Lucile Packard Foundation for Children’s Health
Director, Gift Planning
Lucile Packard Foundation for Children’s Health, Palo Alto, California, United States, 94306
The Lucile Packard Foundation for Children's Health, in partnership with Stanford Medicine and Lucile Packard Children's Hospital, unlocks philanthropy to transform health for children and families in Northern California - and around the world. Through fundraising and grantmaking, the Foundation drives scientific research, innovation, and policy change that will improve care, advance cures, and reform healthcare systems for this and future generations.
MAIN FOCUS Advance and strengthen the Foundation’s planned giving program by engaging donors, advisors, and colleagues to create meaningful legacy gifts that transform children’s health. Combine technical expertise with relationship-driven leadership to inspire philanthropy that sustains the Foundation’s mission for generations.
LOCATION Hybrid Position – the candidate will work an average of eight (8) days per month in our Palo Alto, CA office; the successful candidate will be based in the Bay Area.
WHAT YOU'LL DO... As the Director of Gift Planning, you’ll play an essential role in advancing the Foundation’s planned giving efforts by managing a portfolio of prospects and donors, developing complex giving strategies, and providing expert guidance on philanthropic, legal, and tax considerations. You’ll serve as a trusted partner to donors, professional advisors, and colleagues across the Foundation to secure new legacy commitments, steward existing donors, and expand awareness of planned giving opportunities. In this role, you’ll also provide strategic leadership within the Gift Planning team—mentoring staff, fostering a culture of excellence, and ensuring that planned giving strategies align with the Foundation’s broader development priorities.
This position reports to the Senior Director of Gift Planning and collaborates closely with colleagues across Development, Donor Relations, and Corporate and Foundation Relations to integrate planned giving into broader fundraising strategies that strengthen the Foundation’s long-term impact. The Director will lead one member of the Gift Planning team and serve as a dotted-line manager for a Gift Officer on a collaborating team, building cross-functional alignment and helping shape the Foundation’s long-term vision for legacy giving.
The compensation range for this role is $185,000-$195,000 annually.
YOU'LL BE RESPONSIBLE FOR...
Advancing and executing strategies
to expand the Foundation’s planned giving program, strengthening donor engagement and awareness across the organization.
Managing a portfolio
of planned giving prospects and donors, developing personalized strategies for cultivation, solicitation, and stewardship.
Securing new planned and blended gifts , including bequests, charitable trusts, income-producing gifts, Qualified Charitable Distributions, and noncash assets.
Providing expert guidance
on complex gift structures and collaborating with fundraisers to design creative solutions that align donor intent with Foundation priorities.
Partnering with colleagues
across Development, Donor Relations, and Corporate and Foundation Relations to integrate planned giving into comprehensive fundraising strategies.
Cultivating relationships
with professional advisors through education, outreach, and advocacy, positioning the Foundation as a trusted philanthropic partner.
Maintaining expertise
in tax law, estate planning, and charitable giving trends to ensure compliance and inform donor strategy.
Educating and empowering others
by delivering presentations and resources that deepen understanding of charitable gift planning among donors, advisors, and staff.
Managing and developing team members
to foster excellence, accountability, and continuous learning — providing regular constructive feedback, conducting timely performance evaluations, and cultivating a collaborative environment that drives engagement and results.
YOU MUST HAVE...
At least 7 years of experience in planned giving, major gifts, or related fundraising, with demonstrated success securing complex gifts
Deep knowledge of planned gift vehicles, legal and tax implications, and other technical aspects of deferred giving
Proven ability to build and sustain trust-based relationships with donors, advisors, and colleagues
Strong portfolio management skills with the ability to balance cultivation, solicitation, and stewardship
Demonstrated experience leading and developing others through clear communication, honest feedback, and a balance of empathy and accountability, with a commitment to supporting team members’ professional growth and advancing shared goals
Excellent
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MAIN FOCUS Advance and strengthen the Foundation’s planned giving program by engaging donors, advisors, and colleagues to create meaningful legacy gifts that transform children’s health. Combine technical expertise with relationship-driven leadership to inspire philanthropy that sustains the Foundation’s mission for generations.
LOCATION Hybrid Position – the candidate will work an average of eight (8) days per month in our Palo Alto, CA office; the successful candidate will be based in the Bay Area.
WHAT YOU'LL DO... As the Director of Gift Planning, you’ll play an essential role in advancing the Foundation’s planned giving efforts by managing a portfolio of prospects and donors, developing complex giving strategies, and providing expert guidance on philanthropic, legal, and tax considerations. You’ll serve as a trusted partner to donors, professional advisors, and colleagues across the Foundation to secure new legacy commitments, steward existing donors, and expand awareness of planned giving opportunities. In this role, you’ll also provide strategic leadership within the Gift Planning team—mentoring staff, fostering a culture of excellence, and ensuring that planned giving strategies align with the Foundation’s broader development priorities.
This position reports to the Senior Director of Gift Planning and collaborates closely with colleagues across Development, Donor Relations, and Corporate and Foundation Relations to integrate planned giving into broader fundraising strategies that strengthen the Foundation’s long-term impact. The Director will lead one member of the Gift Planning team and serve as a dotted-line manager for a Gift Officer on a collaborating team, building cross-functional alignment and helping shape the Foundation’s long-term vision for legacy giving.
The compensation range for this role is $185,000-$195,000 annually.
YOU'LL BE RESPONSIBLE FOR...
Advancing and executing strategies
to expand the Foundation’s planned giving program, strengthening donor engagement and awareness across the organization.
Managing a portfolio
of planned giving prospects and donors, developing personalized strategies for cultivation, solicitation, and stewardship.
Securing new planned and blended gifts , including bequests, charitable trusts, income-producing gifts, Qualified Charitable Distributions, and noncash assets.
Providing expert guidance
on complex gift structures and collaborating with fundraisers to design creative solutions that align donor intent with Foundation priorities.
Partnering with colleagues
across Development, Donor Relations, and Corporate and Foundation Relations to integrate planned giving into comprehensive fundraising strategies.
Cultivating relationships
with professional advisors through education, outreach, and advocacy, positioning the Foundation as a trusted philanthropic partner.
Maintaining expertise
in tax law, estate planning, and charitable giving trends to ensure compliance and inform donor strategy.
Educating and empowering others
by delivering presentations and resources that deepen understanding of charitable gift planning among donors, advisors, and staff.
Managing and developing team members
to foster excellence, accountability, and continuous learning — providing regular constructive feedback, conducting timely performance evaluations, and cultivating a collaborative environment that drives engagement and results.
YOU MUST HAVE...
At least 7 years of experience in planned giving, major gifts, or related fundraising, with demonstrated success securing complex gifts
Deep knowledge of planned gift vehicles, legal and tax implications, and other technical aspects of deferred giving
Proven ability to build and sustain trust-based relationships with donors, advisors, and colleagues
Strong portfolio management skills with the ability to balance cultivation, solicitation, and stewardship
Demonstrated experience leading and developing others through clear communication, honest feedback, and a balance of empathy and accountability, with a commitment to supporting team members’ professional growth and advancing shared goals
Excellent
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