Director Planned Giving
Providence, Santa Monica, CA, United States
Locations Saint John's Health Ctr Foundation-Santa Monica(HR) (Hybrid)
Job Schedule Full time
Job Shift Day
FTE 1
Minimum Salary 68.62
Maximum Salary 108.34
Job Description Calling all Esteemed Leaders! Are you a relationship‑driven philanthropy professional who brings deep expertise in estate planning, major gifts, and donor stewardship? Do you excel at guiding donors through complex giving opportunities while advancing a mission‑driven organization’s long‑term impact? If so, this
Director of Planned Giving
opportunity may be an excellent fit.
The Role:
Reporting to the Chief Philanthropy Officer, the Director of Planned Giving manages, plans, coordinates, and implements a comprehensive estate planning and planned‑gift program in support of Saint John’s mission. This role is responsible for securing planned gifts, expanding major and planned giving donor relationships, and growing the philanthropic constituency through thoughtful, donor‑centered fundraising strategies.
The Director applies relevant laws and regulations across all aspects of charitable giving, partners closely with donors and their advisors, and serves as a trusted resource to Foundation leadership and health‑center executives on planned‑giving matters. The role balances strategic program development with hands‑on donor engagement to ensure sustainable growth, compliance, and stewardship excellence.
What You'll Do:
Planned Giving Strategy & Program Leadership
Develop and implement an effective planned‑giving strategy aligned with Saint John’s mission and the needs of current and prospective donors.
Create, monitor, and update both annual and long‑range strategic plans for the planned‑giving program with measurable goals and outcomes.
Develop budgets and planning processes that ensure continuity and long‑term growth of the program.
Donor Identification, Cultivation & Stewardship
Identify, cultivate, solicit, and steward donors capable of making major and planned gifts.
Formulate individualized solicitation strategies tailored to donor interests and philanthropic goals.
Respond promptly and thoughtfully to donor and prospective‑donor inquiries regarding planned gifts and bequests.
Track estate gifts from probate through completion and ensure accurate stewardship throughout the process.
Manage the planned‑giving donor recognition society, The Madeleine Society.
Technical Expertise & Compliance
In consultation with donors’ advisors, provide legal and tax information related to bequests and life‑income gifts.
Draft and review gift illustrations and planned‑giving legal documents.
Partner with legal counsel to advise Foundation staff and health‑center leadership on legal matters related to planned giving, including regulatory compliance and risk mitigation.
Ensure systems and processes are in place to minimize litigation risk and protect donor interests.
Maintain expertise in the technical aspects of planned giving, including evolving regulations and best practices.
Professional & Community Engagement
Identify, cultivate, and educate financial professionals—such as attorneys, estate planners, financial advisors, and realtors—about Saint John’s mission and giving opportunities.
Develop and deliver planned‑giving seminars for donors and professional audiences.
Establish and lead a Planned Giving Advisory Council composed of financial professionals who serve as ambassadors in the community.
Represent the Foundation through participation in professional and civic organizations as appropriate.
Operations, Governance & Collaboration
Work closely with other Foundation team members to coordinate cultivation and stewardship of planned‑giving prospects.
Oversee planned‑giving donor records and database integrity.
Assist the COO and CFO in maintaining audit trails and documentation for planned‑giving transactions.
Provide staffing support for the Legacy (Planned Giving) Committee and participate in committees as directed.
Ensure quality and accuracy of all planned‑giving publications, mailings, and communications.
Maintain departmental policies, procedures, performance‑improvement standards, and safety practices.
Mission & Professional Development
Demonstrate Saint John’s core values of dignity, justice, compassion, integrity, and excellence in all interactions.
Maintain professional growth through continuing education, training, seminars, workshops, and professional affiliations.
Perform other duties as assigned in support of organizational objectives.
What You'll Bring:
Education & Credentials
Bachelor’s Degree or equivalent education/experience.
Bachelor’s Degree in Accounting and/or Financial Planning (preferred).
Certified Fund Raising Executive (CFRE) and/or Certified Specialist in Planned Giving (CSPG) (preferred upon hire).
Planned‑giving coursework, certification, or prior planned‑giving role experience (preferred).
Experience
6+ years of experience in planned giving or a related field within a large nonprofitorganization.
Demonstrated success in estate planning and major‑gift solicitation.
Experience in strategic planning, proposal development, and planned‑giving portfolio management.
Professional & Leadership Capabilities
Ability to work effectively with donors, professional advisors, executives, and Foundation colleagues.
