Beth Israel Lahey Health

Integrated health system delivering care, education

Executive Director - Planned Giving, Philanthropy

Account ManagementConfirmed live in the last 24 hours

Full-timeBoston, MA, USA$150k - $215k /yr

About the Job

Requirements

A bachelor's degree is required; a master's degree in a related field is preferred.
More than 10 years of related development work experience and 3–5 years of supervisory or management experience are required.
A proven track record of implementing strategies and plans to substantially increase revenue through planned-giving vehicles is required.
Strong knowledge of the financial and legal requirements of planned giving is required.
Demonstrated ability to engage and effectively use leaders and volunteers to achieve goals is required.
Demonstrated success in building strong working relationships and trust with donors and colleagues is required.
Ability to represent an organization effectively to external audiences, with strong verbal and written communication and proposal-writing skills, is required.
Strong interpersonal skills are required.
Ability to travel and work occasional evenings and weekends, and adjust to other departmental needs, is required.
Advanced skills with Microsoft applications and other web-based applications are required, including the ability to produce complex documents, perform analysis, and maintain databases.
An experienced, entrepreneurial, articulate, and highly motivated professional with a proven record of closing six- and seven-figure gifts in a complex environment is required.
Staff must be vaccinated against influenza as a condition of employment.

Responsibilities

Design and lead a system-wide planned-giving program to enhance BILH hospitals’ standing in the medical community and contribute to their financial strength.
Develop multi-year plans and goals to drive programmatic growth.
Partner directly with each hospital’s development and leadership teams to educate constituents about the importance of planned giving for long-term fundraising revenue support.
Work with each hospital philanthropy leader to create a strategic plan for growing the planned-gift pipeline.
Develop strategies to build portfolios of planned-giving prospects for each hospital in collaboration with major-gift and prospect-management efforts.
Identify, cultivate, and solicit planned gifts, including bequests, trusts, and gift annuities ranging from five to eight figures.
Create a consistent web presence, marketing plan, and Legacy Society for planned gifts at each hospital.
Create educational and stewardship events to grow interest and membership in planned-giving programs.
Devise, implement, and manage complex strategies to secure gifts of $100,000 or more for each hospital’s capital and program priorities, and create cultivation and stewardship plans aligned with each hospital’s vision.
Improve planned-giving operational efficiency by creating accurate systems and processes for gift documentation and reporting that align with BILH system philanthropy-office policies and standards.
As a member of the BILH Philanthropy Senior Leadership Team, advance the system and affiliate institutions’ missions by identifying, cultivating, soliciting, stewarding, and retaining planned-gift prospects and donors giving $100,000 or more.
Work with member hospitals on strategies for volunteer leadership and advisory councils to engage lay leaders and new prospects.
Work with hospital philanthropy leaders to shape institutional and development-related messages through major proposals, solicitation letters, and other planned-giving materials, and communicate them consistently to key audiences for strategic market positioning.
Establish and maintain high-quality relationships with hospital philanthropy leaders to stay informed about critical healthcare issues and advance institutional funding priorities.
Work with philanthropy leaders to increase Legacy Society membership and engage board members and staff in considering planned gifts as part of their philanthropy.
Work directly with prospects and donors to align estate plans with philanthropic goals, averaging eight face-to-face visits per month.

Desired Qualifications

Knowledge of information systems used to support fundraising activities.
Demonstrated ability to prioritize and coordinate many projects simultaneously with minimal supervision.
Experience raising funds for a capital campaign.

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives.

Reporting to the Assistant Vice President, Philanthropy BIDMC of Beth Israel Lahey Health, and coordinating with the key others, the Executive Director of Planned Giving for BILH will lead a system-wide planned giving program across BILH business units. Will oversee a comprehensive planned giving program that reflects industry best practices and maximizes charitable contributions through deployment of the full complement of planned giving vehicles. Responsible for creating a cohesive strategy to build a strong planned giving program and pipeline at these affiliates while developing creative prospect engagement strategies, and achieving ambitious fundraising goals. Will be the point person for creating a consistent legacy society structure while implementing a strong growth trajectory for each hospital’s planned giving program. Consistency will be key, along with strong revenue growth and membership growth in the planned giving programs for these affiliate hospitals. Will help to lead, direct, coordinate and execute the strategies for planned giving, while fostering relationships to support the funding priorities in a manner aligned with the goals of each hospital. Works with senior leadership at each business unit to ensure alignment of operational strategies and the overall mission, while continuing to inspire philanthropy from engaged donors and prospects.

Job Description:

Responsible for designing and leading a system-wide planned giving program that will enhance BILH hospitals’ standing in the medical community and contribute to their financial strength. Develop multi-year plans and goals to drive programmatic growth.

