Donor Relations/Stewardship, Major Gifts, Planned Giving
4 Year Degree
The Director of Philanthropy is a member of the Donor Services team and assists the President, CEO, Board of Directors and Diocesan leadership in supporting donors with their philanthropic aspirations and fulfilling an enormous potential for mission and ministry. The Director of Philanthropy is responsible for developing strategies for identification, cultivation, solicitation and stewardship of donors with a focus on blended gifts (major/special gifts and planned giving) and multi-year engaged donors to support their causes through the Foundation and diocesan ministries leveraging charitable gifts with investment growth.
ESSENTIAL DUTIES AND RESPONSIBILITIESinclude the following with other duties which may be assigned:
Oversees portfolio of 125-150 donors and prospects.
Participates in each step of the donor pipeline including: identification, qualification, cultivation, stewardship and recognition.
Conducts research to ensure donor interests are aligned with Diocesan ministries and identifies prospective donors for ministries and programs they care about.
Researches, identifies, cultivates, solicits, and stewards prospects through face-to-face visits, virtual meetings, calls, written communications, e-mails, events and direct response tools to assist donors in achieving their goals through immediate, deferred, and future special, transformational and planned gifts.
Develops individual donor solicitation and stewardship plans and refines as needed to support donors with their special and planned gifts at both the local and larger Church levels and to assure effectiveness, including identifying Board of Directors, staff and partner engagement.
Collaborates with the Vice President, CDSO to establish annual goals and strategies for planned giving and special gift levels of $10,000+ at the Diocesan level and to increase and engage donors in the different giving societies.
Maintains expert knowledge of specific charitable giving vehicles including but not limited to current IRS Estate Tax Codes, Charitable Gift Annuities, Charitable Remainder Trusts, and Donor Advised Funds.
Develops and monitors timely reports relative to special, transformative and planned gift strategies and benchmarks.
Works closely with the Gifts & Grants Coordinator to facilitate partnership with the Data Center to track, record, and value all expectancy, pending, and matured planned gifts.
Ensures documentation of charitable intent, records all interactions with donors and understands and maintains compliance with all policies that affect donors, particularly Canon1262 and Donor Bill of Rights.
Engages the President & CEO, Board of Directors, Bishop and Pastors in donor stewardship and recognition.
Provides direction, as necessary, to vendors relative to the work of donor services for the Foundation.
Monitors and understands all applicable state and national gift annuity, regulations, and requirements.
Coordinates, plans, promotes, and executes the Foundation’s Giving Circles.
Works with donor services team to design and offer presentations, consultations, and advancement expertise for fundraisers, staff, and Pastoral staff and diocesan partners to improve their donor services.
Maintains confidentiality of financial, contract and donor information.
Works with members of the Foundation Board’s Development Committee to determine appropriate instruments for special, transformative and planned giving gifts and develops applicable proposals and contracts for the various instruments i.e. Charitable Gift Annuity, Irrevocable Trust, etc.
In collaboration with the Foundation marketing and the Diocesan communication teams, market and promote special and planned giving opportunities for age demographics and parish/school needs.
With the Donor Services and Events Coordinator, plan and execute Diocesan-wide programs to support donors with their legacy giving through Endowments, DAFs, Reserve Funds, bequests, CGAs, CRTs, etc.
Serves on Diocesan boards and committees when appropriate and represents the Diocese of Orlando and the Foundation in regional and national forums.
Embraces the Foundation’s mission and vision and is an example of the organizational values.
Demonstrated success in fundraising with five to seven (5-7) years of high-level comprehensive development experience; specifically with major and planned gifts;
Bachelor’s degree Business Administration, Liberal Arts, Non-Profit Administration or similar field required, Master’s or JD preferred; or equivalent work experience, with five or more years of fundraising leadership in a complex corporate, academic and/or nonprofit setting;
Experience with moves management and donor cultivation, stewardship and recognition;
Experience with endowment and investment portfolios preferred;
Experience with inter vivos planned gifts including legal requirements for charitable gift annuities and other charitable giving vehicles.
Experience with standard procedure and legal requirements in planned gift processing especially with testamentary gifts.
Superior relationship and leadership skills;
Community or Catholic Foundation or diocesan experience a plus;
Proficiency with Microsoft Office required and Blackbaud NXT and Luminate software preferred or other constituent/donor relationship management system;
Excellent presentation skills (virtual and in person);
Strong decision-making ability and attention to detail;
Must be highly organized, accurate and detail oriented;
Must be able to meet deadlines and set priorities;
Solution oriented and able to maintain the goodwill and reputation of the team;
Ability to map, manage and track projects that involve multiple stakeholders;
Ability to work independently and to take initiative and participate as an effective team member;
Excellent written and oral communication skills as well as effective personal interaction, influence and experience working with diverse groups;
Possess demonstrated ability to work in a church-related as well as service-oriented environment;
High level of discretion and ethical approach to fundraising, including adherence to Canon 1262 and the Donor Bill of Rights;
Bi-lingual (Spanish) preferred;
CFRE credential and/or CAP preferred;
Must be a practicing Catholic;
Ability to interact with staff (at all levels) in a fast-paced environment, sometimes under pressure, remaining flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality;
Strong customer service orientation;
Ability to travel local and Diocesan-wide as well as regionally and nationally and work evenings and weekends as required for special events, meetings, travel, etc;
A passion for community involvement and philanthropy, infectious enthusiasm, and an entrepreneurial spirit.
Additional Salary Information: Commensurate with experience
About The Catholic Foundation of Central Florida
The Catholic Foundation inspires and increases giving to fund God’s work and impact lives throughout the Diocese of Orlando’s nine-county area. Established in 2008, The Catholic Foundation is an independent, nonprofit foundation that has worked with donors and pastors to support our community. Its assets of more than $75 million in investments are managed for growth and to respect Catholic social teaching. We help individuals and organizations engage in philanthropy in a faith-filled way through socially screened investment options. As a proven trustworthy philanthropic organization to give to and give through, we have received the GuideStar Platinum Seal of Transparency.
To inspire and increase giving to prudently invest the resources entrusted to us, and to capably steward those charitable gifts to support the spiritual and corporal needs of the community of the Diocese of Orlando.