Philanthropy - Baystate Health

Req#: R31078
Category(s): Communications/Marketing/Planning, Philanthropy
Full Time / Part Time: Full-Time
Shift: First

Summary Description:

The Planned Giving Officer plays an important role in securing funds to provide the resources Baystate Health needs to meet healthcare demands now and in the future. Reporting to the Director of Planned Giving, the Planned Giving Officer works independently and with colleagues across Baystate Health Foundation (BHF) to secure planned gift commitments for the organization. The PGO expands the scope of BH by engaging donors – providing individuals with planned giving opportunities, finding out about their interests, passions and financial and philanthropic goals, and inviting prospective donors to make a planned gift.

The Planned Giving Officer (PGO) actively solicits prospective donors for current, planned, and blended gifts, and manages an assigned portfolio of planned giving donors. The PGO creates and manages individual planned gift strategies for each person in the portfolio, creating a plan for each donor that is driven by that donor’s passions and interests while addressing their concerns related to estate and financial planning with an appropriately crafted planned gift proposal. The PGO coordinates with BHF staff to maximize results, avoid duplication of effort, and ensure comprehensive follow-up and meaningful stewardship. The PGO utiliizes the donor database to record progress and results and performs other major and planned gift donor activities as required by management.

This individual will work productively with colleagues within Baystate Health Foundation and across Baystate Health, maintaining a positive and constructive attitude while solving problems. The PGO is a team player and protects the mission, goals and values of Baystate Health. This individual will work directly with hospital administration, board members, physicians, hospital staff, and donors and may help staff volunteer committees. The PGO will collaborate with BHF colleagues in support of program funding, fundraising events, and comprehensive campaigns on behalf of BH and its related entities and programs.

Job Requirements:

–Identify, assess, cultivate and solicit individuals able to make planned gifts to Baystate Health's programs, hospitals, and priorities.

–Meet monthly and yearly metrics with respect to prospective donor and donor engagement, solicitations, and dollars raised.

–Build strong relationships and meet fundraising goals by developing and executing thoughtful cultivation, solicitation and stewardship strategies for a portfolio of donors. 

–Understand, identify, suggest and utilize multiple giving vehicles to meet the donor's needs and capacity to give.

–Make effective use of the donor management database to track progress and results.

–Coordinate donor interests with the priorities of Baystate Health.

–Secure project and organization information, as well as information relating to the donor, to build strategies; to draft and edit outreach communications; develop and present gift proposals; and to generate and share the impact of donor gifts.


–Build and sustain connections with BHF leaders, trustees, volunteers, and BH and BHF staff as needed to effectively support donor cultivation, solicitation and stewardship.

–Arrange tours, cultivation events, meetings and introductions of donors and prospective donors to BH staff and leaders. 

–Coordinate with Foundation staff, including the Annual Giving and Major Gift teams, to maximize results, avoid duplication of effort, and ensure comprehensive follow-up.


–Assist with the planning, coordination, and execution of special projects as assigned, including planned giving marketing, planned giving administration, planned giving outreach, and fundraising events in support of campaign, program and BHF goals. 

–Provides support and consultation to Annual Giving and Major Gift Officers, and others, as needed and requested by Director of Gift Planning.

–Assist with stewardship of legacy society members to grow already existing planned gifts, including personalized outreach.

–As assigned, cultivate productive relationships with attorneys and financial advisors to build awareness of BHF giving opportunities with a focus on the growth of major gifts of assets and planned gifts.


–Participate in BHF team meetings and in meetings with BHF colleagues for the purpose of managing and tracking top prospective donors.

–Ensure appropriate acknowledgment and recognition of assigned donor gifts and contributions made in support of Baystate Health and entities within the system.

–Plan and partner, when appropriate, with Foundation staff support on targeted direct mail appeals and assist with events that support Baystate Health's mission. 

5) Experience and dexterity with Blackbaud's Raiser’s Edge or similar fundraising software

6) Familiarity with Moves Management in terms of major gift and planned gift benchmarking and prospect tracking.

7) Working knowledge of current gift planning and fundraising trends, techniques and strategies

Minimally Required Experience:
Minimum 3-5 years of major gift or planned giving experience, preferably in a hospital/medical center or college/university setting, with demonstrable success in cultivating and soliciting capital, program, endowment and planned gifts from individuals at all monetary levels, with success making solicitations alone, in conjunction with volunteers and organization leaders. OR five years professional experience in estate or financial planning with demonstrated success with helping clients with charitable estate planning.

Will consider 1-3 years experience if skills and interest are there.


–Demonstrated technical knowledge around charitable vehicles, specifically with bequests, trusts, annuities, and giving through retirement plans.

–Excellent listening, verbal, and written communication skills.

–Familiarity with CRMs and prospect research tools such as Raiser’s Edge- NXT, PGCalc, and/or iWave.

–Proficiency in standard office software tools and applications.

–Demonstrated ability to interact with donors and volunteers; and exceptional interpersonal negotiating skills. 

–Possess the personal qualities and flexibility necessary to thrive in a metric guided environment. 

–Be team-oriented and able to work within a complex organization.

–Ability to work in both an independent and pro-active manner.

–Demonstrated ability to manage multiple projects simultaneously. 

–Ability to build relationships with internal and external stakeholders and adheres to the highest standards of ethics in the field of development. 

You Belong At Baystate

At Baystate Health we know that treating one another with dignity and equity is what elevates respect for our patients and staff. It makes us not just an organization, but also a community where you belong. It is how we advance the care and enhance the lives of all people.



Bachelor of Science (Required)


Driver License – Other

Equal Employment Opportunity Employer

Baystate Health is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, ancestry, age, genetic information, disability, or protected veteran status.

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