Executive Director, Planned Giving-Philanthropy

Beth Israel Lahey Health; Boston (MA); On-site; USD 149,989 - 215,010; Full time

Job summary

Beth Israel Lahey Health is seeking an Executive Director, Planned Giving to lead and design a strategic planned giving program. This role requires over 10 years of development experience with 3-5 years in supervision. The ideal candidate has strong knowledge of financial and legal requirements of planned giving and demonstrated success in securing high-value donations. The position offers a salary range of $149,989 - $215,010 and requires a Bachelor's degree at minimum. This role is pivotal in driving fundraising efforts across BILH affiliates and engaging volunteers.

Qualifications

• Over 10 years of development experience required.
• 3-5 years of supervisory/management experience.
• Proven track record of increasing revenue through planned-giving.

Responsibilities

• Lead a system-wide planned giving program for BILH affiliates.
• Develop strategic plans for program growth across hospital units.
• Partner with development teams for planned giving education.

Skills

Strong knowledge of planned giving financial and legal requirements

Ability to engage and utilize leaders and volunteers

Excellent verbal and written communication skills

Advanced proficiency with Microsoft applications

Ability to travel and work occasional evenings or weekends

Education

Bachelor’s degree

Master’s degree in a related field

Job description

Executive Director, Planned Giving

When you join the growing BILH team, you're not just taking a job; you’re making a difference in people’s lives.

Job Description

• Lead and design a system-wide planned giving program for all BILH affiliates, ensuring industry best practices and maximizing charitable contributions.
• Develop multi-year strategic plans and goals to drive programmatic growth across hospital units.
• Partner with each hospital’s development and leadership teams to educate constituents on the importance of planned giving and to build a strong pipeline of prospects.
• Collaborate with major-gift and prospect-management efforts to cultivate, solicit, and secure planned gifts ranging from $5-8 million, including bequests, trusts, and gift annuities.
• Create a consistent web presence, marketing plan, and Legacy Society for planned gifts at each hospital, and develop educational and stewardship events to grow interest and membership.
• Design and implement complex strategies that secure gifts of $100,000+ for capital and program priorities, with a cultivation and stewardship plan aligned with each hospital’s vision.
• Enhance operational efficiency by establishing systems and processes from gift documentation to reporting that meet BILH policies and standards.
• Serve as a member of the BILH Philanthropy Senior Leadership Team, advancing the system and affiliate institution’s mission.
• Develop volunteer leadership and advisory councils, and produce major proposals, solicitation letters, and other materials to support planned-giving prospects and donors.
• Maintain high-quality relationships with hospital philanthropy leaders, board members, and staff, encouraging planned gifts and advancing institutional priorities.
• Conduct face-to-face prospect meetings, aiming for an average of eight visits per month.

Education

Bachelor’s degree required; master’s degree in a related field preferred.

Licensure, Certification & Registration

N/A

Experience

Over 10 years of development experience required, with 3-5 years of supervisory/management experience.

Proven track record of implementing strategies that substantially increase revenue through planned-giving vehicles.

Skills, Knowledge & Abilities

• Strong knowledge of the financial and legal requirements of planned giving.
• Demonstrated ability to engage and utilize leaders and volunteers to achieve program goals.
• Successful track record in building trust with donors and colleagues.
• Excellent verbal and written communication, proposal-writing skills, and strong interpersonal skills.
• Ability to travel and work occasional evenings or weekends.
• Advanced proficiency with Microsoft applications and web-based applications; capable of producing complex documents, performing analysis, and maintaining databases.
• Entrepreneurial, articulate, highly motivated professional with a record of closing six- and seven-figure gifts in a complex environment.

Preferred Qualifications & Skills

• Knowledge of information systems supporting fundraising activities.
• Ability to prioritize and coordinate multiple projects with minimal supervision.
• Experience raising funds for a capital campaign.

Pay Range

$149,989.00 USD - $215,010.00 USD

Additional Requirements

All staff must be vaccinated against influenza (flu) as a condition of employment.

Equal Opportunity Employer

Eligible to apply: Veterans, Disabled individuals.