Planned Giving Officer

Job Description

Description

POSITION SUMMARY:
Responsible for securing planned gifts to support ministries of the Diocese of Charlotte, cultivating relationships with current and new Catholic Heritage Society members, and increasing endowment gifts to the Diocese of Charlotte Foundation that support the Diocese of Charlotte.

ESSENTIAL FUNCTIONS:
• Cultivate, solicit, and steward planned giving prospects and Catholic Heritage Society members to realize greater impact for the diocese, foundation, parishes, schools, and the ministries of the Diocese through face-to-face visits, phone calls, written communications, e-mails, events, and direct response tools.
• Assists in the acquisition and growth of endowments to the Foundation of the Diocese of Charlotte.
• Strong written communication skills collaborating directly with donors every day, establishing relationships.
• Assists parishes and schools with the implementation and growth of planned giving committees (Legacy Society), including the establishment of a Parish Legacy Committee for 93 parishes and 20 schools.
• Travels to parishes to provide on-site leadership, guidance, and support, building strong relationships.
• Develops and monitors timely reports relative to planned gift strategies and benchmarks.
• Tracks and record expected, pending, and mature planned gifts.
Provide assistance with Catholic Heritage Society events.
• Performs other duties as assigned.

REQUIRED EDUCATION, EXPERIENCE AND SKILLS:

• Minimum of 3+ years of demonstrated experience in the field of professional fund development.
• Bachelor's degree OR a minimum of 5+ years of demonstrated experience in the field of professional fund development (in lieu of a bachelor's degree)
• Must be comfortable initiating conversations and interacting effectively with donors, prospects, parish leaders, and all levels represented by the Church.
• Excellent computer skills, especially in Word, Excel, and Outlook.
• Strong organization, follow-up skills, and attention to detail.
• Ability to work with confidential and sensitive materials.
• Ability to work independently and to take initiative and participate as an effective team member.

PREFERRED EDUCATION, EXPERIENCE AND SKILLS:

• 3+ years specific to planned giving preferred.
• Community, Catholic Foundation, or diocesan experience preferred.
• Blackbaud Raiser's Edge/NXT experience preferred.
• Experience in ResearchPoint preferred.
• Bilingual English-Spanish skills preferred.

Physical
The physical requirements described here are representative of those that must be met by an employee to successfully perform the Responsibilities of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the position's Responsibilities.
• The position requires the ability to sit or stand for prolonged periods; frequent keyboard use/repetitive hand motion; occasional reaching/pushing/pulling/working overhead; occasionally lifting/carrying up to 25 lbs.

WORKING ENVIRONMENT:
• Responsibilities involve travel within the Diocese of Charlotte and some professional development, and work beyond the regularly scheduled workday.

ABOUT THE DIOCESE OF CHARLOTTE:
The Roman Catholic Diocese of Charlotte encompasses 2,750 personnel across 93 parishes and missions and 20 Catholic schools in 46 counties of western North Carolina, with a growing Catholic population of more than 565,000.

For more details regarding this position or to apply, please copy and paste the link provided below into your web browser:
https://recruiting.paylocity.com/recruiting/jobs/Details/4423262/DIOCESE-OF-CHARLOTTE/Planned-Giving-Officer

About the Employer

We, the people of God
in the Diocese of Charlotte,
fortified in the Father,
redeemed in the Son,
empowered in the Spirit,
are called to grow ever more perfectly
into a community
of praise, worship, and witness.
We seek to become evermore enthusiastically
a leaven of service and a sign of peace
through love in Piedmont
and Western North Carolina.