Senior Director - Gift Planning
Company: Mayo Clinic
Location: Rochester
Posted on: March 23, 2026
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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 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. 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 a
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 • Serve as a consultant and resource for
transformational gift opportunities involving complex assets,
non-cash gifts, and split-interest arrangements. • Ensure
compliance with federal and state regulations, internal policies,
and best practices in gift planning and administration. • Maintain
knowledge of tax law, regulations, and charitable giving vehicles;
interpret and apply legal and tax implications to all aspects of
gift planning. • Stakeholder Engagement & Communication • 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.
Keywords: Mayo Clinic, Minneapolis , Senior Director - Gift Planning, Retail - All , Rochester, Minnesota
