Associate Vice President, Planned Giving
City of Hope’s mission is to “turn hope into reality.” Focused on eliminating cancer and diabetes, City of Hope has established itself as a world class leader in transforming the future of health. Raising the philanthropic resources to fuel its cutting-edge research, its exquisite and compassionate clinical care, and its advancement of medical education and study, is a vital component of the City of Hope model of success. Each member of the Office of Philanthropy is a stakeholder in this work, with personal accountability for their role in building a successful future of delivering new cures, treatments, and education.
The Associate Vice President, Planned Giving (AVP), will ensure the fundraising success of the philanthropic program by serving as a subject matter expert, a professional role model, and an identified team and program executive leader
The AVP will contribute to this vision by bringing an institution-wide perspective in creating programs and strategies to drive institutional success. In this primarily self-driven role, the AVP will conceptualize and lead key processes and programs that support an office-wide focus on collaboration, efficiencies, and outcomes. By providing significant expertise and executive leadership in Planned Giving, the AVP will be a partner in creating our vision of being known institutionally and nationally as a model of excellence among elite fundraising programs. This effort is in keeping with our shared vision of becoming a perpetually campaign-ready, donor-centered, leading industry program to support City of Hope’s mission. In pursuit of this outcome, we are committed to growing careers within the Office of Philanthropy to attract and retain the most talented professionals in the country, and excel as a highly collaborative, efficient, and creative team.
Specifically, the incumbent will bring significant, demonstrated expertise and leadership to building a robust, fruitful, and sustainable planned giving program within the Office of Philanthropy. The AVP will provide vision, leadership, and a strong nuanced and technical understanding of such a program, demonstrated through the development, implementation, and direction of a larger planned giving fundraising strategy in alignment with City of Hope’s priorities. In partnership with the Vice President, the AVP will develop strategic goals and objectives of the program, and implement annual and long term operating objectives and key performance indicators in support of capital, endowment, and programmatic opportunities.
Exhibiting leadership through accountability to the expectations of a frontline-facing role, the AVP will personally manage a portfolio of major and principal-gift level planned giving prospects, donors, estate planning professionals, professional advisors, and other appropriate representatives. This responsibility includes identifying new prospective donors, securing meetings, conducting effective solicitations, and implementing appropriate stewardship programs.
The AVP will demonstrate a commitment to collaboration by building a culture of partnership and support to major gift staff in securing planned, deferred and blended gifts. The incumbent will additionally lead a team of administrative and fundraising professionals, directing staff to accomplish planned goals and meet performance metrics.
The AVP will have demonstrated and significant knowledge of planned giving vehicles in a health care or higher education setting including charitable gift annuities, gifts of real estate and other non-cash tangible properties, charitable remainder and lead trusts, testamentary trusts, bequests, life insurance policies, and retained life estates. The AVP must understand the nuance and peculiarities of planned giving programs and the relevant legal, financial, and administrative regulations.
Established success at building internal (staff, physicians, administrators) and external relationships at executive levels is required for this position. This position additionally requires the ability to work in a collaborative and consultative manner with these partners, including identifying, cultivating, and soliciting prospective donors. The AVP will exercise consideration judgment in the preparation, management, and development of fundraising proposals.
The AVP participates as an active member of the Philanthropy Leadership Team (PLT), and contributes to PLT dialogue and projects. Serves as a role model for Office of Philanthropy team members, leading the creation of a forward-thinking culture and its associated change management. Provides strategic insight and guidance regarding Office of Philanthropy fundraising programs/priorities.
Key Responsibilities include:
Lead the unit in reaching its goal of meeting annual and long-term financial and performance goals. Includes:
- Meet individual annual activity and financial performance metrics.
- Maintain a personal portfolio of planned giving prospects from identification through stewardship.
- Analyze and implement program to ensure cost effectiveness.
- Oversee and supervise design and production of all development materials including publications, brochures, and web-based/social media. (done in conjunction with the Senior Director, Planned Giving Program Administration as this position oversees Planned Giving marketing.
- Identify and work with local estate planners and other financial professionals to plan and promote planned giving for clients.
- Ensure department’s efficacy in serving as resource for all frontline staff in securing planned gifts. Would also develop/implement planning giving training for all relevant staff in collaboration with the leadership of other areas for the Office of Philanthropy.
Managing the unit: Lead the Planned Giving department with a focus on accountability, best practices, and collaboration. The incumbent will demonstrate an ability to motivate staff toward adherence to key performance indicators and to maintain a productive culture. Includes:
- Develop and maintain productive relationships with City of Hope faculty and staff to support fundraising initiatives for COH priorities.
- Oversee management of staff and act as mentor for all content and professional development areas. Includes serving as a resource in developing strategies, conducting ongoing conversations regarding performance in relation to metrics, and articulating opportunities for employees’ growth and professional development in a thoughtful manner.
- Demonstrate an ability to solve problems, overcome hurdles, and navigate sensitive issues with discretion, tact, and strong communication skills.
- Provide leadership throughout employees’ tenure, from interviewing and making thoughtful hiring decisions, and providing foundational onboarding to new employees, to ensuring high employee retention within the Office of Philanthropy.
- Possess thorough knowledge of the key fund-raising priorities for COH.
- Responsible for fiduciary accounting of the funds raised through these campaigns to ensure that we adhere to best practice counting standards.
- Responsible for department oversight and ensuring a positive working relationship between other City of Hope Departments and employees. Position includes direct oversight of employees and the management of a work team that is integrated into the larger industry-based fund-raising effort.
- Responsible for meeting established performance goals for the Planned Giving department.
Serve as a role model for the Office of Philanthropy. Includes:
- Act as spokesperson for City of Hope activities as requested.
- Serve as a valued and valuable member of the Philanthropy Leadership Team.
- Participate in search committees, task forces, and other special projects.
Minimum Education and Skills Required for Consideration:
- Bachelor’s Degree in business, philanthropy or related field.
- Experience may substitute for minimum education requirements.
- Must have a minimum of 7+ years experience in fund raising, development, or related nonprofit environment experience.
- Must have a minimum of 5 years of supervisory experience.
- Proficiency of MS Office
- This position requires travel, irregular hours and communication with volunteers outside regular business hours.
- Demonstrated understanding of social media outlets such as Linked In, Twitter and Facebook required
Preferred Education and Skills:
- Advanced degree in business, philanthropy or related field. Or JD preferred
- CFRE preferred.
- Experience in a complex medical or academic development setting encouraged.
- Experience with planned giving events is desirable.
About City of Hope
City of Hope, an innovative biomedical research, treatment and educational institution with over 4000 employees, is dedicated to the prevention and cure of cancer and other life-threatening diseases and guided by a compassionate, patient-centered philosophy.
Founded in 1913 and headquartered in Duarte, California, City of Hope is a remarkable non-profit institution, where compassion and advanced care go hand-in-hand with excellence in clinical and scientific research. City of Hope is a National Cancer Institute designated Comprehensive Cancer Center and a founding member of the National Comprehensive Cancer Network, an alliance of the nation’s 20 leading cancer centers that develops and institutes standards of care for cancer treatment.
City of Hope strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. City of Hope is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with disability.
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