Planning Director jobs in Wisconsin
Planning Director directs and oversees the patient service planning function for a hospital or healthcare system. Performs analysis of trends in healthcare and makes recommendations for new services or changes in existing services. Being a Planning Director supports feasibility analysis and new program planning. Requires a bachelor's degree. Additionally, Planning Director typically reports to top management. The Planning Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Planning Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Planning Director jobs
Associate Director of Gift Planning
- Greater Milwaukee Foundation
-
Milwaukee, WI
FULL_TIME
-
You can make a difference, as we are seeking an Associate Director of Gift Planning! The Associate Director of Gift Planning is responsible for managing an assigned portfolio of Foundation constituents, stewarding existing donors while maintaining strong relationships with Foundation staff, community ambassadors and professional advisers. The incumbent will lead the CAAN (Community Ambassador and Adviser Network) cohort and steward CAAN alumni. The incumbent will steward existing professional advisers (attorneys, accountants, financial advisers) in the Herbert J. Mueller Society, cultivate new professional advisers, and oversee a portfolio of donors and prospects. This position manages the estate administration process of deferred gifts and the Foundation’s legacy pipeline in concert with the Director of Gift Planning. This position delivers high-quality services to assigned donors to achieve high donor satisfaction.
Key Responsibilities:
- Serves as a liaison to professional advisers with the ultimate goal of developing referrals and obtaining gifts.
- Manages a portfolio of donors and prospects, developing and executing on strategies to bring them closer to the Foundation’s mission with the goal of stewarding donors and increasing their investment through establishing and growing funds, c-oinvesting in Foundation priorities and creating legacy commitments.
- Executes strategies to engage donors, prospects, advisers and volunteers of color to be implemented as part of the Foundation’s commitment to Racial Equity and Inclusion.
- Develops relationships with assigned donors, prospects and advisers through cultivation calls, virtual meetings, letters and handwritten notes with an emphasis on successful face-to-face meetings.
- Meets regularly with team members to review activities with donors, prospects and professional advisers in their portfolio to determine strategies and follow up on strategy execution including CAAN members.
- Serves as key liaison and facilitator for CAAN including recruiting new members, providing relevant programming and coordinating periodic evaluations to ensure valuable content.
- Works creatively with current and prospective clients and donors and their advisers to create charitable gifts that meet each donor’s financial, estate planning and charitable goals aligned with the Foundation’s strategic priorities.
- Assures that assigned donors and advisers receive the highest quality of service in a timely fashion resulting in a high donor satisfaction rating.
- Supports Director of Gift Planning with the activities of the Herbert J. Mueller Society, the Foundation’s recognition society for professional advisers.
- Stays apprised of the latest developments in income, gift, and estate taxes as they relate to charitable giving.
- Delivers educational presentations and marketing materials to promote charitable giving and the benefits of the Foundation to the Foundation staff and board, members of the Legacy Society, current donors, prospective donors, non-profit organizations, and professional advisers.
- Represents the Foundation at adviser, Legacy, non-profit and donor and prospect events.
- Engages with estate planning councils and other adviser organizations to cultivate relationships with professional advisers and increase estate planning knowledge.
- Manages the following aspects of the planned giving process, in consultation with the Director of Git Planning: 1) reviewing all planned giving policies, practices and procedures to ensure legal compliance and internal efficiencies, 2) securing fund documentation and/or written gift confirmations from new, current and deferred gift donors, 3) overseeing the estate administration of deferred gifts as they mature.
- Manage legacy donor pipeline and reporting, manage legacy promise data auditing, and oversee legacy promise data entry and accuracy.
- Maintains templates for gift agreements, beneficiary designations, and other documents related to gift planning in consultation with outside legal counsel, which includes updating gift acceptance policies.
- Obtains fund documentation and/or written gift confirmations from new, current, and deferred gift donors.
- Enters notes into Foundation database in a timely fashion after substantive contact with donors and prospects.
- Collaborates with others in the Gift Planning field to promote and stay abreast of best practices.
- Participates in assigned meetings, events, and training as required.
Qualifications:- Bachelor’s degree in related field required, such as finance, accounting, marketing or law; Graduate degree strongly preferred.
- Five (5) or more years of experience in estate or financial planning, charitable fund development, cultivation of professional advisers, donors or institutional advancement, philanthropic advising or other experience with transferrable skills and expertise required.
