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Planned Giving Gift Officer - 17464

Philadelphia, PA, US, 19107

Job Type: 

LOC_1300_MKT-Wanamaker Building Req ID: 78661

Shift: Days

Employment Status: Regular - Full Time 

Job Summary

This position will develop long-term philanthropic relationships with donors and prospects, with the ultimate goal of soliciting these individuals for a planned gift including bequest intentions, gifts of non-cash assets and life income gifts to the Hospital. Reporting to the Director of Planned Giving, the Gift Officer oversees the identification, qualification, cultivation, solicitation and stewardship of individuals making deferred and other specially structured gifts and provides education to donors who are considering making planned gifts or involving complex gift structures.

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Job Responsibilities

Identify, cultivate, solicit, and steward a portfolio of 150 prospects with capacity to make a 6-figure gift, meeting annual fundraising goals and expectations.

  • With an increased emphasis on blended gifts, collaborate with annual, major and principal gift officers to identify prospects and cultivate to successful solicitations.
  • Collaborate with financial advisors, attorneys, and other relevant advisors regarding planned gifts.
  • Proactively obtain written documentation and valuation of bequest intentions.
  • Encourage, market, and solicit in support of the Lewis Society, CHOP’s planned giving society.
  • Develop extensive knowledge of hospital programs and research initiatives which can be matched to donor interest.
  • Maintain strong knowledge of current tax laws and rules related to charitable gift planning.   
  • Support planning of special cultivation and stewardship events in collaboration Foundation colleagues.
  • Participate in planned giving marketing activities including the identification and memorialization of donor storytelling.
Required Education and Experience

Bachelor’s degree. 

 

At least five (5) years of experience in Development, with two (2) years’ experience in planned giving or complex blended/major giving or previous commercial experience in law, wealth management or financial planning.

Preferred Education, Experience & Cert/Lic

Preferred Experience: Five (5) years Development experience in a large, complex organization, such as an academic medical center, hospital, or university. Previous experience with identifying, cultivating, soliciting, and closing 6-figure gifts from individual donors.

Additional Technical Requirements
  • Knowledge of basic estate and financial planning concepts and the fundamentals of fundraising and proposal development.
  • Knowledge of how particular charitable options affect the donor’s and/or the income recipient’s tax situations.
  • A sincere appreciation for people and how they are each uniquely motivated.
  • Poised and engaging, empathetic communications style based on natural warmth and enthusiasm.
  • Fast-paced and results oriented with the ability to work in a timely manner with multiple deadlines and competing requirements.
  • Strong written, presentation, verbal, organizational, and interpersonal skills; demonstrated ability to relate well to individuals from diverse backgrounds.
  • Demonstration of good judgement, professionalism and the highest standards of ethical conduct.
  • Ability to undertake regular travel within a 50 mile radius of Philadelphia.

All CHOP employees who work in a patient building or who provide patient care are required to receive an annual influenza vaccine unless they are granted a medical or religious exemption.

Children's Hospital of Philadelphia is committed to providing a safe and healthy environment for its patients, family members, visitors and employees. In an effort to achieve this goal, employment at Children's Hospital of Philadelphia, other than for positions with regularly scheduled hours in New Jersey, is contingent upon an attestation that the job applicant does not use tobacco products.

Children's Hospital of Philadelphia is an equal opportunity employer. We do not discriminate on the basis of race, color, gender, gender identity, sexual orientation, age, religion, national or ethnic origin, disability or protected veteran status.

VEVRAA Federal Contractor/Seeking priority referrals for protected veterans.  Please contact our hiring official with any referrals or questions.

CHOP Careers Contact 

Talent Acquisition

2716 South Street, 6th Floor

Philadelphia, PA 19146 

 

 

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