Major and Planned Gifts Officer
Company: Roman Catholic Bishop of Manchester
Location: Manchester
Posted on: September 16, 2023
Job Description:
POSITION TITLE: Major and Planned Gifts Officer FLSA: Exempt,
Full TimeSECRETARIAT: Development & Communications ACCOUNTABILITY:
The Bishop of Manchester is the visible principal and foundation of
unity in the particular diocese entrusted to him. In a unique and
visible way, he makes Christ's mission present and enduring as
Shepherd of the Christian Community. In order to fulfill his
mission, the Bishop employs suitable, chosen collaborators
(clerics, religious, or lay people). He shares with them the
apostolic mission and entrusts various responsibilities to
them.Each position employed in the Chancery helps to extend the
ministry of the Bishop in particular ways as outlined in the
position description. All employees of the diocesan administration
assist the Bishop of Manchester in serving the parishes, schools
and institutions of the Catholic Church in New Hampshire.This
position reports directly to the Cabinet Secretary of Development
and Communications and supports the Bishop in achieving his mission
and vision through fundraising. POSITION OVERVIEW The Major and
Planned Gifts Officer will identify and engage major and planned
donor candidates in the mission and vision of the Catholic Church
in New Hampshire so that resources are secured to enable it and
major donor candidates feel deeply invested and engaged in that
mission. The Major and Planned Gifts Officer plans and implements
activities that result in receiving large donations and legacy
gifts. The MPGO meets with donors and prospects to qualify,
cultivate, solicit, and steward planned and major gifts, working as
part of a collaborative team across the departments and programs of
the Diocese. The MPGO will be responsible for managing the major
gift program and spearheading a planned giving initiative for
Catholic parishes and the Diocese. Significant time is expected to
be spent visiting with, cultivating, soliciting, and stewarding
donors and prospects. ESSENTIAL JOB FUNCTIONS 1. Major Gifts
- Assume responsibility and accountability for major donor
caseload of 250
- Enable donors to accomplish their philanthropic goals for and
to the Church in New Hampshire
- Make direct, face-to-face solicitations, and assist the Bishop
and other leadership staff including pastors or principals with
their solicitations (e.g., provide portfolio development support,
strategic counsel, and help with donor communications)
- Create and execute moves management plans for each donor so
that the individuals are retained and upgrade
- Ability to use referrals, networking, and research to grow a
portfolio of major donors
- Create offers, proposals, and donor agreements to secure gifts
from donors in caseload
- Manage systems and software to track and cultivate donors and
prospects, including diocesan donor database and wealth screening
tools
- Ensure major gift stewardship: secure information and report to
donors on how their gift was used; follow up with thank you notes
to donors for gifts, meetings, etc.
- Collaborate with Office of Communications as needed to develop
marketing materials for solicitation and cultivation; including
creating and building recognition society
- Collaborate with the Office of Development and development team
members on fundraising events for or including major donors
- Attends and represents the Diocese of Manchester at events as
needed 2. Planned Giving
- Collaborate with Cabinet Secretary for Development and
Communications to develop planned giving program including setting
policies and priorities
- Create and implement diocesan stewardship efforts that support
parishes and locations in developing their legacy gifts
- Work collaboratively with pastors and clergy, staff and lay
leaders, and other diocesan offices and ministries when appropriate
to support parishes and locations with successful planned giving
workshops and other capital fundraising strategies and goals
- Oversee internal coordination of planned gifts to the Diocese;
including tracking of dates, filing, and informing leadership of
actions needed
- Build effective working relationships with attorneys, estate
planners, trust officers, financial advisors, and other
professionals involved in providing services to donors EDUCATION,
EXPERIENCE, AND SKILLS REQUIRED 1. Bachelor's/Master's degree or
equivalent years relevant experience required2. Minimum of four
years of professional experience in philanthropy3. Experience in
closing major gifts of $15,000+4. Outstanding communication skills
including ability to express organizational needs and ideas in
clear and effective manner to internal and external audiences5.
Organized individual who pays attention to detail and fully follows
through with commitments 6. Ability to manage a portfolio of donors
through the moves management process from identification to
stewardship7. Practicing Catholic with a strong understanding of
Catholic Church structure and hierarchy 8. Proficiency in Microsoft
Office necessary and working knowledge of Raiser's Edge a plus
ENVIRONMENT: 1. Office or cubicle in clean, well-lit and
environmentally comfortable area2. Approximately eighty percent of
time spent in Diocesan Administration building; twenty percent
visiting constituents, parishes, or attending meetings at other
facilities3. Occasional lifting and carrying of objects up to ten
pounds4. Frequent hand manipulation in the use of office equipment,
processing of paperwork, etc.; minimal physical activity such as
twisting, bending, kneeling required5. Other physical activity
generally limited to moving from one area to another within the
building for approximately one hour per workday
PI
Keywords: Roman Catholic Bishop of Manchester, Manchester , Major and Planned Gifts Officer, Other , Manchester, New Hampshire
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