Roper St. Francis Healthcare hiring Planned Giving Director in Charleston, SC | LinkedIn (2024)

Planned Giving Director - RSF Foundation

Calhoun Street Charleston SC

Shift 8:00am-5:00pm

Thank you for considering a career at Roper St. Francis Healthcare!

General Responsibilities:

Reporting to the Senior Director of Development, the Planned Giving Director will be responsible for the coordination of planned gifts, both deferred and major tax-advantaged for Roper St. Francis Healthcare. Responsibilities include active engagement internally by working with colleagues in cultivating prospective donors of planned gifts. The Planned Giving Director will work to identify, cultivate, solicit, and close planned gifts for Roper St. Francis Healthcare. Proactively provides follow-up and stewardship on completed gifts.

Specific Responsibilities:

• Develops and implements strategies to identify, qualify, cultivate, solicit, and steward deferred and major gift donors/prospects through individual visits, personal communication, event participation and volunteer activities.
• Maintains an extensive knowledge of fundraising, financial planning, tax issues, and all facets of gift planning instruments, including charitable gift annuities, charitable trusts, life insurance, beneficiary designation form options and bequest commitments.
• Collaborates with donors and their legal/financial advisers to solicit, secure and document current and future gifts. Working knowledge of complex gift options such as tangible property, real property and closely held stock.
• Manages the Legacy Circle Program, which honors individuals who make provisions to Roper St. Francis healthcare through documented estate plans.
• Serves as an internal resource for members of the Roper St. Francis Foundation fundraising staff in their gift discussions with planned giving/major donors.
• Collaborates with the Senior Director of Development and the Donor Communications and Stewardship Director to create and implement marketing and communication plans for the advancement of gift planning options and instruments.

Minimum Qualifications:

• Bachelor’s degree and three or more years of progressively responsible development experience, preferably in higher education or healthcare, or equivalent experience in financial management or trust administration. Comparable knowledge, skills and abilities may be substituted.
• Thorough knowledge of planned giving instruments in a non-profit setting or financial planning/trust administration
• Demonstrated ability to conceptualize and implement sophisticated fundraising strategies for the successful cultivation and solicitation of major gifts using planned giving techniques
• Experience and/or ability to design, implement, and market a comprehensive planned giving program
• Demonstrated knowledge of the full spectrum of development principles and activities including gift policies, solicitations, stewardship, donor recognition, administration, working with high-level volunteer committees, and the ability to apply this knowledge creatively to specific fund-raising projects
• Superior written, oral, and interpersonal skills and the ability to communicate effectively with donors, donors' financial and legal advisors, volunteers, and colleagues, including people of differing temperaments, socioeconomic backgrounds and political/ethical philosophies
• Appropriate knowledge of principles and methods of planning and conducting a comprehensive gift planning or fundraising program

Preferred Qualifications:

• Estate Planning Background.
• Advanced training in fundraising, estate and financial planning.
• Familiarity with Blackbaud CRM donor database preferred.

Knowledge/Skills:

Demonstrated excellence in oral and written skills. Ability to attend to detail and ensure accuracy of data. Understanding of and commitment to Roper St. Francis Foundation’s mission. Demonstrated ability to use personal computers and various word processing and spreadsheet software applications. Effective organizational, planning, communication, attention to detail and interpersonal skills.

Knowledge CRM software like of Raiser’s Edge systems (including RENXT and Research Point).

Roper St. Francis Healthcare is an equal opportunity employer.

Many of our opportunities reward* your hard work with:

• Comprehensive, affordable medical, dental and vision plans
• Prescription drug coverage
• Flexible spending accounts
• Life insurance w/AD&D
• Employer contributions to retirement savings plan when eligible
• Paid time off
• Educational Assistance
• And much more

*Benefits offerings vary according to employment status

Scheduled Weekly Hours:

40

Work Shift:

Days (United States of America)

Department:

Foundation Administration (Unrestricted) - RSF Foundation Activity

It is our policy to abide by all Federal and State laws, as well as, the requirements of 41 CFR 60-1.4(a), 60-300.5(a) and 60-741.5(a). Accordingly, all applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, or protected veteran status, and will not be discriminated against on the basis of disability. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact The Talent Acquisition Team at recruitment@RSFH.com