Shared Services: Philanthropy Planned Giving (Full-Time, Day Shift) -
The Planned Giving Officer is responsible to operate a comprehensive planned giving program which results in funds raised through the cultivation and closing of outright, irrevocable and revocable deferred gifts. Responsible for developing and monitoring a personal portfolio of planned giving prospects and securing planned gifts from alumni, grateful patients and friends of Loma Linda. Performs other duties as needed.
Education and Experience: Bachelor's Degree in Business, Philanthropy or a related field required. Master of Business Administration Degree preferred. Minimum five years experience in charitable fundraising, marketing, finance, financial planning, sales or other related field required, preferably in healthcare or high education. Experience in charitable estate planning preferred.
Knowledge and Skills: Proficiency in Crescendo planned giving software and Raiser's Edge fundraising software preferred. Must have the ability to work independently and to be self-motivated. Must possess sound judgment and have capacity for short and long-range planning. Ability to effectively and professionally present information one-on-one or in a group setting. May be required to make public presentations. Able to read; write and speak with professional quality; use computer and software programs necessary to the position, e.g., Word, Excel, Power Point; operate/troubleshoot basic office equipment required for the position. Able to relate and communicate positively, effectively, and professionally with others; provide leadership; be assertive and consistent in enforcing policies; work calmly and respond courteously when under pressure; lead, supervise, teach, and collaborate; accept direction. Able to communicate effectively in English in person, in writing, and on the telephone; think critically; work independently; Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, decimals, rates, ratios, and percentages. Ability to deal with problems and carry out instructions furnished in written, oral or diagram form; manage multiple assignments; compose written material; work well under pressure; problem solve; organize and prioritize workload; recall information with accuracy; pay close attention to detail. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position.
Licensures and Certifications: NAD Planned Giving & Trust Administration Certification required within one year of hire date. Certified Specialist in Planned Giving certification preferred. Valid Driver's License required at time of hire.
Our mission is to continue the teaching and healing ministry of Jesus Christ. Our core values are compassion, excellence, humility, integrity, justice, teamwork and wholeness.
Loma Linda University Health’s story is one of hope. Our people strongly believe in the work of physical, mental, and spiritual healing. They are also committed to excellence, integrity, and teamwork. We are a faith-based academic medical center in Southern California’s Inland Empire, and since our establishment in 1905, we’ve been a local, regional, national, and international leader in education, clinical care, and research.
Our 18,000 talented healthcare team members work in our system’s six hospitals, providing whole-person, patient-focused care to more than 57,000 inpatients and over a million outpatients annually. Our passion is to bring hope to each patient and family who seeks our help during their most vulnerable moments in life.
U.S. News and World Report ranks Loma Linda University Medical Center as a Top Riverside/San Bernardino metro area hospital. LLU Children’s Hospital and LLU Medical Center — Murrieta are on the U.S. News list of Top Performing Hospitals for Maternity Care and the Newsweek list of Best Maternity Care Hospitals. Our Medical Center and Children’s Hospital nursing teams have also achieved the prestigious Magnet Status recognizing our strong commitment to nursing excellence.
Loma Linda University’s eight professional schools offer more than 100 academic programs designed to prepare thousands of skilled Christian healthcare workers for service in our local area and locations worldwide. Our graduates enter their careers with an intellectual curiosity and a strong foundation of the knowledge and skills needed for their chosen field. The Great Colleges to Work For program has named Loma Linda University as an outstanding place to work six of the last seven years, and has added the University to its Honor Roll of institutions three times.
