Program Director - Major & Planned Giving

Key Responsibilities:

• Manage and optimize a major gift portfolio of planned giving prospects of 50 to 60
• Responsible for developing relationship strategies for effective donor engagement and stewardship of constituents in donor portfolio
• Work closely with foundation leadership to implement best practices for a planned giving program while also managing a portfolio of donors
• Leverages relationships with colleagues, regional and system board members to identify, connect with, cultivate, solicit, and steward donors
• Monitor, track and report on donor relationship progress with metrics as compared to agreed upon goals
• Expand legacy and planned giving
• Ability to present, plan, and update results of fundraising plan to leadership
• Strategically manages foundation budget items related to planned giving needs and program
• Work in collaboration with research and service team to develop any necessary data lists, proposals, assets, events, or marketing materials to support Foundation plan
• Maintains a solid understanding of the main areas of need based on our current strategies
• Oversees planned giving initiatives, in coordination with local team member and services team, to support and expand constituent participation and encourage major and planned gifts

Educational Requirements:

• Bachelor's degree or equivalent years of related experience

Required Qualifications:

• 4 years of relationship management, development, marketing, sales, or the equivalent experience

Preferred Qualifications:

• Experience with CRM (Client Relationship Management Software), for example Raisers Edge or Sales Force
• CFRE (Certified Fundraising Executive)
• Law degree preferred

Certification/Licensure Requirements:

• Possession of a valid motor vehicle operator’s license as verified through appropriate licensing agency
• Must meet the driving requirements and criteria acceptable to Essentia Health’s insurer
• Proof of current motor vehicle insurance, including minimum State limits and without business exclusions