The Charitable Gift Advisor will continue to develop and implement the planned and major giving programs of the Catholic Foundation. This position is responsible for identifying new prospects, cultivating current prospects, developing enduring and ever-deepening relationships with donors and legacy society members, and communicating the foundation’s mission to the faith community and its partners in mission (parishes, Catholic schools, diocesan ministries, donors, community partners, and advisors).
Essential duties and responsibilities
Develops, organizes, directs, and implements strategy to segment, prospect, cultivate, solicit, and grow the planned and major giving programs. Researches, identifies, cultivates, and solicits individual planned and major gifts benefiting the Catholic Foundation and Diocese of St. Augustine and its entities through endowed, cash gifts, and approved non-cash gifts. When appropriate, connects individual donors with development directors affiliated with donor’s interests and motivation. Transitions individual giving prospects in an appropriate and timely fashion towards solicitation and closure of gifts and gift plans. Works collaboratively with the Catholic Foundation’s partners in mission, including the diocesan Office of Development & Stewardship, educating them on the importance of planned giving and establishing initiatives to promote planned gifts. Encourages and supports pastors, principals, development directors, and others to invest in and grow endowed funds at the Catholic Foundation. Organizes seminars at parishes and schools regarding planned giving, endowment giving, and the importance of wills and estate planning. Collaborates with estate planning and financial planning professionals to present various programs. Participates in other speaking opportunities when presented. Prepares correspondence, reports, proposals, and marketing materials as needed. Builds and maintains existing donor relationships, stewarding members of the legacy society. Updates the donor database regularly, with contact information and donor interactions. Creates a positive, respectful, and professional reputation for the organization. Builds and grows the network of estate planning professionals by establishing professional relationships. Organizes and directs the Planned Giving Advisory Committee, a group of professionals established to serve as ambassadors for the benefit of planned giving for the Diocese of St. Augustine. Monitors known bequests as they move through the probate process, secures, and maintains obituary records of benefactors, contacts personal representatives as needed, prepares acknowledgement communications for family members and relatives upon receipt of the bequest gift. Maintains active memberships in the National Association of Charitable Gifts Planners (NACGP) and the local chapter (Planned Giving Council of NE Florida) and keeps up to date on planned giving issues, estate planning laws, and trends. Performs other related duties as assigned by the executive director.
Education and Experience
Knowledge, Skills, and Abilities Required Bachelor’s Degree required with three to five years’ fundraising experience in planned and estate giving preferred. Must be a practicing Roman Catholic possessing the ability to respect, promote, accommodate, and not be in conflict with the mission, moral and social teachings, doctrines, and laws of the Roman Catholic faith and must be a Catholic in good standing with the Church and active in a parish. Must consistently demonstrate a positive, friendly, respectful, and caring attitude with colleagues, the public, and all one serves in word and deed; projecting a welcoming atmosphere to all who interact with the Catholic Foundation. Familiarity and fluency with the use of technology and the ability to know how to team with others to creatively use technology in foundation goals, marketing, media relations, and to continually stay abreast of how other organizations, particularly dioceses use technology, marketing, and the media to communicate, and reach our partners and community. Pursues this ministry with energy, drive, and a need to produce results, especially in the face of resistance or setbacks. Must be flexible, self-confident, assertive, and persuasive. Required to have excellent presentation, verbal, and written communication skills. Ability to produce concise reports and recommendations, make presentations to varied groups, and articulate and inspire commitment to a shared vision. Must be a goal oriented and self-motivated individual who can demonstrate accountability, initiative, creativity and focus in a rapidly changing and intellectually stimulating environment. Must be able to organize and prioritize work, be proactive, resolve complex problems, follow through, and simultaneously manage multiple priorities. Ability to respect and value the cultural richness that makes up the Church and society and strives to celebrate commonalities and differences among various groups. Must be able to maintain confidential information, exercise good judgment and work independently as well as in a team environment; this role carries independent discretion and authority in matters very significant to the Catholic Foundation, its board, and the executive director. Must maintain a valid driver’s license. Must successfully pass the required criminal background check prior to employment and every five years. Proficient with information technology including Microsoft Office Suite, social media usage, web site contributor level skills.
Exempt - Paygrade 208