Boston, MA

Planned Giving Director, Beth Israel Lahey Health

The Organization

Beth Israel Lahey Health, a new, integrated health system comprising academic medical centers and teaching hospitals, community and specialty hospitals, and more than 4,000 physicians and 35,000 employees, seeks the expertise of a seasoned Planned Giving Director to guide, train and mentor front-line fundraisers across the system in best-practice gift planning. Playing a key role in managing BILH’s comprehensive planned giving program, the Director works collaboratively with major gift officers and teams to expand their competencies in bequests and planned gifts, identify donor opportunities, advise on complex strategies, and strengthen member-hospital Legacy Societies.

Guided by the motto “Working together, we can do more than we ever could on our own,” the BILH Philanthropy Team is actively engaged in a true partnership between and among local and system leaders and staff members. The team is committed to advancing donor engagement in a collective mission that ensures affordable healthcare, improved patient outcomes, investments in research and education, and a healthier community – ultimately, measuring success by the difference made in people’s lives.

Position Summary: 

The Director serves as a thought partner to the Assistant Vice President of Philanthropy who has both system-wide responsibility for planned giving and shared oversight of principal and major gifts at Beth Israel Deaconess Medical Center, a 673-bed, academic medical center  of BILH. Working with specific hospital Vice Presidents of Philanthropy, the Director implements a multi-year planned giving plan with measurable goals, creates impactful educational programs for each affiliate’s constituents, and supports front-line fundraisers in increasing Legacy Society membership of boards, donors and other affinity groups. Additionally, the Director works with individual donors and their financial advisors regarding their estate planning needs and is a resource in the areas of philanthropic planning, family foundations, and wealth transfer.


The ideal candidate is a mission- and values-driven team player with authentic comfort in matrixed organizations, and a record of success raising significant and complex gifts. Entrepreneurial, highly motivated and organized, this individual must have the confidence and expertise to contribute to strategy and goal-setting, and advise and coach others, leveraging a depth of knowledge in gift planning, a strong operational focus and bias for action. A superb communicator and consummate relationship manager, this person is adept at working with a wide range of individuals from administrative, clinical and lay leaders to sophisticated, affluent donors and grateful patients. Bachelor’s degree with 8+ years’ fundraising experience; Raiser’s Edge and PG Calc experience preferred.


How To Apply

This is a retained executive search of Exceptional Executive Search.

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