PLANNED GIFTS & MAJOR GIFTS OFFICER (Finance)

Overview:
The Planned Giving and Major Gifts Officers primary responsibilities are to
identify, cultivate, and solicit donations from individuals and corporations. The
officer will also manage relationships with donors and prospects to ultimately
increase both the quantity and size of estate, life income and other planned
and major gifts in support of Our Lady of Peace.
About Our Lady of Peace:
Our Lady of Peace is a faith-based, nonprofit hospice and home health care
organization dedicated to providing exceptional care to individuals facing life-
limiting illnesses. We offer comprehensive hospice, home health, and
inpatient hospice residence services, empowering patients to live their final
days with dignity and comfort. We are committed to upholding human dignity,
ensuring holistic care that addresses the physical, emotional, and spiritual
needs of our patients and their families.
The Development Team:
Our team delivers essential health services in a fun and supportive
environment that promotes collaboration, inclusiveness, and respect. In this
role, enjoy working on an array of projects so no two days look the same;
utilize your creativity for planned giving and annual events; engage with an
expansive and friendly donor base; and work in a peaceful, calm setting
that fosters success. This position is encouraged to work independently
without micromanagement, as needed. As a valued member of the team,
your voice and opinions are welcomed and appreciated. Most importantly,
be part of why we make fundraising fun!
The Position:
This position must demonstrate the ability to build and nurture effective
working relationships with organizational staff, and campaign volunteers to
coordinate donor cultivation, stewardship and recognition.
Stewardship of donors to increase both the quantity and size of estate, life
income and other planned and major gifts in support of Our Lady of Peace.
Responsibilities include but are not limited to:
? Identify prospects: Research potential donors and identify those who are likely to
give major gifts or planned gifts
? Cultivate relationships: Build relationships with potential donors and deepen
relationships with current donors
? Solicit gifts: Develop strategies to solicit donations and steward donors through
the gift giving process .
? Manage portfolios: Keep track of donors and prospects in a portfolio,
approximately 125-150 individuals
? Educate donors: Teach donors and staff about planned giving and the
organizations needs
? Creative: Devise creative strategies for building and strengthening individual
philanthropic support
? Track data: Collect and analyze data to identify prospects. Monitor and report
progress of donor related activities and gift solicitations.
Skills
? Strong communication skills
? Works collaboratively with department to ensure proper documentation,
acknowledgment and recognition of donors
? VERY comfortable meeting with donors and public speaking
? Efficiency and accuracy
? Must be proficient in Donor Perfect Database
? Ability to work independently and in a team
? Knowledge of what Planned Giving is.
? Some knowledge of estate planning and forms of charitable distributions.
? Strong interpersonal relationship skills
? Ability to multitask and prioritize deadlines
? Analytical skills to assess donor needs and identify prospects
Education
? Bachelor degree
? 5 + years experience in fundraising, leadership preferred
? Experience making major asks and closing gifts including deferred gifts.
Position Details:
Fulltime position M-F and some evenings and weekends
Salary $70,000-$85,000 depending upon experience
For More Information, please email Lisa Sweeney Director of Development