JobMesh

Director, Planned Giving

Cottage Health · Goleta, California, US

Cottage Health seeks a Director, Planned Giving responsible for managing, growing, and advancing Cottage Health’s planned giving program.

Job description

Cottage Health seeks a Director, Planned Giving responsible for managing, growing, and advancing Cottage Health’s planned giving program. This role secures significant outright and deferred gifts by working with donors, their advisors, and internal stakeholders to align philanthropic goals with the institution's mission. Major accountabilities include: QUALIFICATIONS: All job qualifications listed indicate the minimum level necessary to perform this job proficiently. Education: - Manage a personal portfolio of high capacity planned giving prospects and donors, focusing on gifts of $250,000 and above. - Develop, execute, and evaluate a comprehensive gift planning program, including strategies for marketing, outreach, donor engagement, and stewardship for all Cottage Health entities. - Serve as the in-house subject-matter expert on gift planning, including bequests, trusts, annuities, and other financial instruments. - Minimum: Bachelor’s Degree or equivalent work experience, with the standard two years of work experience is equivalent to one year of education. Technical Requirements: - Minimum: Computer skills including proficiency with MS office suite, knowledge and experience with...