Planning Coordinator Jobs in Raleigh, NC (NOW HIRING)

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Summary:
The Executive Director of Gift Planning at UNC Health Foundation will report directly to the Vice President, Philanthropy, UNC Health Foundation. This position will work closely with the Chief Philanthropy Officer/President, Vice President, Senior Leadership Team, and appointed team members to implement the Foundation's gift planning strategies and opportunities. This key leader will help advance the UNC Health Foundation's $200 million fundraising goal while contributing to the success of the University's broader $1.5 billion comprehensive campaign. They will set ambitious goals and drive growth through an innovative gift planning fundraising program, strengthened donor cultivation and stewardship, and a comprehensive marketing strategy for both internal and external audiences. They will lead the creation of a highly effective gift planning program that meets the growing needs of UNC Health and positions the organization for long-term success.
As the Executive Director collaborates with leadership, they will work hand in hand with UNC Health Foundation leadership and colleagues, campus leaders, and other partners to build lasting philanthropic relationships and maximize planned giving opportunities. Collaboration will extend across nearly 70 Foundation colleagues and, when appropriate, 150 university partners to ensure broad engagement and impact. Additionally, the Executive Director will provide strategic oversight of estates and bequests and partner with the University's Life Income program on life insurance gifts in support of fundraising and donor engagement. The Executive Director will also play a key role in cultivating and stewarding donors to significantly increase planned gift commitments over the next five years.
Responsibilities:
Donor Cultivation, Solicitation, Marketing and Stewardship: In partnership with development officers, identify, cultivate, solicit, and steward a portfolio of high-net-worth individuals and families, building lasting philanthropic relationships and closing planned gifts. Provide training and tools to gift officers to solicit planned gift commitments. Develop a gift planning marketing plan, implement and manage the plan. Create robust stewardship program for donors with commitments in place.
Strategic Fundraising Leadership: Provide vision and direction for a comprehensive planned giving program, setting ambitious goals and strategies to significantly grow planned gift commitments over the next five years, and beyond.
Gift Administration: Work with donor advisors including attorneys, investment advisors, and others to establish gifts and to administer them when realized.
Partnerships: This position works closely with the Chief Philanthropy Officer/President, Vice President and other members of the leadership team to ensure the proper coordination of gift activities within the Foundation, University Development Office, UNC Health and affiliate hospitals.
Planning: This position serves as the Foundation's co-liaison in strategic gift planning coordination to University Development and UNC Health System.
Other Information
Other information:
Education Requirements:
• Requires Bachelor's degree. Master's degree strongly preferred.
Licensure/Certification Requirements:
• None required.
Professional Experience Requirements:
• Requires ten (10) years of progressively responsible experience in planned giving, estate planning, or related development activities, preferably within the university or healthcare sector, and seven (7) years of management experience.
Knowledge/Skills/and Abilities Requirements:
• Ability to communicate ideas and solutions in a clear, concise manner.
• Identifies problem areas and skill gaps proactively and addresses them appropriately.
• Excellent project management and change management skills for designing and implementing high priority department initiatives in a complex environment.
Job Details
Legal Employer: STATE
Entity: Shared Services
Organization Unit: UNC HCS Foundation
Work Type: Full Time
Standard Hours Per Week: 40.00
Pay offers are determined by experience and internal equity
Work Assignment Type: Hybrid
Work Schedule: Day Job
Location of Job: US:NC:Chapel Hill
Exempt From Overtime: Exempt: Yes
This is a State position employed by UNC Health Care System with UNC Health benefits. If, however, you are presently an employee of another North Carolina agency and currently participate in TSERS or the ORP, you will be eligible to continue participating in those plans at UNC Health.
Qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, status as a protected veteran or political affiliation.
UNC Health makes reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as applicants and employees with disabilities. All interested applicants are invited to apply for career opportunities. Please email applicant.accommodations@unchealth.unc.edu if you need a reasonable accommodation to search and/or to apply for a career opportunity.