Director - Planned Giving - FT - Days - MHS

Location: Hollywood, Florida At Memorial, we are dedicated to improving the health, well-being and, most of all, quality of life for the people entrusted to our care. An unwavering commitment to our service vision is what makes the difference. It is the foundation of The Memorial Experience. Summary: The Director of Gift Planning is a senior leadership role responsible for the strategic direction, growth, and management of a comprehensive gift planning program. This position works closely with major donors, board members, senior leadership, and other stakeholders to cultivate, secure and steward planned and major gifts that will help advance the organization's mission. The Director plays a key role in identifying new opportunities for gift planning, strengthening relationships with current donors, and ensuring a seamless integration of gift planning strategies across the Foundations’ asset development programs. Responsibilities: Marketing and Communications: Develops and implements targeted marketing strategies to promote planned giving opportunities, collaborating with the communications team to create engaging materials that educate prospects, current donors, and the public, while representing the organization at conferences, seminars, and events to increase visibility and awareness of the program.Team Leadership and Development: Supervises, mentors, and develops a team of gift planning officers and coordinators, fostering a collaborative, high-performing work environment, while training staff, board members, and volunteers on the importance of gift planning and how to effectively communicate its benefits to potential donors.Program Management and Operations: Manages and maintains the organization’s gift planning database and ensures accurate record-keeping, reporting, and tracking of planned gifts and donor interactions. Oversees the execution of planned gift agreements, ensuring compliance with legal and financial regulations, while collaborating with finance and legal teams for proper administration and implementation. Advises on trends in gift planning and ensures Foundations’ policies remain current to maximize fundraising efficiencies.Gift Planning Strategy and Expertise: Serves as the subject matter expert (SME) in all aspects of planned giving, including complex assets, bequests, charitable remainder and lead trusts, life insurance, charitable gift annuities, retirement plans, and other creative giving vehicles, while providing expertise to staff, board members, and volunteers in promoting and discussing planned gifts. Advises prospective donors on tax-efficient giving strategies, including developing gift proposals and planned giving illustrations.Donor Cultivation and Stewardship: Leads efforts to identify, qualify, and engage prospective donors for principal and planned gifts ($2M ), building and maintaining strong relationships with major donors, prospects, and their advisors to secure long-term support, while collaborating with front-line fundraisers to integrate planned giving into overall strategies and ensure appropriate follow-up and recognition.Strategic Leadership and Planning: Develops and implements an innovative, results-driven gift planning program in collaboration with senior leadership to identify key strategic priorities and funding needs, aligning efforts with organizational goals while overseeing the development of donor cultivation and stewardship plans to grow a robust portfolio of gift planning donors. Competencies: ACCOUNTABILITY, ANALYSIS AND DECISION MAKING, CUSTOMER SERVICE, EFFECTIVE COMMUNICATION, MANAGING BUDGETS - MANAGEMENT, MANAGING PEOPLE, RESPONDING TO CHANGE, STANDARDS OF BEHAVIOR Education and Certification Requirements: Bachelors (Required) Additional Job Information: Complexity of Work: Requires critical thinking skills, decisive judgment, and the ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action. Demonstrated success in securing major and planned gifts. In-depth knowledge of planned giving vehicles and related tax, legal, and financial regulations. Strong communication and interpersonal skills, with the ability to cultivate and sustain relationships with high-net-worth individuals, advisors, and other stakeholders. Proven ability to manage a team, provide leadership, and work collaboratively with other departments. Highly organized, self-motivated, and able to prioritize multiple projects and tasks in a dynamic environment. Familiarity with donor management systems (e.g., Raiser’s Edge, Salesforce) and experience using data to drive strategy. Required Work Experience: Minimum of seven (7) years of experience in nonprofit fundraising required; focus on planned giving or major gifts preferred. Other Information: Additional Education Info: Bachelor's degree required; Chartered Advisor in Philanthropy (CAP), Certified Financial Planner (CFP), and/or advanced degree such as law degree (JD) strongly preferred. Working Conditions and Physical Requirements: Bending and Stooping = 0% Climbing = 0% Keyboard Entry = 60% Kneeling = 0% Lifting/Carrying Patients 35 Pounds or Greater = 0% Lifting or Carrying 0 - 25 lbs Non-Patient = 0% Lifting or Carrying 2501 lbs - 75 lbs Non-Patient = 0% Lifting or Carrying > 75 lbs Non-Patient = 0% Pushing or Pulling 0 - 25 lbs Non-Patient = 0% Pushing or Pulling 26 - 75 lbs Non-Patient = 0% Pushing or Pulling > 75 lbs Non-Patient = 0% Reaching = 0% Repetitive Movement Foot/Leg = 0% Repetitive Movement Hand/Arm = 60% Running = 0% Sitting = 60% Squatting = 0% Standing = 60% Walking = 60% Audible Speech = 60% Hearing Acuity = 60% Smelling