Planned Giving Officer

Hours:

Shift Start Time:

8:30 AM

Shift End Time:

5 PM

AWS Hours Requirement:

8/40 - 8 Hour Shift

Additional Shift Information:

Weekend Requirements:

No Weekends

On-Call Required:

No

Hourly Pay Range (Minimum - Midpoint - Maximum):

$60.270 - $77.770 - $95.260

The stated pay scale reflects the range that Sharp reasonably expects to pay for this position.  The actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant’s years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices.

What You Will Do

In collaboration with the Chief Gift Planning Officer and the Frontline Fundraising team, manage and grow a pipeline of current and deferred Legacy Gifts through face-to-face visits, outreach, events, tracking and projecting, presentations such as charitable gift and estate planning seminars, conducting due diligence on proposed gifts and gift administration. The role of this position is to cultivate, secure, steward and administer gifts of estates, trusts, and various other current and deferred giving opportunities. This position serves as a fundraising liaison to Sharp's 3 Foundations – Sharp HealthCare, Coronado Hospital and Grossmont Hospital.

Required Qualifications

• Bachelor's Degree
• 5 Years years experience fundraising for a philanthropic institution and/or experience in charitable planning.
• Experience in securing planned gifts.
  
  
  

Preferred Qualifications

• Experience in running a capital campaign and/or annual giving program.
• Experience with Crescendo and Raisers Edge.
  
  
  

Other Qualification Requirements

• CSPG, CFP, JD, CTFA or equivalent certification of completion in a training program in the field of gift planning. - Preferred
  
  
  

Essential Functions

• Fundraising Serve as a key member of the Foundation fund raising team, interacting extensively with major/planned gift donors, helping to establish direction of the Foundation. Support the overall revenue goals of the Foundation by cultivating and soliciting prospective donors with a variety of gift possibilities, particularly deferred and planned gifts. Serve as a key member of the fundraising teams, working with Team Leads to provide prospects with technical support and options regarding planned and deferred gifts.
• Marketing and Outreach Create and present seminars on planned and deferred gifts to members of the community. Develop interest in planned giving by preparing written materials including proposals, contact reports, gift acknowledgments, articles, administrative reports, as well as contributing articles various Sharp publications. Generate referrals by cultivating relationships with professional advisors. Produce gift illustrations for prospects and advisors from Sharp Healthcare Foundation as needed.
• Leadership Develop and maintain strong working relationships with Foundation board members and key volunteers. Responsible for monitoring investment performance, fiduciary compliance, and gift acceptance policies. Continue to stay current with all new gift planning arrangements and tax laws pertaining to planned gifts and share with team members, as appropriate. Assist Finance and Operations Teams with administration of matured gifts.
• Planned Gifts Attend Sharp HealthCare Foundation events for advisors. Act as liaison between prospects and advisors. Cultivate relationship by cards, updates, invitations etc. Ensure the acknowledgment and tracking of all planned gifts. Ensure timely and accurate recording of information regarding prospective and completed gifts. Provide financial information and/or documentation to audit and finance departments as needed.
  
  
  

Knowledge, Skills, And Abilities

• Demonstrated expertise in verbal, written, and interpersonal communication skills.
• Thorough knowledge of the mechanics and aspects of charitable gift planning arrangements.
• Ability to perform duties in a timely manner.
• Organizational skills, particularly planning, managing deadlines, and evaluating progress.
• Proficient in Microsoft Suite: Word, Excel, PowerPoint, Teams.
• Strong commitment to ethical standards as outlined by AFP, AHP, and CGP.
• Successful history of promoting large and deferred gifts.
  
  
  

Sharp HealthCare is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability or any other protected class