Director of Planned Giving jobs in United States
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WellSpan Health · 6 days ago

Director of Planned Giving

WellSpan Health is seeking a Director of Planned Giving to lead their philanthropy efforts including events and donor cultivation. The role involves implementing Planned Giving strategies and enhancing community relationships to build a culture of philanthropy within the organization.

Health CareHospitalMedical
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H1B Sponsor Likelynote
Hiring Manager
Lyndsay Douglass
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Responsibilities

Assists SVP Philanthropy in Planned Giving goal setting and implements goals for the system
Develops and implements plans to qualify, cultivate, solicit, and steward donors at all giving levels with the greatest potential, focusing on focus on Major Gifts and Estate Commitments. Maintains an active portfolio of donors and prospects
Implements a system plan to cultivate planned giving prospects and is responsible to grow the estate gift inventory in all regions
Plans and implements Planned Giving/Estate Planning events in collaboration with each Regional Director and/or Development Director
Resource Philanthropy colleagues with Planned Giving information, collateral, and support. Works collaboratively across the system to educate, guide, coach staff, leadership, volunteer leaders and board members on Planned Giving strategies and connections
Provides input to the system solicitation, cultivation and stewardship plan and ensures adherence to same, including materials, information, collateral, mailings, and media
Provides input to the system budget
Ensures that accurate financial and donor record keeping and planned gift processes are adhered to
Follows established fundraising and organizational policies for approval of foundation priorities and acceptance of gifts
Encourages the integration of the foundation within the system and within the community through communication and active involvement
Works collaboratively with the system development team to develop a common approach (Donor centric) to fundraising and to provide system-wide services which strengthen the capacity and efficiency of development while keeping donor contact locally oriented
Responsible to follow system development policies and to educate the boards and volunteers toward the same
Participates in planning long-term system philanthropy goals and strategies, assisting SVP of Philanthropy
Attends events for Foundations and other fundraising activities as needed, as well as community events that offer the opportunity to promote the Hospital and/or planned giving fundraising
May serve on the system fundraising committee to evaluate and recommend system wide policy or practice that will add value to donors, improve operational efficiency or otherwise improve results
Maintains and follows established policies and procedures, objectives, quality assessment and safety standards
Provides outstanding service to all customers; fosters teamwork; and practices fiscal responsibility through improvement and innovation
Establishes relationships and collaboration with key allied professionals (Membership and involvement with York County Estate Planning Council and York County Leave a Legacy)
Membership in professional associations (i.e., National Council of Charitable Gift Planners and the Susquehanna Valley Chapter of CGP)

Qualification

Planned GivingEstate PlanningFundraising StrategyDonor CultivationLeadershipAnalytical SkillsMicrosoft Office SuiteBlackbaud’s Raiser’s EdgeInterpersonal SkillsProblem SolvingWriting Skills

Required

Bachelors Degree Required
5 years of successful development implementation and volunteer leadership experience, including a track record with planned and estate gifts or equivalent required
Excellent interpersonal skills and leadership skills
Demonstrated initiative, problem solving, analytical and judgement competencies
Ability to perform computer applications skills (e.g., Microsoft Office Suite, Blackbaud's Raiser's Edge)
Strong writing skills
Ability to handle multiple tasks effectively

Company

WellSpan Health

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WellSpan Health is an integrated health system that serves the communities of central Pennsylvania.

H1B Sponsorship

WellSpan Health has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2023 (1)
2022 (1)
2021 (1)

Funding

Current Stage
Late Stage

Leadership Team

W
William White
Vice President of Public Safety
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Company data provided by crunchbase