Gift Planning Associate

Job Description

As the Gift Planning Associate, you will play a vital role in strengthening relationships with The Catholic Foundation (Foundation) donors, contributing to the financial health of our mission-driven organization, in addition to keeping the office running efficiently. You will provide essential administrative and technical support to the Business Development team, ensuring the seamless coordination of stewardship efforts and elevating donor engagement through excellent communication and relationship-building.

What You'll Do:

Donor Relations & Communication:
- Conduct internal research, create letters and other documents, to assist the development team (particularly the Gift Planning Coordinator) with donor engagement.
- Assist with adding and tracking donor activity in Raiser's Edge (RE), and planned giving in a separate database (Bequest Manager).
- Update Planned Gift agreements and assist in creating new agreements as needed.

Event Support:
- Prepare marketing packets, handouts, and sign-in sheets for events, presentations, and meetings.
- Assist with Networking Breakfast and Evening of Appreciation events, including invitations, collecting responses, name tags, and on-site support as needed.

Administrative Support:
- Coordinate the HFLS All Souls Day Mass Intentions Project, including producing 500 letters, monitoring responses, and delivering them to the appropriate office.
- Organize and maintain online or hard copy files for donor-advised funds (DAF), parish/school funds, lifetime giving societies, and partner organizations.

Operational support:
- Coordinate and manage office events and functions.
- Maintain a productive work environment by managing daily office operations, including kitchen and supply inventory.
- Be the go-to person for organizing and placing lunch orders, as well as handling all incoming and outgoing mail.

What You'll Need to Succeed:
- High school diploma or GED required, with a college degree in business administration, nonprofit management, communications, or a related field preferred.
- Two (2) or more years of experience in donor relations or administrative support.
- Strong organizational and multi-tasking skills with excellent attention to detail and communication abilities.
- Proficiency in Microsoft Office 365 tools and donor management software (experience with Raiser's Edge is a plus).
- Attention to detail with a high level of accuracy.
- Ability to work independently and in a team environment.
- Proactive, service-oriented mindset with strong interpersonal skills.
- Ability to maintain confidentiality.
- Practicing Catholic preferred to align with the values and mission of the Foundation.
- Bilingual in English and Spanish is a plus.

What The Catholic Foundation Offers You:
- Comprehensive medical, dental, and vision insurance for employees and dependents; 90% of employee premium and 50% of dependent premium is paid by the Foundation.
- 403(b) Retirement Plan, with employer contribution fully vested beginning day one.
- Short-Term & Long-Term Disability (STD & LTD) fully funded by the Foundation.
- Life Insurance for employees, spouses, and dependent children, fully paid for by the Foundation.
- Free Parking for all employees.
- Generous Paid Time Off.
- 13 Paid Holidays/Feast Days.
- Temporary remote work option available.

Please note that these are just some potential examples, and the specific benefits and perks offered may vary based on the position and location.

Compensation:
Salary range is between $52,000 - $70,000 (approximately $25 - $33.50 per hour) - may be eligible for additional, discretionary incentive compensation based on individual's performance and experience.

Compensation will be determined by a number of factors including educational background and experience.

About The Catholic Foundation:
For more than 25 years, the Foundation has been dedicated to helping Catholics plan and give through flexible, tax-advantaged donations that align with Catholic teachings. Our mission is to provide donors with confidence and peace of mind, ensuring that their contributions make a lasting impact on ministries and parishes.

Our investment portfolio, grounded in Catholic values and guided by a morally responsible investment strategy, ensures donors can trust their gifts will be managed with integrity. Though legally separate from the Archdiocese, The Foundation is wholeheartedly devoted to advancing the Church's mission and supporting other charitable causes through thoughtful and inspired giving.

For more information about the company, please visit our website:
www.TheCatholicFoundation.com.

The Catholic Foundation provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In accordance with federal, state, and local laws, The Catholic Foundation complies with all applicable nondiscrimination laws in every location where we operate. As a religious organization, we reserve the right to make employment decisions based on religious belief and practice, in alignment with our mission and Catholic teachings.

About the Employer

Our mission at The Catholic Foundation is to inspire and facilitate charitable giving for the long-term benefit of our donors and the Church. Helping donors be generous provides an avenue to invest in the Kingdom of God that promotes the Gospel, transforms lives, and glorifies God.