PLANNED GIVING MANAGER

H. Lee Moffitt Cancer Center

Tampa, FL

ID: 7097319 (Ref.No. hlj_36908)
Posted: April 5, 2022
Application Deadline: Open Until Filled

Job Description

Hybrid - Remote Role

Planned Giving Manager

Position Highlights:

The Planned Giving Manager position is a critical frontline fundraising position within the Moffitt Foundation. This position reports to the Director of Planned Giving, and should that role be vacant, to the AVP Philanthropy. The Planned Giving Manager carries a personal portfolio of prospects and donors, and will meeting or exceed specific revenue goals and other metrics while continually growing his/her knowledge of Planned Giving vehicles and techniques. He/she will also partner with Foundation Major Gifts Officers regarding specific prospects and donors, as appropriate, to close blended gifts.

 

The Planned Giving Manager works closely with his/her supervisor to formulate and implement plans to grow the planned gift pipeline and realize year-over-year growth in overall program attainment. The Planned Giving Manager will have the responsibly of developing program marketing strategy to support that agreed-to growth strategy, and responsibility for digital and print materials. The Planned Giving Manager manages all Planned Giving vendor relationships and the Legacy of Life Society. The Planned Giving Manager will also direct and oversee the work of the Planned Giving Coordinator.

 

Responsibilities:

 

Manage and grow Planned Giving portfolio. Close Planned Gifts.

  • Continually analyze personal portfolio to keep it optimal and work prospects and donors within it according to best practices (calls, visits, solicitations, stewardship).   

Develop annual and long-term attainment goals with supervisor and meet or exceed those goals.  Use all available methods (marketing leads, grateful patient program leads, referrals) and create/look for new ways to grow portfolio.

 

Direct and manage Planned Giving Coordinator (PGC).

  • Interact with the PGC on a daily basis. Oversee communications with attorneys' offices, trust officers, DAF staff, insurance and IRA administrators, etc., to ensure effective and timely gift administration. Assign to the PGC and oversee his/her execution of marketing-related, Legacy of Life Society-related and other appropriate tasks.

 

Manage and grow Legacy of Life Society

  • Research and understand the background and capacity of Society members. Develop and grow those relationships. Ask for and close planned gifts from this group. Recognize and close opportunities for current giving. Steward these donors. Oversee events.

 

Interact effectively with external experts and constituencies. Manage vendor relationships.

  • Interact effectively with attorneys, financial planners and all other professionals related to the Planned Giving function for the purpose of growing the program, soliciting support and closing gifts. Select and manage vendors to market the program and provide other services as well, as agreed to and appropriate. Other services may include strategy development and technical training.

 

 

Ideal Candidate will have:

  • Master’s Degree or Bachelor’s Degree in Business, Accounting, Finance or other related field
  • Minimum Five (5) to eight (8) years experience in Development. Relevant experience in a related field such as banking, insurance or law may be considered in lieu of some development experience.  
  • Minimum of 1 year direct management and/or lead project management experience.
  • Highly-developed interpersonal skills, enabling sophisticated, effective interactions with a variety of constituencies including prospects, donors, legal and finance professionals, vendors, volunteers and staff. 
  • Full understanding of Planned Giving vehicles, techniques and program components.    
  • Full understanding of the fundraising cycle, experience managing a portfolio, and a proven track record of initiating, cultivating and closing philanthropic gifts on a consistent basis.
  • Substantial experience preparing and meeting budgets, forecasting, creating reports, reconciling reports, and other financial tasks related to the Planned Giving program. 
  • Technical proficiency in database and system tools.

Qualifications:

  • Bachelor’s Degree in Business, Accounting, Finance or other related field
  • Minimum of five (5) years experience in Development. Relevant experience in a related field such as banking, insurance or law may be considered in lieu of some development experience.  
  • Minimum of 1 year direct management and/or lead project management experience.

 



Mission To create a Moffitt culture of diversity and inclusion as we strive to contribute to the prevention and cure of cancer. Vision Moffitt Cancer Center is recognized as the model wherein the diversity of our employees and communities is valued and supported as essential components to contributing to the prevention and cure of cancer. The cancer center is an equal opportunity employer. It is the policy of the cancer center to prohibit unlawful discrimination and harassment of any type and to afford equal employment opportunities to workforce members and applicants, regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, disability, genetic information, veteran’s status or any other characteristic protected by federal, state or local law.