Identification Anticipate and respond to customer needs; follow up until needs are met. Teamwork/Communication Demonstrate collaborative and respectful behavior. Partner with all team members to achieve goals. Receptive to others ideas and opinions. Performance Improvement/Problem-solving Contribute to a positive work environment. Demonstrate flexibility and willingness to change. Identify opportunities to improve clinical and administrative processes. Make appropriate decisions, using sound judgment. Cost Management/Financial Responsibility Use resources efficiently. Search for less costly ways of doing things. Safety Speak up when team members appear to exhibit unsafe behavior or performance. Continuously verify information needed for decision making or documentation. Stop in the face of uncertainty and take time to resolve the situation. Demonstrate accurate, clear, and timely communication. Actively promote safety for patients, families, visitors, and co-workers. Attend carefully to important detailspracticing Stop, Think, Act, and Review to self-check behavior and performance.
#J-18808-Ljbffr