Providence
Overview
Director of Planned Giving, reporting to the ministry Chief Philanthropy Officer, will be at the forefront of managing, planning, coordinating, and implementing a comprehensive estate planning and gift program. You will interpret and apply laws and regulations to all aspects of charitable giving, secure planned gifts, and broaden our philanthropic constituency through major/planned giving donor fundraising. Responsibilities
Core Values Integration: Demonstrate Providence St. Joseph Health’s core values of dignity, justice, compassion, integrity, and excellence to all stakeholders while providing quality service. Strategic Development: Develop and implement a planned giving strategy tailored to the mission and donor needs. Strategic Planning: Monitor and update short-term and long-range strategic plans with measurable goals for the planned giving program. Donor Cultivation: Identify, cultivate, solicit, and steward donors capable of executing major/planned gifts. Personalized Strategies: Formulate individualized solicitation strategies for planned giving prospects. Legal and Tax Advisory: Provide legal and tax information regarding bequests and life income gifts in consultation with donors’ advisers. Document Management: Draft and review gift illustrations and legal documents, ensuring compliance with legal requirements. Risk Management: Implement systems to mitigate litigation risks related to planned giving. Donor Advisory: Advise donors on methods for donating property and/or funds to the Foundation. Inquiry Response: Respond promptly to inquiries regarding planned gifts and requests. Estate Tracking: Track estate gifts from probate to completion. Cross-Department Collaboration: Work with Foundation staff on cultivating annual, major, and planned giving prospects. Professional Education: Educate financial professionals about PHS and its mission; conduct seminars for potential donors and professionals. Budgeting and Planning: Develop budgets and planning processes to ensure program continuity and growth. Communication Oversight: Oversee quality of mailings/publications related to planned giving. Committee Management: Provide staffing for the Planned Giving Committee; participate in committees as directed. Recognition Management: Manage the planned giving recognition society. Technical Expertise: Maintain expertise in the technical aspects of planned giving. Record Management: Oversee planned gift donor records and database. Audit Assistance: Assist the Controller in providing an audit trail for planned giving transactions. Policy Maintenance: Maintain departmental policies, procedures, and safety standards. Professional Development: Pursue professional growth through seminars, workshops, and affiliations. Community Engagement: Represent the hospital/foundation in professional/civic service organizations. Meeting Attendance: Attend meetings as required. Additional Duties: Perform other duties as assigned or requested. What You’ll Bring
Educational Background: Bachelor’s Degree or equivalent experience; preferred in Accounting and/or Financial Planning. Advanced Degree: J.D. in law with experience in taxation, trusts and estates, probate, corporations, contracts, and real estate is preferred; strong knowledge in taxation and related areas. Experience: 8 years in planned giving or a related field at a large nonprofit; includes strategic planning, proposal development, and portfolio management. Success Record: Demonstrated success with estate planning and major gift solicitation. Leadership Experience: 5–8 years of leadership experience preferred. Certification: CFRE and/or CSPG preferred upon hire. Why Join Us
Impactful Work: Make a real difference in transforming healthcare and improving lives. Innovative Environment: Autonomy and support for innovative ideas. Professional Collaboration: Work with a team of talented professionals. Dynamic Industry: Thrive in a fast-paced, evolving field. Vibrant Location: Irvine’s culture and amenities. About Providence
Providence’s strength lies in Our Promise: “Know me, care for me, ease my way.” We provide best-in-class benefits and foster an inclusive workplace where diversity is valued. We serve 120,000 caregivers across multiple states with a long-standing tradition of serving the poor and vulnerable. The base pay range is listed below; additional compensation may be available for this role. Pay Range: $68.62 - $108.34 per hour/week (as stated); additional compensation may be available such as shift differentials, standby/on-call, overtime, premiums, or bonuses. Providence offers a comprehensive benefits package including retirement, health care, life insurance, disability, paid time off, voluntary benefits, well-being resources, and more. Learn more at providence.jobs/benefits. Equal Opportunity Employer statement: Providence is committed to an inclusive workforce free from unlawful discrimination and harassment. We value diversity and provide equal opportunities for advancement. About The Team
The Sisters of Providence and Sisters of St. Joseph of Orange have deep roots in California, bringing health care and education to communities across the region. Providence serves Los Angeles County, Orange County, High Desert and beyond with award-winning centers and a full spectrum of care. Requisition ID: 385831 | Company: Providence Jobs | Job Category: Fundraising | Job Function: Marketing/Public Relations/Community Affairs | Job Schedule: Full time | Job Shift: Day | Career Track: Leadership | Department: 7002 FOUND FUNDRSNG MISSION HLS Address: 15031 Rinaldi St, Mission Hills, CA | Work Location: Providence Holy Cross Medical Ctr-Mission Hills | Workplace Type: On-site
