Associate Director, Gift Planning

Lucile Packard Foundation - Palo Alto, CA4.2

Full-timeEstimated: $68,000 - $92,000 a year
Are you looking for a position that gives you the opportunity to have a positive, profound, and long-lasting impact on the health of children?

At the Lucile Packard Foundation for Children’s Health (LPFCH), we are a team of dedicated individuals with a shared commitment to helping kids and families live healthier lives.

We do this by:
Fundraising for Lucile Packard Children’s Hospital at Stanford and the maternal and child health programs of Stanford University School of Medicine.
Raising awareness of children’s health issues.
Promoting a system of care that improves the lives of children with special health care needs and their families.
The Associate Director of Gift Planning reports to the Director of Gift Planning and is responsible for assisting with the Foundation’s gift planning activities. The Associate Director is a frontline fundraiser responsible for increasing the number of planned gifts and bequest expectancies that the Foundation receives each year.

Develop and staff a portfolio of planned giving prospects/donors as well as create an overall plan that focuses on strategies and techniques for raising deferred gifts from his or her prospects. (Some of the Associate Director's portfolio will include individuals who have already named the Foundation as the beneficiary of their estates and these individuals will be cultivated with the intent of securing income producing gifts.)
Identify and cultivate potential donors and keep a robust schedule of personal visits and speak knowledgeably about the Hospital, the child health and obstetric programs of the School of Medicine and planned giving opportunities.
Support the other field officers with their prospects/donors and to work collaboratively with them as a gift planning resource.
Be responsible for and evaluated on their success in increasing the number of bequest expectancies, trusts, and charitable gift annuities.
Stay informed on all income tax and government regulation changes affecting planned giving and outright gifts. With the Director, he/she will be considered an office resource for this area and must be prepared to explain changes to other colleagues.
Assist in the development of a comprehensive annual marketing plan for planned gifts. S/he will assist in defining and identifying appropriate target audiences and develop compelling planned giving marketing materials.
Recommend new approaches, procedures and processes to affect continual improvements in efficiency of department and services performed.
Regular and predictable attendance is required.
Performs other duties as assigned


Required Skills:
3+ years’ experience in donor prospect identification, relationship building, and solicitation.
Demonstrated proficiency in initiating contact with unknown prospects, both in person and by phone and the ability to initiate and establish positive relationships that convert prospects into donors.
Thorough knowledge of planned gift vehicles, their legal and tax implications, IRS regulations and other technical aspects of deferred giving.
Highly organized with meticulous attention to detail.
High level of productivity, initiative, and excellent judgment.
Ability to exercise good judgement and handle confidential and sensitive information with the utmost discretion.
Ability to handle multiple projects simultaneously in a fast-paced and busy environment.
Demonstrated ability to work collaboratively with a diverse staff across an institution.
Strong team player with recognized leadership capacity and excellent interpersonal skills.
Excellent verbal and written communication skills, including ability to communicate directly and effectively with others.
Tactfulness, flexibility, and creativity in working with diverse population groups (constituents, physicians, faculty, staff, vendors, etc.).
Proficiency in Microsoft Word, Outlook, Excel, and PowerPoint.
Ability to produce error free work when performing a variety of functions such as typing, text editing, data entry, file management, and calculations
Willingness to work evenings and weekends on occasion, and to travel within the Bay Area.
Valid driver’s license, proof of full-coverage auto insurance and vehicle.
Ability to work independently in a team environment.
Proven ability to be resilient and adaptable in the face of changing priorities.
A genuine interest in children and their health.

Previous experience working in a non-profit environment.
Knowledge of and interest in fundraising in a nonprofit setting.
Experience working in planned giving and executing complex gifts.

We know that building a diverse and inclusive workforce is key to our success and enables us to do extraordinary work for kids and their families. When you become part of our team, you’ll be joining a group of passionate and dedicated individuals who truly care about and believe in the work they do.
We provide competitive compensation and a wide range of benefits designed to meet the needs of our employees and their families. We are strong supporters of work life balance. Learn more by visiting the careers page on our website.

Apply online by submitting a cover letter and resume.
The Lucile Packard Foundation for Children’s Health is an equal opportunity employer. Women, minorities, veterans and persons with disabilities are encouraged to apply.