The Development Office is looking for a Planned Giving Manager.
Interested candidates should send a cover letter and resume to: eaf@filimonpartners.com
Primary Responsibility: The Planned Giving Manager 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 Planned Giving Manager 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 5+ years experience in fundraising and planned giving
Direct Supervisor: Chief of Staff to the Executive Director
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
- Respond to inquiries and meet 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
- 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
- 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
- 5+ 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
- 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