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Director of Planned Giving, reporting to the ministry Chief Philanthropy Officer, will be at the forefront of managing, planning, coordinating, and implementing a comprehensive estate planning and gift program. You will interpret and apply laws and regulations to all aspects of charitable giving, secure planned gifts, and broaden our philanthropic constituency through major/planned giving donor fundraising. Responsibilities
Core Values Integration: Demonstrate Providence St. Joseph Health’s core values of dignity, justice, compassion, integrity, and excellence to all stakeholders while providing quality service. Strategic Development: Develop and implement a planned giving strategy tailored to the mission and donor needs. Strategic Planning: Monitor and update short-term and long-range strategic plans with measurable goals for the planned giving program. Donor Cultivation: Identify, cultivate, solicit, and steward donors capable of executing major/planned gifts. Personalized Strategies: Formulate individualized solicitation strategies for planned giving prospects. Legal and Tax Advisory: Provide legal and tax information regarding bequests and life income gifts in consultation with donors’ advisers. Document Management: Draft and review gift illustrations and legal documents, ensuring compliance with legal requirements. Risk Management: Implement systems to mitigate litigation risks related to planned giving. Donor Advisory: Advise donors on methods for donating property and/or funds to the Foundation. Inquiry Response: Respond promptly to inquiries regarding planned gifts and requests. Estate Tracking: Track estate gifts from probate to completion. Cross-Department Collaboration: Work with Foundation staff on cultivating annual, major, and planned giving prospects. Professional Education: Educate financial professionals about PHS and its mission; conduct seminars for potential donors and professionals. Budgeting and Planning: Develop budgets and planning processes to ensure program continuity and growth. Communication Oversight: Oversee quality of mailings/publications related to planned giving. Committee Management: Provide staffing for the Planned Giving Committee; participate in committees as directed. Recognition Management: Manage the planned giving recognition society. Technical Expertise: Maintain expertise in the technical aspects of planned giving. Record Management: Oversee planned gift donor records and database. Audit Assistance: Assist the Controller in providing an audit trail for planned giving transactions. Policy Maintenance: Maintain departmental policies, procedures, and safety standards. Professional Development: Pursue professional growth through seminars, workshops, and affiliations. Community Engagement: Represent the hospital/foundation in professional/civic service organizations. Meeting Attendance: Attend meetings as required. Additional Duties: Perform other duties as assigned or requested. What You’ll Bring
Educational Background: Bachelor’s Degree or equivalent experience; preferred in Accounting and/or Financial Planning. Advanced Degree: J.D. in law with experience in taxation, trusts and estates, probate, corporations, contracts, and real estate is preferred; strong knowledge in taxation and related areas. Experience: 8 years in planned giving or a related field at a large nonprofit; includes strategic planning, proposal development, and portfolio management. Success Record: Demonstrated success with estate planning and major gift solicitation. Leadership Experience: 5–8 years of leadership experience preferred. Certification: CFRE and/or CSPG preferred upon hire. Why Join Us
Impactful Work: Make a real difference in transforming healthcare and improving lives. Innovative Environment: Autonomy and support for innovative ideas. Professional Collaboration: Work with a team of talented professionals. Dynamic Industry: Thrive in a fast-paced, evolving field. Vibrant Location: Irvine’s culture and amenities. About Providence
Providence’s strength lies in Our Promise: “Know me, care for me, ease my way.” We provide best-in-class benefits and foster an inclusive workplace where diversity is valued. We serve 120,000 caregivers across multiple states with a long-standing tradition of serving the poor and vulnerable. The base pay range is listed below; additional compensation may be available for this role. Pay Range: $68.62 - $108.34 per hour/week (as stated); additional compensation may be available such as shift differentials, standby/on-call, overtime, premiums, or bonuses. Providence offers a comprehensive benefits package including retirement, health care, life insurance, disability, paid time off, voluntary benefits, well-being resources, and more. Learn more at providence.jobs/benefits. Equal Opportunity Employer statement: Providence is committed to an inclusive workforce free from unlawful discrimination and harassment. We value diversity and provide equal opportunities for advancement. About The Team
The Sisters of Providence and Sisters of St. Joseph of Orange have deep roots in California, bringing health care and education to communities across the region. Providence serves Los Angeles County, Orange County, High Desert and beyond with award-winning centers and a full spectrum of care. Requisition ID: 385831 | Company: Providence Jobs | Job Category: Fundraising | Job Function: Marketing/Public Relations/Community Affairs | Job Schedule: Full time | Job Shift: Day | Career Track: Leadership | Department: 7002 FOUND FUNDRSNG MISSION HLS Address: 15031 Rinaldi St, Mission Hills, CA | Work Location: Providence Holy Cross Medical Ctr-Mission Hills | Workplace Type: On-site
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