Director Planned Giving

Description

Calling all Esteemed Leaders! Are you a relationshipdriven philanthropy professional who brings deep expertise in estate planning, major gifts, and donor stewardship? Do you excel at guiding donors through complex giving opportunities while advancing a missiondriven organization's longterm impact? If so, this Director of Planned Giving opportunity may be an excellent fit.

The Role:

Reporting to the Executive Director of Planned Giving, the Director of Planned Giving manages, plans, coordinates, and implements a comprehensive estate planning and plannedgift program in support of Saint John's mission. This role is responsible for securing planned gifts, expanding major and planned giving donor relationships, and growing the philanthropic constituency through thoughtful, donorcentered fundraising strategies.

The Director applies relevant laws and regulations across all aspects of charitable giving, partners closely with donors and their advisors, and serves as a trusted resource to Foundation leadership and healthcenter executives on plannedgiving matters. The role balances strategic program development with handson donor engagement to ensure sustainable growth, compliance, and stewardship excellence.

What You'll Do:

Planned Giving Strategy & Program Leadership

• Develop and implement an effective plannedgiving strategy aligned with Saint John's mission and the needs of current and prospective donors.
• Create, monitor, and update both annual and longrange strategic plans for the plannedgiving program with measurable goals and outcomes.
• Develop budgets and planning processes that ensure continuity and longterm growth of the program.

Donor Identification, Cultivation & Stewardship

• Identify, cultivate, solicit, and steward donors capable of making major and planned gifts.
• Formulate individualized solicitation strategies tailored to donor interests and philanthropic goals.
• Respond promptly and thoughtfully to donor and prospectivedonor inquiries regarding planned gifts and bequests.
• Track estate gifts from probate through completion and ensure accurate stewardship throughout the process.
• Manage the plannedgiving donor recognition society, The Madeleine Society.

Technical Expertise & Compliance

• In consultation with donors' advisors, provide legal and tax information related to bequests and lifeincome gifts.
• Draft and review gift illustrations and plannedgiving legal documents.
• Partner with legal counsel to advise Foundation staff and healthcenter leadership on legal matters related to planned giving, including regulatory compliance and risk mitigation.
• Ensure systems and processes are in place to minimize litigation risk and protect donor interests.
• Maintain expertise in the technical aspects of planned giving, including evolving regulations and best practices.

Professional & Community Engagement

• Identify, cultivate, and educate financial professionals-such as attorneys, estate planners, financial advisors, and realtors-about Saint John's mission and giving opportunities.
• Develop and deliver plannedgiving seminars for donors and professional audiences.
• Establish and lead a Planned Giving Advisory Council composed of financial professionals who serve as ambassadors in the community.
• Represent the Foundation through participation in professional and civic organizations as appropriate.

Operations, Governance & Collaboration

• Work closely with other Foundation team members to coordinate cultivation and stewardship of plannedgiving prospects.
• Oversee plannedgiving donor records and database integrity.
• Assist the COO and CFO in maintaining audit trails and documentation for plannedgiving transactions.
• Provide staffing support for the Legacy (Planned Giving) Committee and participate in committees as directed.
• Ensure quality and accuracy of all plannedgiving publications, mailings, and communications.
• Maintain departmental policies, procedures, performanceimprovement standards, and safety practices.

Mission & Professional Development

• Demonstrate Saint John's core values of dignity, justice, compassion, integrity, and excellence in all interactions.
• Maintain professional growth through continuing education, training, seminars, workshops, and professional affiliations.
• Perform other duties as assigned in support of organizational objectives.

What You'll Bring:

Education & Credentials

• Bachelor's Degree or equivalent education/experience.
• Bachelor's Degree in Accounting and/or Financial Planning (preferred) .
• Certified Fund Raising Executive (CFRE) and/or Certified Specialist in Planned Giving (CSPG) (preferred upon hire) .
• Plannedgiving coursework, certification, or prior plannedgiving role experience (preferred) .

Experience

• 6+ years of experience in planned giving or a related field within a large nonprofitorganization.
• Demonstrated success in estate planning and majorgift solicitation.
• Experience in strategic planning, proposal development, and plannedgiving portfolio management.

Professional & Leadership Capabilities

• Ability to work effectively with donors, professional advisors, executives, and Foundation colleagues.
• Strong written and verbal communication skills.
• High ethical standards and strong donoradvocacy mindset.
• Attention to detail, sound judgment, and ability to manage complex gift arrangements.
• Ideal candidates may include individuals currently serving as an Assistant Director of Planned Giving at a large organization or a Director of Planned Giving at a smaller organization seeking growth within a larger program.

Why Join Us?

• Advance mission driven philanthropy: Help donors create lasting impact through thoughtful estate and planned giving.
• Build trusted relationships: Partner closely with donors, advisors, and community leaders.
• Grow a vital program: Shape and expand a comprehensive plannedgiving strategy.
• Operate at a strategic level: Advise Foundation and healthcenter leadership on complex philanthropic matters.
• Serve with purpose: Support Saint John's healing mission through transformational giving.

Ready to Shape the Future of Healthcare?

If you are a collaborative, donorcentered philanthropy leader ready to grow plannedgiving impact and steward meaningful legacies, we encourage you to explore this opportunity.

The full pay range is listed in accordance with applicable law. Final compensation will be determined based on qualifications, experience, organizational compensation alignment, and the approved hiring department budget for the position. This position may also be eligible for incentive compensation and benefits.

About Providence

At Providence, our strength lies in Our Promise of "Know me, care for me, ease my way." Working at our family of organizations means that regardless of your role, we'll walk alongside you in your career, supporting you so you can support others. We provide best-in-class benefits and we foster an inclusive workplace where diversity is valued, and everyone is essential, heard and respected. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. As a comprehensive health care organization, we are serving more people, advancing best practices and continuing our more than 100-year tradition of serving the poor and vulnerable.

Posted are the minimum and the maximum wage rates on the wage range for this position. The successful candidate's placement on the wage range for this position will be determined based upon relevant job experience and other applicable factors. These amounts are the base pay range; additional compensation may be available for this role, such as shift differentials, standby/on-call, overtime, premiums, extra shift incentives, or bonus opportunities.

Providence offers a comprehensive benefits package including a retirement 401(k) Savings Plan with employer matching, health care benefits (medical, dental, vision), life insurance, disability insurance, time off benefits (paid parental leave, vacations, holidays, health issues), voluntary benefits, well-being resources and much more. Learn more at providence.jobs/benefits.

Applicants in the Unincorporated County of Los Angeles: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Unincorporated Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Requsition ID: 425819

Company: Providence Jobs

Job Category: Fundraising

Job Function: Marketing/Public Relations/Community Affairs

Job Schedule: Full time

Job Shift: Day

Career Track: Leadership

Department: 7006 PSJHC FOUNDATION

Address: CA Santa Monica 1919 Santa Monica Blvd

Work Location: Saint John's Health Ctr Foundation-Santa Monica

Workplace Type: Hybrid

Pay Range: $68.62 - $108.34

The amounts listed are the base pay range; additional compensation may be available for this role, such as shift differentials, standby/on-call, overtime, premiums, extra shift incentives, or bonus opportunities.