Director of Planned Giving

Summary

Join the School Sisters of St. Francis, a Catholic community dedicated to building a just and peaceful world, as the Director of Planned Giving. This role involves strategically developing, cultivating, and overseeing the planned giving program, The Covenant Society. You will cultivate relationships with prospects, major donors, and advisors, prepare financial illustrations of proposed gifts, and draft gift agreements. The ideal candidate will possess strong knowledge of planned giving strategies and vehicles, excellent communication skills, and a commitment to the organization's mission and values.

Requirements

• Bachelor's degree in a related field, in lieu of a bachelor’s degree additional years of relevant experience will be considered
• Minimum of 5 years of experience in planned giving, major gifts, or closely related fundraising roles
• Strong knowledge of planned giving strategies and vehicles
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Support the Mission Advancement team during related work events
• Ability and willingness to travel for donor meetings and related events, including nights and weekends
• Commitment to the mission and values of the School Sisters of St. Francis

Responsibilities

• Develop, cultivate, and oversee the planned giving program
• Cultivate and steward relationships with prospects, major donors, planned giving donors, and advisors
• Meet with planned gift prospects and their advisors, prepare financial illustrations of proposed gifts, and draft gift agreements for review by prospects and their advisors
• Maintain and provide current working knowledge of planned giving opportunities and provide guidance to donors and the organization
• Maintain a knowledge base in legislation and regulations affecting charitable giving
• Collaborate with the Marketing and Communications team in the creation of marketing material, digital and online outreach, and other communication efforts; advise key stakeholders on planned giving opportunities, key strategies, direction and methods
• Collaborate with the Mission Advancement team to integrate planned giving gifts into overall fundraising strategies
• Set goals for meeting with donors and acquiring new members for The Covenant Society
• Plan and conduct donor recognition and appreciation activities for The Covenant Society members
• Maintain accurate records and reports on planned giving in Bloomerang, our CRM software

Benefits

• Salary range for part-time is $40,000-$60,000 and full-time is $80,000 - $95,000 depending on experience
• Benefits include, but not limited to, health insurance, dental and vision insurance, 403 (b) with an employer match, employer provided life and disability insurance
• Generous PTO plan
• Remote work and/or flexible schedule considered