When Social Justice is a core value…
How often do opportunities come along where your professional
and spiritual life intersect? We have just the “home” for you at
PeaceHealth if you’d like to use your experience and expertise to
promote the just distribution of healthcare resources to not only
your community, but to society.
We currently have a Full-Time Planned Giving Officer position
open in Vancouver WA and would really value the opportunity to
learn more about you and how we can help provide you with
meaningful professional purpose.
PeaceHealth is seeking a Planned Giving Officer for a Full Time,
1.00 FTE, Day position.
Must be fully vaccinated for COVID-19 including 2 doses of a
2-dose series or 1 dose of a 1-dose series plus 14 days beyond the
final dose prior to start date.
The Planned Giving Officer (PGO) is responsible for qualifying,
cultivating, stewarding, and soliciting a specific group of donors
and prospects in their effort to maintain a planned giving donor
caseload focused on attracting both planned and blended gifts.
Builds strong relationships with planned giving donors and
prospects and actively develops a planned giving pipeline of larger
gift opportunities. Works to develop leads generated from planned
giving marketing into planned and blended gift proposals. May work
individually and in partnership with fundraisers across the System
to implement and coordinate activities related to qualification,
cultivation and solicitation of planned gift generation and gift
closure. Responsible for engaging donors in philanthropic planning
conversations that consider their charitable goals, family needs,
assets, tax considerations, and optimal planned gift instruments,
and encouraging and assisting them with making planned and complex
Engages in face-to-face contacts with identified, qualified
potential and existing planned gift donors. Provides documentation
of activities as part of a management program recorded in Raisers
Engages fundraisers across the networks in development strategies
for solicitation of identified prospects.
Partners with donors’ advisers to provide donors with legal and tax
information regarding bequests and life income gifts.
Works with PeaceHealth’s legal department to draft and review gift
illustrations and legal documents. Produces gift illustrations for
charitable gift annuities and charitable remainder trust
Actively researches past history and foundation relationship with
donors to deepen ongoing relationship,
Develops and executes written cultivation, solicitation and
stewardship plans, utilizing a moves management approach to engage
prospects and donors.
Ensures that all planned giving activities comply with local,
state, and federal regulations and laws governing non-profit
Performs other duties as assigned.
Bachelor’s Degree in business, fundraising or related required.
Juris Doctor or MBA preferred
Minimum of 5 years of progressively responsible experience in
planned giving or in a related field, such as estate planning,
ideally in a mission driven healthcare environment.
Demonstrated knowledge of estate planning, including wills, trusts
and planned giving vehicles.
A proven track record of fundraising success
Certified as a Fund Raising Executive (CFRE) preferred
Excellent verbal and written communication skills
Ability to successfully manage a multi-unit, complex environment,
resulting in significant improved development performance and
Entrepreneurial team player who has a commitment to and passion for
the mission of PeaceHealth
Possesses the qualities of integrity, industry, and curiosity
Exhibits attitude for high quality productivity on a timely
Independent, accurate, reliable, and can work successfully in a
Ability to work with limited supervision and have a team
-- For a full description of the position or for
questions, contact Kirk, KHunt11@peacehealth.org
See how PeaceHealth is committed to Inclusivity, Respect for
Diversity and Cultural Humility.
For full consideration of your skills and abilities, please
attach a current resume with your application. EEO Affirmative
Action Employer/Vets/Disabled in accordance with applicable local,
state, or federal laws.