Planned Giving Officer

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 Foundation Diocese of Charlotte 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.
• Engage in strong written communication collaborating directly with donors every day to establish relationships.
• 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 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 Qualifications

• 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.