Health System Senior Director - Planned Giving

Health System Senior Director - Planned Giving

New York, NY

Full-Time/Regular

We have an exciting opportunity to join our team as a Health System Senior Director - Planned Giving. In this role, the successful candidate will serve as both a frontline fundraiser and program leader, engaging high-net-worth individuals and their advisors in complex and blended gift planning while strengthening the long‑term health of the planned‑giving pipeline. This role sits at the intersection of major, leadership, principal, and planned giving, partnering closely with gift officers, clinicians, and faculty to ensure integrated donor strategies across the enterprise.

A key focus of the role will be advancing and expanding the John Revere Society, building visibility, accelerating documented gift intentions, and deepening engagement among NYU Langone Health’s most loyal and forward‑thinking supporters. The Senior Director will also serve as the institution’s subject‑matter expert and internal advisor on planned and blended giving, helping elevate fluency, confidence, and collaboration across the development organization.

This is a role for an initiative‑taking, relationship‑driven fundraiser, someone energized by complex conversations and motivated to close meaningful, mission‑aligned commitments. While deep technical expertise in planned giving is essential, success in this role requires equal strength in communication, judgment, and partnership, particularly when collaborating with physicians, researchers, and senior institutional leaders. For a planned‑giving leader seeking the opportunity to build, influence, and lead at scale within a world‑class academic health system, this role offers a compelling platform for lasting impact.

The Senior Director of Planned Giving serves as NYU Langone Health’s senior leader responsible for developing, executing, and growing a best‑in‑class planned‑giving program that drives significant philanthropic revenue for institutional and campaign priorities. This role is both a lead fundraiser with a personal portfolio and a strategic team leader accountable for annual fundraising metrics, portfolio growth, and the long‑term health of the planned‑giving pipeline.

The Senior Director brings deep expertise in complex gift planning and the ability to translate technical financial concepts into compelling philanthropic opportunities. They engage high‑net‑worth individuals and their advisors to structure complex gifts including bequests, charitable trusts, gift annuities, retirement plan gifts, IRA rollovers, life insurance, and blended gifts while ensuring full compliance, risk mitigation, and proper administration. The role also serves as a key advisor and internal consultant across the Office of Development, partnering with gift officers, institutional leaders, the Legal Department, and Finance teams to advance philanthropic priorities.

The Senior Director will collaborate closely with Development Marketing and Communications, serving in an advisory capacity by providing subject‑matter expertise and input to inform multi‑channel gift‑planning strategy, messaging, and content that grow visibility and engagement among planned‑gift prospects and members of the John Revere Society.

• Maintain a robust portfolio (approximately 75,100 prospects/donors) and achieve or exceed annual fundraising goals, including documented expectancies, realized gifts, and blended gifts (whenever possible).
• Lead strategy for identifying, qualifying, cultivating, and soliciting planned‑giving prospects across NYU Langone Health’s enterprise.
• Oversee the Emeritus Board, ensuring this distinguished group of past leaders remains meaningfully engaged as trusted advisors, philanthropic supporters, and champions of NYU Langone Health’s mission.

• Lead the John Revere Society by developing and executing a comprehensive growth strategy that expands membership while working to accelerate the realization of planned gifts from current members. Design and execute a comprehensive engagement plan…