Senior Director, Legacy Gifts

The Mount Sinai Hospital / The Mount Sinai School of Medicine

Human Resources Job Description

Job Summary

Mount Sinai Health System seeks a Senior Director, Legacy Gifts to expand its planned giving capacity and grow philanthropic revenue. The successful candidate will have demonstrated leadership qualities in a fast-paced, metrics-driven organization and technical expertise in traditional and non-traditional gift vehicles. The candidate will have experience building a Planned Giving Program, developing strategies for effective engagement of legacy prospects and donors, managing a team responsible for implementing a comprehensive planned giving strategy that will attract current and deferred gifts. In addition, the Senior Director, Legacy Gifts, is collegial, enthusiastic and approaches gift planning with gravitas. The Senior Director, Legacy Gifts will work closely with Development colleagues, key physicians, administrative leaders, and volunteer leadership. This position reports to the Vice President, Deputy Chief Development Officer.

Duties and Responsibilities

• Personally manages a growing portfolio of legacy prospects and donors for the purpose of raising funds for strategic priorities aligned with the institution.
• Strategizes and consults with volunteer leadership, physicians, and staff to identify, cultivate, and solicit, prospects/donors for blended and planned gifts.
• Builds and manages a Planned Giving Program with specific short-term and long-term objectives including starting an Endowed Annual Fund. Stays up-to-date on news and trends of benefits of planned giving.
• Identifies, cultivates, and solicits prospective donors for major, blended and planned gifts; uses analytical skills to evaluate donor histories to determine best legacy prospects and develops strategic outreach to engage; ensures all donors are recognized and stewarded for their gifts.
• Works collaboratively and creatively with senior members of the Development team and staff to enhance the potential interest of planned giving to prospects and donors. Partners and leverages relationships with Development colleagues to identify, cultivate, solicit and steward donors.
• Recommends and develops educational plan for workshops, seminars and professional development to instill a culture of planned giving among the Development team. Conducts planned gift presentations to donors, alumni, faculty members, staff, and other constituencies.
• Serves as resource to staff and donors on charitable giving issues and tax law; advises attorneys, financial advisors, and other professionals on gift policies; attends staff meetings to discuss and consult on major gift reviews and strategy sessions. Works with Legal Counsel and Finance Offices regarding policy issues involving planned gifts.
• Manages and grows The Legacy Society; plans related special events with special events team to increase membership.
• Reviews charitable gift annuity and trust illustrations for prospects and donors. Supplies necessary information to donors' attorneys and financial advisors.
• Oversees marketing material, e-newsletter and web site for constituencies. Spearheads online presence. Reviews content and design; coordinates all aspects of mailings, including coordinating with the annual fund team for direct response mailings and e-blasts.
•  Analyzes program results of Planned Giving Program; recommends annual goals and budget projections, makes recommendations for future actions.
• Performs other related duties as assigned.

Minimum Education

Bachelor's degree, Advanced degree preferred

Minimum Related Experience

10+ years directly related work experience with a successful track record in Major Gifts Fundraising and Planned Giving. Preference will be given to candidates who have worked in academic medical setting and /or complex nonprofit fundraising environment and have experience with capital campaigns and blended gifts.

Minimum Computer Skills

• Working knowledge of, and experience with, Planned Giving software such as Raisers’ Edge and PG Calc.
• Proficiency in Microsoft Office products.

General Skills

• Demonstrated success working with donors in complex gift planning programs, and a proven record of securing gift commitments.
• Extensive understanding of gift assets and gift implications including securities, real estate, and property. Working knowledge of income tax and estate tax implications of giving.
• Must be entrepreneurial and creative as it pertains to Planned Gifts
• Proven ability to build relationships.
• Strong communication skills, written and verbal.
• Self-starter who leads by example and measures success by results
• Strategic thinker.
• Adaptability to a fast paced environment
• Superb organizational skills
• Appreciation of the mission of the Mount Sinai Health System