What are the responsibilities and job description for the Major & Planned Giving Officer position at Catholic Charities of the Archdiocese of St Paul and Minneapolis?
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Major and Planned Giving Officer
Elliot Park
The mission of Catholic Charities Twin Cities is to serve those most in need and to advocate for justice in the community.
Our programs for children, families, and adults serve more than 25,000 people every year. As the need for our services grows, Catholic Charities is working to adapt and respond with strategies that prevent poverty, meet basic needs in times of crisis, and create pathways to greater stability.
WHY YOU'LL LOVE WORKING HERE: Join a mission-driven organization that pairs compassion with accountability and hope with action. At Catholic Charities, you’ll be part of a supportive team dedicated to creating opportunity and advocating for justice. We invest in our employees through training, mentorship, and opportunities for professional growth.
WAGE RANGE: $79,000 - $90,000 annually
Job Summary
The Major and Planned Giving Officer is an experienced fundraising professional. They are responsible for actively managing a portfolio of 100-140 donors who make gifts of $10,000 or more. This position reports to the Director of Individual Giving. They work closely with other gift officers to effectively cultivate existing and new donor relationships.
Essential Functions
- Design and execute custom donor engagement strategies to advance philanthropic relationships in alignment with donors’ authentic interests and the needs of Catholic Charities Twin Cities
- Solicit gifts of $10,000 from a portfolio of qualified donors using a variety of solicitation methods
- Provide prompt, meaningful gift stewardship
- Invite donors to make gifts in their will or estate plans
- Identify unique opportunities for donors to provide transformational funding in partnership with direct service and facilities staff
- Use Salesforce database to manage donor relationships and analyze, record, and forecast giving and relationship data
- Collaborate with Mid-Level and Annual Giving staff to move donors through gift pipeline
- Serve as key planning team member for high-level donor events
- Assist with various individual giving projects as needed
- Represent the mission of Catholic Charities with the highest integrity
- Other duties as assigned
Minimum Qualifications
- Five (5) years of fundraising experience including at least two (2) years of donor portfolio management and successful solicitation of five-figure gifts
- Working knowledge of estate and non-cash giving vehicles and solicitation methods
- Strong philanthropic interest in and passion for the mission of Catholic Charities Twin Cities and an eagerness to share enthusiasm with individual donors
- Mature judgement, initiative, and the ability to make independent and effective decisions
- Strong written and oral communication skills
- Experience using a donor database to record giving and relationship data
- Computer literacy in Microsoft Word and Excel
- Ability to work with people of diverse cultural backgrounds
- Ability to effectively and kindly navigate conversations with people they disagree with
- Ability to travel within the Twin Cities region to make personal visits to donors and prospects using their own transportation
- Willingness to work occasional early mornings, nights, and/or weekends for events and donor meetings
Preferred Qualifications
- Familiarity with human services programs in the Twin Cities region
- Experience soliciting gifts for a capital campaign
- Experience using values-based giving
PHYSICAL REQUIREMENTS
CPR | No |
Driving | Yes |
Operating specialized machinery (additional assessment may be required) | No |
Walking or standing > 2 hours/shift | No |
Lifting up to 25lbs without assistance | No |
Lifting up to 50lbs without assistance | No |
Physically restraining clients | No |
Salary : $79,000 - $90,000