Our mission: 'To provide comfort and care through life's journey
General Summary:
The Planned Giving Officer is responsible for leading the planned giving program for HIA Health. In addition to supporting the Philanthropy team to secure major and planned gifts, the Manager of Planned Giving will also be responsible for their own portfolio of donors. The purpose of the position is to engage and manage planned and estate gifts to strategically meet both the immediate and long-term fundraising goals of HIA Health. Reporting to the Director of Philanthropy, the Manager of Planned Giving will be an integral team member supporting all of the entities of HIA Health.
Essential Functions:
- In collaboration with the Director of Philanthropy, designing, implementing, and overseeing a development strategy to achieve significant revenue goals to support the strategic direction of HIA Health
- Work closely with foundation leadership to implement best practices for a planned giving program.
- Manage and optimize a major gift portfolio of planned giving prospects of 50 to 60.
- Responsible for developing relationship strategies for effective donor engagement and stewardship of constituents in donor portfolio
- Leverages relationships with colleagues, regional and system board members to identify, connect with, cultivate, solicit, and steward donors
- Monitor, track and report on donor relationship progress goals with organization metrics
- Expand legacy (planned giving) society participation
- Recruit, train colleagues in planned giving best practices
- Maintain a portfolio of major gift level donors
- Perform other duties as assigned.
- Follows company policies to ensure consistent and compliant job performance.
- Performs all other duties as assigned.
Benefits:
We offer a robust benefits package for qualifying full-time and part-time employees. Depending on eligibility, a variety of benefits include health insurance, dental insurance, vision insurance, life insurance, a 401(k) retirement plan, short-term and long-term disability, and a generous time off package.
We have a Drug Free Workplace Policy. An accepted offer will require a drug screen and pre-employment background screening as a condition of employment.
Expectations of all Employees
Support the mission, vision and values through unequaled quality patient care, professional competence, collaboration, communication, innovation, accountability, ownership and provide support to the entire agency regardless of their primary office location.
HIA Health has HEART
Honor - I accept the honor of service to hospice patients, families, and communities.
Excellence - I strive for excellence in my work, as we stand on hallowed ground.
Attitude - I choose a positive attitude at work.
Respect - I treat people with the same respect I wish to be given.
Teamwork - I value everyone’s contribution in delivery of care, operation of the organization and stewardship of our resources.