Phoenix Children's Hospital, Inc.
Director-Gift Planning Foundation | Full-Time | Phoenix Posting Note: ...Read Mo
Phoenix Children's Hospital, Inc., Phoenix, Arizona, United States, 85003
Overview
Phoenix Children’s Foundation seeks a strategic and innovative Director of Gift Planning to lead the advancement of our gift planning program, encompassing both current and deferred giving strategies. As a key member of the Individual Giving leadership team, the Director will oversee a team of three Gift Planning Officers and one Coordinator, working with Major Gift Officers and professional advisors to drive philanthropic revenue through blended gifts, asset-based contributions, and legacy commitments. The ideal candidate will bring deep expertise in charitable estate planning, a collaborative leadership style, and a passion for transforming pediatric healthcare through philanthropic investment. This leadership role requires strategic vision and frontline fundraising success with a focus on scaling impact through integration across the development enterprise. Key Responsibilities
Strategic Leadership & Program Design
Lead the vision and strategy for an integrated gift planning program that maximizes current and future support through complex and blended gift structures. Establish annual goals and long-term growth strategies aligned with fundraising priorities and revenue targets. Serve as an internal subject matter expert on planned giving instruments including bequests, donor-advised funds, charitable remainder and lead trusts, retained life estates, IRA qualified charitable distributions, and gifts of appreciated assets.
Team Management
Supervise and coach three Gift Planning Officers and one Coordinator, fostering accountability, innovation, and high performance. Support team members in portfolio management, proposal development, and professional growth. Collaborate with peers in Major Gifts, Principal Gifts, and Development Services to ensure integration and donor experience consistency.
Donor and Advisor Engagement
Manage a personal portfolio of high-net-worth donors and prospects with emphasis on blended and complex gifts. Cultivate and steward relationships with estate attorneys, financial advisors, and wealth managers to promote philanthropic planning. Represent the Foundation at estate planning councils, advisor forums, and donor education events to grow reach and reputation.
Innovation & Integration
Drive innovation in digital will-making tools, legacy marketing campaigns, and advisor engagement strategies. Partner with Major Gift Officers to develop customized gift plans aligned with donor goals and institutional priorities. Lead cross-functional initiatives to increase asset-based giving, including real estate, business interests, and non-cash assets.
Stewardship and Compliance
Oversee management and reporting of expectancies, ensuring accurate documentation, forecasting, and stewardship. Maintain compliance with ethical standards, internal policies, and applicable tax and legal regulations. Work with Development Services and Finance teams to ensure timely realization and documentation of estate distributions.
Qualifications
Minimum of 10 years of progressive experience in gift planning, estate administration, or financial planning, preferably in healthcare or higher education. Demonstrated success in soliciting and closing complex and blended gifts. Strong knowledge of charitable estate and tax planning strategies, current trends in philanthropy, and legal aspects of gift planning. Proven leadership experience with staff management, mentorship, and program development. Exceptional interpersonal skills with donors, advisors, and colleagues. Bachelor’s degree required; advanced degree or relevant certification (JD, CFP, CAP, AEP, or CGPP) strongly preferred. Key Competencies
Strategic and forward-thinking with a growth mindset Technically proficient in planned giving vehicles and donor engagement strategies Collaborative and diplomatic with emotional intelligence Results-oriented with strong organizational and project management skills Committed to the mission and values of Phoenix Children’s Phoenix Children’s Mission, Vision, & Values
Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children’s will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable Apply for this position
Proceed with your application through the online system.
#J-18808-Ljbffr
Phoenix Children’s Foundation seeks a strategic and innovative Director of Gift Planning to lead the advancement of our gift planning program, encompassing both current and deferred giving strategies. As a key member of the Individual Giving leadership team, the Director will oversee a team of three Gift Planning Officers and one Coordinator, working with Major Gift Officers and professional advisors to drive philanthropic revenue through blended gifts, asset-based contributions, and legacy commitments. The ideal candidate will bring deep expertise in charitable estate planning, a collaborative leadership style, and a passion for transforming pediatric healthcare through philanthropic investment. This leadership role requires strategic vision and frontline fundraising success with a focus on scaling impact through integration across the development enterprise. Key Responsibilities
Strategic Leadership & Program Design
Lead the vision and strategy for an integrated gift planning program that maximizes current and future support through complex and blended gift structures. Establish annual goals and long-term growth strategies aligned with fundraising priorities and revenue targets. Serve as an internal subject matter expert on planned giving instruments including bequests, donor-advised funds, charitable remainder and lead trusts, retained life estates, IRA qualified charitable distributions, and gifts of appreciated assets.
Team Management
Supervise and coach three Gift Planning Officers and one Coordinator, fostering accountability, innovation, and high performance. Support team members in portfolio management, proposal development, and professional growth. Collaborate with peers in Major Gifts, Principal Gifts, and Development Services to ensure integration and donor experience consistency.
Donor and Advisor Engagement
Manage a personal portfolio of high-net-worth donors and prospects with emphasis on blended and complex gifts. Cultivate and steward relationships with estate attorneys, financial advisors, and wealth managers to promote philanthropic planning. Represent the Foundation at estate planning councils, advisor forums, and donor education events to grow reach and reputation.
Innovation & Integration
Drive innovation in digital will-making tools, legacy marketing campaigns, and advisor engagement strategies. Partner with Major Gift Officers to develop customized gift plans aligned with donor goals and institutional priorities. Lead cross-functional initiatives to increase asset-based giving, including real estate, business interests, and non-cash assets.
Stewardship and Compliance
Oversee management and reporting of expectancies, ensuring accurate documentation, forecasting, and stewardship. Maintain compliance with ethical standards, internal policies, and applicable tax and legal regulations. Work with Development Services and Finance teams to ensure timely realization and documentation of estate distributions.
Qualifications
Minimum of 10 years of progressive experience in gift planning, estate administration, or financial planning, preferably in healthcare or higher education. Demonstrated success in soliciting and closing complex and blended gifts. Strong knowledge of charitable estate and tax planning strategies, current trends in philanthropy, and legal aspects of gift planning. Proven leadership experience with staff management, mentorship, and program development. Exceptional interpersonal skills with donors, advisors, and colleagues. Bachelor’s degree required; advanced degree or relevant certification (JD, CFP, CAP, AEP, or CGPP) strongly preferred. Key Competencies
Strategic and forward-thinking with a growth mindset Technically proficient in planned giving vehicles and donor engagement strategies Collaborative and diplomatic with emotional intelligence Results-oriented with strong organizational and project management skills Committed to the mission and values of Phoenix Children’s Phoenix Children’s Mission, Vision, & Values
Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children’s will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable Apply for this position
Proceed with your application through the online system.
#J-18808-Ljbffr