The Dominican Sisters of Mary Mother of the Eucharist is accepting applications a Planned & Major Giving Officer. About Dominican Sisters of Mary Mother of the Eucharist: About the Position: As a key member of the organization the Planned and Major Giving Officer will support the mission and ministry of the Dominican Sisters of Mary Mother of the Eucharist by implementing and executing charitable gift practices and principles including managing developing and maintaining donor relationships identifying new prospects and cultivating and soliciting major and planned gifts. The Officer will report to the Director of Mission Advancement. This position requires a willingness to travel (approximately 15%). The ideal candidate will possess integrity enthusiasm perseverance prudence competence professionalism organizational and problemsolving skills prioritization and multitasking discretion and confidentiality all in support of our mission as a Catholic organization. Key Role Functions and Responsibilities Includes but is not limited to: - Strategic Planning: Set implement achieve and track goals; lead strategic efforts for major and planned giving within assigned area of responsibility; work collaboratively with other staff and donors to serve the financial needs and evangelization/apostolic mission of the organization.
- Promote Planned Giving: Maintain an indepth and uptodate understanding of various giving vehicles (e.g. bequests charitable trusts annuities); solicit planned gifts that are beneficial to donors and prospects; effectively articulate the merits of planned giving options in presentations and collaboration with staff donors and prospects; assist staff in identifying planned giving opportunities and creating and delivering proposals; prepare charitable gift tax calculations and proposals for prospects and donors; develop marketing plans and materials to promote planned giving; ensure proper record keeping and compliance of planned giving program as needed; interface with attorneys and financial advisors as needed.
- Foster Relationships: Establish nurture and sustain strong and highly collaborative relationships with prospective and current donors through active listening personal verbal and written contact events and presentations; effectively articulate the compelling mission vision and ministry of the organization across all constituencies.
- Portfolio Management: Build and manage a donor portfolio made up of planned and major giving prospects; identify and engage potential donors; set and execute goals for deepening relationships across all phases of donor engagement and securing major or planned gifts; maintain uptodate and accurate donor records and proposed next steps; plan and execute trips and donor visits.
Required qualifications skills knowledge: - Excellent listening and written/verbal communication skills
- Strong prioritization time management organization and multitasking skills
- Discretion and professionalism in working collaboratively with religious Sisters donors and staff
- Selfstarter can work with minimal direction if needed
- Experience with Microsoft products (e.g. Outlook Excel Teams SharePoint)
Preferred qualifications skills knowledge: - Bachelors degree strongly preferred
- 2 years of relevant experience in fundraising with a focus on planned giving or equivalent (e.g. business/account management sales marketing financial)
- Knowledge of estate planning and tax laws
- Proficiency in donor database/CRM systems
As a nonprofit we offer a competitive salary and great benefits. Benefits include but are not limited to: - 401k package
- Health Benefits
- Paid time off
Employment Type
Full Time
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