Work in direct partnership with each hospital’s development and leadershipteamsto educate the constituents on the importance of planned giving for long term fundraising revenue support.Work with eachHospital philanthropy leaderto create a strategic plan for growing the pipeline for planned gifts.

Develops strategy to buildportfolioof planned giving prospects for each hospital in collaboration with major gift and prospect management efforts.Identify, cultivate, andsolicitplanned gifts such as bequests, trusts, and gift annuities ranging from 5 to 8 figures.

Create a consistent web presence,marketing plan, and Legacy Societyforplanned gifts for each hospital. Create educational and stewardship events to grow interest and membership in the planned giving programs.

Devise, implement and manage effective, complex strategies to secure gifts at the $100,000+ level for capital and program priorities for each hospital;create a plan for cultivation and stewardship aligned with vision for each hospital.

Enhance operational efficiency in plannedgivingby creating systems and processes from gift documentation to reporting that areaccurateand aligned with the policies and standards of the BILH system philanthropy office.

Serves asa member of the BILHPhilanthropySenior LeadershipTeam with responsibility for advancing the system and affiliate institutions mission by working toidentify, cultivate,solicit, steward, andretainplanned gift ($100,000+) prospects and donors.

Works with member hospitalson strategies for volunteer leadership and advisory councils to engage lay leaders and new prospects.

Works with hospital philanthropy leadersto shape key institutional and dev. related messages through the creation of major proposals, solicitation letters, and other materials for plannedgivingprospects and donors; communicates them to key audiences consistently for strategic positioning in the marketplace.

Establishes andmaintainshigh-quality relationships with hospital philanthropy leadersto stay abreast of the critical issues facinghealthcare, andadvancing their institutional funding priorities.

Works with philanthropy leaderstoincrease Legacy Society membership andengage Board members and staff in considering planned gifts as part of their philanthropy.

Works directly with prospects and donors to align estate plans with philanthropic goals; achievean average of eightface to facevisits per month.

Education:

Bachelor’srequired; master’s degree in related field preferred.

Licensure, Certification & Registration:

N/A

Experience:

More than 10 years related development work experiencerequiredand 3-5 years supervisory/management experience

Proventrack recordof implementation of strategies andplanstosubstantially increaserevenuethrough planned giving vehicles.

Skills, Knowledge & Abilities:

Strong knowledge of financial and legal requirements of planned giving.

Demonstrated ability to engage and successfullyutilizeleaders and volunteers in achieving goals.

Demonstrated success in forging strong working relationships and building trust with donors and colleagues. Ability to effectivelyrepresentan organization to external audiences with strong verbalandwritten communications skills and proposal writing skills.

Strong interpersonal skills.

Ability to travel, occasionaleveningand weekend work. Ability to adjust to other needs of the department.

Advanced skills with Microsoft applications and otherweb-basedapplications. May produce complex documents, performanalysisandmaintaindatabases.

S/he should be an experienced, entrepreneurial,articulateanda highlymotivated professional with a proven record of closing six and seven figure gifts in a complex environment.

Preferred Qualifications & Skills:

Knowledge of theutilizationof information systems to support fundraising activities.Demonstrated ability to prioritizeandcoordinate a large number of projects simultaneously with minimum supervision.

Raising funds for a capital campaign.

Pay Range:

$149,989.00 USD - $215,010.00 USD

The pay range listed for this position is the annual base salary range the organization reasonably and in good faith expects to pay for this position at this time. Actual compensation is determined based on several factors, that may include seniority, education, training, relevant experience, relevant certifications, geography of work location, job responsibilities, or other applicable factors permissible by law.

As a health care organization, we have a responsibility to do everything in our power to care for and protect our patients, our colleagues and our communities. Beth Israel Lahey Health requires that all staff be vaccinated against influenza (flu) as a condition of employment.

More than 35,000 people working together. Nurses, doctors, technicians, therapists, researchers, teachers and more, making a difference in patients' lives. Your skill and compassion can make us even stronger.

Equal Opportunity Employer/Veterans/Disabled

About the Company

Beth Israel Lahey Health

Integrated health system delivering care, education

Beth Israel Lahey Health is an integrated health system that coordinates care across hospitals, clinics, and other care settings to keep patients connected wherever they are. Its services come from doctors, nurses, technicians, social workers, and educators who work together, guided by medical research and education. The system operates by linking hospitals, primary and specialty care, and support services so patients receive seamless care with access to resources like research-informed treatment and training for staff. Unlike standalone hospitals or fragmented care providers, it combines multiple facilities and care teams into a single network to improve consistency and efficiency. The overarching goal is to improve patient outcomes and experience by delivering high-quality, coordinated care through research-backed practices and continuous education for its workforce.

Company size: 10,001+
Company stage: Not listed
Total funding: Not listed
Headquarters: Cambridge, MA
Founded: 2017

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