Job Description
We are seeking an experienced professional to build, oversee, and execute our planned giving program, focusing on grateful patient and alumni prospects. The ideal candidate will have a strong background in fundraising, excellent communication skills, and the ability to work well with internal and external constituencies.
* Build, oversee, and execute the planned giving program that focuses on grateful patient and alumni prospects.
* Work 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 and manage this portfolio in a manner that fosters a relationship that leads to philanthropic commitment.
* Independently draft/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 and goals of the clinical areas; establish, maintain, and grow a highly responsive and collaborative development program to meet these needs/goals.
* Serve in a leadership capacity in the creation of a planned giving plan to support the clinical departments and the university.
* Work with communications staff and outside vendors to translate strategic initiatives and programmatic/capital needs into persuasive proposals and compelling major gift opportunities.
* Work with the events and alumni relations teams and development officers to conceptualize events and other activities to cultivate and steward major gifts prospects and donors.
* Maintain fluid and proactive communications with colleagues to ensure effective collaborations and synergy in achieving key fundraising goals and objectives.
* Build and support a formalized and professional development function for the defined clinical and academic areas.
* Manage an individual prospect pool of 100 highly rated prospects
* Maintain an aggressive travel, visit and event schedule
* Conduct a minimum of 125 Meaningful Donor Encounters per year
* Deliver a minimum of 24 proposals a year
Additional Information
* Willingness and ability to travel nationally
* Willingness and ability to work nights and weekends when necessary
* Experience with database and planned giving specific software systems, and Microsoft Office
* Excellent oral, written, and communication skills.
* Ability to articulate, both written and orally a compelling case for major philanthropic support for medicine programs, presenting objectives persuasively to potential donors.
* Ability to develop trust and collaborative working relationships with colleagues and across an organization.
* Must be able to multi-task, be detail-oriented with strong service mentality.
Experience Requirements
* 8-10+ years of direct or related fundraising experience, preferably with experience in a medical center, healthcare or higher education.
* A demonstrated record of successful planned gifts fundraising including identification, qualification, cultivation, and solicitation of $250K to $1M individual gifts.
* Proven experience in cultivating and maintaining relationships with individual planned and leadership gift prospects, and nurturing volunteer board relationships.
* Fundraising experience in a variety of functional areas. Particular strength in the area of planned gifts development is essential.
* Oversight of an assigned constituency or program. Responsibility for an operating plan in collaboration with a dean or department head.
* Exhibits strong interpersonal and communication skills. Possesses the ability to work independently as well as cohesively a member of a team.
Bachelor’s degree or equivalent level of professional experience required, advanced study or law degree is strongly desirable.
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