Planned Giving Officer

Come work at a place where innovation and teamwork come together to support the most exciting missions in the world!Job Title:Planned Giving OfficerCost Center:101651105 Foundation AdministrationScheduled Weekly Hours:40Employee Type:RegularWork Shift:40 Normal (United States of America)Job Description:JOB SUMMARYThe Planned Giving Officer is responsible for developing and presenting gift plans addressing the legal, tax and financial needs of the Marshfield Clinic Health System (MCHS) donors. He or she will have an understanding of estate planning, trusts, and real estate, and they will consult with estate planning attorneys, accountants, trust officers and other professional advisors to close major and planned gifts. As a member of MCHS’s fundraising team, the Planned Giving Officer is responsible for identifying, cultivating, soliciting, and stewarding current and prospective donors for estate and other gifts that will benefit MCHS. The Planned Giving Officer is also responsible for advising Foundation staff on charitable gift planning laws, gift types, and solicitation techniques.JOB QUALIFICATIONSEDUCATIONFor positions requiring education beyond a high school diploma or equivalent, educational qualifications must be from an institution whose accreditation is recognized by the Council for Higher Education and Accreditation.Minimum Required: Bachelor’s degree in accounting, business administration or related field.Preferred/Optional: NoneEXPERIENCEMinimum Required: At least five years’ experience in fundraising, management/leadership, healthcare or non-profit work. A proven track record of building and maintaining meaningful relationships.Preferred/Optional: Experience or knowledge of estate planning, charitable gift planning vehicles, or finance.CERTIFICATIONS/LICENSESThe following licensure(s), certification(s), registration(s), etc., are required for this position. Licenses with restrictions are subject to review to determine if restrictions are substantially related to the position.Minimum Required: NonePreferred/Optional: Juris Doctorate or CPA with background in estate planning, trusts, real estate or asset management a plus.Marshfield Clinic Health System is committed to enriching the lives of others through accessible, affordable and compassionate healthcare. Successful applicants will listen, serve and put the needs of patients and customers first.At Marshfield Clinic Health System, we are fully committed to addressing health equity, diversity and inclusion for our employees and providers, our patients, and the communities we serve. We believe that every individual should have the opportunity to attain their highest level of health. We embrace diversity and welcome differences in who we are and how we think. We believe that any individual or group should feel welcomed, respected and valued. View our Equity and Inclusion Statement here (https://www.marshfieldclinic.org/mAboutUs/Documents/30922-000Equity-and-Inclusion-Statement%20%282%29.pdf) .Exclusion From Federal Programs: Employee may not at any time have been or be excluded from participation in any federally funded program, including Medicare and Medicaid. This is a condition of employment. Employee must immediately notify his/her manager or the Health System’s Compliance Officer if he/she is threatened with exclusion or becomes excluded from any federally funded program .Marshfield Clinic Health System is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.We’re hiring! Use “remote” or “hybrid” as a keyword in the search to see our remote-eligible openings!When given the tools needed to excel, great things happen: connection with colleagues, recognition in the community, better care for our patients. All this is available with affordable living rich in leisure. Welcome to Marshfield Clinic Health System . Where career meets community.Positions listed as 30 hours per week or greater are offered the level 1 benefit package.Positions listed as 20 – 29 hours per week are offered the level 2 benefit package.Positions listed as less than 19 hours per week are non-benefited.Benefits for temporary positions vary. Details will be discussed in the interview process.At Marshfield Clinic Health System, we are fully committed to addressing health equity, diversity and inclusion for our employees and providers, our patients, and the communities we serve.We believe that every individual should have the opportunity to attain their highest level of health. We embrace diversity and welcome differences in who we are and how we think. We believe that any individual or group should feel welcomed, respected and valued. View our Equity and Inclusion Statement here (https://www.marshfieldclinic.org/mAboutUs/Documents/30922-000Equity-and-Inclusion-Statement%20%282%29.pdf)