Job Description

Director Major Gifts & Planned Giving
Job CategoryManagement
ScheduleFull time
Shift1 - Day Shift

SUMMARY:

Develop and implement cultivation strategies for assigned prospects with the ultimate goal of closing major gifts of $10,000 or more.  Manage a pool of 100 top prospects with a goal of closing 25 gifts per year.  Identify new volunteer and financial support opportunities from patients and friends of TMC with the goal of expanding the number of viable qualified major gift donors for TMC.  Provides strategic leadership in the design and implementation of a development program needed to sustain major gift and planned giving activities. In consultation with the Vice President & Chief Development Officer provide personalized stewardship to assigned donors.  

ESSENTIAL FUNCTIONS:

Develops and implements an effective major gift strategy that takes into account the unique mission of TMC and the special needs of current and potential donors.

Develops, implements, monitors and updates a comprehensive one-year and long-range strategic plan, including measurable goals and objectives for a major gift  and planned giving program.

Identifies, cultivates, solicits and stewards current and prospective donors who have the ability to execute a major gift.

Formulates individualized solicitation strategies for major gift prospects.

Protects the best interests of the existing and potential donor base while advising donors of potential means for donating property and/or funds to the Foundation.

Works closely with other Foundation staff on cultivating annual, major, and planned giving prospects.

Identifies, cultivates, and educates volunteers about TMC and its mission.

Develops budgets and other necessary short and long-term planning processes to ensure continuity and growth of a major gift program.

Contributes to and ensures quality of all mailings and/or publications internally and/or externally that are related to major gifts strategies.

Provides staffing for the Prospect Development Committee of the TMC Foundation and participates on committees as directed.

Maintains professional expertise and knowledge in technical aspects of major gift programs through seminars, workshops, and professional affiliations.  Attends and serves on professional/civic service organizations as a TMC representative.

Contributes to the effectiveness and accuracy of major gift donor records and database.

Implement and collaborate with the Development team to manage and grow all aspects of Planned Gifts at TMC Health Foundation through marketing, face-to-face visits, outreach, events, tracking and projecting, gift administration, and development of the Planned Giving Advisory Committee. Legacy Giving to include, Bequests, Charitable Gift Annuities, Charitable Remainder Unitrusts/Lead Trusts, Trusts and Wills, and Endowment gifts. 

Present planned gift opportunities such as bequests and life income gifts.

Serves as the point of contact for the Development team on complex gift planning vehicles.

Navigate the technical aspects of planned giving vehicles and the relevant tax and estate consequences of these vehicles and how they can be used to enhance fundraising efforts.

Responsible for the processing of stock gifts, bequests, planned and life income gifts, in conjunction with the CDO.

Manage the marketing and development of the Planned Giving program, including membership strategy. Interview and write donor stories for the web page and newsletters, highlighting legacy gifts at TMC Health Foundation. Create new ways to market planned gifts through mailed inserts, response cards, online strategies, on-air spots, event strategies, etc.

Manage a pool of individual Planned Giving prospects; cultivate, solicit and steward current or deferred gifts for those interested and/or identified as donors.

Generate a database to track planned giving proposals.

Collaborate with the Chief Development Officer in development strategy for TMC Health Foundation Legacy Giving.

Attend and promote TMC Health Foundation and donor opportunities at events for TMC Health Foundation and major donors.

Delegate and coordinate daily clerical duties.

Maintains established departmental policies and procedures, objectives, improving organization performance program, and safety standards.

Exhibits excellence in customer service through appropriate attitude and interaction with all patients, visitors and staff.

Adheres to and supports team members in exhibiting TMCH values of integrity, community, compassion, and dedication. 

Adheres to TMCH organizational and department-specific safety and confidentiality policies and standards.

Performs other duties as assigned or requested.

MINIMUM QUALIFICATIONS

EDUCATION:  Bachelor’s degree preferred, or an equivalent combination of relevant education and experience.

EXPERIENCE:  Five (5) years of experience in major gift fundraising;

LICENSURE OR CERTIFICATION:  None Required

KNOWLEDGE, SKILLS AND ABILITIES: 

·         Thorough knowledge of major gift programs; strategic planning; proposal development; and major gift portfolio management. 

·         Knowledge of the Association of Fundraising Professionals Code of Ethics and Standards of Professional Practice.

·         Knowledge of major gift moves management systems and software management, basic word processing/spreadsheet software, and database management.

·         Skill in developing a successful major gift solicitation and gift acquisition program.

·         Skill in written and oral communications and strong interpersonal communication with the ability to conceptualize and articulate in clear and simple language.

·         Ability to identify prospects, mine existing donor database, develop solicitation plans, and close gifts.

·         Ability to motivate and manage individual donors to match philanthropic desires with the needs of Tucson Medical Center.

Application Instructions

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