Director Development Planned Giving

The Development Director Planned Giving is a key member of the front-line fundraising team. Chief responsibilities are the following.

1) representing Children's Wisconsin (CW) and helping to carry out the strategic plan of the Foundation by identifying, evaluating, cultivating, soliciting, and stewarding planned gifts, blended gifts, and major gifts of $50,000 or more.

2) partnering on major and principal gift planning strategies being led by other development teammates and foundation leaders.

3) supporting the Sr. Director, Planned Giving in planning and implementing a comprehensive planned giving program.

Through a mission-focused, donor-centered, relationship-based approach, the Development Director Planned Giving is responsible for building and managing a portfolio of approximately 50-80 of the most capable and generous prospects and donors to the organization. The incumbent works closely with other gift officers and staff, as well as CW clinical leadership and staff, to identify and engage prospects interested in hospital programs and projects.

The Director will routinely report outreach and engagement activity and consistently meet outlined metrics for the position as a means to best serve the hospital and Foundation's mission and foster a culture of philanthropy throughout the organization. The Development Director Planned Giving also supports the professional development and education of the foundation team on planned giving methodology.

QUALIFICATIONS:

• Bachelor's Degree required.
• Related graduate degree or professional degree (MBA, JD, etc.) preferred.
• Related financial, tax, or estate planning professional credential (attorney, CPA, CFP, etc.) preferred.
• 5+ years successful fundraising experience with demonstrated success in planned giving asks and solicitations of $50,000 and above or related experience building strategic relationships that generates revenue or have comparable experience i.e. attorney or trust officer with estate planning background required.
• Experience in securing $1,000,000+ commitments preferred.
• Demonstrated experience in developing fundraising and/or strategic plans and implementing these plans successfully preferred.
• Strong and effective communication and interpersonal skills to interact effectively with volunteers, staff, donors, prospects and the general public and to represent the hospital to external organizations in a professional manner.
• Skills and abilities to make new contacts and to develop and nurture support/commitment for the hospital and system from individuals, organizations and businesses.
• Ability to maintain complete confidentiality regarding donor and Foundation files.