Director - Planned Giving

Wisconsin, United States
Competitive Salary
Nov 13, 2020
Employment Level
Employment Type
Full Time

Position Summary

Director - Planned Giving

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In partnership with donors and community leaders, the Office of Development and Alumni Relations is responsible for meeting the strategic philanthropic priorities of MCW and the Froedtert Hospital Foundation. Together, MCW and Froedtert Hospital are engaged in an unprecedented philanthropic campaign addressing our most urgent priorities: Accelerating Research and Advancing Patient Care, Driving Health and Vitality with Our Community, Transforming Healthcare Education, and Leading the Way in Cancer Research and Care. As a member of one of the leading development teams in the state, you can have an impact on our vision to redefine health beyond healthcare and help us transform Hope into Health for patients and families.

MCW and Froedtert Profile

The Medical College of Wisconsin (MCW) is where a diverse group of thought leaders in science, medicine, education and community engagement work together to build a healthier future. At the core of everything we do with our partner Froedtert Hospital is academic medicine, a model—and a way of thinking—that finds scientists, physicians and students working hand-in-hand with community to solve the toughest challenges in health and society at large. Together, and with the support of the philanthropic donations through MCW or the Froedtert Hospital Foundation, we are committed to exploring every possibility to improve health in the region, the state and beyond. 

More than 1,400 students are enrolled in MCW’s medical school and graduate school programs in Milwaukee, Green Bay, and Central Wisconsin. MCW’s School of Pharmacy opened in 2017. A major national research center, MCW is the largest research institution in the Milwaukee metro area and second largest in Wisconsin. In FY2016, faculty received more than $184 million in external support for research, teaching, training and related purposes. This total includes highly competitive research and training awards from the National Institutes of Health (NIH). Annually, MCW faculty direct or collaborate on more than 3,100 research studies, including clinical trials. Additionally, more than 1,500 physicians provide care in virtually every specialty of medicine for more than 525,000 patients annually.

Froedtert Hospital, the primary adult teaching affiliate for the Medical College of Wisconsin, is a 604-bed academic medical center that delivers advanced medical care. Froedtert Hospital is nationally recognized for exceptional physicians and nurses, research leadership, specialty expertise and state-of-the-art treatments and technology. Froedtert serves as Eastern Wisconsin’s referral center for advanced medical practice care 37 specialties and is a major training facility with more than 1,000 medical, nursing and health technical students in training.


In partnership with the Medical College of Wisconsin, Froedtert is also a respected research facility with annually more than 2,000 research studies, including clinical trials. Froedtert Hospital operates the region’s only adult Level 1 Trauma Center.


The Major Gifts Director will be responsible for identifying, qualifying, cultivating, soliciting and stewarding major gift prospects. Works closely with faculty, community leaders, senior administrators and volunteers, the Major Gifts Director secures leadership commitments at the $50,000+ level in support of research, education and patient care initiatives supporting Froedtert Hospital, Froedtert Hospital Foundation and the Medical College of Wisconsin programs.

The Director of Planned Giving will identify, cultivate and steward planned giving prospects with an increased focus on blended gifts (cash and planned gifts). The Director will be externally focused on leadership and major gift planned giving prospects by designing, implementing and executing a program to acquire deferred giving support for MCW/FHF’s needs with emphasis on cultivation and solicitation strategies. 

The Director of Planned Giving will also partner with and act as a resource and guide to the other fundraising professionals to secure appropriate planned gift and deferred give opportunities, as part of MCW/FH’s larger fundraising efforts. The Director serves as an expert in planned gifts to members of MCW/FHF’s fundraising staff in their gift discussions with potential donors, working with planned giving staff to manage the administration of all active estates and other testamentary gifts, including communications with attorneys, fiduciaries, and other advisers. The Director will consistently train MCW/FHF’s fundraisers on relevant planned giving topics.

