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Job Details

Assistant Director Gift Planning

Company name
The Cleveland Clinic Foundation

2 yrs required

Cleveland, OH, United States

Employment Type


Posted on
Jun 04, 2020

Valid Through
Sep 17, 2020

Apply for this job


Assistant Director, Gift Planning

The candidate secures philanthropic gifts through a process of identifying, qualifying, strategizing, cultivating, soliciting and stewarding major gift prospects. Provides consultation and gift strategy for development officers. Prepares pledge/gift agreements, planned gift calculations and proposals. Completes the establishment and administration of planned gifts. Advises donors and their advisors as to the giving options available, along with Cleveland Clinic projects and priorities. Conducts research assignments involving complex gift and tax issues. Identifies individual major gift prospects and secures visits through appropriate contact. Develops cultivation and solicitation strategies for each individual. Establishes a program of personal visits with past, current and prospective donors. Strategically moves major gift prospects through the development cycle from qualification to cultivation to solicitation to closing to stewardship. Meets monthly and yearly metrics with respect to prospect and donor visits, solicitations, and dollars raised. Coordinates donor interests with the priorities of the organization and develops funding proposals to match interests with needs. Coordinates stewardship reports to communicate with donors concerning the use of their gifts. Assists in department projects, events and programs. Performs other duties as assigned.

Additional Information

Req #: 90765.

Company info

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