The Director is a key member of the development team. She/he will have the primary responsibility for developing and executing the strategy for a comprehensive planned giving program, including building and stewarding a portfolio of planned-gift prospects and donors and effectively using direct mail and web marketing. The Director will successfully shape and sustain a strong tradition of legacy support for the Hospital and take the program to a more strategic and more innovative level, commensurate with the growth of the institution.
The Director must have a deep understanding of planned giving vehicles and the donors who use them, a keen appreciation for the fundamentals of direct marketing and relate well to the planned-giving constituency. He/she will foster best practices in planned giving.
This individual must have excellent project management/organizational skills as well as good writing and communication capabilities. There will be a high level of coordination of work, requiring extensive interaction with staff in the Development Department, other hospital personnel, and external constituents. Teamwork is essential. He/she will need to exercise independent discretion and judgment to manage assignments and projects in a timely and effective manner.
DUTIES AND RESPONSIBILITIES
- Working with development leadership, develop metrics to measure success and determine planned giving goals and develop comprehensive plan to take the program to a more strategic and innovative level, commensurate with the growth of the institution.
- Increase the number of planned-giving prospects and donors for cultivation, solicitation, and stewardship, building upon the current program using marketing tools and existing data resources. Use PGM to provide personalized illustrations of planned gifts and create proposals for prospects. Ensure stewardship of planned-giving donors through personal visits, invitation to events, mailings, e-mails and calls, as appropriate. Update planned giving data in Raiser’s Edge on a regular basis.
- Manage communications plan that employs the latest and most effective techniques to promote planned gifts.
- Provide leadership and stewardship for the hospital’s legacy society, the Wilson Society. Ensure that all planned-giving donors receive consistent recognition and an accounting of the impact of their gifts on HSS.
- Work with the Executive Director, Individual Giving, Advancement Services team and the HSS Finance and Legal Departments on best practices and planned-giving rules and regulations, policies and procedures, gift and donor analysis and reporting.
- Working collaboratively with the Executive Director, Individual Giving to manage all aspects of the planned-giving program and grow the inventory of gifts made through bequests, trusts, charitable gift annuities, gift acceptance and other planned-giving arrangements.
- Under the direction of the Executive Director, Individual Giving, oversee the planned-giving budget within the approved guidelines. Manage projects and outside consultants and vendors effectively, with a particular focus on irrevocable gifts.
- Work collaboratively with Development Directors to incorporate planned gift elements in major gift efforts.
- Manage professional advisory council of financial advisors and estate planners. The council will raise awareness of HSS and identify natural connections to individuals and foundations with an interest in HSS for philanthropic support.
EDUCATION AND EXPERIENCE:
- A bachelors degree is required. A J.D. and/or substantial experience in the administration of decedent's estates and estate planning techniques is strongly preferred.
- Must have 10+ years of non-profit fundraising experience, with a minimum of 5 years of planned giving experience.
COMPETENCIES AND PERSONAL CHARACTERISTICS:
- Broad and thorough knowledge of the legal, tax, and procedural aspects of estate planning, estate administration, probate, fiduciary duties, and accounting.
- Deep knowledge of planned giving vehicles and the profiles of donors who use them. Knowledge of outright gifts and revocable and irrevocable deferred giving vehicles is required.
- Familiarity with services offered by planned giving marketing vendors and consultants.
- Experience with volunteer management.
- Self-motivated and goal-oriented manager with entrepreneurial instincts, intellectual curiosity, energy, and a sense of humor.
- Collegial and collaborative team player who thrives in a fast-paced, high-performing environment.
- Superior interpersonal skills and the capacity to develop effective relationships with physicians, high-level volunteers, donors, prospects, senior administrators, and staff.
- Excellent communication skills; the ability to solicit and understand complex medical and scientific information and then interpret, translate, and communicate this information to diverse constituencies in an effective and compelling manner.
- Strong writing and presentation skills.
- High energy and self-motivated, comfortable with risk and accepting of responsibility
- Commitment to the highest standards of professionalism and excellence
- Experience in the New York philanthropic marketplace is preferred