Director of Planned Giving

NewYork-Presbyterian; United States; On-site; USD 193,000 - 258,000; Full time

Job summary

NewYork-Presbyterian Hospital in New York, NY seeks a Director of Planned Giving to lead and grow a system-wide gift planning program across NYP campuses. This role partners with leadership, physicians, trustees and colleagues to secure transformational philanthropic investments that advance patient care, research and medical education.

Reporting to the Vice President of Development, you will recruit and develop staff, cultivate and close gifts, track performance, ensure compliance with tax and

Qualifications

• Bachelor's degree required.
• Minimum of 10 years of progressive fundraising experience.
• Deep expertise in Planned Giving strategies, vehicles, and methodologies.
• Demonstrated success in soliciting and closing significant planned and major gifts.
• Strong knowledge of tax law, estate planning, and IRS regulations related to charitable giving.
• Exceptional written, verbal, interpersonal, and presentation skills.
• Entrepreneurial mindset with the ability to work in a complex, fast-paced environment.
• Experience within an academic medical center, healthcare institution, or large nonprofit organization.

Responsibilities

• Lead and manage NewYork-Presbyterian's system-wide Planned Giving program.
• Recruit, select and orient employees in assigned areas.
• Manage the Planned Giving team, with a focus on reaching Development’s annual revenue goal.
• Cultivate, solicit, and close a broad range of planned gifts, including bequests, charitable remainder and lead trusts, gift annuities, retirement assets, real estate, and other complex charitable vehicles.
• Maintain a portfolio of Planned Giving donors and prospects; work closely w/ Planned Giving Major and Principal Gift donors.
• Work closely with Manager of Trusts and Estates on administration of estate matters.
• Partner with major and principal gift officers to integrate gift planning strategies into donor conversations and proposals.
• Work with Development staff across multiple Hospital campuses and communicate with counterparts at related organizations.
• Identify, cultivate, and steward Planned Giving prospects and donors through data analysis, relationship management, and personalized engagement.
• Collaborate with trustees, campaign leadership, hospital executives, physicians, and external advisors to maximize philanthropic opportunities.
• Ensure compliance with legal, tax, and industry standards.
• Work closely with legal counsel, trust administrators, and financial professionals on estate, trust, and Planned Giving matters.
• Track and analyze Planned Giving revenue and program performance.
• Oversee administration of all Planned Giving fundraising activities including the charitable gift annuity program.
• Oversee marketing and communications efforts, including websites, publications, solicitations, proposals, digital resources, videos, and donor recognition programs.
• Oversee/work closely with Planned Giving consultants and vendors.
• Oversee Planned Giving events.
• Deliver Planned Giving trainings and presentations to internal and external audiences.
• Oversee Planned Giving data and records hygiene, including creating and enforcing policies.
• Oversee, with Planned Giving team, leadership of the Planned Giving Advisory Council and the Whitney-Harkness Society, the Hospital’s legacy donor recognition program.
• Oversee special projects and initiatives that enhance the overall effectiveness of the Development program.
• Keep current of changes in laws and best practices in Planned Giving, tax, and trust and estates.
• Additional responsibilities, as they arise.

Education

Bachelor's degree

Job description

Director of Planned Giving

Location New York, New York Shift: Day (United States of America)

NewYork-Presbyterian Hospital | New York, NY

Shape the Future of Healthcare Philanthropy

NewYork-Presbyterian, one of the nation's leading academic healthcare systems, seeks an experienced and visionary Director of Planned Giving to lead and grow a comprehensive gift planning program across all NYP campuses. This is a unique opportunity for a strategic fundraising professional to partner with hospital leadership, physicians, trustees, and development colleagues to secure transformational philanthropic investments that advance patient care, research, and medical education. Reporting to the Vice President of Development and working closely with senior fundraising leadership, the Director of Planned Giving will serve as a key member of the development team, driving strategy, donor engagement, stewardship, and program innovation.

