Program Director - Major & Planned Giving

Essentia Health; Duluth (MN); On-site; USD 76,315 - 114,483; Full time

Benefits offered by this job

Health Coverage

401(k) Retirement Savings Plans

Professional Development

Flexible Scheduling

Employee Wellness Programs

Job summary

A health foundation is seeking a Program Director of Major & Planned Giving to manage a portfolio of donors. The role involves engaging and managing planned and estate gifts, collaborating with various teams, and ensuring effective donor stewardship. A Bachelor's degree and 4+ years in relationship management or similar fields are required. The position offers health coverage, retirement savings plans, and professional development opportunities.

Qualifications

• 4 years of relationship management, development, marketing, or sales experience.
• Ability to oversee planned giving initiatives.
• Possession of a valid motor vehicle operator’s license.

Responsibilities

• Manage and optimize a major gift portfolio of planned giving prospects.
• Develop relationship strategies for donor engagement.
• Monitor, track, and report on donor relationship progress.

Skills

Relationship management

Development

Marketing

Sales

CRM software

Education

Bachelor's degree or equivalent

Tools

Raisers Edge

Sales Force

Job description

Reporting to the East Market Executive Director, the Program Director of Major & Planned Giving is responsible for managing a portfolio of donors with the purpose to engage and manage planned and estate gifts for the Essentia Health Foundation. The role is responsible for the implementation of day-to-day administration of the foundation’s planned giving program by promoting estate and planned gifts through multiple platforms. The position will partner with the affiliate foundation boards, local program manager/director and our systemwide development staff, to ensure their strategy and plan aligns with that of the health system, and that their process and programs are coordinated with the health system.

Education Qualifications

Key Responsibilities:

• Manage and optimize a major gift portfolio of planned giving prospects of 50 to 60
• Responsible for developing relationship strategies for effective donor engagement and stewardship of constituents in donor portfolio
• Work closely with foundation leadership to implement best practices for a planned giving program while also managing a portfolio of donors
• Leverages relationships with colleagues, regional and system board members to identify, connect with, cultivate, solicit, and steward donors
• Monitor, track and report on donor relationship progress with metrics as compared to agreed upon goals
• Expand legacy and planned giving
• Ability to present, plan, and update results of fundraising plan to leadership
• Strategically manages foundation budget items related to planned giving needs and program
• Work in collaboration with research and service team to develop any necessary data lists, proposals, assets, events, or marketing materials to support Foundation plan
• Maintains a solid understanding of the main areas of need based on our current strategies
• Oversees planned giving initiatives, in coordination with local team member and services team, to support and expand constituent participation and encourage major and planned gifts

Educational Requirements:

• Bachelor's degree or equivalent years of related experience

Required Qualifications:

• 4 years of relationship management, development, marketing, sales, or the equivalent experience

Preferred Qualifications:

• Experience with CRM (Client Relationship Management Software), for example Raisers Edge or Sales Force
• CFRE (Certified Fundraising Executive)
• Law degree preferred

Certification/Licensure Requirements:

• Possession of a valid motor vehicle operator’s license as verified through appropriate licensing agency
• Must meet the driving requirements and criteria acceptable to Essentia Health’s insurer
• Proof of current motor vehicle insurance, including minimum State limits and without business exclusions

Employee Benefits at Essentia Health*: Health Coverage: Medical, dental, vision, life and disability insurance, plus supplemental health benefit options to ensure employees' well-being. Retirement Savings Plans: 401(k) with employer contributions to support long-term financial security. Professional Development: Opportunities for career growth through training, tuition reimbursement, and educational programs. Work-Life Balance: Flexible scheduling, time off, holidays, and personal leave to help employees manage their professional and personal lives. Employee Wellness Programs: Initiatives focused on physical, mental, and emotional health, including fitness memberships, counseling services, and wellness activities. *Eligibility for Essentia Health’s benefit programs vary. Please refer to the benefit summary provided to you, or contact our HR Service Center at [phone] for more information.

Job Location:

Building D - Miller Dwan Medical Center - EH Duluth

Shift Rotation:

Day Rotation (United States of America)

Compensation Range:

$76315 - $114483 / year

FTE:

1