Full-Time

Assistant Director of Philanthropic Gift Planning and Estate Strategy

Posted on 12/22/2025

Deadline 1/5/26
Cleveland Clinic

Cleveland Clinic

10,001+ employees

Non-profit medical center delivering care

No salary listed

Company Does Not Provide H1B Sponsorship

Cleveland, OH, USA

Hybrid

Category
Business & Strategy (2)
,
Requirements
  • Bachelor’s Degree required
  • Advanced degree and/or two years of experience in Sales, Project Management, Donor Relations, Marketing or a related field may offset total experience
  • Ability to establish and maintain friendly and cooperative relations with corporate executives, donors and staff physicians
Responsibilities
  • Identify individual major gift prospects and secures visits through cold calls and other appropriate contact
  • Develop cultivation and solicitation strategies for each prospective client
  • Establish a program of personal visits with past, current, and prospective donors
  • Strategically move major gift prospects through the development cycle from qualification to cultivation to solicitation to closing to stewardship
  • Meet monthly and yearly metrics with respect to prospect and donor visits, solicitations, and dollars raised
  • Coordinate donor interests with the priorities of the organization and develop funding proposals to match interests with needs
  • Coordinate stewardship reports to communicate with donors concerning the use of their gifts
  • Assists in department projects, events and programs
  • Other duties as assigned
Desired Qualifications
  • A law degree, paralegal, or legal background is preferred
  • Experience working with contracts and documentation drafting responsibilities for estate and trust administration
  • Minimum three years of fundraising or face-to-face solicitation experience with major gifts preferred
  • Willingness to conduct in-person and virtual donor meetings in Northeast Ohio, Florida and Nationally per assigned region
  • Working knowledge of fundraising techniques and strategies preferred

Cleveland Clinic is a non-profit academic medical center that provides medical care, conducts research, and educates future clinicians. It offers in-person and virtual care, including routine check-ups, specialized treatments, surgeries, second opinions, and tools like MyChart for managing health records. It differentiates itself by combining patient care with broad research, education, and digital tools, plus a global network and provider services like DrConnect and eRadiology. Its goal is to improve health outcomes by delivering high-quality care while expanding access and advancing medical knowledge worldwide.

Company Size

10,001+

Company Stage

Grant

Total Funding

$74.7M

Headquarters

Cleveland, Ohio

Founded

1921

Simplify Jobs

Simplify's Take

What believers are saying

  • Enterprise AI adoption is scaling across thousands of clinicians, reducing documentation burden.
  • Workflow automation targets referral management, a costly bottleneck in healthcare operations.
  • Research partnerships in quantum computing and surgery create new commercialization pathways.

What critics are saying

  • Vendor dependence on Ambience concentrates documentation quality and EHR integration risk.
  • Referral automation errors can delay intake and increase manual exception handling.
  • Quantum research may consume resources without producing near-term clinical differentiation.

What makes Cleveland Clinic unique

  • Cleveland Clinic Innovations commercializes research through licensing, startups, and strategic partnerships.
  • Its portfolio spans medical devices, therapeutics, diagnostics, digital health, and AI solutions.
  • The clinic pairs clinical validation with large-scale care delivery across multiple geographies.

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