Description
PeaceHealth is seeking a Remote Program Director Complex & Legacy Giving for a Full Time, 1.00 FTE, Day position. The salary range for this job opening at PeaceHealth is $102,096- $183,123. The hiring rate is dependent upon several factors, including but not limited to education, training, work experience, terms of any applicable collective bargaining agreement, seniority, etc.
Job Summary
Performs role central to advancing PeaceHealth Philanthropy's evolution into a high-performing, principal gift-centric enterprise-positioned to deliver transformational impact across our communities. Reporting to system philanthropy leadership, the director will lead the strategy, growth, and execution of a comprehensive complex and legacy giving program. This includes bequests, trusts, donor advised fund strategies, appreciated assets, and other sophisticated giving vehicles, aligned to PeaceHealth's system priorities and upcoming comprehensive campaigns.This role is critical to building a sustainable pipeline of future revenue, strengthening donor relationships, and positioning philanthropy as a strategic lever in advancing PeaceHealth's long-term growth strategies. The director will design and execute a system-wide strategy for complex and legacy giving, ensuring integration with frontline fundraising, campaign priorities, and donor engagement efforts. As PeaceHealth scales toward $50+ annual philanthropic performance, this role will help unlock principal gifts and long-term commitments that fuel innovation, access, and clinical excellence. The director will manage a portfolio of high-capacity donors and prospects, partner closely with major gift officers and foundation leaders, and serve as a subject matter expert to elevate complex giving conversations across the system.
Essential Functions
Leads the design and implementation of a system-wide complex and legacy giving strategy aligned with PeaceHealth's major gift model and campaign priorities
Builds a robust pipeline of deferred and complex gifts, supporting both immediate campaign needs and long-term sustainability
Proactively builds and stewards relationship with professional advisors, including financial planers, accountants, estate attorneys and wealth manager who serve high-net-worth individuals, positioning PeaceHealth as a trusted philanthropy partner.
Manages a portfolio of high-capacity donors and prospects capable of making complex, blended, or transformational gifts
Identifies, cultivates, and closes principal level bequests, charitable trusts, IRA/DAF strategies, and other tax-advantaged gifts
Collaborates with major gift officers to structure blended gift strategies that maximize both current and future impact
Ensures highly personalized, proactive stewardship approach for donors engaged in complex and legacy giving, demonstrating the impact of their generosity and strengthen long-term relationship and future commitments.
Serves as the system expert on complex and legacy giving, providing coaching, training, tools, and strategy support to frontline fundraisers to increase their knowledge and skillset
Supports donor conversations with a highly personalized, values-based approach, positioning donors as investors and insiders in advancing care
Partners across shared services-including Finance, Legal, Gift Administration, and Compliance-to ensure compliant, donor-centered execution
Works closely with Philanthropy Marketing/communications, serves as a subject matter expert to help inform and guide our messaging
Performs other duties as assigned.
Qualifications
Education
Bachelor's Degree Required: Business or
Bachelor's Degree Required: Fundraising or related field and
Master's Degree Preferred: Business Administration or
Juris Doctorate Preferred:
Experience
Minimum of 7 years Required: Progressively responsible experience in planned giving and complex gifts ideally in a mission driven healthcare environment and
Credentials
Preferred: within 2 years Certified Fund Raising Executive
Preferred: within 2 years Chartered Advisor in Philanthropy
Skills
Interpersonal skills to establish and maintain good working relationships with diverse groups, including caregivers, physicians, donors, boards, volunteers and administrators. (Required)
Ability to work in a matrixed complex business environment while maintaining effective working relationships with stakeholders and collaborators across the organization. (Required)
Team player who has a commitment to, upholding and demonstrating the values of PeaceHealth (Stewardship, Communication, Respect, Collaboration). Ability to work efficiently and responsibly in an environment with multiple work demands, short time frames and minimum supervision. (Required)
Ability to regularly travel within PeaceHealth service area (approx. once per month). (Required)
Strong organizational and time management skills and meticulous attention to detail; the ability to set, negotiate, and meet priorities and produce high-quality work under multiple deadline pressure and within a busy environment. (Required)
Excellent verbal and communication skills across mediums. Ability to customize communication strategies based on a wide range of audiences. (Required)
Ability to embrace the fundraising ethics and metrics used by PeaceHealth philanthropy. (Required)
Ability to build long-term financial sustainability through future commitments (Required)
Ability to unlock transformational gifts that accelerate strategic priorities (Required)
Skilled at strengthening donor trust and engagement across generations (Required)
Able to position philanthropy as a critical driver of PeaceHealth's financial trajectory (Required)
Demonstrated success in securing complex and deferred gifts, including bequests, trusts, and blended gift strategies (Required)
Deep understanding of tax-advantaged giving vehicles, estate planning principles, and donor advised fund strategies (Required)
Proven ability to work within a major gift-focused, metrics-driven environment (Required)
Exceptional collaboration skills, with experience partnering across multi-site or system-based organizations (Required)
Strong executive presence, sound judgment, and the ability to navigate sensitive donor and organizational dynamics (Required)
A commitment to PeaceHealth's mission and a passion for advancing equitable access to high-quality healthcare (Required)
Department / Location Specific Notes
Position is remote and can reside in anywhere in the PeaceHealth service area but must be willing to travel to meet with donors, foundations or any other business need that requires individual to be on site.
Working Conditions
Lifting
Consistently operates computer and other office equipment.
Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
Sedentary work.
Environmental Conditions
Predominantly operates in an office environment.
Mental/Visual
Ability to communicate and exchange accurate information.
The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.
PeaceHealth is committed to the overall wellbeing of our caregivers: physical, emotional, financial, social, and spiritual. We offer caregivers a competitive and comprehensive total rewards package. Some of the many benefits included in this package are full medical/dental/vision coverage; 403b retirement plan employer base and matching contributions; paid time off; employer-paid life and disability insurance with additional buyup coverage options; tuition and continuing education reimbursement; wellness benefits, and expanded EAP and mental health program.
See how PeaceHealth is committed to Inclusivity, Respect for Diversity and Cultural Humility (https://www.thecaregiver.org/wp-content/uploads/2017/05/PeaceHealth-Statement-of-Commitment-to-Diversity-and-Inclusion-vFINAL.pdf) .
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.
REQNUMBER: 132209
