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Director of Planned Giving
Director of Planned Giving-September 2024
Santa Rosa
Sep 17, 2026
ABOUT INSIGHT GLOBAL
Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT and government.
1,001 - 5,000 employees
Consulting, Technology
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About Director of Planned Giving

  Job Description

  Insight Global is looking for a Director of Planned giving for one of their largest healthcare clients located in Sonoma County, CA. Planned gifts account for 60%-70% of the total gifts given to the foundation. This individual will create and implement a comprehensive estate planning program. This individual must be knowledgeable of the regulations and laws of charitable giving in order to expand major gift and donor relationships.

  Skills and Requirements

  3-5 years of experience in planned giving at a large organization

  5-8 years of leadership experience

  Demonstrated experience with estate planning and major gift solicitation

  1 year of fundraising experience

  Bachelor's degree - CSPG (certified specialist in planned giving) or must obtain it upon hire

  Bachelor's degree in Accounting or Financial Planning

  Law Degree and experience in the practice of law null

  We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

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