Director Development, Planned Giving

PRIMARY FUNCTION:

Reporting to the AVP, Planned Giving, the Director of Planned Giving provides day-to-day management for planned giving development and increases the visibility and impact of the program across the enterprise. The Director provides guidance for all aspects of planned giving activities, including identification, qualification, cultivation; solicitation; closure; and stewardship of assigned prospects.

As a key member of the Jeffersonrsquo;s fundraising team, the Director will work with the AVP and members of the Institutional Advancement team to develop and implement key fundraising strategies; assist in translating institutional priorities into appropriate planned gift fundraising opportunities, assist in establishing and implementing a long term development plan to support Jeffersonrsquo;s continued growth; collaborate and work closely with physician and alumni leadership in identifying and responding to gift opportunities; and maintain the flow of information about these priorities throughout the organization. The Director will maintain an active portfolio of key gift prospects.

ESSENTIAL FUNCTIONS:

• In collaboration with the AVP, the Director will support the priorities of Jefferson.
• Serve as a central resource for planned giving. Work closely with major gift officers to identify, qualify, cultivate, solicit and close planned gifts.
• Personally maintain a portfolio of planned giving prospects, maintaining frequent and consistent contact with prospects, department leaders and volunteers, and key members of Jeffersonrsquo;s administrative leadership. Maintain and manage this portfolio in a manner that fosters a relationship that leads to philanthropic commitment.
• Independently draft/prepare planned giving proposals.
• Work closely with Jeffersonrsquo;s legal counsel on estate and trust matters and planned giving agreements.
• In collaboration with the AVP, develop a comprehensive understanding of the educational, research, clinical and financial needs and goals; establish, maintain, and grow a highly responsive and collaborative development program to meet these needs/goals.
• Maintain organized and consistent communication with physician and departmental leaders who serve as critical players at Jefferson. Respond to the needs of these key players and collaboratively identify potential gift opportunities.
• Work with communications staff to translate strategic initiatives and programmatic/capital needs into persuasive proposals and compelling gift opportunities.
• Work with Jeffersonrsquo;s events and Alumni Relations staff and development officers to conceptualize events and other activities to cultivate and steward planned gift prospects and donors.
• Maintain fluid and proactive communications with colleagues to ensure effective collaborations and synergy in achieving key fundraising goals and objectives.
• Properly record information about prospects and donors in database; report activity and monitor expenditures associated with his/her portfolio.
• Responsible for strategy execution and the achievement of defined performance goals.
  • Manage an individual prospect pool of 125 or more prospects.
  • Conduct a minimum of 125 Meaningful Donor Encounters per year.
  • Generate 2 proposals per month gt; $25K (minimum 24/yr).

Interacts with co-workers, visitors, and other staff consistent with the values of Jefferson.

Bachelorrsquo;s degree required, advanced study or law degree is strongly desirable

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Minimum 5-8 years of direct or related fundraising experience, preferably with experience in a healthcare or educational institution.

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ADDITIONAL INFORMATION:

• A demonstrated record of successful planned giving fundraising including identification, qualification, cultivation, and solicitation of $10K to $1M individual gifts.
• Proven experience in cultivating and maintaining relationships with individual planned and leadership gift prospects. Proven experience in the successful management of prospect pool of approximately 150 individuals and a value of up to $2.5M.
• Fundraising experience in a variety of functional areas. Particular strength in the area of planned giving development is essential. Familiarity with major outright giving, special events and annual giving concepts is desirable.
• Exhibits strong interpersonal and communication skills. Possesses the ability to work independently as well as cohesively a member of a team.

Jefferson includes Thomas Jefferson University and Jefferson Health, a dynamic university and health system with broad reach across the Delaware Valley. Jefferson is the second largest employer in Philadelphia and the largest health system in Philadelphia based on total licensed beds.

Through the merger of Thomas Jefferson University and Philadelphia University in 2017, our University includes ten colleges and four schools. We are an NCAA Division II university and an R2 national doctoral university offering undergraduate and graduate-level programs that provide students with a forward-thinking education in architecture, business, design, engineering, fashion and textiles, health, medicine and social science.

Jefferson Health, the clinical arm of Thomas Jefferson University, has grown from a three-hospital academic health center in 2015, to an 18-hospital health system through mergers and combinations that include hospitals at Abington Health, Aria Health, Kennedy Health, Magee Rehabilitation and Einstein Healthcare Network. We have over 50 outpatient and urgent care centers; ten Magnetreg;-designated hospitals (recognized by the ANCC for nursing excellence); the NCI-designated Sidney Kimmel Cancer Center (one of only 70 in the country and one of only two in the region); and one of the largest faculty-based telehealth networks in the country. In 2021, Jefferson Health became the sole owner of HealthPartners Plan, a not-for-profit health maintenance organization in Southeastern Pennsylvania. We are the first health system regionally to create an aligned payer-provider partnership.

Jeffersonrsquo;s mission, vision and values create an organization that attracts the best and the brightest students, faculty, staff, and healthcare professionals, as well as the most visionary leaders to drive exceptional results.

• OUR MISSION: We improve lives.
• OUR VISION: Reimagining health, education and discovery to create unparalleled value
• OUR VALUES: Put People First, Be Bold amp; Think Differently and Do the Right Thing

As an employer, Jeffersonmaintains a commitment to provide equal access to employment. Jefferson values diversity and encourages applications from women, members of minority groups, LGBTQ individuals, disabled individuals, and veterans.