Key Responsibilities

• Lead and manage NewYork-Presbyterian's system-wide Planned Giving program.
• Responsible for the recruitment, selection and orientation of employees in assigned areas.
• Manage the Planned Giving team, with a focus on reaching Development’s annual revenue goal.
• Cultivate, solicit, and close a broad range of planned gifts, including bequests, charitable remainder and lead trusts, gift annuities, retirement assets, real estate, and other complex charitable vehicles.
• Maintain a portfolio of Planned Giving donors and prospects; work closely w/ Planned Giving Major and Principal Gift donors.
• Work closely with Manager of Trusts and Estates on administration of estate matters.
• Partner with major and principal gift officers to integrate gift planning strategies into donor conversations and proposals.
• Work with Development staff across multiple Hospital campuses and communicate with counterparts at related organizations.
• Identify, cultivate, and steward Planned Giving prospects and donors through data analysis, relationship management, and personalized engagement.
• Collaborate with trustees, campaign leadership, hospital executives, physicians, and external advisors to maximize philanthropic opportunities.
• Ensure compliance with legal, tax, and industry standards.
• Work closely with legal counsel, trust administrators, and financial professionals on estate, trust, and Planned Giving matters.
• Track and analyze Planned Giving revenue and program performance.
• Oversee administration of all Planned Giving fundraising activities including the charitable gift annuity program.
• Oversee marketing and communications efforts, including websites, publications, solicitations, proposals, digital resources, videos, and donor recognition programs.
• Oversee/work closely with Planned Giving consultants and vendors.
• Oversee Planned Giving events.
• Deliver Planned Giving trainings and presentations to internal and external audiences.
• Oversee Planned Giving data and records hygiene, including creating and enforcing policies.
• Oversee, with Planned Giving team, leadership of the Planned Giving Advisory Council and the Whitney-Harkness Society, the Hospital’s legacy donor recognition program.
• Oversee special projects and initiatives that enhance the overall effectiveness of the Development program.
• Keep current of changes in laws and best practices in Planned Giving, tax, and trust and estates.
• Additional responsibilities, as they arise.

Qualifications

• Bachelor's degree.
• Minimum of 10 years of progressive fundraising experience.
• Deep expertise in Planned Giving strategies, vehicles, and methodologies.
• Demonstrated success in soliciting and closing significant planned and major gifts.
• Strong knowledge of tax law, estate planning, and IRS regulations related to charitable giving.
• Exceptional written, verbal, interpersonal, and presentation skills.
• Outstanding organizational, analytical, and strategic planning abilities.
• Entrepreneurial mindset with the ability to work effectively in a complex, fast-paced environment.
• Comfort in engaging sophisticated donors, board members, attorneys, financial advisors, and Hospital senior leadership.
• Preferred Advanced degree in law, business, or a related field.
• Experience within an academic medical center, healthcare institution, or large nonprofit organization.

Salary & Compensation

Salary Range: $193,000-$258,000/Annual

Benefits & Perks

• Enjoy comprehensive and competitive benefits that support you and your family in every aspect of life.

Location & Travel

Please note that all roles require on-site presence (variable by role). Therefore, all employees should live within a commutable distance to NYP. NYP will not reimburse for travel expenses.

Awards & Recognition

• 2026 Best Companies in Healthcare, Biotech & Pharma – Glassdoor
• 2026 Best Place to Work – Glassdoor
• 2026 America’s Best Large Employers – Forbes
• 2026 America’s Best-In-State Employers – Forbes
• 2026 America’s Dream Employers – Forbes
• 2026 America’s Greatest Workplaces for Culture, Belonging & Community – Newsweek
• 2026 Best Places to Work in IT - Computerworld
• 2025 Great Place to Work Certified
• 2025 Best Employers for Women – Forbes
• 2025 Companies that Care – People
• 2025 America’s Greatest Workplaces for Mental Well-Being - Newsweek

Equal Opportunity Employer

NewYork-Presbyterian Hospital is an equal opportunity employer.

Company Culture

Internationally acclaimed, our hospital leads the way in research, life-shaping education and compassionate care. Step into a career at a truly Amazing place. Among the highest echelon of the topmost hospitals in the world, NewYork-Presbyterian is Making It Possible for patients at this moment. What does this mean for you? Nothing less than an extraordinary career. We care for 1 out of every 4 New Yorkers in medical need. The nation's largest not-for-profit academic medical center, with over 2 million patient visits a year.