ARCHDIOCESE OF NEW YORK
Development Office
Director of Special Campaigns
Primary Responsibility: The Director of Special Campaigns is responsible for the strategic direction and management for the St. John Vianney Clergy Residence and St. Joseph Seminary. The Director will cultivate new and current portfolio through leadership gifts, foundation grants, and the annual mailing to support the Archdiocese of New York.
Direct Supervisor: Executive Director, Leadership Gifts and Strategic Partnerships
Responsibilities:
· Responsible for portfolio management, including 2-4 meetings a week; writing correspondence and donor cultivation reports; developing donor communication tools for cultivation, recognition, stewardship, and solicitation, oversee donor briefings
· Proactively identify leads of major gift donor prospects through various research methods, as well as portfolio coordination, including donor briefings
· Create fundraising strategies for major campaigns which intersect with leadership and top donors for St. John Vianney Clergy Residence and St. Joseph’s Seminary
· Acts as point person for current and future board activities, including recruitment, stewardship, and committee management
· Secure $2-3M per year through leadership gift donors
· Respond to special needs and requests of donors and collaborate with senior staff at both campus’
· Represent the Executive Director and development department as needed
· Assume additional duties and special projects as assigned
Standards of Performance:
· Successfully raise $2M-$3M annually
· Target a 5-10% increase for leadership donors
· Schedule 5-8 meetings a month with leadership donors and prospects
Required Education, Experience, and Skills:
· Bachelor’s degree required; advanced degree preferred
· 5+ years of experience in development
· Demonstrated experience collaborating with board members in development-related activities, providing them with high quality support
· Strong interpersonal skills, as well as the ability to build effective, positive, and collaborative relationships with board members, senior leadership, archdiocesan staff, and clergy
· Exceptional communicator, both with written and oral presentation skills
· A passion for the Catholic Church and a deep understanding of Catholic culture
Interested candidates should send a cover letter and resume to: eaf@filimonpartners.com
ARCHDIOCESE OF NEW YORK
Development Office
Senior Director of Donor Relations
Primary Responsibility: The Senior Director of Donor Relations is responsible for the strategic direction and management of leadership and top donors, including cultivating and growing the Executive Director’s portfolio, as well as fundraising initiatives and signature events essential to developing, expanding, and stewarding major philanthropic support for the Archdiocese of New York.
Direct Supervisor: Executive Director, Leadership Gifts and Strategic Partnerships
Responsibilities:
· Responsible for portfolio management, including 2-4 meetings a week for the Executive Director and bi-weekly call time; writing correspondence and donor cultivation reports; developing donor communication tools for cultivation, recognition, stewardship, solicitation, and oversee donor briefings
· Proactively identify leads of major gift donor prospects through various research methods, as well as portfolio coordination, including donor briefings and weekly alerts
· Create fundraising strategies for major campaigns which intersect with leadership and top donors, such as the Cardinal’s Annual Stewardship Appeal, St. Patrick’s Cathedral Restoration, Alfred E. Smith Memorial Foundation, and other campaigns.
· Support the Executive Director in Board management, including Committees and actively recruiting new board members in collaboration with the Development Associate, Board Relations
· Respond to special needs and requests of donors
· Oversee the donor relations division budget in collaboration with the Senior Associate of Strategic Initiatives
· Represent the Executive Director and development department as needed
· Assume additional duties and special projects as assigned
Standards of Performance:
· Assist to successfully raise $15M-$20M annually
· Target a 5-10% increase for leadership donors
· Schedule 8-12 meetings a month for the Executive Director
Required Education, Experience, and Skills:
· Bachelor’s degree required; advanced degree preferred
· 8+ years of experience in development
· Demonstrated experience collaborating with board members in development-related activities, providing them with high quality support
· Strong interpersonal skills, as well as the ability to build effective, positive, and collaborative relationships with board members, senior leadership, archdiocesan staff, and clergy
· Exceptional communicator, both with written and oral presentation skills
· A passion for the Catholic Church and a deep understanding of Catholic culture
Interested candidates should send a cover letter and resume to: eaf@filimonpartners.com
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
ARCHDIOCESE OF NEW YORK
DEVELOPMENT OFFICE
Director of Digital and Direct Mail Fundraising
April 2022
Primary Responsibility: As an integral member of the Development Office’s management team, the Director of Digital and Direct Mail Fundraising will be tasked with developing a comprehensive strategy to increase revenue through online channels and oversee related database administration. The director will work with the Executive Directors of the Development Office, Director of the Cardinal’s Annual Stewardship Appeal, Executive Director of the Donor Database Center, Directors of the Communication and Marketing Offices, as well as outside vendors and consultants, to execute digital fundraising strategies that drive engagement while enhancing user experience.
Direct Supervisor: Executive Director of Parish Development
Responsibilities:
Integrated Strategy
- Develop plan for fundraising that incorporates best practices with digital and traditional communication channels
- Provide reporting to Executive Director on success of different tactics and approaches so that our funds can be used most efficiently to attract, retain, and grow donor giving
- Contribute to an environment of test-and-learn, whereby each campaign builds upon previous efforts
- Ensure appropriate campaign messaging and channel-specific messaging is developed
Digital Fundraising
- Lead strategy and execution of the Development Office’s digital fundraising campaigns, to include web, SEO/SEM, email appeals, Short Message Service (SMS), and social media fundraising messaging
- Ensure all landing pages for the Development Office are optimized for conversion, reflect campaign brand and messaging, and are otherwise up to date
- Responsible for managing multiple donor and prospect lists
- Integrate multi-channel communication platforms into direct marketing fundraising plan
- Develop list segmentation and messaging for testing strategies
- In collaboration with the direct marketing vendor, develop an engagement plan to drive sustainer and mid-level growth
- Create strategies and develop customized donor-centric approaches that achieve high conversion, retention, and acquisition to move supporters through the donor journey
- Develop annual income and expense budgets for digital fundraising
Direct Mail Fundraising
- Supervise the Senior Associate for Direct Mail
- Integrate online fundraising with our direct mail appeals, including working with fundraising teams on copy, layout, and design
Collaboration
- Collaborate with the Data Donor Center on the management of the Luminate Online forms, data segmentation, analytics, matching gift and other online donation platforms, and all other data related needs as it pertains to our Blackbaud suite of products
- Collaborate with the Offices of Marketing and Communications on branding and messaging across all channels
- Work with the Marketing Office on a variety of efforts including website Search Engine Optimization (SEO), Google Analytics reporting, Google Ad Grant, Pay Per Click (PPC) and retargeting ads.
