What are the responsibilities and job description for the Director, Gift Planning position at Scripps Health?
This position is in La Jolla, San Diego. The Scripps Health Foundation works on-site four days per week and have one day remote. On the Gift Planning team, we generally have our remote day on Tuesdays.
Elevate your career with Scripps Health, where Compassion Meets Excellence.
At Scripps Health, youll join a team of dedicated caregivers committed to providing exceptional, patient-centered healthcare. Here, your efforts will be recognized and appreciated as you build a fulfilling career with one of the nations most respected healthcare organizations.
Why join Scripps Health?
AWARD-WINNING WORKPLACE :
- 8 Fortune Best Workplaces in Health Care 2024
- 100 Fortune Best Companies to work for in 2024
- Beckers 150 Top Places to Work in Healthcare
- Nearly a quarter of our employees have been with Scripps Health for over 10 years.
The Scripps Health Foundation has the honor of working with grateful patients to raise money in support of our exceptional hospitals and clinicians. The Gift Planning team consists of five professionals who work at Corporate Headquarters and support the work of fundraisers on all Scripps hospital campuses. Our work is dynamic, changing from day-to-day. We have a culture of continuous learning and enjoy one anothers company.
Role Overview : Lead the generation of significant outright and deferred gifts, while effectively marketing the Gift Planning Program through various channels. Maintain strong relationships with donors and stay updated on relevant regulations.
Key Responsibilities :
Gift Generation : Drive the acquisition of large outright and deferred gifts to support the healthcare system's mission.
Program Marketing : Promote the Gift Planning Program through personal contacts, seminars, luncheons, referrals, and written communications.
Donor Relations : Cultivate and maintain positive relationships with individuals who have completed planned gifts, ensuring ongoing engagement and satisfaction.
Regulatory Compliance : Stay informed of current federal (IRS) and state (CA) rules and regulations governing charitable estate planning to ensure compliance.
Budget Collaboration : Assist in the preparation and monitoring of the annual Gift Planning budget, ensuring effective allocation of resources.
Required Education / Experience / Specialized Skills :
Education : Completion of at least 2 years of college-level coursework.
Experience : Minimum of 5 years of experience in planned giving fundraising or related positions, with a demonstrated track record of success.
Skills : Strong working knowledge of current federal (IRS) and state (CA) rules and regulations governing charitable estate planning.
Excellent interpersonal skills, with the ability to interact effectively with diverse individuals.
Superior verbal and written communication skills.
Preferred Education / Experience / Specialized Skills / Certification :
Education : Bachelor's degree.
An advanced degree such as a JD or industry certification such as a CSPG (certified specialist in planned giving)
Experience : Experience in a medical or higher education setting, or in an equivalent professional environment.
The ideal candidate has worked in fundraising for at least 5 years or an attorney who has exceptional interpersonal skills; or a fundraiser who is interested in learning the technical side of estate planning and tax.
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