Planned Giving Director - Foundation - Roper Hospital

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

Scheduled Weekly Hours:

40

Work Shift:

Days (United States of America)

Location: Roper St. Francis Healthcare Charleston, SC

Shift: 8:00am-5:00m

Primary Function/General Purpose of Position

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 our organization. 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 our organization. Proactively provides follow-up and stewardship on completed gifts.  

Essential Job Functions

• 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 our organization's healthcare through documented estate plans. 

• Serves as an internal resource for members of our organization 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. 

This document is not an exhaustive list of all responsibilities, skills, duties, requirements, or working conditions associated with the job. Employees may be required to perform other job-related duties as required by their supervisor, subject to reasonable accommodation.

Licensing/Certification

Education

• 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. 

Work Experience

• Estate Planning Background (preferred)

• Advanced training in fundraising, estate and financial planning (preferred)

• Familiarity with Blackbaud CRM donor database (preferred)

• 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 

Training

• N/A

Language

• N/A

Patient Population

The following must be included in all position descriptions that involve direct or indirect patient care.  This is a Joint Commission requirement.  Also, select the age of the patient population served:

         Demonstrates the knowledge and skills necessary to provide care appropriate to the age of the patients served on his or her assigned unit.

         Demonstrates knowledge of the principles of growth and development of the life span and possesses the ability to assess data reflective of the patient's status and interprets the appropriate information needed to identify each patient's requirements relative to his or her age, specific needs and to provide the care needed as described in departmental policies and procedures.?

         Neonates (0-4 weeks)

         Infant (1-12 months)

         Pediatrics (1-12 years)

         Adolescents (13-17 years)

         Adults (18-64 years)

         Geriatrics (65 years and older)

         Not applicable to this position

Frequent sitting. Frequently requires long periods of working at a computer. Intermittent walking, standing, stooping, bending. May require lifting or moving items up to 25 lbs.  Frequent use of finger/hand dexterity. Constant talking or hearing. Must be able to communicate with donors and prospect by phone and mail to determine funding guidelines and most effective process to secure new or renewed funding. Corrected hearing and vision to normal range. No exposure to blood, body fluids or tissue. Minimal potential exposure to infectious materials, communicable diseases and/or other conditions common to a healthcare environment. Normal office environment with some exposure to outside environments. Requires work under stressful conditions, deadlines, and/or irregular hours. Ability to read and comprehend. Travel may be required. Must maintain a professional appearance. 

Working Conditions

This section addresses the physical environment in which the employee will perform the work.  Please identify ALL working conditions that apply to the role.

         Periods of high stress and fluctuating workloads may occur.

         Long-distance or air travel as needed- not to exceed 10% travel.

         General office environment.

         May be exposed to high noise levels and bright lights.

         May be exposed to physical altercations and verbal abuse.

         May be exposed to limited hazardous substances or body fluids.*

         May be required to use physical restraints.

         May be exposed to human blood and other potentially infectious materials.* 

         May be exposed to adverse weather conditions; cold, hot, dust, wind, etc.

         May have periods of constant interruptions.

         Required to car travel to off-site locations, occasionally in adverse weather conditions.

         Prolonged periods of working alone.

____ Other:                                

____ Not applicable to this position                                                    

_* Individuals in this position are required to exercise universal precautions, use personal protective equipment and devices, and learn the policies concerning infection control._

Physical Requirements

This section addresses the physical demands and work position of the associate in the role.  Please identify the frequencies for ALL physical requirement s for each physical demand and work position below. ?

Physical Demands

Frequency                                              0%                  1-33%                 34-66%                 67-100%

Lifting/ Carrying (0-50 lbs.)                                                                                                                   

Lifting/ Carrying (50-100 lbs.)                                                                                                              

Push/ Pull (0-50 lbs.)                                                                                                                              

Push/ Pull (50-100 lbs.)                                                                                                                          

Stoop, Kneel                                                                                                                                            

Crawling                                                                                                                                                   

Climbing                                                                                                                                                   

Balance                                                                                                                                                     

Bending                                                                                                                                                    

Work Position

Frequency                                               0%                  1-33%                 34-66%                 67-100%

Sitting                                                                                                                                                        

Walking                                                                                                                                                     

Standing                                                                                                                                                    

Additional Physical Requirements/Hazards

This section addresses the additional physical requirements/hazards on the associate in the role.  Please identify ALL additional physical requirements/hazards.

Physical Requirements - Select if a physical requirement for this job.

         Manual dexterity (eye/hand coordination)

         Perform shift work

         Maneuver weight of patients

         Hear alarms/telephone/audio recordings

         Reach above shoulder

         Repetitive arm/hand movements

         Finger Dexterity

         Color Vision

         Acuity - far

         Acuity - near

____ Not applicable to this position                                                                             

Hazards - Select if a potential hazard for this job.

         Depth perception

         Use of Latex products

         Exposure to toxic/caustic/chemicals/detergents

         Exposure to moving mechanical parts

         Exposure to dust/fumes

         Exposure to potential electrical shock

         Exposure to x ray/electromagnetic energy

         Exposure to high pitched noises

         Gaseous risk exposure

         Other:                              

____ Not applicable to this position                                                                             

Skills

Demonstrated excellence in oral and written skills. Ability to attend to detail and ensure accuracy of data. Understanding of and commitment to our organization'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).   

• 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 

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.

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 ~~~ .