Planned & Major Giving Officer

Catholic Diocese of Lansing•Ann Arbor, MI

10d

About The Position

As a key member of the organization, the Planned and Major Giving Officer will support the mission and ministry of the Dominican Sisters of Mary, Mother of the Eucharist by implementing and executing charitable gift practices and principles including managing, developing, and maintaining donor relationships, identifying new prospects, and cultivating and soliciting major and planned gifts. The Officer will report to the Director of Mission Advancement. This position requires a willingness to travel (approximately 15%). The ideal candidate will possess integrity, enthusiasm, perseverance, prudence, competence, professionalism, organizational and problem-solving skills, prioritization and multitasking, discretion, and confidentiality, all in support of our mission as a Catholic organization.

Requirements

Excellent listening and written/verbal communication skills
Strong prioritization, time management, organization, and multitasking skills
Discretion and professionalism in working collaboratively with religious Sisters, donors, and staff
Self-starter, can work with minimal direction if needed
Experience with Microsoft products (e.g. Outlook, Excel, Teams, SharePoint)

Nice To Haves

Bachelor's degree strongly preferred
2+ years of relevant experience in fundraising with a focus on planned giving or equivalent (e.g., business/account management, sales, marketing, financial)
Knowledge of estate planning and tax laws
Proficiency in donor database/CRM systems

Responsibilities

Strategic Planning : Set, implement, achieve, and track goals; lead strategic efforts for major and planned giving within assigned area of responsibility; work collaboratively with other staff and donors to serve the financial needs and evangelization/apostolic mission of the organization.
Promote Planned Giving: Maintain an in-depth and up-to-date understanding of various giving vehicles (e.g., bequests, charitable trusts, annuities); solicit planned gifts that are beneficial to donors and prospects; effectively articulate the merits of planned giving options in presentations and collaboration with staff, donors, and prospects; assist staff in identifying planned giving opportunities and creating and delivering proposals; prepare charitable gift tax calculations and proposals for prospects and donors; develop marketing plans and materials to promote planned giving; ensure proper record keeping and compliance of planned giving program as needed; interface with attorneys and financial advisors as needed.
Foster Relationships : Establish, nurture, and sustain strong and highly collaborative relationships with prospective and current donors through active listening, personal verbal and written contact, events and presentations; effectively articulate the compelling mission, vision, and ministry of the organization across all constituencies.
Portfolio Management: Build and manage a donor portfolio made up of planned and major giving prospects; identify and engage potential donors; set and execute goals for deepening relationships across all phases of donor engagement and securing major or planned gifts; maintain up-to-date and accurate donor records and proposed next steps; plan and execute trips and donor visits.