Director of Planned Giving

We have the great privilege of helping patients and families re-build their lives. It's extraordinarily meaningful work and the reason we greet the day with optimism and anticipation. When patients "Ask for Mary," they experience a culture that has been sculpted for more than a century. Our hallmark is to carefully listen to patients and innovatively serve them. This is true of every employee, from support staff and leadership to clinicians and care providers.

Mary Free Bed is a not-for-profit, nationally accredited rehabilitation hospital serving thousands of children and adults each year through inpatient, outpatient, sub-acute rehabilitation, orthotics and prosthetics and home and community programs. With the most comprehensive rehabilitation services in Michigan and an exclusive focus on rehabilitation, Mary Free Bed physicians, nurses and therapists help our patients achieve outstanding clinical outcomes.The growing Mary Free Bed Network provides patients throughout the state with access to our unique standard of care

Mission Statement

Restoring hope and freedom through rehabilitation.

Employment Value Proposition

At Mary Free Bed, we take pride in our values-based culture:

• Focus on Patient Care. A selfless drive to serve and heal connects all MFB employees.
• Clinical Variety and Challenge. An inter-disciplinary approach and a top team of professionals create ever-changing opportunities and activities.
• Family Culture. We offer the stability of a large organization while nurturing the family/team atmosphere of a small organization.
• Trust in Each Other. Each employee knows that co-workers can be trusted to make the right decision for our family, patients, staff, and community.
• A Proud Tradition. Years of dedicated, quality service to our patients and community have yielded a reputation that fills our employees with pride.

Summary

The Planned Giving Director will be responsible for securing planned and estate gifts in support of the Mary Free Bed Rehabilitation Hospital Foundation. This person will develop and lead the strategy related to planned giving and actively participate in foundation donor prospect strategy sessions with other development staff and build and maintain effective relationships with donors, prospects, board members, physicians, corporations, volunteers, financial planning professionals and the community at-large.

In addition to the primary goal, the Planned Giving Director will oversee the foundation's annual fund efforts to ensure yearly fundraising revenue goals are met. This includes special events, direct mail/response, corporate partnerships, individual giving, and special projects. The director will have oversight of the annual fund campaign formulating strategy and executing tactics while managing the associated annual fund team.

Essential Job Responsibilities

• Engage in pro-active donor cultivation and solicitation through regular personal visits with key prospects and current donors.
• Lead negotiations of planned giving agreements with donors and their financial advisors and/or attorneys.
• Lead follow-up calls to major and planned giving donors and maintain meaningful relationships.
• Develop and execute strategies to identify, research, cultivate and solicit qualified prospects for major and planned gifts in collaboration and cooperation with senior leadership.
• Cultivate relationships with attorneys, trust officers, accountants, financial planners, and other estate planning professionals regarding planned gift opportunities.
• Utilize tracking system for reporting on completion of assigned follow-up contacts, and the results achieved.
• Develop strategies for major and planned gift donors and prospects assigned areas.
• Respond to donors for recent outright gifts. Assess capacity and interest as potential planned giving prospects.
• Respond with sample proposals geared toward a variety of planned gift vehicles
• Design and implement a customized regional broad-based, proactive planned giving marketing plan.
• Develop and organize planned giving health education and cultivation events.
• In collaboration with foundation team, bring innovative and creative ideas and opportunities that raise funds, cultivate, or steward donors, and expand brand awareness of MFB and the foundation.
• Direct strategy and execute tactics related to foundation annual fund campaign and efforts.
• In conjunction with the Vice President, conduct periodic financial reviews of foundation assets, fund balances, and distributions held both inside and outside MFB
• Leadership Must-Haves will be followed for patient and staff interactions:
• We'll embrace all people by:
• Treating everyone with dignity and respect.
• Opening more doors to opportunity for others to succeed.
• Growing talent and people.
• Ensuring a welcoming experience for all we serve, regardless of origin, race, religion, disability, sexual orientation or socioeconomic status.
• Taking action against discrimination.
• Honoring our differences and how we collaborate.
• Educating staff, patients and the communities we care for.
• Restoring hope and freedom, together.
  • Rounding
  • Thank You Notes
  • Employee Selection/Peer Interviewing
  • Key Words at Key Times
  • AIDET + Promise
  • Standards of Behavior

Customer Service Responsibilities

Demonstrate excellent customer service and standards of behaviors as well as encourages, coaches, and monitors the same in team members. This individual should consistently promote teamwork and direct communication with co-workers and deal discretely and sensitively with confidential information.

Responsibilities in Quality Improvement

Contribute by identifying problems and seeking solutions. Promote patient/family satisfaction where possible; participates in departmental efforts to monitor and report customer service.

Essential Job Qualifications

• Analytical and financial skills to research and identify potential planned giving candidates.
• A passion for developing and maintaining relationships with donors.

• A Bachelor's Degree AND minimum 15 years of development or related field, including seven to ten years of planned giving experience. CFRE or advanced degree preferred.
• Ten years of experience with leading a team and ability to supervise department personnel.
• Experience building and managing expense budgets. Ability to interpret financial data to effectively set and communicate revenue projections and results.
• Experience with Donor database software systems, specifically Raisers Edge.
• Experience working with and managing high-level boards of directors and executives.

• Working knowledge of planned giving vehicles available within the United States. Basic familiarity with IRS regulations concerning estate planning.
• Experience in healthcare fundraising a plus.
• A valid driver's license and the ability to travel frequently to donor meetings and events.
• The flexibility to work some evenings.

Physical Requirements for Essential Job Qualification

Levels:

• None (No specific requirements)
• Occasionally (Less than 1/3)
• Frequently (1/3 to 2/3)
• Majority (More than 2/3)

Remain in a stationary position: Majority

Traverse or move around work location: None

Use keyboard: Frequently

Operate or use department specific equipment: None

Ascend/Descend equipment or ladder: None

Position self to accomplish the Essential Functions of the role: None

Receive and communicate information and ideas for understanding: None

Transport, position, and/or exert force:

Up to 10 pounds: _____

Up to 25 pounds: _____

Up to 50 pounds: _____

Up to 75 pounds: _____

More than 100 pounds: _____

Other weight: Up to_35__ pounds Occasionally

Other: None

Consistent with the Americans with Disabilities Act (ADA), it is the policy of Mary Free Bed Rehabilitation Hospital to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Talent Acquisition team at recruitment@maryfreebed.com.

Mary Free Bed is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, veteran status, disability or other legally protected characteristic.