Planned Giving Officer

Posted August 18, 2026 • Full-Time • Charlotte, NC

About the role

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.

Responsibilities

• 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.
• Assist in the acquisition and growth of endowments to the Foundation of the Diocese of Charlotte.
• Establish relationships with donors through strong written communication.
• Assist 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.
• Travel to parishes to provide on-site leadership, guidance, and support, building strong relationships.
• Develop and monitor timely reports relative to planned gift strategies and benchmarks.
• Track and record expected, pending, and mature planned gifts.
• Provide assistance with Catholic Heritage Society events.
• Perform other duties as assigned.

Requirements

• 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).
• 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, take initiative, and participate as an effective team member.

Preferred Qualifications

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

Physical Requirements

The physical requirements described here are representative of those that must be met by an employee to successfully perform the responsibilities of this job.

• 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.
• Reasonable accommodation may be made to enable individuals with disabilities to perform the position's responsibilities.

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.