Strong written and verbal communication skills.
High ethical standards and strong donor‑advocacy mindset.
Attention to detail, sound judgment, and ability to manage complex gift arrangements.
Ideal candidates may include individuals currently serving as an Assistant Director of Planned Giving at a large organization or a Director of Planned Giving at a smaller organization seeking growth within a larger program.
Why Join Us?
Advance mission
‑
driven philanthropy: Help donors create lasting impact through thoughtful estate and planned giving. Build trusted relationships: Partner closely with donors, advisors, and community leaders. Grow a vital program: Shape and expand a comprehensive planned ‑ giving strategy. Operate at a strategic level: Advise Foundation and health ‑ center leadership on complex philanthropic matters. Serve with purpose: Support Saint John’s healing mission through transformational giving.
Ready to Shape the Future of Healthcare?
If you are a collaborative, donor ‑ centered philanthropy leader ready to grow planned ‑ giving impact and steward meaningful legacies, we encourage you to explore this opportunity.
The full pay range is listed in accordance with applicable law. Final compensation will be determined based on qualifications, experience, organizational compensation alignment, and the approved hiring department budget for the position. This position may also be eligible for incentive compensation and benefits.
About Providence At Providence, our strength lies in Our Promise of “Know me, care for me, ease my way.” Working at our family of organizations means that regardless of your role, we’ll walk alongside you in your career, supporting you so you can support others. We provide best‑in‑class benefits and we foster an inclusive workplace where diversity is valued, and everyone is essential, heard and respected. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. As a comprehensive health care organization, we are serving more people, advancing best practices and continuing our more than 100‑year tradition of serving the poor and vulnerable.
Posted are the minimum and the maximum wage rates on the wage range for this position. The successful candidate's placement on the wage range for this position will be determined based upon relevant job experience and other applicable factors. These amounts are the base pay range; additional compensation may be available for this role, such as shift differentials, standby/on‑call, overtime, premiums, extra shift incentives, or bonus opportunities.
Providence offers a comprehensive benefits package including a retirement 401(k) Savings Plan with employer matching, health care benefits (medical, dental, vision), life insurance, disability insurance, time off benefits (paid parental leave, vacations, holidays, health issues), voluntary benefits, well‑being resources and much more. Learn more atprovidence.jobs/benefits .
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Job Description Calling all Esteemed Leaders! Are you a relationship‑driven philanthropy professional who brings deep expertise in estate planning, major gifts, and donor stewardship? Do you excel at guiding donors through complex giving opportunities while advancing a mission‑driven organization’s long‑term impact? If so, this
Director of Planned Giving
opportunity may be an excellent fit.
The Role:
Reporting to the Chief Philanthropy Officer, the Director of Planned Giving manages, plans, coordinates, and implements a comprehensive estate planning and planned‑gift program in support of Saint John’s mission. This role is responsible for securing planned gifts, expanding major and planned giving donor relationships, and growing the philanthropic constituency through thoughtful, donor‑centered fundraising strategies.
The Director applies relevant laws and regulations across all aspects of charitable giving, partners closely with donors and their advisors, and serves as a trusted resource to Foundation leadership and health‑center executives on planned‑giving matters. The role balances strategic program development with hands‑on donor engagement to ensure sustainable growth, compliance, and stewardship excellence.
What You'll Do:
Planned Giving Strategy & Program Leadership
Develop and implement an effective planned‑giving strategy aligned with Saint John’s mission and the needs of current and prospective donors.
Create, monitor, and update both annual and long‑range strategic plans for the planned‑giving program with measurable goals and outcomes.
Develop budgets and planning processes that ensure continuity and long‑term growth of the program.
Donor Identification, Cultivation & Stewardship
Identify, cultivate, solicit, and steward donors capable of making major and planned gifts.
Formulate individualized solicitation strategies tailored to donor interests and philanthropic goals.
Respond promptly and thoughtfully to donor and prospective‑donor inquiries regarding planned gifts and bequests.
Track estate gifts from probate through completion and ensure accurate stewardship throughout the process.
Manage the planned‑giving donor recognition society, The Madeleine Society.
Technical Expertise & Compliance
In consultation with donors’ advisors, provide legal and tax information related to bequests and life‑income gifts.
Draft and review gift illustrations and planned‑giving legal documents.
Partner with legal counsel to advise Foundation staff and health‑center leadership on legal matters related to planned giving, including regulatory compliance and risk mitigation.
