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Planned Giving Officer

Employer
Intermountain Healthcare
Location
Utah, United States
Salary
Salary Commensurate with experience
Closing date
Sep 7, 2022
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The Batten Group, a national executive search and consulting firm specializing in nonprofit, healthcare, higher education, and mission-based philanthropy, has been retained by Intermountain Foundation to conduct a national search for a Planned Giving Officer. 

 

About Intermountain Healthcare

Intermountain Healthcare’s mission is Helping People Live the Healthiest Lives Possible®. Our caregivers have a relentless focus on providing clinically excellent care at affordable rates in a healing environment that is as close to home as possible. By nature of our mission, geography, and leadership, Intermountain has been recognized as a leading provider with national prominence and top ranking in an impressive list of categories. 

Intermountain Healthcare is a nonprofit system of 33 hospitals and 385 clinics spanning 6 states, with roughly 58,000 employees, and a health insurance company called SelectHealth. Intermountain is widely recognized as a leader in transforming healthcare by using evidence-based best practices to consistently deliver high-quality outcomes and sustainable costs. Notably, Intermountain Healthcare has recently commenced a historic effort to create the national model for the delivery of healthcare to children, called Primary Promise that is being driven through philanthropy.

Intermountain Foundation builds relationships and partnership that inspire generosity in support of Intermountain Healthcare’s mission. Joining the Foundation means joining a vibrant, mission-driven team in healthcare philanthropy delivering vital resources to Intermountain Healthcare. Through passionate engagement with those we represent and serve, the Intermountain Foundation is having tremendous impact to the people in our communities throughout the Intermountain West and beyond.

 

Position Summary

The Foundation Planned Giving Officer (PGO) is a leader in the Intermountain Foundation, providing leadership to the philanthropic programs in complex planned gifts, estates, blended gifts, and related areas. The position leads the strategic planning and implementation efforts for a robust system-driven planned giving platform for the Foundation, including broad-based, as well as targeted marketing efforts, literature and web-based content development, development of planned-giving metrics for annual goals, and training and support activities for gift officers. The PGO serves as a liaison to area Executive Directors, Directors of Development (DoDs), Major Gifts Officers (MGOs), and the Foundation Leadership Team on various aspects of planned gift prospecting, strategy, structure, and solicitation. This position is a resource expert within the Foundation and monitors, tracks, closes, and consistently stewards charitable gifts related to estates in process, works with donor professional advisors, advises in the acceptance of complex planned gifts, and develops and carries out planned giving strategy and proposals for system campaign efforts. The position is a resource to assist area Executive Directors, DoDs and MGOs to meet annual goals for soliciting and closing irrevocable planned gifts and for developing and discovering revocable planned gifts within a defined and assigned pool of prospective planned gift donors. The PGO carries a portfolio of high wealth planned gift donor prospects and works continually to direct and conduct a defined program of cultivation, solicitation, and stewardship for planned giving across the system.

 

Position Scope

This is a system-level specialized expertise position that interacts with all facets of the Foundation and many important and influential audiences in the external community. It oversees strategy and conduct of specialized fundraising activities, complex financial arrangements, supervises staff, and has interactions with community-based professionals in legal, banking, and investment industries throughout the state. The position has a hardline reporting relationship to the Intermountain Foundation Vice President.

 

Position Duties and Responsibilities

  • Develops a strategic plan with appropriately aggressive short- and long-term goals and supporting the metrics to meet the system funding objectives and to enlist/motivate the support of operational leadership, frontline managers and staff, governing boards, physicians, and volunteers.
  • Develops and manages a comprehensive planned giving fundraising program with emphasis on support from individuals, families, foundations, and corporations.
  • Designs and implements ongoing effective planned giving programming, including a systematic process of identification, qualification, cultivation, solicitation, and stewardship of identified planned gift donors and prospects at a system level.
  • Develops system-wide Planned Giving printed materials, other media, and web-based programming. Oversees, approves, and advances planned gift proposals and agreements. Carries a personal portfolio of planned gift donor prospects.
  • Develops appropriate guidelines, materials, proposals, presentations, and related content for use by local gift officers in prospect identification, cultivation, solicitation, recognition, and stewardship.
  • Manages processes to track at the system level the identification, cultivation, and solicitation of planned gifts from individuals, physicians, employees, foundations, and corporations.
  • Manages processes to successfully track and move forward maturing planned gifts (estates, trusts, etc.) to efficiently close these donations in a timely and efficient manner, ensuring appropriate valuation, recording, and acknowledgement of these gifts.
  • Administers and manages Intermountain Foundation’s Charitable Gift Annuity program.
  • Collaborates and works closely with Intermountain’s Accounting and Finance Departments for valuation, acceptance, and monitoring of complex planned gift arrangements and to develop and maintain audit-compliant records.
  • Conducts system-level cultivation, donor engagement and recognition, and communication programs and activities for planned gift donors and prospects including expansion/growth of a planned giving society, or the like.
  • Recommends strategies and processes for recognition and recording of planned gifts. Serves as a public speaker on behalf of local Foundation offices and Intermountain Healthcare as requested.
  • Is actively engaged in the community.
  • Pursues continued professional development through education activities and conferences to enhance and increase specialized fundraising skills and to stay abreast of industry trends and best practices as well as related tax and legislative developments.
  • Serves as a subject matter expert and resource to others on issues related to healthcare philanthropy.
 

Candidate Qualifications

  • Bachelor’s degree. Degree must be obtained through an accredited institution. Education is verified. Degree in areas of nonprofit management, philanthropic studies, public administration, public relations, communications, marketing, English, or business preferred. Master’s degree in Business, or Juris Doctor preferred.
  • Seven years as a fundraising professional including accomplished experience in a leadership position and with demonstrated achievement in systematic major gift fundraising with program/staff management.
  • Three years demonstrated accomplishment complex planned giving philanthropy programming and gift stewardship, including all aspects of estates, trusts, tangible personal property and real estate, and appreciated assets gift vehicles.
  • Knowledge of current tax laws and contemporary planned giving vehicles and the ability to teach and train other development professionals in the basics of planned giving.
  • Experience in a complex matrix organization.
  • Effective and motivating interpersonal skills, including relationship building and communication, in-person, over the phone, and via email with diverse groups of people (e.g., volunteers, civic/business leaders, board members, patients and their families, hospital staff, foundations, and corporations, etc.).
  • Demonstrated success in organizing and effectively utilizing volunteer leadership (i.e., committees) in effective planned giving fundraising practices.
  • Demonstrated strong analytic and creative skills used to develop best practices, set strategic goals, and consistently assess outcomes.
  • Strong project planning and management skills, demonstrating detail orientation, timeliness, and ability to work under pressure.
  • Advanced writing skills that produce clear, accurate, and persuasive communications (proposal materials, letters, presentations, etc.).
  • Effective public speaking and presentation skills.
  • Success in collaborating with colleagues in a complex matrix organization.
  • Experience using common software programs including Raisers Edge, donor records systems, planned giving software, Internet research tools and social media applications.
 

POLICY ON PLACEMENT AND RECRUITING

The Batten Group and Intermountain Healthcare are equal opportunity employers committed to the principles of non-discrimination in the workplace. Candidates will not be discriminated against on the basis of age, race, creed, color, religion, sex, sexual orientation, national origin, disability, marital status, veteran status or any other basis that is prohibited by federal, state, or local law.

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