- Experience in the cultivation and securing of major and planned gifts or experience working with high-net-worth clients in a sales environment strongly preferred.
- Demonstrated commitment to racial equity and inclusion.
- Must have a valid driver’s license, proof of auto insurance and reliable transportation.
- Bilingual skills in Spanish desirable.
- Demonstrated knowledge and skills in planned giving, estate planning, tax laws, professional advising and charitable giving.
- Demonstrated ability to develop strong and credible relationships with donors/clients.
- Knowledge of laws, regulations and processes related to charitable giving and nonprofit operations.
- 5 Days Ago
Director of Planning and Scheduling- Manufacturing
- FTI
-
Appleton, WI
FULL_TIME
- A position at FTI can be the answer to your future career. In this role, you’ll be part of a progressive national leader in electrical planning, engineering, technology and energy services. FTI enable...
- 8 Days Ago
Director of Financial Planning and Analysis
- Truity Partners
-
Madison, WI
FULL_TIME
- Director of FP&A (39599)Our client is an organization in the Madison area looking for a Director of FP&A. Our client is looking for someone with 10 years of finance experience, manufacturing industry ...
- 1 Day Ago
Executive Director, CSRO
- Executive Director, Inc.
-
Milwaukee, WI
FULL_TIME
- Executive DirectorCLIENT ASSOCIATION: Coalition of State Rheumatology Organizations, CSROPOSITION(S) REPORTS TO: EDI Consulting PartnerPOSITION(S) THAT REPORT TO YOU: Administrative/Meeting Manager, C...
- 7 Days Ago
Assistant Director - Concierge Planning Attorney
- The Job Network
-
Franklin, WI
FULL_TIME
- At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.Summary:Part of a team of legal professionals that designs comprehensive ...
- 3 Days Ago
Assistant Director, Financial Planning & Analysis
- Northwestern Mutual
-
Milwaukee, WI
FULL_TIME
- At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. SummaryResponsible for independently and objectively analyzing, forecast...
- 3 Days Ago
Planning Director jobs at Popular Companies
Planning Director
- Elite Associates
-
New York, NY
- Oversee permanent product, Outlet, and end of product life cycle sales, stock management, and allocation across all cate...
- 6/11/2024 12:00:00 AM
Western Planning Director
- Toole Design Group LLC
-
Seattle, WA
- Job Type Full-time Description Toole Design Group is looking to hire a full-time Planning Director for our Western Regio...
- 6/11/2024 12:00:00 AM
Western Planning Director
- Toole Design Group LLC
-
Los Angeles, CA
- Job Type Full-time Description Toole Design Group is looking to hire a full-time Planning Director for our Western Regio...
- 6/11/2024 12:00:00 AM
Planning Director
- Cascade County
-
Great Falls, MT
- Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or 46122 ). City an...
- 6/10/2024 12:00:00 AM
Strategic Planning Director
- Bright Horizons Family Solutions
-
Newton Center, MA
- The Strategic Planning Director plays a pivotal role in the organization's strategic decision-making process. Reporting ...
- 6/8/2024 12:00:00 AM
Environmental Planning Director
- talisman advisory partners
-
Oakland, CA
- Talisman Advisory Partners is excited to be working with a leading environmental consulting firm dedicated to sustainabl...
- 6/8/2024 12:00:00 AM
Planning Director
- AppleOne Employment Services
-
Fresno, CA
- TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
- 6/7/2024 12:00:00 AM
Planning Director
- Licking County
-
Newark, OH
- Company Description Licking County Planning Commission Job Description JOB OPPORTUNITY! Licking County Planning Director...
- 6/7/2024 12:00:00 AM
About Wisconsin
Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast.
With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Planning Director jobs
$153,177 to $233,628
Most Popular Cities in Wisconsin for Planning Director Jobs
What does a Planning Director do?
Planning Director in Denver, CO
In mixed-use enclaves across the city, and especially on the west side, the Planning Department has failed to develop a vision for affordable, healthy and livable communities that take into account the immigrant and working class communities which make San Francisco so special.
January 05, 2020
Preparation of planning submission and evidence to supporting planning cases.
November 27, 2019
Planning Director in Miami, FL
Reporting directly to the CEO you will own the quarterly strategic planning process ensuring it delivers towards our annual business plan.
February 23, 2020
Planning Director in Saint Paul, MN
Hull has been with the planning department for more than a decade.
November 29, 2019