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Providence Health & Services Director Planned Giving in Mission Viejo, California


Providence is calling a Director Planned Giving (Full-time/Day Shift) to Providence California Regional Services in Mission Viejo, CA.

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We are seeking a Director Planned Giving who will be reporting to the Executive Director of Planned Giving for the Los Angeles Service Area, the Director of Planned Giving will manage, plan, coordinate and implement a comprehensive estate planning and gift program; interpret and apply laws and regulations to all aspects of charitable giving; obtain planned gifts; develop and expand major/planned giving donor relationships; and broaden the philanthropic constituency through major/planned giving donor fundraising for the Valley Service Area.

In this position you will have the following responsibilities:

  • Demonstrate Providence St. Joseph Health’s core values of dignity, justice, compassion, integrity and excellence to customers, employees, and visitors; and provide quality service in the performance of work assignments and duties

  • Develop and implement an effective planned giving strategy that takes into account the unique mission of PSJH and the special needs of donors and potential donors

  • Develop, monitor and update a comprehensive one-year and long-range strategic plan including measurable goals and objectives for planned giving program

  • Identify, cultivate, solicit and steward current and prospective donors who have the ability to execute a major/planned gift

  • Formulate individualized solicitation strategies for planned giving prospects

  • In consultation with donor's advisers, provide donors with legal and tax information regarding bequests and life income gifts

  • Draft and review gift illustrations and legal documents

  • With counsel, advise the Foundation and Medical Centers on legal matters relating to planned giving, with specific regard for legal requirements and consequences

  • Ensure implementation of systems to avoid potential litigation risks related to planned giving

  • Protect the best interests of the existing and potential donor base while advising donors of potential means for donating property and/or funds to the Foundation

  • Respond to inquiries concerning planned gifts and bequests in a timely manner

  • Track estate gifts from probate to completion

  • Work closely with other Foundation staff on cultivating annual, major, and planned giving prospects

  • Identify, cultivate, and educate financial professionals (attorneys, financial/estate planners, realtors) about PHS and its mission

  • Develop and conduct planned giving seminars for potential donors and/or professionals

  • Develop budgets and other necessary long and short term planning processes to ensure continuity and growth to the program

  • Oversee and ensure quality of all mailings and/or publications internally and/or externally that are related to planned giving

  • Provide staffing for the Planned Giving Committee and participate on committees as directed

  • Manage the planned giving recognition society

  • Maintain expertise in technical aspects of planned giving

  • Protect the best interests of the existing and potential donor base while advising donors of potential means for donating property and/or funds to the Foundation

  • Oversee planned gift donor records and database

  • Assist the Controller in providing an audit trail for planned giving transactions

  • Maintain established departmental policies and procedures, objectives, improving organization performance program, and safety standards

  • Expand the vision and mission of Providence Saint Joseph , Holy Cross and Tarzana Foundations

  • Maintain professional growth and development through seminars, workshops, and professional affiliations

  • Attend and serve on professional/civic service organizations as hospital/foundation representative as required

  • Attend meetings as required

  • Perform other duties as assigned or requested


Required qualifications for this position include:

  • Bachelor's Degree

  • Certified as a Fund Raising Executive (CFRE) and/or Certified Specialist in Planned Giving (CSPG)

  • 8 years experience in planned giving or related field at a large non-profit institution; strategic planning; proposal development; and planned giving portfolio management. Demonstrated experience and success with estate planning and major gift solicitation

  • 5-8 years of leadership experience

Preferred qualifications for this position include:

  • J.D. Law degree and experience in the practice of law, including specific emphasis in areas of taxation, trust and estates, probate, corporations, contracts, and real estate. Knowledge in areas of taxation, trust and estates, probate, corporations, contracts, and real estate is strongly encouraged.

About the hospital you will serve.

Anchored by five award-winning comprehensive medical centers, Providence provides a full spectrum of care that includes a range of specialties, signature services, outpatient and home care and the well-regarded Providence Medical Institute, a group of physicians and primary and urgent care clinics throughout the greater San Fernando Valley and South Bay. Providence is focused on providing the communities it serves with preventive care, education and leading-edge diagnostics and treatment. The organization includes numerous outreach programs. Hospice and home care and even our own Providence High School, a Blue Ribbon college-preparatory campus.

We offer a full comprehensive range of benefits — see our website for details —

We offer comprehensive, best-in-class benefits to our caregivers. For more information, visit

Our Mission

As expressions of God’s healing love, witnessed through the ministry of Jesus, we are steadfast in serving all, especially those who are poor and vulnerable.

About Us

Providence is a comprehensive not-for-profit network of hospitals, care centers, health plans, physicians, clinics, home health care and services continuing a more than 100-year tradition of serving the poor and vulnerable. Providence is proud to be an Equal Opportunity Employer. Providence does not discriminate on the basis of race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law.

Schedule: Full-time

Shift: Day

Job Category: Non-Clinical Lead/Supervisor/Manager

Location: California-Mission Viejo

Req ID: 330711