Assistant Vice President, Planned Giving

ESSENTIAL FUNCTIONS:

• Build, oversee, and execute the planned giving program that focuses on grateful patient and alumni prospects.
• Work closely with clinical and university major gift officers to qualify, cultivate, solicit and close planned gifts from all Enterprise constituents.
• Maintain a portfolio of planned giving prospects and manage this portfolio in a manner that fosters a relationship that leads to philanthropic commitment.
• Independently draft/prepare gift agreements, bequests, and estate planning agreements (in coordination with Jefferson’s legal counsel).
• Develop a comprehensive understanding of the educational, research, clinical and financial needs and goals of the clinical areas; establish, maintain, and grow a highly responsive and collaborative development program to meet these needs/goals.
• Serve in a leadership capacity in the creation of a planned giving plan to support the clinical departments and the university. The AVP will establish development program goals and the feasibility, timeline, staffing needs, and volunteer structure to support implementation.
• Work with communications staff and outside vendors to translate strategic initiatives and programmatic/capital needs into persuasive proposals and compelling major gift opportunities.
• Work with the events and alumni relations teams and development officers to conceptualize events and other activities to cultivate and steward major gifts prospects and donors.
• Maintain fluid and proactive communications with colleagues to ensure effective collaborations and synergy in achieving key fundraising goals and objectives.
• Build and support a formalized and professional development function for the defined clinical and academic areas.

• Manage an individual prospect pool of 100 highly rated prospects
• Maintain an aggressive travel, visit and event schedule
• Conduct a minimum of 125 Meaningful Donor Encounters per year
• Deliver a minimum of 24 proposals a year
• Interacts with co-workers, visitors, and other staff consistent with the values of Jefferson.

ADDITIONAL INFORMATION:

• Willingness and ability to travel nationally
• Willingness and ability to work nights and weekends when necessary
• Experience with database and planned giving specific software systems, and Microsoft Office
• Excellent oral, written, and communication skills. Strong interpersonal skills and the ability to work well with both internal and external constituencies.
• Ability to articulate, both written and orally a compelling case for major philanthropic support for medicine programs, presenting objectives persuasively to potential donors.
• Interacts with co-workers, visitors, and other staff consistent with Jefferson’s core values.
• Ability to develop trust and collaborative working relationships with colleagues and across an organization.
• Must be able to multi-task, be detail-oriented with strong service mentality.    
• Experience with database software systems and Microsoft Office. Excellent oral, written, and communication skills. Strong interpersonal skills and the ability to work well with both internal and external constituencies.
• Other duties as assigned.

EXPERIENCE REQUIREMENTS:

• 8-10+ years of direct or related fundraising experience, preferably with experience in a medical center, healthcare or higher education.
• A demonstrated record of successful planned gifts fundraising including identification, qualification, cultivation, and solicitation of $250K to $1M individual gifts.
• Proven experience in cultivating and maintaining relationships with individual planned and leadership gift prospects, and nurturing volunteer board relationships. Proven experience in the successful management of prospect pool.
• Fundraising experience in a variety of functional areas.  Particular strength in the area of planned gifts development is essential.  Well-versed in planned giving concepts and familiarity with annual giving is desirable.
• Oversight of an assigned constituency or program. Responsibility for an operating plan in collaboration with a dean or department head. Experience in strategy execution and goal achievement is essential.   
• Exhibits strong interpersonal and communication skills. Possesses the ability to work independently as well as cohesively a member of a team.