Ensure systems and processes are in place to minimize litigation risk and protect donor interests.
Maintain expertise in the technical aspects of planned giving, including evolving regulations and best practices.
Professional & Community Engagement
Identify, cultivate, and educate financial professionals—such as attorneys, estate planners, financial advisors, and realtors—about Saint John’s mission and giving opportunities.
Develop and deliver planned‑giving seminars for donors and professional audiences.
Establish and lead a Planned Giving Advisory Council composed of financial professionals who serve as ambassadors in the community.
Represent the Foundation through participation in professional and civic organizations as appropriate.
Operations, Governance & Collaboration
Work closely with other Foundation team members to coordinate cultivation and stewardship of planned‑giving prospects.
Oversee planned‑giving donor records and database integrity.
Assist the COO and CFO in maintaining audit trails and documentation for planned‑giving transactions.
Provide staffing support for the Legacy (Planned Giving) Committee and participate in committees as directed.
Ensure quality and accuracy of all planned‑giving publications, mailings, and communications.
Maintain departmental policies, procedures, performance‑improvement standards, and safety practices.
Mission & Professional Development
Demonstrate Saint John’s core values of dignity, justice, compassion, integrity, and excellence in all interactions.
Maintain professional growth through continuing education, training, seminars, workshops, and professional affiliations.
Perform other duties as assigned in support of organizational objectives.
What You'll Bring:
Education & Credentials
Bachelor’s Degree or equivalent education/experience.
Bachelor’s Degree in Accounting and/or Financial Planning (preferred).
Certified Fund Raising Executive (CFRE) and/or Certified Specialist in Planned Giving (CSPG) (preferred upon hire).
Planned‑giving coursework, certification, or prior planned‑giving role experience (preferred).
Experience
6+ years of experience in planned giving or a related field within a large nonprofitorganization.
Demonstrated success in estate planning and major‑gift solicitation.
Experience in strategic planning, proposal development, and planned‑giving portfolio management.
Professional & Leadership Capabilities
Ability to work effectively with donors, professional advisors, executives, and Foundation colleagues.
Strong written and verbal communication skills.
High ethical standards and strong donor‑advocacy mindset.
Attention to detail, sound judgment, and ability to manage complex gift arrangements.
Ideal candidates may include individuals currently serving as an Assistant Director of Planned Giving at a large organization or a Director of Planned Giving at a smaller organization seeking growth within a larger program.
Why Join Us?
Advance mission
‑
driven philanthropy: Help donors create lasting impact through thoughtful estate and planned giving. Build trusted relationships: Partner closely with donors, advisors, and community leaders. Grow a vital program: Shape and expand a comprehensive planned ‑ giving strategy. Operate at a strategic level: Advise Foundation and health ‑ center leadership on complex philanthropic matters. Serve with purpose: Support Saint John’s healing mission through transformational giving.
Ready to Shape the Future of Healthcare?
If you are a collaborative, donor ‑ centered philanthropy leader ready to grow planned ‑ giving impact and steward meaningful legacies, we encourage you to explore this opportunity.
The full pay range is listed in accordance with applicable law. Final compensation will be determined based on qualifications, experience, organizational compensation alignment, and the approved hiring department budget for the position. This position may also be eligible for incentive compensation and benefits.
About Providence At Providence, our strength lies in Our Promise of “Know me, care for me, ease my way.” Working at our family of organizations means that regardless of your role, we’ll walk alongside you in your career, supporting you so you can support others. We provide best‑in‑class benefits and we foster an inclusive workplace where diversity is valued, and everyone is essential, heard and respected. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. As a comprehensive health care organization, we are serving more people, advancing best practices and continuing our more than 100‑year tradition of serving the poor and vulnerable.
Posted are the minimum and the maximum wage rates on the wage range for this position. The successful candidate's placement on the wage range for this position will be determined based upon relevant job experience and other applicable factors. These amounts are the base pay range; additional compensation may be available for this role, such as shift differentials, standby/on‑call, overtime, premiums, extra shift incentives, or bonus opportunities.
Providence offers a comprehensive benefits package including a retirement 401(k) Savings Plan with employer matching, health care benefits (medical, dental, vision), life insurance, disability insurance, time off benefits (paid parental leave, vacations, holidays, health issues), voluntary benefits, well‑being resources and much more. Learn more atprovidence.jobs/benefits .
#J-18808-Ljbffr