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