Planned Giving Gift Officer

SHIFT:

Seeking Breakthrough Makers

Children's Hospital of Philadelphia (CHOP) offers countless ways to change lives. Our diverse community of more than 20,000 Breakthrough Makers will inspire you to pursue passions, develop expertise, and drive innovation.

At CHOP, your experience is valued; your voice is heard; and your contributions make a difference for patients and families. Join us as we build on our promise to advance pediatric care-and your career.

CHOP's Commitment to Diversity, Equity, and Inclusion

CHOP is committed to building an inclusive culture where employees feel a sense of belonging, connection, and community within their workplace. We are a team dedicated to fostering an environment that allows for all to be their authentic selves. We are focused on attracting, cultivating, and retaining diverse talent who can help us deliver on our mission to be a world leader in the advancement of healthcare for children.

We strongly encourage all candidates of diverse backgrounds and lived experiences to apply.

A Brief Overview
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.

What you will do

• 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.

Education Qualifications

• Bachelor's Degree Required

Experience Qualifications

• At least five (5) years of development experience Required
• At least two (2) years of planned giving or complex blended/major giving or previous commercial experience in law, wealth management or financial planning experience Required
• At least five (5) years of development experience in a large, complex organization, such as an academic medical center, hospital, or university Preferred
• Previous experience with identifying, cultivating, soliciting, and closing 6-figure gifts from individual donors Preferred

Skills and Abilities

• 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.

To carry out its mission, CHOP is committed to supporting the health of our patients, families, workforce, and global community. As a condition of employment, CHOP employees who work in patient care buildings or who have patient facing responsibilities must be fully vaccinated against COVID-19 and receive an annual influenza vaccine. Learn more.

Employees may request exemptions for valid religious and medical reasons. Start dates may be delayed until candidates are immunized or exemption requests are reviewed.

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