Sr Associate Director of Planned Giving - Hybrid

The Foundation at Children's National Hospital is seeking a Sr. Associate Director, Planned Giving to join our dynamic team. This hybrid position requires employees to work from the office one day per week and conduct donor and prospect visits as needed. As part of a planned giving program that has achieved remarkable success-raising nearly $100 million over the past decade-the Sr. Associate Director will manage a portfolio of passionate donors, including grateful parents and community members who share a deep commitment to ensuring that Children's National continues its transformative work for generations to come. We're looking for a strong relationship builder who thrives on achieving ambitious goals. This is an exciting opportunity to make a lasting impact while helping shape the future of one of the nation's premier pediatric healthcare institutions.

The Senior Associate Director, Planned Giving will work closely with the Senior Director, Gift Planning to support all aspects of the planned giving program. This includes developing strategies, engaging with donors and prospects, and collaborating with the annual and major gift teams to maximize giving through planned gift opportunities.

The Senior Associate Director will take primary responsibility for managing a portfolio of current and prospective donors, focusing on the cultivation, solicitation, and closure of planned gifts. This includes qualifying leads generated internally and externally, responding to inquiries with tailored estate planning education, and preparing life income gift proposals for donors and their advisors.

In addition, this role involves conducting donor visits and outreach to members of the Guardian Society and other prospects to deepen their commitment to Children's National Hospital. The Senior Associate Director will stay informed on hospital initiatives, events, and charitable giving laws to provide expert guidance and support.

This position carries an annual fundraising responsibility of $2-$3 million.

Minimum Education
Bachelor's Degree (Required)
Master's Degree Advanced degree in communications, finance, law or related field (Preferred)

Minimum Work Experience
A minimum of 8 years of development, marketing, financial planning or legal experience (Required)
At least 3 years of planned giving or complex blending/major giving or previous experience in law, wealth management or financial experience (Preferred)

Required Skills/Knowledge

* A knowledge of planned giving techniques and the tax implications of charitable giving as they affect outright gifts, retained life income gifts, and a gift by will is preferred.

* Excellent interpersonal skills, analytical and organizational skills and commitment to pediatric health;

* High degree of professionalism, compassion, and discretion coupled with an understanding of working with older and diverse audience, both internally and externally;

* Knowledge of and strive to uphold the Code of Ethical Standards and the Donor Bill of Rights for fundraising as documented by AFP, and the Model Standards of Practice for the Charitable Gift Planner as documented by CGP;

* Excellent listening, writing and verbal communication skills;

* Ability to work independently and with limited supervision, and able to prioritize and meet deadlines and commitments;

* Strong computer skills including all Microsoft applications; and

* Proficiency in Raiser's Edge or other donor database system.

Functional Accountabilities
FUNDRAISING

• Conduct personal visits with donors with a goal of identifying planned gift prospects and of managing a portfolio of 125-150 prospects and donors.

• 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.

• An understanding of estate planning principles is highly desired, as is an ability to use planned giving software like PG Calc, Crescendo or other technical resources in creating gift proposals.

• 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 Hospital.

• 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.

• Conduct hospital and facility tours and participate in donor cultivation events.

• Accomplish annual personalized goals that align with Foundation goals, which include financial, activity, pipeline, and personal development goals.

COMMUNICATION

• Possess 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 advisors.

• Communicate 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.

OPERATIONS

• Document donor interactions and proposals in the donor database of record 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 assigned.

Organizational Accountabilities
Organizational Accountabilities (Leader)
Deliver

• Set and clearly communicate team goals and priorities in alignment with departmental goals and budgets

• Develop the budget and assign resources to meet the team goals

• Provide the resources and guidance required for employees to perform effectively

• Develop procedures to ensure high safety and quality, and course-correct as needed

• Identify customers' needs and ensure service excellence in meeting those needs

Engage

• Be the link between the department and the team in defining the strategies to meet team goals

• Provide prompt and clear feedback to staff and support their performance

• Ensure team adherence to organizational regulations

• Manage the working environment to promote productivity and motivation

• Represent the team in clearing obstacles to high performance

• Hire staff and develop their capabilities

• Monitor and promote strong employee engagement

Grow

• Encourage and share new ways of making the right work easier to do

• Recognize and share incremental improvements in operations

• Promote the success of organizational and department initiatives by clearly aligning programs to the mission