Major Gift and Planned Giving Officer - UPMC Washington at UPMC

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Full Time

Start Date

Immediate

Expiry Date

29 Dec, 25

Salary

0.0

Posted On

30 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Fundraising, Major Gifts, Planned Giving, Relationship Building, Communication, Project Management, Organizational Skills, Charitable Estate Planning, Donor Engagement, Proposal Writing, Stewardship, Marketing, Confidentiality, Goal-Oriented, Healthcare Experience, Foundant Software

Industry

Hospitals and Health Care

Description

**Join Our Mission to Make a Lasting Impact** UPMC Washington is seeking a passionate and strategic **Major and Planned Giving Officer** to join our Foundation Department. This pivotal role offers a unique opportunity to cultivate meaningful relationships with donors and drive philanthropic support that directly enhances patient care, community health initiatives, and the future of healthcare in Washington County. If you’re inspired by purpose-driven work and have a talent for connecting vision with generosity, we invite you to be part of our dynamic team. Responsibilities: Represent the Washington Health System Foundation in building relationships with individuals that will generate significant philanthropic support for strategic initiatives to advance the Foundations mission now and into the future. Develop and manage a portfolio of major gift prospects capable of making gifts of $10,000 or more. Create customized cultivation and solicitation strategies for each prospect. Conduct donor visits, calls, and personalized communications regularly. Collaborate with program and leadership staff to develop compelling funding opportunities. Prepare proposals, donor impact reports, and stewardship materials. Lead the organization's planned giving efforts, including bequests, charitable gift annuities, trusts, and other legacy giving vehicles. Work with donors, legal advisors, and financial planners to structure and document planned gifts. Manage planned giving marketing efforts such as newsletters, web content, and seminars. Maintain accurate and confidential donor records, including estate intentions and expected future gifts. Schedule: The selected candidate will have the flexibility to set their work hours within the range of 7:30 a.m. to 5:30 p.m., Monday through Friday. While the primary schedule is weekdays, occasional evening or weekend hours may be required to support special events. Travel may be necessary for meetings, educational programming, or donor engagement activities. This role is primarily in-person, but offers the flexibility to work remotely as well! Bachelor's degree required; CFRE preferred. Minimum 5 years of experience in fundraising, with specific success in major and/or planned gifts. Strong knowledge of charitable estate planning tools and philanthropic financial instruments. Excellent interpersonal, communication, and relationship-building skills. Ability to travel locally and regionally; occasional evenings/weekends required. Experience in a health care setting preferred; experience in a medical center desired. A track record of securing major gifts from identification through cultivation and solicitation preferred. Knowledge of Foundant software preferred. Donor-focused with the ability to build authentic and lasting relationships. High level of discretion and sensitivity in handling confidential donor information. Goal-oriented and results-driven with a track record of securing five- and six-figure gifts. Strong organizational and project management skills. Excellent interpersonal skills, written communication skills and the ability to work with many different people such as donors, volunteers, trustees and staff. Must be very organized, analytical and able to handle multiple projects simultaneously and meet deadlines. Must be knowledgeable about and capable of articulating verbally and in writing the Foundations mission, vision and priorities. Licensure, Certifications, and Clearances: Act 34 UPMC is an Equal Opportunity Employer/Disability/Veteran

Responsibilities

The Major Gift and Planned Giving Officer will build relationships with donors to generate significant philanthropic support for the Foundation's initiatives. This role includes developing customized strategies for major gift prospects and leading planned giving efforts.