• Charitable Gift Planner

    Job Location
    US-FL-Vero Beach
    Regular Full-Time
    Work Days
    Monday - Friday
    Work Hours
    8:00am - 5:00pm
  • Overview

    The VNA provides compassionate, innovative care of the highest quality, setting the standard for patients and caregivers needing private care, home health, hospice, and community health services. Together, we provide the highest quality patient care.


    Come Join our team of passionate and skilled professionals! By choosing to work for the VNA, you would be working with an agency that has been voted ‘Best Place to Work’ for 7 years in Indian River County because of the benefits we offer our associates, such as:

    • Competitive pay 
    • 18 paid days off to start, 6 paid holidays
    • up to 90% coverage of health insurance costs
    • Onsite, no-cost wellness clinic staffed by a VNA ARNP
    • Tuition reimbursement
    • Free CEU credits
    • Several local and national discounts


    The VNA is seeking a Charitable Gift Planner to work with the VNA & Hospice Foundation. As part of an integrated fund development plan, build, implement, strengthen and evaluate a formal major and planned giving program to promote current and deferred major giving by donors, prospects, patients, survivors, volunteers and staff. Work independently with some supervision by the Vice President of the Foundation. Integrate and demonstrate the core values of the VNA in all aspects of work responsibilities.


    1. Responsible for identification, cultivation, management and stewardship of all major and planned giving prospects and donors, working in collaboration with Vice President of Foundation and through a volunteer-driven program
    2. Solicit and/or coordinate the solicitation of annual operating support, capital and endowment funding and other special projects to generate significant and sustainable growth in annual support, major gift, endowment and legacy programs. Track prospects assigned to other staff and volunteer solicitors
    3. Ensure all contact updates and call reports are recorded in Raiser’s Edge
    4. Create strategic and multi-year fund development, cultivation and stewardship plans to ensure major and planned giving fundraising goals are achieved
    5. Develop and implement all stewardship and recognition activities for Nightingale Society members
    6. Act as staff liaison for Planned Giving Committee and develop their interest in and understanding of the VNA
    7. Develop and maintain relationships with local professional advisors (attorneys, CPAs, trust officers, etc.)
    8. Steward all active/pending estates to ensure donors' wishes are followed and appropriate documentation is maintained
    9. Develop and coordinate planned giving events/seminars for donors ,prospects and advisors
    10. Work with Director of Marketing and Communications on annual planned giving marketing plan
    11. Provide copy ideas and articles for VNA newsletters and communications as appropriate
    12. Assist in the review and evaluation of proposed policies and procedures in the major and planned giving program; make recommendations for improvements as needed
    13. Work with Vice President of the Foundation on project budget development and management to achieve program goals
    14. Ensure current knowledge on trends and legislation impacting major and planned giving donors and programs.


     Bachelor's degree (B.A.) preferred; three to five years related major and/or planned giving experience and/or training; or equivalent combination of education and experience


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