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City of Hope Senior Director of Development, Planned Giving in Irwindale, California

About City of Hope

City of Hope, an innovative biomedical research, treatment and educational institution with over 6,000 employees, is dedicated to the prevention and cure of cancer and other life-threatening diseases and guided by a compassionate, patient-centered philosophy.

Founded in 1913 and headquartered in Duarte, California, City of Hope is a remarkable non-profit institution, where compassion and advanced care go hand-in-hand with excellence in clinical and scientific research. City of Hope is a National Cancer Institute designated Comprehensive Cancer Center and a founding member of the National Comprehensive Cancer Network, an alliance of the nation’s leading cancer centers that develops and institutes standards of care for cancer treatment.

Position Summary

Over the decades, research conducted at City of Hope has led to significant advances in modern medicine, and as we look toward the next 100 years, we continue our mission and commitment to transform the future of medicine. Each member of the Office of Philanthropy is a stakeholder in this work, with personal accountability for their role in building a successful future.

City of Hope’s mission is to “turn hope into reality.” Focused on eliminating cancer, diabetes and other life-threatening illnesses, City of Hope has established itself as a world-class leader in transforming the future of health. Raising the philanthropic resources to fuel its leading-edge research, its exquisite and compassionate clinical care, and its advancement of biomedical education and training, is a vital component of the City of Hope model of success. Each member of the Office of Philanthropy is a stakeholder in this work, with personal accountability for his/her role in building a successful future of delivering new cures, treatments and education.

The Office of Philanthropy’s vision is to support this life-saving work by being known institutionally and nationally as a model of excellence among elite fundraising programs. Recent recruitments of nationally and internationally renowned faculty offer advancement leaders new opportunity for partnership among philanthropy, research and patient care.

To this end, we invest in our staff through the Team Activation Program (TAP) initiative. This initiative increases the effectiveness of our team through focused transparency & accountability, building trust within teams; training & development; celebrating innovation & risk taking; enhancing team communications and removing roadblocks to maximize activation. The TAP initiative ensures that the Office of Philanthropy is poised to move quickly, effectively and efficiently to maximize opportunities on behalf of City of Hope. Your onboarding plan has been developed to introduce you to the leadership, colleagues and systems that support these outcomes.

The Senior Manager, Planned Giving will play an invaluable role in our success in the Office of Philanthropy. As demonstrated in the Preparing our People initiative, the Senior Manager plans, directs and implements fundraising strategies that align with office-wide focus on collaboration, efficiencies, individual fundraising, and outcomes. By both leading and supporting strategies for planning, implementing, and leading the identification, qualification, cultivation, solicitation, tracking, and stewardship of planned giving prospects, the Senior Manager will play a key role in creating our vision of being known institutionally and nationally as a model of excellence among elite fundraising programs. The Senior Director will independently develop and work a portfolio of prospects, as well as providing planned giving expertise, guidance and support to fellow frontline staff.

Under the supervision of the Associate Vice President, Planned and Legacy Giving, the Senior Manager will help ensure the fundraising success of the Office of Philanthropy through a focus on frontline activity, with special emphasis on creating and implementing strategies for successful solicitations and building strategic relationships with prospects and donors. Duties include preparing written and oral presentations to potential donors, developing gift opportunities, cultivating and soliciting gift prospects. Additionally will lead in the creation of tools for the Office of Philanthropy to increase awareness of, and participation in, planned giving; includes mailers and marketing material, annual recognition event, and giving society management.

Key Responsibilities include:

  • Assist the unit in reaching its goal: The Senior Manager will consistently use collaboration, strategy, and a focus on the frontline to achieve annual metrics and financial goals. Includes:

  • Identify, develop, initiate and manage fundraising efforts in support of City of goals to include current funding priorities, special fundraising initiatives, prospect pipeline, leadership in development of individual; and programmatic strategies for moving prospects from identification and qualification to solicitation and closure of planned gifts.

  • Meet annual activity and financial performance metrics.

  • Record prospect biographical and interaction data in the database within established guidelines.

  • Develop and implement thoughtful, strategic cultivation, solicitation, and stewardship plans for prospective individual planned giving donors.

  • Ensure regular contact with donors through various activities and communications, especially face-to-face meetings.

  • Identify, organize, and direct the efforts of philanthropic volunteers as needed and assigned.

  • Identify and develop joint major and blended giving opportunities in collaboration with Philanthropy colleagues from across the institution and Office of Philanthropy teams for prospects and work towards successful solicitations.

  • Identify and qualify new planned giving prospects.

  • Coordinate activities with other development officers and entities, including physicians and administrators.

  • Maintain an active portfolio with low inactive/cold rates, moving prospects through the fundraising cycle.

  • Provide strategic oversight in creating tools for the Office of Philanthropy to increase awareness of, and participation in, planned giving; includes mailers and marketing material, annual recognition event, and giving society management.

  • Support and partner with fundraising colleagues in securing planned gifts by providing technical expertise and options, proposal language, and participating in prospects meetings as appropriate.

  • Stay abreast of planned giving trends, opportunities, and related legislation, and provide regular updates to colleagues.

  • Develop ongoing opportunities to identify new planned giving prospects, and partner with frontline colleagues to ensure these prospects are actively qualified and engaged.

  • Role model frontline focus and productive culture of Office of Philanthropy. Contribute to Office of Philanthropy Team. Includes:

  • Develop and maintain productive relationship with City of Hope physicians and staff to support fundraising initiatives for COH priorities.

  • Demonstrate an ability to solve problems with discretion, tact, and strong communication skills.

  • Possess thorough knowledge of the key fundraising priorities for COH.

  • Act as spokesperson for City of Hope activities as requested.

  • Participate in search committees, task forces, and other special projects.

    Follows established City of Hope and department policies, procedures, objectives, performance improvement, attendance, safety, environmental, and infection control guidelines, including adherence to the workplace Code of Conduct and Compliance Plan. Practices a high level of integrity and honesty in maintaining confidentiality.

    Performs other related duties as assigned or requested.

Qualifications

Basic education, experience and skills required for consideration:

  • Must have a Bachelor’s Degree.

  • Must have at least 5 years of working as a Planned Giving Professional with a sophisticated development or fundraising operation or equivalent.

  • Must have at least 3 years of management experience.

    Preferred education experience and skills:

  • Master’s Degree in a related field preferred

  • JD preferred

  • 5-8 years of experience in direct management of fundraising programs including planned gifts programs preferred

  • Knowledge and expertise in fundraising and various planned giving techniques, both legal and tax areas

  • Excellent verbal and written skills

  • Excellent organizational skills

  • Excellent interpersonal skills

  • Analyze data

  • Compose correspondence and proposals

  • Conduct presentations

  • Document activities

  • Instruct classes/trainings

  • Prepare reports

  • Research information

  • Excel

  • Microsoft Word

  • Windows required

  • Database knowledge preferred

  • Planned Giving or other fundraising applications preferred (PG Calc, Crescendo)

  • Atmosphere and environment associated with an office setting; Occasionally subjected to irregular hours

  • Travel

    City of Hope is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with disability.

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