Vice President of Foundation & Gift Planning - FL Remote

Vice President of Foundation & Gift Planning - FL Remote

Since opening our doors in 1902, CHS became a part of Florida's history.

CHS has been committed to growing and evolving to provide the right services and solutions to address the needs of children and families throughout the changing times. Every day, our team works with parents and kids to empower them and encourage them. With innovative technology solutions and a dedicated, experienced team throughout the state, we’re changing the face of foster care and positively impacting children and families’ lives for generations to come.

Join our team to continue to do good and create history serving Florida's children and families!

The Vice President of Foundation & Planned Gifts is accountable for leading the design, development and execution of a comprehensive long-term strategy to identify, cultivate and close relationships that advance the number of endowments and planned gift opportunities in support of CHS strategic objectives and priorities. In this role, incumbent helps to ensure organizational financial sustainability by leading foundation operations, planned giving, endowment growth, charitable trusts, legacy programs, and relationships with high-net-worth donors.

Overall, the Vice President of Foundation & Planned Gifts contributes to CHS’s strategic objective of reimagining what HOME means by creating spaces where every child and family is supported and has access to the opportunities they need to pursue their dreams.

• Make an impact in your community and become a part of Florida's history !
• Growth and professional development opportunities

1. Lead the design, development and execution of a comprehensive long-term strategy to identify, cultivate and close relationships that advance the number of endowments and planned gift opportunities in support of CHS strategic objectives and priorities, attaining annual fundraising goals as defined.

Strategic Development (30%)

• Partner with the CDO and the CHS Foundation Board of Directors in crafting an organizational strategy for foundation growth, endowment expansion and legacy giving, including fundraising goals and objectives.
• Serve as a senior advisor to the C-Suite and Board on charitable investment trends, gift planning strategies, and revenue forecasting.
• Identify and facilitate strategic opportunities for prospects to interact with senior CHS executives and board members.
• Serve as a key member of the Development Leadership Team, collaborating on development strategy, planning and budgeting.
• Provide learning and idea sharing opportunities with the Development Team; deliver seminars for planned gifts and estate planning.
• Participate in visioning for development initiatives, revenue diversification and philanthropic growth.
• Research, identify, cultivate, solicit and steward planned gift prospects through visits, calls, and direct response tools.
• Cultivate relationships with advisors (wealth influencers), such as attorneys, accountants, financial planners, brokers, and trust officers.
• Develop Charitable Gift Annuity proposals and contracts; manage matured planned gifts, including the probate process.
• Create and implement a marketing and education strategy for gift planning, working collaboratively with all fundraising channels, the marketing team, and outside consultants.
• Partner with the Development Team to build donor pipelines, with a focus on the moves management process.
• Collaborate with internal stakeholders (e.g., Marketing, Program Management, Communications, etc.) to develop collateral, organize meetings, training and recognition events that maximize impact and visibility for CHS and its foundation.
• Represent CHS at donor, community and special events, as needed.

Campaign Management Oversight (30%)

• Oversee the development and execution of campaign strategies, including capital, comprehensive, endowment and special campaigns.
• Collaborate with Campaign Director in setting and achieving campaign goals, benchmarks, timelines and budgets.

Program Administration & Reporting (10%)

• Collaborate with Finance to coordinate administration, management and stewardship of endowments, gift annuities and trusts.
• Monitor…