Build, oversee, and execute the planned giving program focusing on grateful patient and alumni prospects.
Collaborate closely with clinical and university major gift officers to qualify, cultivate, solicit, and close planned gifts from all Enterprise constituents.
Maintain a portfolio of planned giving prospects, managing it to foster relationships that lead to philanthropic commitments.
Independently draft and prepare gift agreements, bequests, and estate planning agreements in coordination with Jefferson’s legal counsel.
Develop a comprehensive understanding of the educational, research, clinical, and financial needs of the clinical areas; establish and grow a responsive development program to meet these needs.
Lead the creation of a planned giving plan to support clinical departments and the university, including setting goals, feasibility, timeline, staffing, and volunteer structure.
Collaborate with communications staff and outside vendors to translate strategic initiatives into persuasive proposals and major gift opportunities.
Work with events, alumni relations, and development teams to plan activities that cultivate and steward major gift prospects and donors.
Maintain proactive communication with colleagues to ensure effective collaboration and achievement of fundraising goals.
Build and support a professional development function for clinical and academic areas.
Manage a prospect pool of 100 highly rated prospects.
Maintain an active travel, visit, and event schedule, conducting at least 125 meaningful donor encounters annually and delivering a minimum of 24 proposals per year.
Interact with co-workers, visitors, and staff in line with Jefferson’s values.
ADDITIONAL INFORMATION:
* Willingness and ability to travel nationally.
* Availability to work nights and weekends as needed.
* Experience with database and planned giving software systems, and Microsoft Office.
* Excellent communication skills, both oral and written, with strong interpersonal abilities.
* Ability to present a compelling case for philanthropic support persuasively.
* Ability to develop trust and collaborative relationships across the organization.
* Must be detail-oriented, able to multi-task, and possess a service-oriented mindset.
* Other duties as assigned.
EXPERIENCE REQUIREMENTS:
* 8-10+ years of relevant fundraising experience, preferably in a healthcare or higher education setting.
* Successful track record in planned gifts fundraising, including securing individual gifts of $250K to $1M.
* Experience in cultivating and maintaining relationships with donors and volunteers, managing prospect pools effectively.
* Strong knowledge of planned giving concepts; familiarity with annual giving is a plus.
* Experience in managing a constituency or program, with strategic planning and goal achievement.
* Excellent interpersonal and communication skills; ability to work independently and as part of a team.
Bachelor’s degree or equivalent experience required; advanced study or law degree is highly desirable.
To Apply:
If interested, please email Noa Boonin at Noa.Boonin@jefferson.edu with your resume or follow this link to apply directly.
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