- Collaborate with the Marketing Office to implement website changes as they relate to specific appeals to drive conversions and optimize fundraising (campaign pop-ups, online donation forms, fundraising landing pages, donate buttons, landing pages, etc.)
Standards of Performance:
- Grow annual digital fundraising revenue to $2 million+
- Collaborate with Marketing on branding and consistency of messaging
- Support Development Office with communication planning to align with archdiocese messaging
- Execute integrated fundraising campaigns, including web, SEO/SEM, email, and social media
- Develop and oversee project and campaign timelines and ensure deliverables are developed on time and within budget
Required Education, Experience, and Skills:
- Bachelor’s degree with at least 5+ years of experience in online fundraising
- Staff management experience
- Proven ability to work effectively across departments and has strong interpersonal skills
- Excellent oral and written communication skills with an ability to communicate effectively with different audiences
- Demonstrated understanding of best practices related to digital fundraising, tools, processes and techniques for fundraising, donor development, list building, social media messaging, email marketing
- Experience and strong understanding of Customer Relationship Management (CRM) software
- Familiarity with Google Analytics, Google Ad Grant/Pay Per Click (PPC), and Search Engine Optimization (SEO)
- Experience with Photoshop, web design and HTML
- Experience with Blackbaud products: Luminate and Raiser’s Edge preferred
- Proficient with the Microsoft Office Suite, specifically Excel and Word
- An understanding of the Catholic church and culture
Interested candidates should send a cover letter and resume to: eaf@filimonpartners.com
Archdiocese of New York
Development Office
Senior Associate of Planned Giving
Primary Responsibility: The Senior Associate of Planned Giving will act as a general assistant to the Planned Giving Division by performing many non-routine office functions in the coordination of all planned gifts for the Archdiocese of New York.
Experience Level: Minimum of four years of experience in a position which required demonstration of administrative and organizational skills. Related para-legal course work/degree may be considered in lieu of some of the experience requirement
Direct Supervisor: Director of Planned Giving
Responsibilities:
· Assists the Director of Planned Giving in carrying out the office operation responsibilities
· Assists in preparing estate planning marketing materials including multi-channel means of reaching potential donors that includes print, email (including Luminate), website, presentations. Coordinates with outside vendors
· Responsible for the coordination and completion of clerical work for Planned Giving including processing gifts and mail, expense report accounting, drafting correspondence and donor acknowledgements, and maintaining donor files
· Assists with the scheduling of cultivation and solicitation appointments for the Director of Planned Giving
· Provides the first line of customer service support for donors contacting the planned gift division by mail, email, and phone; triaging as well as fulfilling information to ensure a timely response. Serves as an ambassador of the archdiocese in these interactions with tact, professionalism, and good energy
· Compiles and formats statistical data and reports of planned gifts, pledges and payments or distributions received
· Utilizes the Raiser’s Edge donor database to manage and maintain donor and prospect information, run reports, and coordinate gift entry
· Works closely with Finance and the Donor Database Center
· Assists with the organization of estate planning seminars and volunteers needed to assist with preparation and delivery of the seminars, events, and programs. Coordinates Legacy of Faith Society events, Trust and Estate Advisory Committee meetings, and other event planning, including marketing efforts and staff activities, and collaboration with the major gifts team
· Coordinates and maintains directory of allied professionals—estate planning attorneys, financial advisors, accountants, insurance executives for marketing and referrals for Planned Giving prospects. Coordinates periodic meeting with allied professionals who comprise the Trusts and Estates Advisory Committee and Archdiocese
· Maintains confidentiality of donor information
· Remains current in philanthropy developments and fundraising techniques by attending meetings, conference, and participating in training programs
· Special projects as needed
Standards of Performance:
· Ability to work collaboratively with Calvary Hospital, the Inner City Scholarship Fund and other contracted clients
· Detail-oriented
· Communicates effectively with donors
Position Requirements:
· Bachelor’s degree preferably in Finance, Communications or Marketing.
· Demonstrated experience to successfully work under pressure and meet deadlines.
· Demonstrated experience to successfully maintain satisfactory work performance, attendance records and provide quality customer service
· Possess strong verbal and written communication skills.
· Ability to relate effectively with upper management, peers and others
· Demonstrated experience to successfully use a variety of computer software applications including Windows, Microsoft Word, PowerPoint and Excel, knowledge of Internet. Knowledge of database (Raiser’s Edge preferred) and PG Anywhere.
· Demonstrated experience to successfully work independently, organize own work and coordinate work activities of others, excellent judgment.
· Ability to drive in NYS, current driver’s license strongly preferred.
Preferred Qualifications:
· Para-legal, majoring in Finance or Trusts / Estates
· Knowledge of Financial Markets and systems
· Notary Public desirable
Interested candidates should send a cover letter and resume to: eaf@filimonpartners.com