Executive Director - Planned Giving, Philanthropy
$150k - $215k/yr
Expert
Bachelor's, Master's
Boston, MA, USA
In PersonOccasional travel, evening, and weekend work may be required.
Sales & Account ManagementAccount Executive
About the job
Requirements
- A bachelor's degree is required.
- More than 10 years of related development work experience is required.
- Three to five years of supervisory or management experience is 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 successfully utilize leaders and volunteers in achieving goals is required.
- Demonstrated success in forging strong working relationships and building trust with donors and colleagues is required.
- Ability to effectively represent an organization 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 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.
Responsibilities
- Design and lead a system-wide planned giving program for BILH hospitals.
- 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.
- Create strategic plans with each hospital philanthropy leader to grow the planned-giving pipeline.
- Develop portfolios of planned-giving prospects in collaboration with major-gift and prospect-management efforts.
- Identify, cultivate, and solicit planned gifts such as 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 at the $100,000-plus level for capital and program priorities at each hospital.
- Create cultivation and stewardship plans aligned with each hospital's vision.
- Enhance operational efficiency in planned giving by creating accurate systems and processes for gift documentation and reporting aligned with BILH philanthropy policies and standards.
- Serve on the BILH Philanthropy Senior Leadership Team and advance the system and affiliate institutions' mission by identifying, cultivating, soliciting, stewarding, and retaining planned-gift prospects and donors.
- Work with member hospitals on volunteer-leadership and advisory-council strategies to engage lay leaders and new prospects.
- Shape institutional and development-related messages through major proposals, solicitation letters, and other materials for planned-giving prospects and donors, and communicate them consistently to key audiences.
- Establish and maintain high-quality relationships with hospital philanthropy leaders to stay abreast of critical healthcare issues and advance institutional funding priorities.
- 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 and achieve an average of eight face-to-face visits per month.
Desired Qualifications
- A master's degree in a related field is preferred.
- Knowledge of using information systems to support fundraising activities is preferred.
- Demonstrated ability to prioritize and coordinate many projects simultaneously with minimal supervision is preferred.
- Experience raising funds for a capital campaign is preferred.
About the company
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
N/A
Total Funding
N/A
Headquarters
Cambridge, Massachusetts
Founded
2017
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Simplify's Take
What believers are saying
- BILH posted a $93 million operating gain in 2025 after four loss-making years.
- First-quarter 2026 operating income hit $60.2 million, reversing last year's loss.
- Heidi's pilot cut after-hours work for 74% of users and lifted patient presence.
What critics are saying
- Kevin Tabb exits by 2027, forcing a national CEO search during expansion.
- Massachusetts AG price caps and annual monitoring constrain pricing through 2025.
- 2025 RICO litigation against drug and pharmacy giants ties BILH to costly court fights.
What makes Beth Israel Lahey Health unique
- BILH spans 14 hospitals and 39,000 employees, combining academic and community care.
- BILH’s 2026 Heidi rollout standardizes ambient AI scribing across all physicians.
- BILH is shifting 64% of care outside Boston and Burlington, deepening local access.
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Benefits
- Mental Health Support