Senior Philanthropy Director - Gift Planning

About the Role

The Senior Philanthropy Director - Gift Planning for Trinity Health – Southeast Michigan will lead the strategy, design, and implementation of a comprehensive gift planning program (planned gifts, endowment, restricted funds, etc). This role reports to the Regional VP of Philanthropy and serves as a leader and senior fundraiser on the philanthropy team. The Senior Director will generate philanthropic support from an assigned prospect portfolio, cultivate long-term donor relationships, and partner with colleagues to maximize philanthropic support through creative gift planning strategies. Additionally, this professional will supervise the Individual Giving team to build the major and planned giving donor pipeline.

Responsibilities

• Design a gift planning program, including types of gifts, gift thresholds to establish funds with Trinity Health, donor documentation, and education for the department of philanthropy and beyond.
• Author a gift planning program guide for the office of philanthropy.
• Establish a volunteer network of estate planning, wealth advisory, and other allied professionals to grow awareness of the Trinity Health program.
• Lead and manage digital vendors to build and execute strategies supporting gift planning (website, digital postings, online campaigns, etc.).
• Oversee and coach the Individual Giving team to grow the donor pool and monitor processes to move annual and mid-level donors to the major and planned gift prospect pool.
• Participate on the Grateful Patient and Family Taskforce to enhance program design, including planned and blended gifts.
• Provide training and education to the Major Gifts team, executive leadership, and board/volunteers on gift vehicles available via the gift planning program.
• In partnership with the Director of Donor Stewardship, design a regional stewardship program for endowment and planned giving donors to inform, inspire, and grow giving.
• Use industry-leading practices to recommend a structure for gift planning goals and metrics, and implement a planned giving program report using the Blackbaud database.

Requirements

• Bachelor’s degree in business administration or a similar field, with specialized training in philanthropy.
• Seven or more years of experience in major gift and charitable gift planning.

Preferred Qualifications

• Leadership experience with professional organizations such as the Planned Giving Round Table, National Association of Charitable Gift Planners, or Association for Healthcare Philanthropy.
• Demonstrated success working within a healthcare system.

Benefits

• Participation in the Management Incentive Program.
• Full benefits package including Medical, Dental, Vision, PTO, Life Insurance, Short and Long-term Disability (effective Day One with no waiting periods).
• Retirement savings plan with employer match.
• Opportunity for growth and advancement throughout Trinity Health.
• Tuition Reimbursement.