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Director Legacy and Gift Planning

Texas Health Resources

Job Description

Full Job Description

Director Legacy and Gift Planning

Are you looking for a rewarding career with family-friendly hours and top-notch benefits? We’re looking for qualified candidates like you to join our Texas Health family.

  • Work location: 612 E. Lamar Arlington, TX 76011
  • Core work hours: Full Time (40 Hours); Day Shift; Monday – Friday 8:00a-5:00p

Qualifications - External

Job Description
Collaborates with Foundation gift officers to design and implement individual giving strategies, engage and motivate donors and prospects through personal contacts and visits and through written proposals.

Oversees the development of a planned giving stewardship program for members in the Farrington-Thompson Society in partnership with donor relations and the executive leadership team of the Foundation.

Promotes endowments, bequests, charitable giving vehicles and other legacy giving strategies to benefit the system through the Foundation. Develops and executes strategic and creative planned giving and marketing pieces, including planned giving newsletter articles, solicitations, PowerPoint presentations and brochures, in collaboration with communications team.

Cultivates relationships with a network of legal and financial planning professionals to refer potential prospects and serve as ambassadors of Texas Health.

Leads the Foundation team and board members in researching and identifying prospective donors to secure planned gifts for the system.

Responsible for training the Foundation team on planned giving strategies and procedures.

Develops and oversees the execution of all planned giving guidelines for the Foundation.

Ensures proper documentation of all planned gifts past and current.

Participates in continuing education to maintain current knowledge on changes in tax laws and other emerging issues in the planned giving field. Analyzes key trends in the legacy and gift planning industry to implement a comprehensive planned giving program.

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Education
Bachelor's Degree Required
And
Master's Degree Preferred

Experience
8 Years Demonstrated fundraising experience in planned giving with specialized training in financial and/or estate planning or tax law Preferred
Knowledge of planned giving vehicles, current trends in philanthropy, endowments, donor advised funds and estate and financial planning for individuals, including tax implications on charitable giving. Required
Trust and wealth management experience is a plus.

Licenses and Certifications
CFRE - Certified Fund Raising Executive Upon Hire Preferred
CAP - Chartered Advisor in Philanthropy Upon Hire Preferred

Skills
The Director of Planned Giving will be instrumental in aggressively expanding fundraising potential, and therefore must possess high work standards and give evidence of a successful track record in meeting or exceeding stated goals.
Excellent written and verbal skills.
A collaborative individual who proactively recommends and implements policies and processes with an emphasis on efficiency, consistency, accuracy, and best practices.
Excellent interpersonal skills.
Ability to effectively articulate the mission/vision of the Foundation and the entities we represent.
Demonstrated experience in working with individuals who have philanthropic capacity, as well as financial and legal advisors.
An in-depth understanding of gift planning, with deep subject matter knowledge of the various charitable giving tools that can be integrated into a donor's financial and estate planning goals.

Why Texas Health?

At Texas Health Resources, our mission is “to improve the health of the people in the communities we serve”.

We are one of the largest faith-based, nonprofit health systems in the United States with a team of more than 23,000 employees of wholly owned/operated facilities plus 2,200 employees of consolidated joint ventures in the greater Dallas Fort Worth area. Our career growth and professional development opportunities are top-notch and our benefits are equally outstanding.

Join our award-winning Texas Health family and become a part of a team that is improving the health of our communities daily. You belong here.

Here are a few of our recent awards:

  • 2021 FORTUNE Magazine’s “100 Best Companies to Work For®” (7th year in a row)
  • Becker's Healthcare "150 Great Places to Work in Healthcare" (4 years running)
  • “America’s Best Employers for Diversity” list by Forbes
  • A “100 Best Workplaces for Millennials" by Fortune and Great Place to Work®

#IndeedTXHLeadership

Job Type: Full-time

Pay: $47.73 - $81.24 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee discount
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Vision insurance

Schedule:

  • Monday to Friday

Experience:

  • Fundraising, Planned Giving, Estate Planning or Tax Law: 8 years (Preferred)

Work Location: One location

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