The Director, Planned Giving manages and grows Cottage Health's planned giving program, focusing on securing significant gifts and donor engagement.
Cottage Health seeks a Director, Planned Giving responsible for managing, growing, and advancing Cottage Health’s planned giving program. This role secures significant outright and deferred gifts by working with donors, their advisors, and internal stakeholders to align philanthropic goals with the institution's mission. Major accountabilities include:
- Manage a personal portfolio of high capacity planned giving prospects and donors, focusing on gifts of $250,000 and above.
- Develop, execute, and evaluate a comprehensive gift planning program, including strategies for marketing, outreach, donor engagement, and stewardship for all Cottage Health entities.
- Serve as the in-house subject-matter expert on gift planning, including bequests, trusts, annuities, and other financial instruments.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
- Minimum: Bachelor’s Degree or equivalent work experience, with the standard two years of work experience is equivalent to one year of education.
Technical Requirements:
- Minimum: Computer skills including proficiency with MS office suite, knowledge and experience with mail merge functions, and ability to communicate via E-mail. Computer skills, including proficiency with MS Office suite, planned giving software (e.g. Crescendo), and CRM software (e.g. Blackbaud NXT).
Years of Related Work Experience:
- Minimum: Seven (7) years of professional development and fundraising experience, with a proven track record of cultivating, soliciting, and closing major and planned gifts; OR seven (7) years of experience in a related technical field such as financial planning, tax advisory, or estate planning – with significant client management responsibilities.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education. Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system. Our mission is to serve the central coast communities with excellence, integrity, and compassion. Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first. We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer. Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law. This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee. Cottage Health is committed to upholding discrimination-free hiring practices. We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommodation with the Recruiter.
If you're already a Cottage Health employee, please apply on this link only.
Top Skills
Blackbaud Nxt
Crescendo
Crm Software
Ms Office Suite
Planned Giving Software
Cottage Health Santa Barbara, California, USA Office
2320 Bath St #113, Santa Barbara, CA , United States, 93105
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