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Hoag Health System · 1 month ago

Foundation Executive Director of Gift Palnning: Administration

Newport Beach, CA

Full-time

Onsite

Senior Level

7+ years exp

Hoag Health System is seeking an Executive Director of Gift Planning to lead their gift planning program in support of their mission. The role involves managing donor relationships, developing strategies for donor engagement, and overseeing planned gift assets to promote charitable giving.

Hospital & Health Care

Responsibilities

Manage a portfolio of donors with the goal of cultivating and soliciting outright gifts of assets, life income gifts, bequests, and other planned gift arrangements to support Hoag’s priorities

Collaborate with Development officers to identify opportunities to integrate planned gifts into donor cultivation and solicitation strategies, prioritizing blended gift proposals and joining in donor meetings when appropriate

Consult with the PMR team to identify the pool of potential gift planning donors, using data and business intelligence to create strategies for engagement

Grow the Hoag Heritage Society membership and gift planning assets under management

Manage the HHF Gift Planning Advisory Council, comprised of wealth advisors, estate planning attorneys, CPAs, realtors, and other affiliated professionals

Consult members of the Council on acceptance of complex gifts for donor engagement

Involve members of the Council and the HHF Board of Directors in donor conversations

Lead the strategy for HHF gift planning marketing, partnering with the Marketing team

Leverage opportunities in HHF and Hoag’s communications and events to promote legacy and planned gifts in appropriate, impactful ways

Educate constituents on the benefits of various planned gift vehicles and arrangements

Partner with the Donor Relations and Stewardship teams to report impacts to donors

Ensure that planned gift assets are managed appropriately by our corporate administrator and partner with the Finance team on applicable tax filings and reporting

Provide oversight on terminations of estates and trusts and claims on retirement accounts, life insurance policies, and other accounts for which Hoag is named the beneficiary