Director of Planned Giving - Mountain Region

The Catholic Foundation is seeking to fill a full time, remote position responsible for cultivating and stewarding parishioners to secure planned gifts for the Catholic church.

Mission: To inspire and facilitate charitable giving for the long-term benefit of our donors and the Church.
Reports to: CEO/President
Direct Reports: None
Schedule: Full-time exempt position
Primary purpose of this Position: To secure planned gifts
Location: Mountain location within the Archdiocese of Denver

Essential Duties and Responsibilities:

• Identifies, cultivates, and stewards donors for soliciting and securing planned gifts
• Manages a portfolio of planned giving prospects
• Assumes personal responsibility for relationships with a designated number of donors, undertaking direct individual donor solicitations as appropriate
• Develops relationships with Professional Advisors, Pastors, Parish business managers, other Archdiocese and Catholic ministry development directors
• Introduces donors to Donor-Advised Funds at the Foundation
• Attends meetings, special events, private dinners, major fund-raisers, and donor recognition banquets
• Writes correspondence, case statements, gift proposals, and thank you notes
• Provides input to database records and files, to track donor and gift information
• Produces regular reports on impact of planned giving efforts
• Meet mutually agreed upon goals — aim towards 4 meetings per week
• Some travel to Denver

Cultural Values:

• Has a sense of cultural “humility”: Is open to ideas, placing group interests above self with a realistic grip on self-strengths and weaknesses; demonstrates both integrity and honesty; defines success collectively rather than individually
• Has a sense of cultural “healthy hunger”: Is intellectually curious, works hard but not to the point of exhaustion; feels personal responsibility for overall success; has an appetite and passion for Mission
• Has a sense of cultural “people-smarts”: Is positive in attitude with good judgment and a common sense about how to draw the best out of others; has intuition and ability to “connect the dots” to think across disciplines; active listener in group dynamics

Qualifications:

• Is articulate in the Catholic Faith and in good standing with the Church
• Demonstrated experience in fund-raising and donor stewardship
• Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies, customer service excellence
• Is a self-starter and can work independently and collaboratively; hard worker with high energy; a “doer” with a willingness to work hands-on in developing and executing a variety of development and advancement activities
• Has a knowledge of technical, legal, and financial requirements associated with Planned Giving
• Fosters the highest level of confidentiality, ethics, integrity and professional demeanor

Education and/or Experience Requirements:

• Bachelor’s degree
• At least three years of experience in some form of revenue generation

Education and/or Experience Desired:

• Law degree, experience with trusts, or legal or financial management experience
• Non-profit based experience
• Fund-raising and donor stewardship experience