Executive Director, Planned Giving-Philanthropy

Charlestown, MA
• Beth Israel Lahey Health
• Full-time
• Day When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives.

Reporting to the Assistant Vice President, Philanthropy BIDMC of Beth Israel Lahey Health, and coordinating with the key others, the Executive Director of Planned Giving for BILH will lead a system-wide planned giving program across BILH business units. Will oversee a comprehensive planned giving program that reflects industry best practices and maximizes charitable contributions through deployment of the full complement of planned giving vehicles.

Responsible for creating a cohesive strategy to build a strong planned giving program and pipeline at these affiliates while developing creative prospect engagement strategies, and achieving ambitious fundraising goals. Will be the point person for creating a consistent legacy society structure while implementing a strong growth trajectory for each hospital’s planned giving program. Consistency will be key, along with strong revenue growth and membership growth in the planned giving programs for these affiliate hospitals.

Will help to lead, direct, coordinate and execute the strategies for planned giving, while fostering relationships to support the funding priorities in a manner aligned with the goals of each hospital. Works with senior leadership at each business unit to ensure alignment of operational strategies and the overall mission, while continuing to inspire philanthropy from engaged donors and prospects.

Job Description:

Responsible for designing and leading a system-wide planned giving program that will enhance BILH hospitals’ standing in the medical community and contribute to their financial strength. Develop multi-year plans and goals to drive programmatic growth.

Work in direct partnership with each hospital’s development and leadership teams to educate the constituents on the importance of planned giving for long term fundraising revenue support. Work with each Hospital philanthropy leader to create a strategic plan for growing the pipeline for planned gifts.

Develops strategy to build portfolio of planned giving prospects for each hospital in collaboration with major gift and prospect management efforts. Identify, cultivate, and solicit planned gifts such as bequests, trusts, and gift annuities ranging from 5 to 8 figures.

Create a consistent web presence, marketing plan, and Legacy Society for planned gifts for each hospital. Create educational and stewardship events to grow interest and membership in the planned giving programs.

Devise, implement and manage effective, complex strategies to secure gifts at the $100,000+ level for capital and program priorities for each hospital; create a plan for cultivation and stewardship aligned with vision for each hospital.

Enhance operational efficiency in planned giving by creating systems and processes from gift documentation to reporting that are accurate and aligned with the policies and standards of the BILH system philanthropy office.

Serves as a member of the BILH Philanthropy Senior Leadership Team with responsibility for advancing the system and affiliate institutions mission by working to identify, cultivate, solicit, steward, and retain planned gift ($100,000+) prospects and donors.

Works with member hospitals on strategies for volunteer leadership and advisory councils to engage lay leaders and new prospects.

Works with hospital philanthropy leaders to shape key institutional and dev. related messages through the creation of major proposals, solicitation letters, and other materials for planned giving prospects and donors; communicates them to key audiences consistently for strategic positioning in the marketplace.

Establishes and maintains high-quality relationships with hospital philanthropy leaders to stay abreast of the critical issues facing healthcare, and advancing their institutional funding priorities.

Works with philanthropy leaders to increase Legacy Society membership and engage Board members and staff in considering planned gifts as part of their philanthropy.

Works directly with prospects and donors to…