DESCRIPTION

ReqID: 371609
Job Category: Fundraising
Shift: Day
Schedule: Full time
Work Location: Lloyd-Portland

THE ROLE:

The Senior Director of Planned Giving, reporting to the Executive Director of Planned Giving, will join a gift planning team that manages, plans, and executes a comprehensive planned giving program for multiple foundations of Providence across seven states. This role will serve as a subject matter expert in planned giving, where familiarity with tax laws and regulations around charitable giving is pivotal.
This is a remote opportunity. Ideal candidate will reside in one of the following locations: Oregon - Washington - Alaska - Montana - California - Texas.

WHAT YOU’LL DO:

• Values Ambassador: Demonstrate Providence St. Joseph Health’s core values of dignity, justice, compassion, integrity, and excellence in every interaction with customers, employees, and visitors.
• Subject Matter Expert: Provide specialized knowledge and support in estate administration, collaborating with trustees, attorneys, and estate executors to optimize operational efficiencies.
• Performance Facilitator: Facilitate stakeholder groups to monitor and manage performance, protecting donor interests and advising on donation strategies.
• Relationship Builder: Cultivate and educate financial professionals about PHS and its mission, responding to planned gift inquiries promptly and maintaining donor records.
• Independent Achiever: Manage your time effectively, make informed decisions, maintain departmental standards, and support the Executive Director of Planned Giving with complex scheduling needs.
• Mission Integrator: Incorporate the Mission and core values into daily activities, attending meetings, and performing duties that support organizational goals.