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UPMC · 20 hours ago

Major Gift and Planned Giving Officer - UPMC Washington

Washington, PA

Full-time

Hybrid

Senior Level

5+ years exp

UPMC Washington is seeking a passionate and strategic Major and Planned Giving Officer to join our Foundation Department. This pivotal role offers a unique opportunity to cultivate meaningful relationships with donors and drive philanthropic support that directly enhances patient care and community health initiatives.

BiotechnologyHealth CareHospitalMedical

Responsibilities

Represent the Washington Health System Foundation in building relationships with individuals that will generate significant philanthropic support for strategic initiatives to advance the Foundations mission now and into the future

Develop and manage a portfolio of major gift prospects capable of making gifts of $10,000 or more

Create customized cultivation and solicitation strategies for each prospect

Conduct donor visits, calls, and personalized communications regularly

Collaborate with program and leadership staff to develop compelling funding opportunities

Prepare proposals, donor impact reports, and stewardship materials

Lead the organization's planned giving efforts, including bequests, charitable gift annuities, trusts, and other legacy giving vehicles

Work with donors, legal advisors, and financial planners to structure and document planned gifts

Manage planned giving marketing efforts such as newsletters, web content, and seminars

Maintain accurate and confidential donor records, including estate intentions and expected future gifts

Qualification

Fundraising experienceCharitable estate planningMajor gift solicitationFoundant softwareProject managementAnalytical skillsInterpersonal skillsCommunication skillsRelationship-buildingOrganizational skills

Required

Bachelor's degree required; CFRE preferred

Minimum 5 years of experience in fundraising, with specific success in major and/or planned gifts

Strong knowledge of charitable estate planning tools and philanthropic financial instruments

Excellent interpersonal, communication, and relationship-building skills

Ability to travel locally and regionally; occasional evenings/weekends required

Donor-focused with the ability to build authentic and lasting relationships

High level of discretion and sensitivity in handling confidential donor information

Goal-oriented and results-driven with a track record of securing five- and six-figure gifts

Strong organizational and project management skills

Excellent interpersonal skills, written communication skills and the ability to work with many different people such as donors, volunteers, trustees and staff

Must be very organized, analytical and able to handle multiple projects simultaneously and meet deadlines

Must be knowledgeable about and capable of articulating verbally and in writing the Foundations mission, vision and priorities