What are the responsibilities and job description for the Children%27s National Hospital Foundation Associate Director Gift Planning position at Children's National Medical Center?
The Associate Director is responsible for growing the Foundation's planned giving program by managing a portfolio of prospects and supporting the Foundation's fundraising campaign. Their primary responsibilities include identifying, cultivating, soliciting, and stewarding planned giving prospects and donors. Reporting to the Senior Director of Gift Planning, this position collaborates closely with major giving, annual giving, stewardship, and hospital teams to develop fundraising priorities and strategies. The Associate Director uncovers planned giving opportunities within existing donor pipelines, follows up on leads from planned giving outreach, and contributes to events that advance cultivation and stewardship. This position supports planned giving marketing efforts and collaborates with the legal and finance teams. The Associate Director has an annual fundraising goal of $500,000 to $1 million in planned gift commitments.
Minimum Education Bachelor's Degree (Required) Master's Degree JD, MBA or related advanced degree (Preferred) Minimum Work Experience 5 years Experience in gift development, marketing, financial planning or legal experience. (Required) 3 years Experience in planned giving or complex/blended major giving or estate/financial planning. (Preferred) Required Skills/Knowledge Proven track record of securing major and/or planned gifts An understanding of charitable gift planning vehicles and related tax, legal, and/or estate planning concepts Excellent interpersonal and relationship-building abilities, with sensitivity to diverse and older populations Strong written and verbal communication skills High level of professionalism, discretion, and ethical judgment Excellent problem solving skills Demonstrated ability to work both independently and collaboratively across teams Strong moves/portfolio management skills Effective organizational, time management, and project management skills Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) Familiarity with donor CRM systems (e.g., Raiser’s Edge) and planned giving software (e.g., PG Calc, Crescendo) Ongoing commitment to professional development (e.g., attending conferences or training sessions in philanthropy, tax law, or estate planning) Functional Accountabilities Cultivate and solicit planned gifts
- Close $500K to $1M in planned gifts annually.
- Manage a portfolio of 75 donors and key prospects with a concentration to identify potential prospects within the pipelineto fulfill discovery and cultivation.
- Develop, solicit, and steward planned gift donors using customized strategies.
- Provide planned giving expertise and collaborate with gift officers to maximize giving through blended giving techniquesand/or non-cash assets.
- Implement effective stewardship and cultivation strategies for planned giving donors, including communications, tours,events nd other engagement opportunities.
- Oversee planned giving marketing initiatives, including design, execution and reporting effectiveness. This may includeworking directly with the Foundation communication and direct response teams to develop effective marketing tools andpublications.
- Prepare and present proposals, execute appropriate gift documentation, and coordinate administration of estate gifts.
- Assist senior director of gift planning with training opportunities, including staff, board, volunteers with the planned giftoptions and use of various assets.
- Accomplish personalized goals set annually that align with Foundation goals, which include financial, activity, and pipelinemovement.
- Document donor interactions, gift activity and proposals in the database (e.g., Raiser's Edge) in a timely manner.
- Stay informed on changes in estate and tax law relevant to gift planning.
- Represent the Foundation at donor events and in the broader philanthropic and professional community.
- Anticipate and responds to customer needs; follows up until needs are met
- Demonstrate collaborative and respectful behavior
- Partner with all team members to achieve goals
- Receptive to others’ ideas and opinions
- Contribute to a positive work environment
- Demonstrate flexibility and willingness to change
- Identify opportunities to improve clinical and administrative processes
- Make appropriate decisions, using sound judgment
- Use resources efficiently
- Search for less costly ways of doing things
- Speak up when team members appear to exhibit unsafe behavior or performance
- Continuously validate and verify information needed for decision making or documentation
- Stop in the face of uncertainty and takes time to resolve the situation
- Demonstrate accurate, clear and timely verbal and written communication
- Actively promote safety for patients, families, visitors and co-workers
- Attend carefully to important details - practicing Stop, Think, Act and Review in order to self-check behavior and performance
Salary : $1,000 - $500,000
