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Santa Rosa

    Director OF Planned Giving - Santa Rosa, United States - Insight Global

    Insight Global background
    Description


    Insight Global is looking for a Director of Planned giving for one of their largest healthcare clients located in Sonoma County, CA.

    Planned gifts account for 60%-70% of the total gifts given to the foundation. This individual will create and implement a comprehensive estate planning program.

    This individual must be knowledgeable of the regulations and laws of charitable giving in order to expand major gift and donor relationships.

    CSPG (certified specialist in planned giving) or must obtain it upon hire

    • Bachelor's degree in Accounting or Financial Planning
    • Law Degree and experience in the practice of law
    • 35 years of experience in planned giving at a large organization
    • 58 years of leadership experience
    • Demonstrated experience with estate planning and major gift solicitation
    • 1 year of fundraising experience
    • Bachelor's degree


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