Corporate Executive of Gift Planning

Job title: Corporate Executive of Gift Planning
Organization: Ohio Living Foundation

Job Description

The Corporate Executive of Gift Planning creates, develops, and implements a comprehensive fund development program, in partnership with the Chief Development Officer, to build meaningful relationships with philanthropically motivated people who wish to provide support to the organization’s life plan communities and home health and hospice programs and services through current and deferred gifts.

This position would require the individual to be based out of our corporate office in Westerville or one of our locations in the Cleveland or Cincinnati areas.

Essential Activities and Tasks

Donor Development

  • Develops a portfolio of 25 prospective major and planned giving donors, including private foundation and corporate prospects.
  • Develops short and long-range plans to help ensure fundraising expectations are met or exceeded.
  • Uses a “moves management” model to strategically cultivate relationships with prospective donors in anticipation of soliciting major and planned gifts.
  • Applies best practice gift planning techniques to ascertain the best combination of current and deferred giving to match the donor’s aspirations with those of Ohio Living.

Fundraising Management

  • Partners with Chief Development Officer to create and implement specific campaign strategies (e.g. centennial campaign) to secure ongoing significant sources of charitable gifts.
  • Manages and evaluates all programs to obtain major gifts including current, deferred, and estate gifts.
  • Ensures the continual development of prospect leads to support major and planned gifts.
  • Collaborates with organization leadership to facilitate fundraising programs and projects to support the organization.

Talent Management and Development

  • Manages the gift planning team.
  • Fosters a positive work environment that attracts, retains, and motivates employees.
  • Interviews, selects, and orients new direct reports.
  • Promotes performance expectations so direct reports understand and demonstrate excellence through high quality and consistent performance.
  • Evaluates job performance of direct reports in accordance with company policy and procedure and provides developmental guidance for improved performance and growth.
  • Monitors accountability with organization requirements prescribed by the Employee Handbook. Documents and engages employees who are routinely not observing these requirements to achieve compliance. Works with Human Resources when circumstances arise that necessitate further documentation and intervention.

Relationship Management

  • Serves as an external spokesperson for the Foundation’s mission and goals.
  • Fosters, develops, cultivates, and maintains positive and effective relationships with company leaders, board members, volunteers, prospects, donors, residents, patients, and family members.
  • Serves as lead staff for the Fundraising Committee and other committees work with the chairperson and preparing meeting materials.

Operations Management

  • Serves as a member of the Foundation leadership team that sets the strategic direction of the Foundation; serves on related committees and task forces.
  • Manages the Foundation’s stewardship, direct mail and communications initiatives.
  • Adheres to federal, state, and local government laws and regulations that govern overall fundraising programs, particularly those pertaining to charitable solicitations and fundraising administration.



  • Bachelor’s degree in a related field required, Master’s preferred.
  • Certified Fundraising Executive designation from the Association of Fundraising Professionals preferred.


  • Ten years experience in fundraising program management preferred.
  • Ten years experience in direct donor solicitation required.
  • Documented success in major and deferred gift solicitation required.
  • Knowledge of philanthropic fundraising methods and ethics required.
  • Proficiency with Windows, Microsoft Office (Word, Excel, PowerPoint), and the internet required.
  • Proficiency with Raiser’s Edge or other fundraising system software required.

Salary Range: $85,000 – 130,000

Interested candidates please apply online: