AVP Planned Giving
Type of Nonprofit Organization:
The AVP Planned Giving is responsible for implementation and evaluation of all aspects of the Honor Health Foundation Planned Giving Program. This position serves as a key member of the Foundation's development team and is accountable for an assigned share of the Foundation's fundraising goals. This individual is responsible for identifying, qualifying, cultivating, soliciting, and stewarding current donors and prospective donors for deferred gifts. The Associate Vice-President of Planned Giving is responsible for planning and executing the strategies and tactics to assist in growing the number of planned gifts for Honor Health. This includes working with, but not limited to, Honor Health Foundation's Financial Health Advisors, the Honor Health Board of Directors, the Honor Health Foundation Board of Trustees, and Honor Health's executive leadership team.
- Identify, qualify, cultivate, solicit and steward qualified prospects for planned gifts and potential major gifts to meet both short-term and long-term fundraising goals. Set development goals, achieve or surpass those goals and report regularly on status to Foundation leadership.
- Provide outstanding service and communication with HonorHealth Foundation's Legacies of Distinction members (individuals who have indicated that HonorHealth Foundation is included as a future benefactor in their estate plan) and in partnership with the Foundation teams, Develop a stewardship program for this high level group.
- Research and maintain individual donor profiles on qualified prospects and donors and define a strategic action plan for each prospect based on data available and supervise its use in solicitation of gifts to closure.
- Increase the life income gift portfolio for HonorHealth Foundation.
This includes working with planned giving donors and prospects with their financial professionals and developing compelling planned giving proposals, acknowledgments, and reports.
Track "matured" gifts annually in order to make projections on expectancies.
- Organize and conduct trainings, seminars and other learning opportunities for current donors, prospective donors, professional advisors and Foundation staff.
- Stay current with trends in philanthropy and technical details on all forms of planned gifts and tax law changes keeping Honor Health Foundation staff informed of such changes. Serve as a knowledgeable resource for Honor Health Foundation staff and Board members.
- Performs other duties as assigned.
Bachelor's Degree Required
7 years As a planned gift officer, preferably in Healthcare, extensive knowledge of estate/tax laws as they pertain to planned giving. Demonstrated successful experience and effectiveness in prospect qualification, identification relationship building and solicitation required.
Licenses and Certifications
Advanced training in adjunct field very desirable, such as law, accounting stocks and bonds, real estate, insurance etc. Required