Gift Planning Associate Director
Location: Phoenix
Posted on: June 23, 2025
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Job Description:
Mayo Clinic is top-ranked in more specialties than any other
care provider according to U.S. News & World Report. As we work
together to put the needs of the patient first, we are also
dedicated to our employees, investing in competitive compensation
and https://jobs.mayoclinic.org/benefits/ – to take care of you and
your family, now and in the future. And with continuing education
and advancement opportunities at every turn, you can build a long,
successful career with Mayo Clinic. Benefits Highlights • Medical:
Multiple plan options. • Dental: Delta Dental or reimbursement
account for flexible coverage. • Vision: Affordable plan with
national network. • Pre-Tax Savings: HSA and FSAs for eligible
expenses. • Retirement: Competitive retirement package to secure
your future. Responsibilities This position will develop and
implement gift planning strategies and activities to carry forward
the mission and vision of Mayo Clinic. The Gift Planning Associate
Director will provide strategic support for development officers
and other development professionals to advance planned and complex
gifts. The Gift Planning Associate Director also will close planned
gifts made by unassigned benefactors and will build and manage a
portfolio of planned giving prospects. Development professionals at
Mayo Clinic are required to adhere to the "Donor Bill of Rights"
and ethical standards set forth for the department and the
institution. Qualifications A Bachelors degree is required. A
Masters degree in Business or Finance or a Law degree is preferred.
Any of the following certifications: CFP, ChFC, CAP, CFRE or CLU,
are also preferred. Requires five years experience in gift planning
or financial planning, with a demonstrated record of advising
individuals on deferred gift options and/or estate plans. Work
experience in non-profit healthcare is a plus. Requires excellent
oral and written communications skills, a broad-based knowledge of
gift planning vehicles, the ability to translate complex gifting
options for gift officers and benefactors, and the ability to work
in a diverse environment with varied points of view. The incumbent
must be able to work effectively in a consensus-style operation
that expects and promotes teamwork. Must be a self-motivated,
self-directed and highly organized individual who will promote a
productive, collegial workplace and be a professional ambassador
for Mayo Clinic. Belief in the mission and strong ethical conduct
is essential. Must be comfortable with ambiguity. Must possess the
ability to inspire trust and confidence, and communicate
effectively with internal and external audiences. The ability to
work independently, manage multiple projects and maintain a high
degree of professionalism and confidentiality is essential. Must be
proficient in the use of information technology and management of
database systems. A valid drivers license and a good driving record
are required, along with the ability to travel extensively on all
forms of major public transportation.
Keywords: , Goodyear , Gift Planning Associate Director, Healthcare , Phoenix, Arizona
