Phoenix Children's · 6 days ago
Director-Gift Planning
Phoenix, AZ
Full-time
Onsite
Director/Executive
10+ years expPhoenix Children's is dedicated to advancing healthcare for children and their families, and they are seeking a strategic and innovative Director of Gift Planning. The Director will lead the gift planning program, oversee a team, and work with high-net-worth donors to drive significant philanthropic revenue through various giving strategies.
Health CareHospital
Hiring Manager
Vicki Lampert
Responsibilities
Lead the vision and strategy for an integrated gift planning program that maximizes current and future support through complex and blended gift structures
Establish annual goals and long-term growth strategies aligned with Phoenix Children’s fundraising priorities and revenue targets
Serve as an internal subject matter expert on planned giving instruments including bequests, donor-advised funds, charitable remainder and lead trusts, retained life estates, IRA qualified charitable distributions, and gifts of appreciated assets
Supervise and coach three Gift Planning Officers and one Coordinator, fostering a culture of accountability, innovation, and high performance
Support team members in portfolio management, proposal development, and professional growth
Collaborate with peers in Major Gifts, Principal Gifts, and Development Services to ensure integration and consistency across the donor experience
Manage a personal portfolio of high-net-worth donors and prospects with an emphasis on blended and complex gifts
Cultivate and steward relationships with estate attorneys, financial advisors, and wealth managers to promote philanthropic planning among Phoenix Children’s constituents
Represent Phoenix Children’s at estate planning councils, advisor forums, and donor education events to grow the Foundation’s reach and reputation
Drive innovation in digital will-making tools, legacy marketing campaigns, and advisor engagement strategies
Partner with Major Gift Officers to develop customized gift plans that align with donor goals and institutional priorities
Lead cross-functional initiatives to increase asset-based giving, including real estate, business interests, and non-cash assets
Oversee the management and reporting of expectancies, ensuring accurate documentation, forecasting, and stewardship
Maintain compliance with ethical standards, internal policies, and applicable tax and legal regulations
Work with Development Services and Finance teams to ensure timely realization and documentation of estate distributions
Qualification
Required
Minimum of 10 years of progressive experience in gift planning, estate administration, or financial planning, preferably in a healthcare or higher education setting
Demonstrated success in soliciting and closing complex and blended gifts
Strong knowledge of charitable estate and tax planning strategies, current trends in philanthropy, and legal aspects of gift planning
Proven leadership experience with staff management, mentorship, and program development
Exceptional interpersonal skills, including the ability to build trust and credibility with donors, advisors, and colleagues
Bachelor's degree required; advanced degree or relevant certification (JD, CFP, CAP®, AEP®, or CGPP™) strongly preferred
10 years of related experience including 3 years in a team management role
Proven success in development for a large nonprofit or relatable environment
Experience in planning, leading, and managing development projects, including coordinating with peers to achieve desired outcomes, and tracking and reporting on progress to senior managers/board of directors
Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones
Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences
Influencing: Gets others to accept ideas by using convincing arguments, creates a win-win situation and responds appropriately to key stakeholders
Collaboration: Effective at working with others to reach common goals and objectives
Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally
Preferred
Advanced degree or relevant certification (JD, CFP, CAP®, AEP®, or CGPP™) strongly preferred
Experience running campaigns and successful fundraising from multiple donor channels
Company
Phoenix Children's
Phoenix Children's is one of the nations fastest growing health systems providing high quality care to the complex patients.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
John Nickens
President & CEO
Recent News
Press Telegram
2025-09-18
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