Senior Associate Director Planned Giving - (Job Number:...

Senior Associate Director Planned Giving - (Job Number: 2300001A)Pay CompetitiveLocation Silver Spring/MarylandEmployment type OtherJob DescriptionReq#: 242440 !*!The Senior Associate Director will join a planned giving program that has had tremendous growth and success having raised nearly $100 million over the past 10 years. This individual will work with a portfolio of passionate donors, including grateful parents and community members that want to ensure that Children’s National can continue its transformative work for many years to come. This is an ideal position for a strong relationship builder who will achieve ambitious goals, helping to shape the future of this remarkable institution.The Senior Associate Director will work closely with the Senior Director, Gift Planning on all aspects of the planned giving program, including developing strategy and engaging with donor and prospects, while collaborating with members of the annual and major gift teams on maximizing giving through gift planning opportunities. The Senior Associate Director has primary responsibility for developing a portfolio of current and prospective donors for cultivation, solicitation and closure of planned gifts while also qualifying leads generated both internally and externally. Responds to inquiries with appropriate response and education for estate planning and non-cash gift opportunities, including preparing life income gift proposals for donors and their advisors. Conducts visits and other outreach to Guardian Society members and other prospects to enhance commitment to Children's National Hospital. Keeps current on hospital events, program initiatives, and charitable giving laws. Expects to raise $2 - $3 million per year from his/her portfolio.!*!Minimum EducationBachelor's Degree (Required)Master's Degree (Preferred)Minimum Work Experience8 years At least 3 years of professional experience in soliciting and securing planned gifts or relevant experience. (Required)Required Skills/KnowledgeA demonstrated track record in soliciting and closing planned giftsThorough knowledge of gift planning vehicles, non-cash gifts and tax codes related to gift and estate planningHigh degree of professionalism, compassion, and discretion coupled with an understanding of working with older and diverse audiences, both internally and externallyResponsible gift planning practice as described in the Model Standards of Practice for the Charitable Gift PlannerKnowledge of and strive to uphold the Code of Ethical Standards for fundraising as documented by AFPAble to prioritize and complete work and to meet deadlinesSelf-motivated and self-directed and can adhere to occasional tight deadlinesStrong computer skills including all Microsoft applicationsProficiency in Raiser ’s Edge or other donor database systemExperience with PG Calc, Crescendo or other planned giving softwareFunctional AccountabilitiesFUNDRAISINGManage a portfolio of 150 prospects and donors focused on individuals with planned gift potential.Solicit and close planned gifts with an expectation of raising $2 - $3 million per year.Manage and execute effective stewardship and ongoing communication with planned giving donors, including those in the Guardian Society.Collaborate with gift officers to provide gift planning expertise and maximize giving through blended giving techniques and/or non-cash assets.Respond to prospect inquiries in a timely manner by preparing appropriate communications/proposals that reflect the donor intent and further the mission of Children's National.Provide a high level of service to internal and external constituent groups including prospects, donors, professional advisors, board members, volunteers and Children's National leadership.Tenacity to follow up with prospects and leads.Accomplish annual personalized goals that align with Foundation goals, which include financial, activity, pipeline, and personal development MUNICATIONPossess the technical proficiency with the complexities of gift planning (i.e., vehicle types, financial planning, estate planning, tax laws, etc.) and with confidence be able to clearly articulate the charitable components with prospects and municate in a courteous, professional, and empathetic manner with donors/families.Demonstrates the ability to communicate information clearly and effectively both verbally and in writing at all levels of seniority, both formally and informally.Clearly articulate the needs and strategies of Children's National to the external constituent audiences.OPERATIONSDocument donor interactions and proposals in Raiser's Edge in a timely manner.Understand moves management and be able to effectively manage a portfolio.Understand target audience through data analysis.Develop and manage a program for the identification, cultivation, solicitation and stewardship of existing and prospective individual planned giving donors.Create and manage new fundraising initiatives to increase planned giving support. This may include working directly with both external vendors and internal team members to develop effective marketing tools and publications.Assist with training opportunities, including staff, board, and volunteers with the planned gift options and use of various assets.Other duties as anizational AccountabilitiesOrganizational Accountabilities (Leader)DeliverSet and clearly communicate team goals and priorities in alignment with departmental goals and budgetsDevelop the budget and assign resources to meet the team goalsProvide the resources and guidance required for employees to perform effectivelyDevelop procedures to ensure high safety and quality, and course-correct as neededIdentify customers’ needs and ensure service excellence in meeting those needsEngageBe the link between the department and the team in defining the strategies to meet team goalsProvide prompt and clear feedback to staff and support their performanceEnsure team adherence to organizational regulationsManage the working environment to promote productivity and motivationRepresent the team in clearing obstacles to high performanceHire staff and develop their capabilitiesMonitor and promote strong employee engagementGrowEncourage and share new ways of making the right work easier to doRecognize and share incremental improvements in operationsPromote the success of organizational and department initiatives by clearly aligning programs to the missionInventa Towers (L065)1 Inventa PlaceSilver Spring , 20910About the companyChildren's National Hospital is a nationally ranked, freestanding, 323-bed, pediatric acute care children's hospital located in Washington DC.NoticeTalentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at or 407-000-0000.Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: . NYC applicants may request an alternative process or accommodation at or 407-000-0000. #J-18808-Ljbffr

Created: 2025-09-23