Planned Giving Officer at Roman Catholic Diocese of Charlotte

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Apr, 26

Salary

0.0

Posted On

15 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Fund Development, Planned Giving, Relationship Building, Communication, Organizational Skills, Attention to Detail, Initiative, Teamwork, MS Office Proficiency, Confidentiality, Bilingual Skills, Leadership, Event Coordination, Reporting, Stewardship, Travel

Industry

Religious Institutions

Description

Description POSITION TITLE: Planned Giving Officer DEPARTMENT: Development / Foundation REPORTS TO: Director of Planned Giving FLSA: Exempt (Full-time – 40 hours, benefits-eligible) POSITION SUMMARY: Responsible for securing planned gifts to support the Catholic schools and parishes in the Diocese of Charlotte, cultivate relationships with current and potential Catholic Heritage Society members, and increase endowment gifts to the Foundation Diocese of Charlotte that support Catholic schools and parishes. ESSENTIAL FUNCTIONS: Cultivate, solicit, and steward planned giving prospects and Catholic Heritage Society members to realize greater impact for Catholic schools and parishes of the diocese through face-to-face visits, phone calls, written communication, events, and direct response tools. Assists in the acquisition and growth of endowments to the Foundation of the Diocese of Charlotte. Strong written communication collaborating directly with donors and prospects to establish relationships. Assists schools and parishes with the implementation and growth of planned giving committees, including establishing 20 School Legacy Committees and increasing Parish Legacy Committees. Travel to schools and parishes to provide on-site leadership, guidance, and support in building strong relationships. Develops and monitors 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. Performs other duties as assigned. Requirements REQUIRED Education, Experience and Skills: BA / BS degree (8+ years fundraising experience may substitute degree) 5+ years of demonstrated experience in professional fund development Must be comfortable initiating conversations and interacting effectively with donors, prospects, school leaders, parish leaders, and all levels represented by the Church Proficient in MS Office Strong organizational 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 Education, Experience and Skills: Prior planned giving experience Community Foundation, Catholic Foundation, or diocesan experience Blackbaud Raiser’s Edge/NXT experience Bilingual Skills (English, Spanish) WORKING ENVIRONMENT: Must be willing to travel within the Diocese of Charlotte. In-office hours are 9:00 a.m. – 5:00 p.m., Monday through Friday. Hours may vary due to travel, evening, or weekend work. BENEFIT PACKAGE: Paid Vacation, Sick, and Holidays (standard civil and religious holidays) Medical, Dental, Vision, 403(b), Life and Disability benefits

Responsibilities

The Planned Giving Officer is responsible for securing planned gifts to support Catholic schools and parishes, cultivating relationships with donors, and increasing endowment gifts. The role involves face-to-face visits, phone calls, and written communication to engage with prospects and members of the Catholic Heritage Society.