Director of Gift Planning

Key Responsibilities

• Develop and implement a multi-year gift planning strategy in alignment with Chapters’ goals.
• Collaborate with senior leadership to integrate gift planning into overall fundraising efforts.
• Collaborate with communications and fundraising teams to integrate gift planning into broader campaigns.
• Identify, cultivate, solicit, and steward a portfolio of planned giving donors and prospects.
• Collaborate with Affiliate directors of philanthropy to identify, cultivate and solicit planned giving donors.
• Conduct donor visits and presentations to promote bequests, charitable trusts, and other planned giving vehicles.
• Maintain strong relationships with legacy society members and ensure meaningful recognition.
• Manage omnichannel outreach, including digital, print, and event-based strategies.
• Implement and oversee a robust planned giving marketing plan.
• Manage donor communications and gift administration.
• Partner with legal and financial advisors to structure complex gifts.
• Ensure compliance with all legal and ethical standards related to charitable giving.
• Provide guidance and training to development staff on identifying and referring planned giving prospects.
• Collaborate with leadership gifts, annual giving, and events teams to maximize donor engagement.

Qualifications

• Bachelor’s degree required.
• Advanced degree or CFRE/CGPP certification preferred.
• Minimum of 8–10 years of progressive experience in fundraising, with at least 5 years in planned giving.
• Deep knowledge of estate planning, tax law, and charitable gift instruments.
• Proven track record of securing significant planned gifts and building donor relationships.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and project management abilities.
• Experience in closing gifts provided through complex charitable gift instruments.
• Experience with donor databases (e.g., Raiser’s Edge, Salesforce) and planned giving software.

Pay

Compensation Range: $95,502.22 - $149,222.21

Note: This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy. All Chapters Health System employees performing services for Florida affiliates are submitted through the Florida Care Provider Background Screening Clearinghouse to verify eligibility after a conditional offer of employment is made as well as ongoing eligibility. For more information, please visit https://info.flclearinghouse.com/.