Posting Note: Phoenix Children’s Foundation seeks a strategic and innovative Director of Gift Planning to lead the advancement of our gift planning program, encompassing both current and deferred giving strategies. As a key member of the Individual Giving leadership team, the Director will oversee a team of three Gift Planning Officers and one Coordinator, working in partnership with Major Gift Officers and professional advisors to drive significant philanthropic revenue through blended gifts, asset-based contributions, and legacy commitments. The ideal candidate will bring deep expertise in charitable estate planning, a collaborative leadership style, and a passion for transforming pediatric healthcare through philanthropic investment. This is a leadership role that requires both strategic vision and frontline fundraising success, with a focus on scaling impact through integration across the development enterprise. Key Responsibilities Strategic Leadership & Program Design • Lead the vision and strategy for an integrated gift planning program that maximizes current and future support through complex and blended gift structures. • Establish annual goals and long-term growth strategies aligned with Phoenix Children’s fundraising priorities and revenue targets. • Serve as an internal subject matter expert on planned giving instruments including bequests, donor-advised funds, charitable remainder and lead trusts, retained life estates, IRA qualified charitable distributions, and gifts of appreciated assets. Team Management • Supervise and coach three Gift Planning Officers and one Coordinator, fostering a culture of accountability, innovation, and high performance. • Support team members in portfolio management, proposal development, and professional growth. • Collaborate with peers in Major Gifts, Principal Gifts, and Development Services to ensure integration and consistency across the donor experience. Donor and Advisor Engagement • Manage a personal portfolio of high-net-worth donors and prospects with an emphasis on blended and complex gifts. • Cultivate and steward relationships with estate attorneys, financial advisors, and wealth managers to promote philanthropic planning among Phoenix Children’s constituents. • Represent Phoenix Children’s at estate planning councils, advisor forums, and donor education events to grow the Foundation’s reach and reputation. Innovation & Integration • Drive innovation in digital will-making tools, legacy marketing campaigns, and advisor engagement strategies. • Partner with Major Gift Officers to develop customized gift plans that align with donor goals and institutional priorities. • Lead cross-functional initiatives to increase asset-based giving, including real estate, business interests, and non-cash assets. Stewardship and Compliance • Oversee the management and reporting of expectancies, ensuring accurate documentation, forecasting, and stewardship. • Maintain compliance with ethical standards, internal policies, and applicable tax and legal regulations. • Work with Development Services and Finance teams to ensure timely realization and documentation of estate distributions. Qualifications • Minimum of 10 years of progressive experience in gift planning, estate administration, or financial planning, preferably in a healthcare or higher education setting. • Demonstrated success in soliciting and closing complex and blended gifts. • Strong knowledge of charitable estate and tax planning strategies, current trends in philanthropy, and legal aspects of gift planning. • Proven leadership experience with staff management, mentorship, and program development. • Exceptional interpersonal skills, including the ability to build trust and credibility with donors, advisors, and colleagues. • Bachelor’s degree required; advanced degree or relevant certification (JD, CFP, CAP®, AEP®, or CGPP™) strongly preferred. Key Competencies • Strategic and forward-thinking with a growth mindset • Technically proficient in planned giving vehicles and donor engagement strategies • Collaborative and diplomatic, with a high degree of emotional intelligence • Results-oriented with strong organizational and project management skills • Committed to the mission and values of Phoenix Children’s

Posting Note: Position Summary Reporting to the Director of Gift Planning, the Sr. Philanthropy Officer (SPO) will help ensure the fundraising success of Phoenix Children’s Gift Planning Program through a focus on frontline activity, with special emphasis on creating and implementing strategies for successful solicitations and building strategic relationships with prospects and donors. This includes preparing written and oral presentations to potential donors, developing gift opportunities, and cultivating and soliciting gift prospects. The Senior Philanthropy Officer will work in collaboration with the Director, Gift Planning to build upon strategic gift planning initiatives to launch and and grow the program. Education and Experience Requirements: Minimum of 10 years in fundraising, development or related field in a non-profit environment. Experience in a medical or academic development setting strongly encouraged Bachelor’s degree or Master’s in business, philanthropy or related field Must have at least 5 years as a gift planning professional with experience in a sophisticated development or fundraising operation Candidate must be able to navigate a wide variety of business and social settings and enjoy taking the message of Phoenix Children’s Hospital to individuals and organizations not yet familiar with its work. Position Duties: • Manages a portfolio of 125-150 prospects. • Develops and implements thoughtful, strategic cultivation, solicitation, for prospective donors in asset and estate-based gifting. • Responsible for strategic stewardship for assigned legacy donors. • Ensures regular contact with donors through various activities and communications, especially face to face meetings. • Identifies and develops joint major giving opportunities in collaboration with colleagues and team members across the foundation. • Develops and manages timelines for various networking and community outreach to ensure plans and critical fundraising processes are carried out in a timely manner. • Supports the Director, Gift Planning on fundraising activities and follow-up. • Meets annual activity and financial performance metrics.