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Opening: Associate Director, Gift Planning

Publication date: 
May, 2022

Position: Associate Director, Gift Planning  
Organization: Lucile Packard Foundation for Children's Health
Location: Bay Area, CA

At the Lucile Packard Foundation for Children's Health, we are a team of dedicated individuals with a shared commitment to helping kids and families live healthier lives.

We do this by:
• Fundraising for Lucile Packard Children's Hospital at Stanford and the maternal and child health programs of Stanford University School of Medicine.
• Raising awareness of children's health issues.
• Promoting a system of care that improves the lives of children with special health care needs and their families

The Lucile Packard Foundation for Children’s Health seeks an Associate Director of Gift Planning to join its Gift Planning team. Integral to all fundraising efforts across the Foundation, the Associate Director will be responsible for leading an accurate and efficient system for accepting complex gifts, including matured bequests, a critical philanthropic resource. The Associate Director will also partner with gift officers and gift administration to finalize gift agreements that outline a donor’s intention to support the Foundation’s mission. This position reports to the Associate Vice President, Gift Planning.

Due to Covid-19, employees of LPFCH are currently working remotely, with the expectation of returning to the office within the next few months (subject to extension as circumstances warrant). Once the office reopens, employees will transition to a hybrid work model. Please note that LPFCH has a Mandatory COVID-19 Vaccination Policy and that all new employees must submit proof of their Covid-19 vaccination and booster vaccines at the time their employment commences. Alternatively, prior to commencing employment, new employees may request approval for an accommodation for an exemption to the policy as permitted by law.

General Position Duties and Responsibilities

Gift Agreements

  • Draft pledge and gift agreements, charitable trusts, and bequest language for commitments to Lucile Packard Children’s Hospital Stanford or the pediatric programs at the Stanford University School of Medicine.
  • Provide technical and policy support for complex outright gifts, income producing gifts and deferred gifts while maintaining and providing expertise in tax, trust, probate, and other laws and policies related to charitable gifts.
  • Develop and maintain reference and training materials for field staff (policies, best practices, process flow, checklists, templates, FAQs, etc.) in support of gift agreement process. Provide staff trainings on gift agreement and due diligence processes as needed.
  • Maintain the Foundation’s Gift Acceptance Policy ensuring that the policy is kept current. Serve as the staff lead for the Foundation’s Gift Acceptance Committee.
  • Partner with gift officers, gift administration, and stewardship and with donors and prospective donors as well as external legal and financial advisors.
  • Serve as liaison to the Stanford University Office of Gift Planning and ensure that LPFCH is up to date with Stanford’s policies on the acceptance of gifts.
  • Create and maintain relationships with personnel at Stanford University who can assist with the evaluation of complex gift transactions.

Estate Administration 

  • Administer estate and trust distributions to the Foundation, including interaction with legal counsel, trustees, and administrators for estates that name the Foundation, Lucile Packard Children’s Hospital Stanford, or the pediatric programs at the Stanford University School of Medicine as beneficiaries.
  • Build and manage relationships between the Foundation and estate and trust representatives in the area.
  • Ensure that the donor’s intentions are met when the estate distributions are received.
  • Maintain, with the Program Manager of Gift Planning, a running record of estate expectancies.

Gift Planning

  • Collaborate with other GP team members and contribute to the good of the whole which will include the review of our marketing materials and strategic approaches to our work as well as other duties as assigned.

NOTE: We are a dynamic organization in a rapidly changing industry. Therefore, the responsibilities associated with this position will evolve and grow in accordance with LPFCH's business needs and growth plans. More specifically, the incumbent may be required to perform additional and/or different responsibilities based on the future growth plans for the Foundation.

Education, Skills, and Experience

Required

  • Bachelor's degree. A J.D. degree, or related advanced degree/certification, or combination of education and experience is required.
  • Five years of related professional experience or combination of education and relevant experience.
  • Experience in tax, trust, estate planning, probate, and/or related matters.
  • Ability to drive project management in an extremely efficient and timely manner with multiple internal and external interests.
  • Excellent writing and proof-reading skills.
  • Advanced knowledge of standard and complex charitable giving techniques is preferred.
  • Experience managing the creation and review of documents with internal and external input.
  • Demonstrated ability to initiate and build relationships with individuals.
  • Ability to work and motivate others, including prospective donors and their advisors, volunteers, and fellow staff.
  • Strong organizational skills and the ability to prioritize a variety of tasks and demands.
  • Ability to use Microsoft Office including Word, Teams, SharePoint.
  • Familiarity with Raiser’s Edge.

Skills

Competencies the Associate Director, Gift Planning must possess:

  • Project management – Be the point person at the creation of complex gift agreements and lead and manage people and processes through the close.
  • Builds trust - Establish trust and build relationships with key internal and external partners.
  • Customer mindset - Be responsive to various stakeholders with differing priorities.
  • Problem solving - Apply creativity, innovation, and strategy in troubleshooting various gift agreement issues, collaborating with internal and external partners.
  • Detail Oriented – Demonstrate detail orientation with a high level of accuracy for the creation of complex gift documents and the review of these documents.
  • Process improvement - Consistently look for ways to improve process, gain efficiencies, and better serve donors and our colleagues.

EOE Statement

We know that building a diverse and inclusive workforce is key to our success and enables us to do extraordinary work for kids and their families. When you become part of our team, you’ll be joining a group of passionate and dedicated individuals who truly care about and believe in the work they do.

We provide competitive compensation and a wide range of benefits designed to meet the needs of our employees and their families. We are strong supporters of work life balance.

The Lucile Packard Foundation for Children’s Health is an equal opportunity employer. Women, minorities, veterans and persons with disabilities are encouraged to apply.

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