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.), reporting to the Regional VP of Philanthropy. This role will complement an existing spirit of collaboration and serve as a leader and senior fundraiser on the philanthropy team.

This person will generate philanthropic support from an assigned prospect portfolio, cultivate and support long-term relationships with donors, and partner with colleagues to maximize philanthropic support through creative and effective gift planning strategies. Additionally, this professional will supervise the Individual Giving team, ensuring prospects and donors are engaged in ways that build the major and planned giving donor/prospect 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 vendor(s) 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 used 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 to include planned and blended gifts.
• Provide training and education to the Major Gifts team, executive leadership, and board/volunteers to increase their understanding of 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, ensuring these donors feel connected to the mission of Trinity Health, SE Mich.
• Use industry-leading practices to recommend a structure for gift planning goals and metrics.
• Upon approval of the VP, utilize the Blackbaud database to design and implement a planned giving program report showcasing goals and progress.

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.