Assist with managing a large portfolio of open estates with charitable bequests currently in process;
assist with implementing life income gifts, primarily charitable gift annuities;
collaborate with internal stakeholders and external professional advisors to smoothly and successfully execute planned gifts.
Efficiently manage core components of Cleveland Clinic’s gift planning program while developing the skillset to become a more seasoned and proficient Gift Planning Officer capable of consulting on high-impact major gift opportunities.
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.
Assist in department projects, events and programs.

Bachelor’s degree and three years fundraising or face-to-face solicitation experience with major gifts experience preferred.
OR Advanced degree and or two years of experience in Sales, Project Management, Donor Relations, Marketing or a related field
Ability to establish and maintain friendly and cooperative relations with corporate executives, donors and staff physicians.
Working knowledge of fundraising techniques and strategies
Experience fundraising or face-to-face solicitation experience with major gifts
A law degree, paralegal, or legal background
Experience working with contracts and documentation drafting responsibilities for estate and trust administration
Willingness to conduct in-person and virtual donor meetings in Northeast Ohio, Florida and Nationally per assigned region.

Assistant Director, Philanthropic Gift Planning and Estate Strategy

Key skills