Children's National Hospital
Senior Associate Director Planned Giving
Children's National Hospital, Silver Spring, Maryland, United States, 20900
Senior Associate Director Planned Giving - (Job Number: 2300001A)
Pay Competitive Location Silver Spring/Maryland Employment type Other Job Description
Req#: 242440 !*!
The Senior Associate Director will join a planned giving program that has had tremendous growth and success having raised nearly $100 million over the past 10 years. This individual will work with a portfolio of passionate donors, including grateful parents and community members that want to ensure that Childrens National can continue its transformative work for many years to come. This is an ideal position for a strong relationship builder who will achieve ambitious goals, helping to shape the future of this remarkable institution. The Senior Associate Director will work closely with the Senior Director, Gift Planning on all aspects of the planned giving program, including developing strategy and engaging with donor and prospects, while collaborating with members of the annual and major gift teams on maximizing giving through gift planning opportunities. The Senior Associate Director has primary responsibility for developing a portfolio of current and prospective donors for cultivation, solicitation and closure of planned gifts while also qualifying leads generated both internally and externally. Responds to inquiries with appropriate response and education for estate planning and non-cash gift opportunities, including preparing life income gift proposals for donors and their advisors. Conducts visits and other outreach to Guardian Society members and other prospects to enhance commitment to Children's National Hospital. Keeps current on hospital events, program initiatives, and charitable giving laws. Expects to raise $2 - $3 million per year from his/her portfolio. !*! Minimum Education Bachelor's Degree (Required) Master's Degree (Preferred)
Minimum Work Experience 8 years At least 3 years of professional experience in soliciting and securing planned gifts or relevant experience. (Required)
Required Skills/Knowledge A demonstrated track record in soliciting and closing planned gifts Thorough knowledge of gift planning vehicles, non-cash gifts and tax codes related to gift and estate planning High degree of professionalism, compassion, and discretion coupled with an understanding of working with older and diverse audiences, both internally and externally Responsible gift planning practice as described in the Model Standards of Practice for the Charitable Gift Planner Knowledge of and strive to uphold the Code of Ethical Standards for fundraising as documented by AFP Able to prioritize and complete work and to meet deadlines Self-motivated and self-directed and can adhere to occasional tight deadlines Strong computer skills including all Microsoft applications Proficiency in Raiser s Edge or other donor database system Experience with PG Calc, Crescendo or other planned giving software
Functional Accountabilities FUNDRAISING Manage a portfolio of 150 prospects and donors focused on individuals with planned gift potential. Solicit and close planned gifts with an expectation of raising $2 - $3 million per year. Manage and execute effective stewardship and ongoing communication with planned giving donors, including those in the Guardian Society. Collaborate with gift officers to provide gift planning expertise and maximize giving through blended giving techniques and/or non-cash assets. Respond to prospect inquiries in a timely manner by preparing appropriate communications/proposals that reflect the donor intent and further the mission of Children's National. Provide a high level of service to internal and external constituent groups including prospects, donors, professional advisors, board members, volunteers and Children's National leadership. Tenacity to follow up with prospects and leads. Accomplish annual personalized goals that align with Foundation goals, which include financial, activity, pipeline, and personal development goals. COMMUNICATION Possess the technical proficiency with the complexities of gift planning (i.e., vehicle types, financial planning, estate planning, tax laws, etc.) and with confidence be able to clearly articulate the charitable components with prospects and advisors. Communicate in a courteous, professional, and empathetic manner with donors/families. Demonstrates the ability to communicate information clearly and effectively both verbally and in writing at all levels of seniority, both formally and informally. Clearly articulate the needs and strategies of Children's National to the external constituent audiences. OPERATIONS Document donor interactions and proposals in Raiser's Edge in a timely manner. Understand moves management and be able to effectively manage a portfolio. Understand target audience through data analysis. Develop and manage a program for the identification, cultivation, solicitation and stewardship of existing and prospective individual planned giving donors. Create and manage new fundraising initiatives to increase planned giving support. This may include working directly with both external vendors and internal team members to develop effective marketing tools and publications. Assist with training opportunities, including staff, board, and volunteers with the planned gift options and use of various assets. Other duties as assigned.
Organizational Accountabilities Organizational Accountabilities (Leader) Deliver
Set and clearly communicate team goals and priorities in alignment with departmental goals and budgets Develop the budget and assign resources to meet the team goals Provide the resources and guidance required for employees to perform effectively Develop procedures to ensure high safety and quality, and course-correct as needed Identify customers needs and ensure service excellence in meeting those needs
Engage
Be the link between the department and the team in defining the strategies to meet team goals Provide prompt and clear feedback to staff and support their performance Ensure team adherence to organizational regulations Manage the working environment to promote productivity and motivation Represent the team in clearing obstacles to high performance Hire staff and develop their capabilities Monitor and promote strong employee engagement
Grow
Encourage and share new ways of making the right work easier to do Recognize and share incremental improvements in operations Promote the success of organizational and department initiatives by clearly aligning programs to the mission
Inventa Towers (L065) 1 Inventa Place Silver Spring , 20910
About the company
Children's National Hospital is a nationally ranked, freestanding, 323-bed, pediatric acute care children's hospital located in Washington DC. Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000. Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility. An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000. #J-18808-Ljbffr
Pay Competitive Location Silver Spring/Maryland Employment type Other Job Description
Req#: 242440 !*!
