Assistant Director of Philanthropic Gift Planning and Estate Strategy - Ohio
Cleveland Clinic, Cleveland, OH, United States
Join the Cleveland Clinic team where you will work alongside passionate caregivers and provide patient‑first healthcare. Here, you will receive endless support and appreciation while building a rewarding career with one of the most respected healthcare organizations in the world.
As Assistant Director of Development within the Gift Planning team, you will work on various activities and programs, such as estate giving administration and gift planning consultation, that support the fundraising priorities of Cleveland Clinic. You will play a vital role in securing philanthropic gifts through the process of identifying, qualifying, strategizing, cultivating, soliciting, and stewarding major gift prospects. Additionally, this position offers work/life balance, a supportive culture, and an established career path with eligibility for job growth opportunities.
Location and Schedule A caregiver in this position is located in Ohio and works remotely, Monday‑Friday from 8:00AM – 5:00PM.
A caregiver who excels in this role will: Assist with managing a large portfolio of open estates with charitable bequests currently in process; assist with implementing life income gifts, primarily charitable gift annuities; collaborate with internal stakeholders and external professional advisors to smoothly and successfully execute planned gifts. Efficiently manage core components of Cleveland Clinic’s gift planning program while developing the skillset to become a more seasoned and proficient Gift Planning Officer capable of consulting on high‑impact major gift opportunities. Identify individual major gift prospects and secures visits through cold calls and other appropriate contact. Develop cultivation and solicitation strategies for each prospective client. Establish a program of personal visits with past, current, and prospective donors. Strategically move major gift prospects through the development cycle from qualification to cultivation to solicitation to closing to stewardship. Meet monthly and yearly metrics with respect to prospect and donor visits, solicitations, and dollars raised. Coordinate donor interests with the priorities of the organization and develop funding proposals to match interests with needs. Coordinate stewardship reports to communicate with donors concerning the use of their gifts. Assist in department projects, events and programs.
Minimum qualifications for the ideal future caregiver include: Bachelor’s degree and three years fundraising or face‑to‑face solicitation experience with major gifts experience preferred. OR Advanced degree and/or two years of experience in Sales, Project Management, Donor Relations, Marketing or a related field Ability to establish and maintain friendly and cooperative relations with corporate executives, donors and staff physicians.
Preferred qualifications for the ideal future caregiver include: Working knowledge of fundraising techniques and strategies Experience fundraising or face‑to‑face solicitation experience with major gifts A law degree, paralegal, or legal background Experience working with contracts and documentation drafting responsibilities for estate and trust administration Willingness to conduct in‑person and virtual donor meetings in Northeast Ohio, Florida and Nationally per assigned region.
Physical Requirements Ability to perform work in a stationary position for extended periods. Ability to operate a computer and other office equipment. Ability to travel throughout the hospital system. Ability to communicate and exchange accurate information.
Personal Protective Equipment Follows standard precautions using personal protective equipment as required.
Pay Range Minimum Annual Salary: $57,510.00 Maximum Annual Salary: $87,697.50 The pay range displayed on this job posting reflects the anticipated range for new hires. A successful candidate’s actual compensation will be determined after taking factors into consideration such as the candidate’s work history, experience, skill set and education. The pay range displayed does not include any applicable pay practices (e.g., shift differentials, overtime, etc.). The pay range does not include the value of Cleveland Clinic’s benefits package (e.g., healthcare, dental and vision benefits, retirement savings account contributions, etc.).
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As Assistant Director of Development within the Gift Planning team, you will work on various activities and programs, such as estate giving administration and gift planning consultation, that support the fundraising priorities of Cleveland Clinic. You will play a vital role in securing philanthropic gifts through the process of identifying, qualifying, strategizing, cultivating, soliciting, and stewarding major gift prospects. Additionally, this position offers work/life balance, a supportive culture, and an established career path with eligibility for job growth opportunities.
Location and Schedule A caregiver in this position is located in Ohio and works remotely, Monday‑Friday from 8:00AM – 5:00PM.
A caregiver who excels in this role will: Assist with managing a large portfolio of open estates with charitable bequests currently in process; assist with implementing life income gifts, primarily charitable gift annuities; collaborate with internal stakeholders and external professional advisors to smoothly and successfully execute planned gifts. Efficiently manage core components of Cleveland Clinic’s gift planning program while developing the skillset to become a more seasoned and proficient Gift Planning Officer capable of consulting on high‑impact major gift opportunities. Identify individual major gift prospects and secures visits through cold calls and other appropriate contact. Develop cultivation and solicitation strategies for each prospective client. Establish a program of personal visits with past, current, and prospective donors. Strategically move major gift prospects through the development cycle from qualification to cultivation to solicitation to closing to stewardship. Meet monthly and yearly metrics with respect to prospect and donor visits, solicitations, and dollars raised. Coordinate donor interests with the priorities of the organization and develop funding proposals to match interests with needs. Coordinate stewardship reports to communicate with donors concerning the use of their gifts. Assist in department projects, events and programs.
Minimum qualifications for the ideal future caregiver include: Bachelor’s degree and three years fundraising or face‑to‑face solicitation experience with major gifts experience preferred. OR Advanced degree and/or two years of experience in Sales, Project Management, Donor Relations, Marketing or a related field Ability to establish and maintain friendly and cooperative relations with corporate executives, donors and staff physicians.
Preferred qualifications for the ideal future caregiver include: Working knowledge of fundraising techniques and strategies Experience fundraising or face‑to‑face solicitation experience with major gifts A law degree, paralegal, or legal background Experience working with contracts and documentation drafting responsibilities for estate and trust administration Willingness to conduct in‑person and virtual donor meetings in Northeast Ohio, Florida and Nationally per assigned region.
Physical Requirements Ability to perform work in a stationary position for extended periods. Ability to operate a computer and other office equipment. Ability to travel throughout the hospital system. Ability to communicate and exchange accurate information.
Personal Protective Equipment Follows standard precautions using personal protective equipment as required.
Pay Range Minimum Annual Salary: $57,510.00 Maximum Annual Salary: $87,697.50 The pay range displayed on this job posting reflects the anticipated range for new hires. A successful candidate’s actual compensation will be determined after taking factors into consideration such as the candidate’s work history, experience, skill set and education. The pay range displayed does not include any applicable pay practices (e.g., shift differentials, overtime, etc.). The pay range does not include the value of Cleveland Clinic’s benefits package (e.g., healthcare, dental and vision benefits, retirement savings account contributions, etc.).
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