Director Legacy and Planned Giving

Director Legacy And Planned Giving

At Children's Health, our mission is to Make Life Better for Children, and we recognize that their health plays a crucial role in achieving this goal. Through our cutting-edge treatments and affiliation with UT Southwestern, we strive to deliver an extraordinary patient and family experience, ensuring that every moment, big or small, contributes to their overall well-being. Our dedication to promoting children's health extends beyond our organization and encompasses the broader community. Together, we can make a significant difference in the lives of children and contribute to a brighter and healthier future for all.

Summary : This position will be responsible for leading the Foundation's efforts to secure significant financial support through planned giving for the current and long-term viability of the institution. The Foundation's Planned Giving Program includes strategic initiatives to educate, cultivate and solicit a wide array of prospects toward multi-million-dollar gifts. This position will ensure success by developing a strong communication-marketing plan (overseeing an external vendor for appropriate planned gift marketing materials) to appropriate planned giving prospects and donors. This position will collaborate closely with internal legal and financial leadership, as well as a network of external financial planners, attorneys, and high net worth individuals to ensure planned gifts are handled appropriately. This position will serve as the expert on planned gift matters and will train colleagues within the Foundation on securing planned gifts. The Director will also interface regularly with board members, major donors and volunteers in order to achieve success toward the planned giving goals. The Director may manage a team, will oversee a significant budget for executing on these strategies, and be responsible for securing multi-million-dollar planned gifts each year. The Director will report to the Associate Vice President, Development and will also partner with Foundation leadership on planning several events each year.

Responsibilities :

• Identify new prospects and solicit a portfolio of current prospects for new planned gifts, raising significant current and long-term financial support for the Foundation.
• Develop and implement marketing strategies to ensure success of the Foundation's planned giving fundraising goals. Oversee a planned giving marketing agency toward measurable success within budget and with consistent direction and focus.
• Serve as the expert to the team on planned giving matters - for internal and external purposes - and ensure complicated planned gifts are handled according to policy and national regulations.
• Train the Foundation team on securing planned gifts with a focus on defined goals and objectives.
• Manage team of development professionals toward planned giving goals.
• Document and oversee execution of all planned giving guidelines for the Foundation and train the team on procedures. Ensure proper documentation of all planned gifts past and current.
• Oversee the creation of a robust planned giving stewardship program for the Foundation in partnership with the Director, Communications & Stewardship.
• Create educational events for Planned Giving Advisory Council, board members, and prospects, and partner with Directors of Communications & Stewardship and Community Engagement & Events on the execution of these events.

How You'll Be Successful :

WORK EXPERIENCE At least 10 years related management experience required. Estate law planning, financial planning or related experience required. Development industry experience preferred. Related experience working in the legal profession preferred. EDUCATION Four-year Bachelor's degree or equivalent experience required. Graduate or professional work or advanced degree; or equivalent experience preferred.

We put our people first. We welcome, value, and respect the beliefs, identities and experiences of our patients and colleagues. We are committed to delivering culturally effective care, creating meaningful partnerships in the communities we serve, and equipping and developing our team members to make Children's Health a place where everyone can contribute.

Holistic Benefits How We'll Care for You :

As an equal opportunity employer, Children's Health does not discriminate against employees or applicants because of race, color, religion, sex, gender identity and expression, sexual orientation, age, national origin, veteran or military status, disability, or genetic information or any other Federal or State legally-protected status or class. This applies to all aspects of the employer-employee relationship including but not limited to recruitment, hiring, promotion, transfer pay, training, discipline, workforce adjustments, termination, employee benefits, and any other employment-related activity.