Associate Director leading innovation initiatives for LGBTQ+ health at Penn. Overseeing project execution and sustainability strategies to improve health outcomes.
About the role
- Director of Planned Giving responsible for managing and advancing Cottage Health’s planned giving program. Focusing on securing significant outright and deferred gifts through donor engagement.
Responsibilities
- Manage a personal portfolio of high capacity planned giving prospects and donors, focusing on gifts of $250,000 and above.
- Develop, execute, and evaluate a comprehensive gift planning program, including strategies for marketing, outreach, donor engagement, and stewardship for all Cottage Health entities.
- Serve as the in-house subject-matter expert on gift planning, including bequests, trusts, annuities, and other financial instruments.
Requirements
- Minimum: Bachelor’s Degree or equivalent work experience, with the standard two years of work experience is equivalent to one year of education.
- Minimum: Computer skills including proficiency with MS office suite, knowledge and experience with mail merge functions, and ability to communicate via E-mail.
- Minimum: Seven (7) years of professional development and fundraising experience, with a proven track record of cultivating, soliciting, and closing major and planned gifts; OR seven (7) years of experience in a related technical field such as financial planning, tax advisory, or estate planning – with significant client management responsibilities.
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