The Senior Associate Director will join a planned giving program that has had tremendous growth and success having raised nearly $100 million over the past 10 years. This individual will work with a portfolio of passionate donors, including grateful parents and community members that want to ensure that Childrens National can continue its transformative work for many years to come. This is an ideal position for a strong relationship builder who will achieve ambitious goals, helping to shape the future of this remarkable institution. The Senior Associate Director will work closely with the Senior Director, Gift Planning on all aspects of the planned giving program, including developing strategy and engaging with donor and prospects, while collaborating with members of the annual and major gift teams on maximizing giving through gift planning opportunities. The Senior Associate Director has primary responsibility for developing a portfolio of current and prospective donors for cultivation, solicitation and closure of planned gifts while also qualifying leads generated both internally and externally. Responds to inquiries with appropriate response and education for estate planning and non-cash gift opportunities, including preparing life income gift proposals for donors and their advisors. Conducts visits and other outreach to Guardian Society members and other prospects to enhance commitment to Children's National Hospital. Keeps current on hospital events, program initiatives, and charitable giving laws. Expects to raise $2 - $3 million per year from his/her portfolio. !*! Minimum Education Bachelor's Degree (Required) Master's Degree (Preferred)
Minimum Work Experience 8 years At least 3 years of professional experience in soliciting and securing planned gifts or relevant experience. (Required)
Required Skills/Knowledge A demonstrated track record in soliciting and closing planned gifts Thorough knowledge of gift planning vehicles, non-cash gifts and tax codes related to gift and estate planning High degree of professionalism, compassion, and discretion coupled with an understanding of working with older and diverse audiences, both internally and externally Responsible gift planning practice as described in the Model Standards of Practice for the Charitable Gift Planner Knowledge of and strive to uphold the Code of Ethical Standards for fundraising as documented by AFP Able to prioritize and complete work and to meet deadlines Self-motivated and self-directed and can adhere to occasional tight deadlines Strong computer skills including all Microsoft applications Proficiency in Raiser s Edge or other donor database system Experience with PG Calc, Crescendo or other planned giving software
Functional Accountabilities FUNDRAISING Manage a portfolio of 150 prospects and donors focused on individuals with planned gift potential. Solicit and close planned gifts with an expectation of raising $2 - $3 million per year. Manage and execute effective stewardship and ongoing communication with planned giving donors, including those in the Guardian Society. Collaborate with gift officers to provide gift planning expertise and maximize giving through blended giving techniques and/or non-cash assets. Respond to prospect inquiries in a timely manner by preparing appropriate communications/proposals that reflect the donor intent and further the mission of Children's National. Provide a high level of service to internal and external constituent groups including prospects, donors, professional advisors, board members, volunteers and Children's National leadership. Tenacity to follow up with prospects and leads. Accomplish annual personalized goals that align with Foundation goals, which include financial, activity, pipeline, and personal development goals. COMMUNICATION Possess the technical proficiency with the complexities of gift planning (i.e., vehicle types, financial planning, estate planning, tax laws, etc.) and with confidence be able to clearly articulate the charitable components with prospects and advisors. Communicate in a courteous, professional, and empathetic manner with donors/families. Demonstrates the ability to communicate information clearly and effectively both verbally and in writing at all levels of seniority, both formally and informally. Clearly articulate the needs and strategies of Children's National to the external constituent audiences. OPERATIONS Document donor interactions and proposals in Raiser's Edge in a timely manner. Understand moves management and be able to effectively manage a portfolio. Understand target audience through data analysis. Develop and manage a program for the identification, cultivation, solicitation and stewardship of existing and prospective individual planned giving donors. Create and manage new fundraising initiatives to increase planned giving support. This may include working directly with both external vendors and internal team members to develop effective marketing tools and publications. Assist with training opportunities, including staff, board, and volunteers with the planned gift options and use of various assets. Other duties as assigned.
Organizational Accountabilities Organizational Accountabilities (Leader) Deliver
Set and clearly communicate team goals and priorities in alignment with departmental goals and budgets Develop the budget and assign resources to meet the team goals Provide the resources and guidance required for employees to perform effectively Develop procedures to ensure high safety and quality, and course-correct as needed Identify customers needs and ensure service excellence in meeting those needs
Engage
Be the link between the department and the team in defining the strategies to meet team goals Provide prompt and clear feedback to staff and support their performance Ensure team adherence to organizational regulations Manage the working environment to promote productivity and motivation Represent the team in clearing obstacles to high performance Hire staff and develop their capabilities Monitor and promote strong employee engagement
Grow
Encourage and share new ways of making the right work easier to do Recognize and share incremental improvements in operations Promote the success of organizational and department initiatives by clearly aligning programs to the mission
Inventa Towers (L065) 1 Inventa Place Silver Spring , 20910
About the company
Children's National Hospital is a nationally ranked, freestanding, 323-bed, pediatric acute care children's hospital located in Washington DC. Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000. Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility. An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000. #J-18808-Ljbffr