Title: Senior Director - Gift Planning Location: Rochester United States Job Description: Why Mayo Clinic 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 comprehensive benefit plans - 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 The Senior Director - Gift Planning provides strategic and operational leadership for Mayo Clinic's Office of Gift Planning. This role is responsible for developing and executing a comprehensive, proactive strategy for complex and non-cash gifts, advancing Mayo Clinic's philanthropic mission. The role oversees a team of professional staff, manages a portfolio of high-impact prospects, and leads the vision and strategy for the Mayo Clinic Legacy Program (TML). The Senior Director partners closely with development leaders, gift officers, legal, finance, and external professional advisors to foster innovative philanthropic approaches, enhance gift planning education, and strengthen engagement with benefactors and affinity groups. Key Responsibilities: Strategic Leadership & Program Development - Develop and implement a department-wide strategy for complex and non-cash gifts. In addition, manage a select group of private business owner prospects focused on non-cash or complex philanthropic gifts. - Lead the design and delivery of centralized gift planning education program for development staff. - Establish and manage an external engagement strategy with professional advisors and affinity groups. - Oversee the vision and strategy for Mayo Clinic's legacy recognition society, achieving measurable outcomes. Team Leadership & Operational Excellence - Lead, mentor, and direct a team, ensuring effective implementation of fundraising strategies and achievement of individual and team goals. - Provide operational oversight, monitor team performance and fundraising metrics, and ensure alignment with departmental and organizational objectives. - Empower and develop the team through professional development, mentorship, and fostering a collaborative, high-performing team culture. Consultation & Compliance - Partner with key stakeholders, including development leaders, legal, finance, communications, and external advisors, to promote a culture of non-cash asset contributions. - Represent the Department of Development at benefactor and legacy events in various ways such as delivering presentations and stewarding legacy donors. - Collaborate with department stakeholders to build awareness, identify opportunities, and establish a pipeline for non-cash asset contributions utilizing technology. Continuous Improvement & Innovation - Collaborate with colleagues to assist in modernizing aspects of gift planning and administration, including content management systems and data analytics. - Support special projects such as real estate acceptance, trust program management, and legal/compliance initiatives. Qualifications - Juris Doctor (J.D.), Certified Public Accountant (CPA), or equivalent professional credential required; Master's degree in law, business, finance, or related field preferred. - Minimum 7 years of experience in gift planning or 10 years in planned gift administration, financial planning, law, or investments working with benefactors. - Demonstrated expertise in evaluating, structuring, and administering complex and closely held business assets. - Proven experience in developing and implementing educational programs related to planned giving. - Strong public speaking, presentation, and relationship management skills. - Comprehensive knowledge of gift planning, charitable giving vehicles, and gift administration processes. - Demonstrated ability to lead collaboratively across teams and functions. - Proficiency in interpreting legal documents, tax implications, and compliance requirements. - Strong organizational, analytical, and communication skills; ability to manage multiple complex projects independently. - Willingness to travel and work evenings/weekends, as necessary. Work will primarily be performed remotely but at times will require employee to be on site. The employee must live within a reasonable driving distance to the RST campus. Relocation is offered. This vacancy is not eligible for sponsorship/ we will not sponsor or transfer visas for this position. Also, Mayo Clinic DOES NOT participate in the F-1 STEM OPT extension program. Exemption Status Exempt Compensation Detail $148,100 - $214,700 / year Benefits Eligible Yes Schedule Full Time Hours/Pay Period 80 Schedule Details Monday - Friday, Business Hours Work will primarily be performed remotely but at times will require employee to be on site. The employee must live within a reasonable driving distance to the RST campus. Weekend Schedule Not Applicable International Assignment No Site Description Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations. Each Mayo Clinic location is a special place where our employees thrive in both their work and personal lives. Learn more about what each unique Mayo Clinic campus has to offer, and where your best fit is. Equal Opportunity All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability status. Learn more about the 'EOE is the Law'. Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization. Recruiter Julie Melton

• Deliver and manage creative and strategic project/programs • Program and client-level staffing plans • Program and client reporting: health, status, risks, and key program milestones • Issue mitigation plan • Ensure the onboarding plan is defined and implemented • Responsible for billability of project management team • Project Coordinator, Project Manager, and Senior Project Manager performance evaluations and goal setting • Issue and escalation root cause analysis • Facilitate retrospective meeting and share results with relevant stakeholders • Collaborate with portfolio team on client road map and improvement plans • Develop direct reports and serve in a coaching and mentoring role across the team • Enforce process adherence and actively manage resistance • Monitor consistent successes/challenges and propose opportunities for process and standards improvement • Review project work output and provide feedback • Manage and prioritize team workload • Manage team level goals and objectives to ensure successful outcomes across clients and projects • Manage team escalations • Proactively identify program level risk • Oversee program health (budget, scope, and timeline) • Demonstrate a commitment to diversity, equity, and inclusion through continuous development, modeling inclusive behaviors, and proactively managing bias.

• The Deputy Director, Development, will work towards meeting the strategic priorities of the BU by conceiving, developing, and managing development plans and strategies. • They focus on long-range strategic priorities, advance the Conservancy’s goals, and communicate a broad vision to others. • They establish and monitor activity level benchmarks and measures of success. • They manage the development and implementation of a strategic, integrated, and collaborative approach to maximize success, including organizing communications. • They facilitate strategic dialogues with clients and senior-level stakeholders, probing to identify key issues and requirements, negotiating and developing solutions, and synthesizing a plan of action tailored to audience. • They will direct diverse activities, develop complex practices and processes, project outcomes, and initiate changes in order to improve effectiveness and stretch the BU’s fundraising potential. • They manage priority vendor relationships. • The Deputy Director, Development, works closely with and manages relations with key stakeholders including senior management, internal teams, donors, and volunteers to achieve program goals.

• The Director of Pricing will lead Telecare’s corporate pricing strategy team to drive the development and management of pricing strategies across behavioral healthcare product lines. • The Director will execute on projects to improve revenue, margin, and sustainability. • With insights from Telecare’s financial performance, competitive position, and market dynamics, this leader will work closely with the Business Development team to drive growth across the entire portfolio of behavioral healthcare services. • The Director provides the Sr. Vice President of Development/CDO, CFO, and Vice President of FP&A with accurate and timely information to facilitate business development decisions and helps drive operational initiatives supporting the overall strategy of Telecare. • Responsible for compliance with applicable laws and regulations, where appropriate.