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Director Planned Giving

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Job ID: 522
Location: Vancouver, WA
Work Type: Full Time
Shift: Day
Shift Length: 8 Hours
FTE: 1.00
Benefit Eligibility: Full-time benefits

Job Description


PeaceHealth is seeking a Director Planned Giving for a Full Time, Day position. 

See how PeaceHealth is committed to Inclusivity, Respect for Diversity and Cultural Humility.  

For full consideration of your skills and abilities, please attach a current resume with your application. EEO Affirmative Action Employer/Vets/Disabled in accordance with applicable local, state, or federal laws.


Responsible for creating a comprehensive planned giving program and serving in a senior fundraising

and administrative role for all Planned Giving programs conducted by PeaceHealth.


  • Develops, monitors and updates a comprehensive one-year and long-range strategic plan, including measurable goals and objectives for the system level planned giving program.
  • Ensures organizational planning and alignment across all PeaceHealth foundations.
  • Creates and maintains best practices, policies, and procedures for planned gifts.
  • Works with foundation leaders to assess fund raising needs, current, local and national issues and comparative data factors related to activities for keys for success.
  • Plans, organizes, coordinates and directs fundraising efforts that focus on gifts of planned gifts of $100,000 and more from individuals.
  • Working with local foundation caregivers, assists in identifying, cultivating, soliciting and stewarding current and prospective donors who have the ability to execute a major/planned gift and formulates individualized solicitation strategies for planned giving prospects.
  • Partners with donor’s advisers to provide donors with legal and tax information regarding bequests and life income gifts.
  • Works with PeaceHealth’s legal department to draft and review gift illustrations and legal documents. 
  • Ensures implementation of systems to avoid potential litigation risks related to planned, giving.
  • Identifies, cultivates, and educates financial professionals (attorneys, financial/estate planners, realtors) about PeaceHealth and its mission.
  • Oversees and ensures quality of all mailings, publications, and/or web sites internally and/or externally that are related to planned giving.
  • Oversees and manages the staff for a planned giving program includes recruitment, coaching, development, training and performance evaluations.
  • Performs other duties as assigned.



  • Bachelor’s Degree in business, fundraising or related field required.
  • MBA or JD preferred
  • Certified as a Fund-Raising Executive (CFRE) preferred


  • Minimum of 7 years of progressively responsible experience in
  • planned giving, ideally in a mission driven healthcare
  • environment.
  • Minimum of 5 years of management experience
  • A proven track record of fundraising success



  • Ability to successfully manage a multi-unit, complex environment,
  • resulting in significant improved development performance and growth
  • Ability to lead and manage a team who reside in multiple localities
  • Entrepreneurial team player who has a commitment to and
  • passion for the mission of PeaceHealth
  • Possesses the qualities of integrity, industry, and curiosity
  • Energy level must ensure high quality productivity on a timely
  • basis 

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