Planned Giving Officer

Be PROUD of what you do:

You'll join a mission-driven team and agency dedicated to supporting our clients. We have been entrusted with a 114-year legacy of doing good and we have set forth a bold goal of ending poverty in our community. Our services are uniquely positioned to address a myriad of key factors that keep families from reaching their bigger, brighter future. We have identified five different areas, or pathways, in which our programs create impact: financial resiliency, education credentials, emotional resiliency, resource stability, and employment. And we're growing our team to make it all happen! Though we are guided by our Catholic Faith, you do not have to be Catholic to join our team or receive services.

Core Responsibilities

• Donor Prospecting & research
• New Funding Strategies
• Donor Cultivation & Relationship Management
• Train & Support Fundraising Team
• Engagement Events & Planned Giving Seminars

What will you be doing in your role?

• Work closely with Director to research, develop and implement new funding strategies to meet the organization’s annual planned gift goals.
• Research, identify and cultivate planned gift prospects, as well as current donors.
• Work closely with the Communication team for program branding and marketing materials.
• Train and educate the fundraising teams about Planned Giving, and support as needed.
• Monitor, analyze and audit planned giving data to evaluate performance and adjust strategies as needed.
• Responsible for individual donor cultivation and relationship management.
• Manage a portfolio of prospects that are inclined to make a gift in supporting a wide range of CCFW initiatives.
• Track planned giving data and report updates to Director.
• Collaborate with Parish Relations and Faith Partner teams on speaking engagements and Planned Giving Seminars
• Develop and implementing strategies to encourage donors to leave gifts to CCFW in their wills or estate plans.
• Own and manage current or new Planned Giving software and/or giving platforms that we use.
• Build relationships, identify and document planned gifts for the support of CCFW through personal visits and meaningful contacts with donors and prospective donors.

Are you the next Planned Giving Officer?

• Bachelor’s degree in nonprofit management, business administration, or a related field.
• Minimum of 3 years of experience in estate planning, including wills, trusts and estate and gift tax laws.
• Minimum of 3 years of experience in donor cultivation and donor relationship management.
• Excellent written and verbal communication skills, including the ability to write compelling donor communications and marketing materials.
• Demonstrated ability to work collaboratively with colleagues, Board members, and volunteers.
• Experience with fundraising software and donor databases.
• A deep commitment to the mission and values of our organization.

Here's the Good Stuff...  

• Full-Time salary position with a starting pay of $65,000- $67,000. Pay is determined by relevant experience, work history, education and internal equities
• Medical/ Dental/ Vision/ Short Term Disability/ Accident Insurance/ Hospital Indemnity Insurance/ Critical Illness/ ID Shield
• Health Savings Account- CCFW contributes $110 per month. 
• 100% Company paid Long Term Disability
• 100% Company paid Basic Life and AD&D Insurance
• 16 paid Holidays (including being closed Christmas Eve through New Years Day)
• Tiered PTO Accrual by tenure:
  • Vacation Time- 100 hours in your first year. 
  • Sick Time- 48 hours in your first year. 
• 403(b) with employer match from day one- up to 6%
• 3 weeks paid parental/critical illness leave
• Employee Assistance Program
• CCFW Participates in the Public Service Loan Forgiveness program (PSLF)
• Mentorship Program
• Wellness Program
• Financial Coaching