Director, Planned Giving

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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:

• 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.

QUALIFICATIONS:

All job qualifications listed indicate the minimum level necessary to perform this job proficiently.

education:

• 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 mail merge functions, and ability to communicate via E-mail. Computer skills, including proficiency with MS Office suite, planned giving software (e.g. Crescendo), and CRM software (e.g. Blackbaud NXT).

Years of Related Work Experience:

• Minimum: Seven (7) years of professional development and fundraising experience, with a proven track record of cultivating, soliciting, and closing major and planned gifts; OR seven (7) years of experience in a related technical field such as financial planning, tax advisory, or estate planning – with significant client management responsibilities.

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