Archdiocese of New York
Development Office
Director of Planned Giving
Primary Responsibility: The Director of Planned Giving is responsible for developing and implementing initiatives to identify, cultivate, and solicit planned gift prospects. With a focus on stewarding current donors, growing the number of new planned gifts, and working with pastors to educate and engage their communities, the Director of Planned Giving plays a crucial role in establishing legacy giving for the archdiocese. The ideal candidate is collaborative, organized, and passionate about the growth of the Church in New York.
Professional Level: At least 8 years experience in fundraising and planned giving
Direct Supervisor: Executive Director, Leadership Gifts and Strategic Partnerships
Responsibilities:
· Research, cultivate, and solicit qualified prospects and donors for planned gifts in collaboration and cooperation with the Executive Director of Development
· Manage and grow the portfolio of 200 Legacy of Faith Donors
· Negotiate terms of planned giving agreements with donors and their advisors, subject to approval of the Executive Director, and forward documents for final approvals after review
· Oversee CGA programs with contracted parties, including ICSF and Calvary Hospital
· Create and foster positive donor relations by responding to inquiries and meeting with planned gift prospects, current donors, pastors, and parish leadership in one-on-one or group settings
· Design and implement a proactive marketing plan to target planned gifts
· Collaborate with campaign managers to offer planned giving resources with pastors
· Develop promotional planned gift materials for use by the parishes and meet with 2-3 pastors per month to discuss materials and opportunities
· Create, plan, and execute 1-2 new donor and prospect-focused events, including 4-6 will seminars
· Remain prepared for professional and donor meetings by establishing and maintaining competency in the field of planned gifts through reading, attending development courses and training, and maintaining appropriate professional memberships
· Cultivate relationships and create a portfolio of 20 or more allied professionals to work with regarding gift opportunities for their clients
· Collaborate with prospect research team to develop individual donor profiles on qualified planned gift prospects and donors
· Keep updated on current laws and regulations governing planned gifts
· Report department activities and accomplishments weekly to the Executive Director of Development and as required to the development office and archdiocesan leadership
· Assist in the management and reconciliation of the budget for the Planned Giving department
· Special projects as needed
Required Education, Experience, and Skills:
· A bachelor’s degree in business, finance, or related field
· 8+ years of professional experience in fundraising and planned giving, with progressively responsible program management
· Demonstrated ability to cultivate, solicit, and close financial agreements with donors
· Knowledge of principles, practices, and ethics of fundraising
· Analytical skills to research and identify potential planned gift donors
· Computer proficiency in Microsoft Office Suite (e.g.: Word, Excel, PowerPoint) and database management are required
· Ability to attend evening and weekend events as required
· Driver’s License required
Personal Characteristics:
· Intelligent, articulate, highly motivated self-starter
· Excellent interpersonal, written, and oral communication skills
· Ability to independently carry out multiple and diverse tasks concurrently to meet deadlines
Interested candidates should send a cover letter and resume to: eaf@filimonpartners.com