Associate Director, Planned Giving

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives.

The Associate Director, Planned Giving Marketing & Bequest Administration has two main areas of focus:
1) The development and implementation of Planned Giving specific marketing, branding, and promotional efforts to drive the identification, cultivation, solicitation and stewardship of planned gift donors of Beth Israel Lahey Health (BILH) and all member institutions with the ultimate goal to drive donor engagement and enhance philanthropic revenue. Tasks include but are not limited to: project management of marketing initiatives with a focus on digital and hard copy outreach to planned giving prospects, digital and hard copy outreach via member specific donor surveys and planned giving web site(s) creation and management, in concert with third party planned giving vendor.
2) The management and administration of decedent’s estates, life income gifts, beneficiary designations, perpetual trusts and any and all other planned gifts maturing at a donor’s death. Tasks include but are not limited to: liaising with the BILH member institutions as well as with any third party vendor engaged with by BILH to facilitate the distribution of planned gifts to BILH and its member institutions.

The Associate Director, Planned Giving Marketing & Bequest Administration maintains close and collaborative working relationships with all system and hospital philanthropy leadership and frontline fundraisers, department administrators, donors, BILH Marketing Communications, internal communications and External Relations teams in support of philanthropic objectives. (hybrid)

Job Description:

Essential Duties & Responsibilities including but not limited to: Relative to Planned Giving Marketing

The Associate Director, Planned Giving Marketing & Bequest Administration:
•    Supports the planned giving marketing efforts across BILH and its affiliate hospitals. 
•    Leads the project management of print, email, and digital initiatives. This includes monitoring project schedules and budgets, working closely with internal BILH departments and third-party vendors, and supporting the production, approval process, and execution of key projects 
•    Ensures the integrity and consistency of system and affiliate messaging and brand style guide standards.
•    Oversees the project management and execution of integrated planned giving marketing channels including design, production, digital and print. Ensures programs are benchmarked and provide competitive differentiation to set first-class standards of planned giving marketing programs. 
•    Secures approvals and ensure waivers and documentation for use of imagery, quotes, and other ensures content aligns with legal and compliance standards. Track and maintain all documentation in a standardized system. 
•    Creates and disseminates consistent and “on brand” planned giving marketing materials. Supports the development, design and production of collateral, online and offline multimedia that reflect consistent branding standards and drive planned giving revenue. 
•    Supports the planned giving marketing strategy for all BILH and affiliate hospitals’ serving as the expert on best practices in planned giving marketing efforts utilizing, mail, email and web initiatives, as well as branding and design. Supports the development and maintenance of a fiscal year calendar to drive comprehensive messaging by audience through integrated communication channels. 
•    Serves as content expert for branding guidelines. 
•    Works with donor relations, events, and communications teams to develop creative planned giving stewardship tools and planned giving donor marketing materials to support fundraising objectives. Implements metrics and tracking to assess ROI and program refinement to meet clearly articulated goals. 
•    Supports project management for creative design and production of planned giving focused materials to support frontline fundraisers and philanthropic goals. 
•    Conducts industry benchmarking to ensure competitive differentiation and best-in-class marketing programs. 
•    Other tasks as assigned.

Relative to Bequest Administration, 

The Associate Director, Planned Giving Marketing and Bequest Administration,

•    Supports the Bequest Administration process across BILH and its affiliate institutions. 
•    Tracks and maintains all documentation in a standardized system. 
•    Liaises with any third-party vendor engaged by BILH to facilitate the distribution of planned gifts. 
•    Liaises with State Street Global Associates (SSGA) or such other life income gift vendor engaged by BILH to facilitate the implementation of Charitable Gift Annuities and Charitable Remainder Trusts in support o