Director, Planned Giving - West Coast & Southeast Regions

Director, Planned Giving - West Coast & Southeast Regions

Based at Shriners Children’s International Headquarters in Tampa, FL, the Director of Planned Giving identifies, cultivates, and solicits planned giving prospects; closes planned gifts and consults, educates, and supports location and regional fundraisers with planned‑gift solicitations.

With guidance from the Executive Director of Planned Giving and support from skilled operations staff, the Director is responsible for filling the planned giving pipeline to fuel Shriners Children’s philanthropic future. The ideal candidate is a fundraising professional with at least 10 years of experience and familiarity in closing planned gifts and is knowledgeable in legacy gift arrangements and diverse planned‑giving vehicles.

This is a hybrid position based in Tampa, FL with a mix of on‑site and remote work. The ability to travel, maintain a schedule of personal donor visits, and attend evening and weekend meetings and events is required for this role.

All employees are eligible for medical coverage on their first day. Upon hire, all employees are eligible for a 403(b) and Roth 403(b) retirement plan with matching contributions of up to 6% after one year of service. Full‑time or part‑time employees (40+ hours per pay period) are also eligible for paid time off, life insurance, short‑term and long‑term disability, Flexible Spending Account (FSA) plans, and a Health Savings Account (HSA) if a high‑deductible health plan is elected.

Additional benefits include tuition reimbursement, home & auto, hospitalization, critical illness, pet insurance, and more. Coverage is available to employees and their qualified dependents in accordance with the plans, and benefits may vary by state law.

• Cultivate, solicit, and steward current donors and prospective donors of planned gifts and manage a portfolio of planned giving prospects and donors.
• Work collaboratively across all Office of Philanthropy teams (Prospect Research, Stewardship, Locations, etc.) to cultivate and solicit identified individuals for planned gifts.
• Collaborate with the Executive Director of Planned Giving and other Office of Philanthropy leaders to develop and implement strategies for location philanthropy offices to cultivate and solicit planned gifts.
• Partner with location philanthropy officers to support the integration of planned giving information in major and leadership donor cultivation and solicitation strategies, and serve as a key resource on planned giving matters and gift conversations.

• Collaborate with the Executive Director of Planned Giving in advancing a cohesive, integrated print and multi‑media marketing, communication, and education initiative for planned gifts.
• Support the creation and production of compelling planned giving educational materials for print and multi‑media dissemination to inspire supporters and donors to give planned gifts.

• In collaboration with the Executive Director of Planned Giving and the Stewardship team, develop special recognition for planned giving donors and plan and implement high‑impact stewardship and cultivation events.
• In collaboration with the Executive Director of Planned Giving and the Stewardship Team, plan and implement strategies to significantly expand the Dream Makers Legacy Society and ensure a meaningful, fulfilling, and enjoyable experience for its members.

This is not an all‑inclusive list of this job’s responsibilities. The incumbent may be required to perform other related duties and participate in special projects as assigned.

• 10 or more years of fundraising experience and familiarity with and involvement in closing planned gifts in a university, healthcare, or large nonprofit setting.
• Demonstrated experience in working directly with prospects and donors and communicating planned giving concepts and vehicles to varied prospect and donor segments.
• Bachelor’s Degree.

• Experience working within a robust prospect management system.
• Experience with a customized relational database/CRM.
• Experience with planned giving software, such as PG Calc.

Director

Full‑time