Director of Planned Giving
Job Title: Director of Planned Giving
Job Code: 1410
Department: Advancement
FLSA Class: Salaried/Exempt
Reporting Relationship: Vice President of Advancement
Mary Free Bed Summary
We have the great privilege of helping patients and families re-build their lives. It's extraordinarily meaningful work and the reason we greet the day with optimism and anticipation. When patients "Ask for Mary," they experience a culture that has been sculpted for more than a century. Our hallmark is to carefully listen to patients and innovatively serve them. This is true of every employee, from support staff and leadership to clinicians and care providers.
Mary Free Bed is a not-for-profit, nationally accredited rehabilitation hospital serving thousands of children and adults each year through inpatient, outpatient, sub-acute rehabilitation, orthotics and prosthetics and home and community programs. With the most comprehensive rehabilitation services in Michigan and an exclusive focus on rehabilitation, Mary Free Bed physicians, nurses and therapists help our patients achieve outstanding clinical outcomes.The growing Mary Free Bed Network provides patients throughout the state with access to our unique standard of care
Mission Statement
Restoring hope and freedom through rehabilitation.
Employment Value Proposition
At Mary Free Bed, we take pride in our values-based culture:
Focus on Patient Care. A selfless drive to serve and heal connects all MFB employees.
Clinical Variety and Challenge. An inter-disciplinary approach and a top team of professionals create ever-changing opportunities and activities.
Family Culture. We offer the stability of a large organization while nurturing the family/team atmosphere of a small organization.
Trust in Each Other. Each employee knows that co-workers can be trusted to make the right decision for our family, patients, staff, and community.
A Proud Tradition. Years of dedicated, quality service to our patients and community have yielded a reputation that fills our employees with pride.
Summary
The Planned Giving Director will be responsible for securing planned and estate gifts in support of the Mary Free Bed Rehabilitation Hospital Foundation. This person will develop and lead the strategy related to planned giving and actively participate in foundation donor prospect strategy sessions with other development staff and build and maintain effective relationships with donors, prospects, board members, physicians, corporations, volunteers, financial planning professionals and the community at-large.
In addition to the primary goal, the Planned Giving Director will oversee the foundation's annual fund efforts to ensure yearly fundraising revenue goals are met. This includes special events, direct mail/response, corporate partnerships, individual giving, and special projects. The director will have oversight of the annual fund campaign formulating strategy and executing tactics while managing the associated annual fund team.
Essential Job Responsibilities
Engage in pro-active donor cultivation and solicitation through regular personal visits with key prospects and current donors.
Lead negotiations of planned giving agreements with donors and their financial advisors and/or attorneys.
Lead follow-up calls to major and planned giving donors and maintain meaningful relationships.
Develop and execute strategies to identify, research, cultivate and solicit qualified prospects for major and planned gifts in collaboration and cooperation with senior leadership.
Cultivate relationships with attorneys, trust officers, accountants, financial planners, and other estate planning professionals regarding planned gift opportunities.
Utilize tracking system for reporting on completion of assigned follow-up contacts, and the results achieved.
Develop strategies for major and planned gift donors and prospects assigned areas.
Respond to donors for recent outright gifts. Assess capacity and interest as potential planned giving prospects.
Respond with sample proposals geared toward a variety of planned gift vehicles
Design and implement a customized regional broad-based, proactive planned giving marketing plan.
Develop and organize planned giving health education and cultivation events.
In collaboration with foundation team, bring innovative and creative ideas and opportunities that raise funds, cultivate, or steward donors, and expand brand awareness of MFB and the foundation.
Direct strategy and execute tactics related to foundation annual fund campaign and efforts.
In conjunction with the Vice President, conduct periodic financial reviews of foundation assets, fund balances, and distributions held both inside and outside MFB
Leadership Must-Haves will be followed for patient and staff interactions:
We'll embrace all people by:
Treating everyone with dignity and respect.
Opening more doors to opportunity for others to succeed.
Growing talent and people.
Ensuring a welcoming experience for all we serve, regardless of origin, race, religion, disability, sexual orientation or socioeconomic status.
Taking action against discrimination.
Honoring our differences and how we collaborate.
Educating staff, patients and the communities we care for.
Restoring hope and freedom, together.
Rounding
Thank You Notes
Employee Selection/Peer Interviewing
Key Words at Key Times
AIDET + Promise
Standards of Behavior
Customer Service Responsibilities
Demonstrate excellent customer service and standards of behaviors as well as encourages, coaches, and monitors the same in team members. This individual... For full info follow application link.
Mary Free Bed is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, veteran status, disability or other legally protected characteristic.
