Senior Director, Gift Planning

Profile

Senior Director, Gift Planning
The candidate will be responsible for all aspects of the gift planning program, including marketing seminars, luncheons, referrals, letters, direct mail radio and television. You will monitor all legal and financial matters involving planned gifts, including litigation, estate administration, employment of outside legal counsel and financial administrators. Will play an integral role representing Scripps and presenting institutional funding raising priorities to public and private organizations. This is an ideal position for someone with a personal track record initiating and closing major planned gifts. Legal experience on the technical aspects of tax, estate planning, charitable gifts of real estate, wills and trusts, Charitable Remainder Trusts, and Charitable Gift Annuities among other complex options is advantageous, in conjunction with your experience being part of and leading a team and getting planned gifts across the finish line. As Senior Director, Gift Planning at Scripps, will collaborate with various members of the financial community, including attorneys, financial planners and CPA’s, in addition to working with internal financial and legal colleagues.

Qualification and Experience

The candidate should have Bachelor’s degree plus 10 years fund-raising or professional equivalent experience. Master’s degree and experience in a medical setting preferred. Capital campaign experience desirable. Law degree highly preferred. Estate planning experience preferred. Must have working knowledge of current federal (IRS) and state (CA) rules and regulations governing charitable estate planning. Should have understanding of and ability to apply marketing concepts and techniques, including market research and segmentation. Must have strong interpersonal skills and ability to work effectively with varied constituencies, including volunteers, boards of trustees, physicians, patients and donors. Should have excellent writing and verbal skills, including ability to make presentations. Computer proficiency, including expertise in Word is required.

Company info

Hiring Coordinator
Scripps Health
4275 Campus Point Center
San Diego, CA 92121