Planned Gift Director - Higher Ed. jobs in Sarasota, FL

The Planned Giving Officer works closely with the President of the Foundation and Philanthropy Team to plan and implement strategy for a comprehensive planned giving program. The Planned Giving Officer is responsible for the design, implementation and administration of the planned giving program for the benefit of The Tidewell Foundation and Empath Health Affiliates including multi-faceted marketing strategies to promote planned giving, as well as identification, cultivation, solicitation and stewardship of prospective planned giving donors, and is responsible for training and support for other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. This position is also responsible for the administration of all estates and trusts in which Tidewell Foundation has a beneficial interest.

JOB DUTIES/RESPONSIBILITIES:

POSITION QUALIFICATIONS/REQUIREMENTS:

• Education and/or Experience: Bachelor’s degree (B.A.) from a four-year college or university (master’s degree and or CFRE preferred); or one to two years related experience and/or training; or equivalent combination of education and experience
• Superior interpersonal communication, both oral and written, required
• Experience and proficiency with moves management
• Fundraising experience required and related work experience, including working with volunteers and leading committees
• Willing to be hands-on in a role that is demanding and requires a high level of energy and non-regular work schedules
• Experience and proficiency with The Raiser’s Edge and all Microsoft systems including Excel, Power Point, and Outlook
• Ability to create and write proposals, presentations, foundation grants and donor materials including development of case for support materials
• Requires ability to manage multiple projects and prioritize assignments in a timely manner to complete assignments when faced with competing deadlines
• Commitment to the ideals and mission of Tidewell Foundation and Empath Health

Empath Health values diversity as it strengthens our community and care. We embrace the diversity of cultures, thoughts, beliefs and traditions of our employees, volunteers and people we are honored to serve across our network. Our diverse staff reflects our community and each day, we work to be respectful, sensitive and competent with each other and those in our care. In every journey, we are dedicated to achieving comfort, dignity and exceptional care. Those of all backgrounds are welcome and encouraged to apply with us or seek our care and services.

Our commitment to patient, client, staff and volunteer safety is a cornerstone of a High Reliability Organization with a focus on zero harm. Participation in the seasonal influenza program is a condition of employment and a requirement for all Empath Health employees.

Providing compassionate, full life care is an honor we take seriously at Empath Health. Join our team and make a positive impact in the community!