Acuity = 0% Taste Discrimination = 0% Depth Perception = 60% Distinguish Color = 60% Seeing - Far = 60% Seeing - Near = 60% Bio hazardous Waste = 0% Biological Hazards - Respiratory = 0% Biological Hazards - Skin or Ingestion = 0% Blood and/or Bodily Fluids = 0% Communicable Diseases and/or Pathogens = 0% Asbestos = 0% Cytotoxic Chemicals = 0% Dust = 0% Gas/Vapors/Fumes = 0% Hazardous Chemicals = 0% Hazardous Medication = 0% Latex = 0% Computer Monitor = 60% Domestic Animals = 0% Extreme Heat/Cold = 0% Fire Risk = 0% Hazardous Noise = 0% Heating Devices = 0% Hypoxia = 0% Laser/High Intensity Lights = 0% Magnetic Fields = 0% Moving Mechanical Parts = 0% Needles/Sharp Objects = 0% Potential Electric Shock = 0% Potential for Physical Assault = 0% Radiation = 0% Sudden Decompression During Flights = 0% Unprotected Heights = 0% Wet or Slippery Surfaces = 0% Shift: Disclaimer: This job description is not intended, nor should it be construed to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended to indicate the general nature and level of work performed by employees within this classification. Wages shown on independent job boards reflect market averages, not specific to any employer. We encourage candidates to talk to their Memorial Healthcare System recruiter to discuss actual pay rates, during the hiring process. Memorial Healthcare System is proud to be an equal opportunity employer committed to workplace diversity. Memorial Healthcare System recruits, hires and promotes qualified candidates for employment opportunities without regard to race, color, age, religion, gender, gender identity or expression, sexual orientation, national origin, veteran status, disability, genetic information, or any factor prohibited by law. We are proud to offer Veteran’s Preference to former military, reservists and military spouses (including widows and widowers). You must indicate your status on your application to take advantage of this program. Employment is subject to post offer, pre-placement assessment, including drug testing. If you need reasonable accommodation during the application process, please call 954-276-8340 (M-F, 8am-5pm) or email TalentAcquisitionCenter@mhs.net Be where care matters. At Memorial Healthcare System, we are dedicated to improving the health, well-being, and quality of life of the people entrusted to our care. This unwavering commitment to our service vision makes the difference and is the foundation of The Memorial Experience. Deeper Caring. Smarter Healthcare. Talk to our patients and their families about “Deeper Caring,” and they'll tell you stories about miracle babies, lives saved through sheer determination, and the comforting kindness of others. About people who advocated for the family’s best interests and cared for them in body, mind, and spirit. For our employees, “Smarter Healthcare” means constantly improving how we deliver care. It could be a new technology, a streamlined process, or a cutting-edge program leveraging our system strengths. But, no matter how you look at it, our service vision is integral to our culture today and what we strive to be tomorrow. We invite you to share in the Memorial Experience – where touching lives, lifting spirits, and healing the human body is our profession’s greatest privilege and reward. Be where you are valued. Memorial Healthcare System provides preference as part of our commitment to honoring the service and sacrifice of veterans in alignment with state regulations. Veteran’s Preference allows for the first choice in interviewing, hiring, retention, and promotion after deployment when all other applicant qualifications are equal. However, Veteran's Preference does not guarantee a job. Who is eligible for Veteran’s Preference? We are proud to offer preference to internal and external applicants who identify within these categories: veterans, disabled veterans, spouse of a disabled veteran, unremarried veteran widow/widower, certain family members, active reservists and members of the National Guard. What should I do if I am eligible for Veteran’s Preference? You must claim your Veteran’s Preference status on your application. If selected for a job, you must provide documentation regarding your status. How does Memorial verify that someone is eligible for Veteran’s Preference? We require specific documentation as determined by the basis for which someone claims preference. For example, the documentation for a disabled veteran is different from the documentation required for the spouse of a veteran killed in the line of duty. How often can an eligible person claim Veteran's Preference at Memorial? There is no limit to how often internal or external applicants can use preference when a job is posted externally on our career website or elsewhere. What if there are two equally qualified, preference-eligible job applicants? In this case, the selection is based on the eligibility category in accordance with Florida law. First preference is given to: An honorably discharged veteran who has served on active duty and has a service-connected, compensable disability. A spouse of a person who has a total, permanent, service-connected disability and cannot qualify for employment. A spouse of a person missing in action, captured or forcibly detained or interned by a foreign government or power. What do I do if I am denied Veteran's Preference? If you feel you have been unfairly denied Veteran’s Preference by Memorial Healthcare System, please contact EmployeeRelations@mhs.net. You may also file a complaint with the Florida Department of Veterans’ Affairs (FDVA). 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