Jobs · OTHR · California

Planned Gifts Director

Eisenhower Health · Rancho Mirage, CA · 1 mo ago
OTHRFull-time

Job Summary

Identifies, cultivates, closes and stewards planned and estate gift commitments to grow the organization’s long-term endowment and strengthen the major-gift pipeline. Focuses exclusively on planned/estate gifts while collaborating with Annual Fund, Major Gifts colleagues, Thompson & Associates and external advisors.

Responsibilities

  • Identify potential donors through research and networking
  • Cultivate relationships with donors to build trust and understanding
  • Closely collaborate with Annual Fund and Major Gifts colleagues to align strategies
  • Work with Thompson & Associates and external advisors to develop and execute gift plans
  • Steward existing planned/estate gift relationships to ensure donor satisfaction and commitment
  • Develop and maintain strong working relationships with key stakeholders across the organization

Requirements

  • Bachelor's degree in related field
  • Minimum 5 years of experience in fundraising, preferably in planned giving
  • Strong interpersonal and communication skills
  • Ability to manage multiple projects simultaneously
  • Experience with donor management software is a plus

Qualifications

  • Proven ability to cultivate and close high-value planned/estate gifts
  • Excellent relationship-building and communication skills
  • Ability to work independently and as part of a team
  • Strong organizational skills and attention to detail

Skills

  • Knowledge of estate planning concepts and techniques
  • Proficiency in donor management software
  • Ability to work under pressure and meet deadlines

Benefits

  • Competitive salary commensurate with experience
  • Flexible work schedule
  • Professional development opportunities
  • Health and wellness programs

Pay

Salary is competitive and commensurate with experience.

Schedule

Fully remote position with flexible hours.

Benefits

  • Health and wellness programs
  • Professional development opportunities

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