The Director of Planned Giving will understand technical aspects of planned giving vehicles and the relevant tax and estate consequences of these vehicles and how they can be used to enhance MCW/FHF’s fundraising efforts. The Director will manage processing of stock gifts, facilitation of life insurance premiums and gifts, bequests, planned and life income gifts, in conjunction with the Development Operations team.


Primary Functions

Reporting to the Associate Vice President for Philanthropy, provides leadership and direction to secure new and increased support from grateful patients, community leaders and friends of the institutions. Working in concert with key clinicians and researchers, responsible for elevating the reputation and prominence of Froedtert & MCW. Goal is to identify, cultivate and solicit donors for major gift commitments, securing philanthropic support for research, education and patient care initiatives supporting Froedtert Hospital Foundation and the Medical College of Wisconsin.

Understand of the mission and philanthropic priorities of Froedtert Hospital, Froedtert Hospital Foundation and the Medical College of Wisconsin and works collaboratively across the organizations and departments to build on our collective success. Comprehensive understanding of the strategic clinical and research, education, alumni relations and patient care priorities, as well as specific clinical department priorities and needs.


Build and strategically steward and manage a portfolio of prospects and donors with capacity to contribute major gifts.

Develop giving opportunities aligned to donor interests and the strategic priorities of Froedtert Hospital, Froedtert Hospital Foundation and the Medical College of WI. Creatively develop and implement innovative strategies for the successful solicitation of gifts.

Working with the Prospect Research team, assess prospects, develop and execute strategies designed to realize the current and lifetime giving potential of prospects to achieve individual and departmental goals.

Ability to raise donor sights, articulate aspirational goals and ideas, set priorities, present philanthropic opportunities and close gifts.

Develop and maintain relationships with boards, clinical department leaders, faculty, staff, and volunteers associated with his/her portfolios/programs; meet with colleagues across campus to coordinate and execute strategies, utilizing experience and knowledge to build consensus.

Make persuasive verbal and written cases for supporting these key priorities, effectively matching the interests of prospects to specific projects and programs needing support and ensure effective stewardship of donor relationships.

Understanding of the complex principles and techniques associated with planned giving and estate gifts; work collaboratively with Planned Giving colleagues to close planned gifts.

Participate in advancement activities and events, including dinners, receptions, and other fundraising initiatives.

Responsibility for continual review and overall accuracy of his/her portfolio in database software. Record proposals and actions about prospects and donors in a timely fashion in database.

Accountable to annual individual performance goal metrics as well as strategic goals and objectives of department.

Prepare and work within division budget and monitor resources and expenditures under span of control.


Knowledge – Skills – Abilities

Organized professional and with entrepreneurial spirit, creativity and resourcefulness.


Superior interpersonal and collaborative relationship skills, with demonstrated verbal presentation experience and written communication skills.


Ability to work across a complex organization and provide highly visible inspired leadership. Professional credibility and decision-making integrity to gain trust of key constituents and leaders. Demonstrated ability to work effectively with all constituencies, fostering inclusiveness and diversity of ideas.


Ability to work independently and thrive in a fast-paced deadline-oriented team environment. Ability to adapt to changing circumstances in a complex environment and embrace challenges.


Demonstrated analytic and strategic thinking capabilities. Experience with fundraising database software and Microsoft Office, including Excel.


A highly developed ability to deal with sensitive and confidential information related to both alumni and donors, as well as employees.

Organizational Structure

Building: Milwaukee

Department: Development

Division: Institutional Development

Reports to (Title): AVP- Philanthropy

Collaborates with (Titles): Chief Development Officer, Major Gift Directors, Senior Director-Planned Giving, Director- Corporations, Director-Foundations, Prospect Research staff



Appropriate education and/or experience may be substituted on equivalent basis

Minimum Required Education: Bachelor’s Degree

Minimum Required Experience: 4 years of successful professional fundraising experience and a proven track record of closing five and six-figure gifts in a complex organization.

Preferred Experience: Planned giving experience. Philanthropy in a health care or foundation setting.