Cincinnati Children's Office of Academic Affairs and Career Development · 1 month ago
Director, Legacy Planning
Cincinnati, OH
Full-time
Onsite
Director/Executive
$126K/yr - $164K/yr
7+ years expCincinnati Children's Office of Academic Affairs and Career Development is dedicated to improving children's health and advancing science. The Director of Legacy Planning is responsible for leading the gift planning program, securing significant philanthropic commitments, and managing key relationships with donors and financial professionals.
Hospital & Health Care
Responsibilities
Gift Planning- Serves as the strategic leader responsible for gift planning program at Cincinnati Children's averaging around $10M of annual revenue. Provide strategic direction and technical expertise to the principal/major/annual gift teams to secure significant gift commitments in our donors estate plans and to facilitate significant current gifts made through various tax-favored techniques. Personally responsible for securing philanthropic gifts from high level donors and prospects. Collaborate with major gift liaisons and business directors to negotiate and finalize donor gift agreements. Provide strategic direction and management of the Planning Giving Council. Cultivate and maintain key external relationships with lawyers and financial planning professionals to develop new prospect leads. Provide strategic direction to Communications team to design and implement strategies that promote planned gift opportunities to donors and general public through multiple channels. Responsible for annual operating budget for gift planning program and oversee the administration and collection of matured estate gifts through the probate court and fiduciaries. Actively participate as a member of management team in regular meetings and strategy sessions
Donor and Prospect Development- Personally responsible for managing a portfolio and securing philanthropic gifts from high level donors and prospects
People Planning- Coach and mentor personnel to enhance professional knowledge. Make job requirements and goals for each position clear to employees and provide sufficient training to achieve the desired level of competency. Oversee succession planning for key roles. Provide mentorship and development to direct and indirect reporting staff. Maintain accurate payroll records
Operational Management- Propose, research, and manage the development, implementation and assessment of long and short term operating goals and objectives. Operationalize, implement and monitor assigned strategic initiatives. Drive execution of the assigned strategic plan components
Policies & Practices- Develop, implement and enforce policies and procedures that guide and support departmental operations and services. Interact with business and operational leaders of client divisions to identify upcoming changes to operations
Qualification
Required
Bachelor's degree in a related field
7+ years of experience in planned giving, estate/financial/advanced-charitable planning
Preferred
Juris Doctor
Benefits
Medical coverage starting day one of employment.
Competitive retirement plans
Tuition reimbursement for continuing education
Expansive employee discount programs through our many community partners
Shift Differential, Weekend Differential, and Weekend Option Pay Programs for qualified positions
Support through Employee Resource Groups such as African American Professionals Advisory Council, Asian Cultural and Professional Group, EQUAL - LGBTQA Resource Group, Juntos - Hispanic/Latin Resource Group, Veterans and Military Family Advocacy Network, and Young Professionals (YP) Resource Group
Physical and mental health wellness programs
Relocation assistance available for qualified positions
Benefits may vary based on FTE Status and Position Type
Company
Cincinnati Children's Office of Academic Affairs and Career Development
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Cincinnati, Ohio, US
5001-10000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase