Director of Planned Giving, VUMC Development

Purpose:

Through the exceptional capabilities and caring spirit of its people, Vanderbilt University Medical Center leads in the delivery of exemplary health care, improving the lives of individuals and communities regionally, nationally and internationally. We combine transformative educational programs, compelling scientific discoveries, and distinctive personalized care to achieve this goal.

To consistently achieve excellence in medical science and health care, Vanderbilt University Medical Center Development builds relationships and encourages philanthropic contributions to directly impact today's work and to secure a strong future of service. Enthusiastic and timely support from our philanthropic partners enables the Medical Center as a nonprofit academic medical institution to excel in conducting groundbreaking research, training future leaders and providing compassionate care to patients.

Duties and Responsibilities:

• Identify, qualify, cultivate, solicit and steward donors, assisting them in building relationships with the Medical Center and supporting its mission through their gifts, particularly bequests, life income gifts, transfers of real property, securities or non-traditional assets and any other deferred or current giving methods. The candidate will take a donor-centered approach, consider the donors' motivations for contributing, their connections to care providers, their family needs, assets, tax consequences, optimum gift planning vehicles and prudent planning strategies.

• Provide prompt responses to gift planning inquiries from donors and/or their advisers, engage in conversations with donors and furnish clear and understandable written explanations, gift illustrations and gift agreements as needed.

• Provide regular stewardship services to VUMC Legacy Circle members through personal stewardship plans that offer opportunities for continued engagement with VUMC. Stewards existing planned gifts and solicits other giving as appropriate. Encourages donor stewardship through the Legacy Circle with event participation and coordination.

• Demonstrate a strong and up-to-date knowledge of the laws and regulations related to charitable giving and charitable gift planning, including testamentary gifts, life income gifts (charitable remainder trusts), testamentary substitutes, retirement funds, deductibility issues, gifts of real property, investment vehicles, pledge rules, DAFs, and more.

• Collaborate and provide guidance, training, technical expertise, coaching and assistance in the gift planning process with various constituencies within the Medical Center including Development teammates, physician partners, volunteers, board members and executives.
• Build and maintain relationships with VUMC physicians to identify new grateful patient donors.

• Participate in the ongoing enhancements and expansion of gift planning team's operations through close work and cooperation with the directors and staff of Development Communications, Events, Development Finance, Prospect Management, Stewardship, Data and Analytics and others. Interact with VUMC's Office of Legal Affairs, Finance department and other Medical Center leaders and staff.

Qualifications:

• Bachelor's Degree (or equivalent experience) (Required)
• 3 years experience (Required)

Preferred qualifications include 5-10 years of charitable gift and/or estate planning experience, working knowledge of all the legal, tax and financial matters related to charitable giving, willingness to travel, ability to work independently, commitment to a collegial work environment, and exceptional analytical and communication skills. An advanced degree and fundraising experience in a health care or higher education setting are preferable.

Leading candidates will engage with people, in accordance with the highest ethical standards, to develop a spirit of partnership between donors and the Medical Center, provide value to donors, offer them opportunities to participate in the life of the Medical Center and serve as a facilitator of their desire to see themselves as people who are making changes, helping others and improving outcomes.

Updated 5.25.2021