Director Planned & Major Gifts

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Director Planned & Major Gifts

CATHOLIC CHARITIES

icon Baltimore, MD, US, 21201

iconFull Time

icon21 July 2024

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Salary Range: $130,000 - $160,000 (commensurate with experience)

Catholic Charities of Baltimore is the largest private provider of human services in Maryland. Every day, at 80 programs across 200 locations throughout Maryland, Catholic Charities of Baltimore serves children and families, people living in poverty, individuals with intellectual disabilities, immigrants and seniors, filling both immediate needs and providing longer-term support that encourages independence.

Catholic Charities of Baltimore is currently seeking a Director, Planned and Major Giving, who will be responsible for the planning, implementation, and management of major and planned giving fundraising efforts to maximize philanthropic support.  The hybrid work schedule is Monday – Friday, 8:30am – 4:30pm (3 days in the office / 2 days at home).

JOB DUTIES & RESPONSIBILITIES:    

  • Works directly with the Chief Development Officer to create a development vision and strategy that will meet and exceed fundraising goals.
  • Supervises and mentors a major gift officer and serves as a resource for integrating planned giving into major gift strategies where necessary and appropriate.
  • Conducts 60 or more virtual or in-person visits or substantive prospect actions each year, managing a portfolio of approximately 80-100 major and planned giving prospects.
  • Maintains knowledge of federal, state, and local tax and legal issues related to charitable giving.
  • Interacts with prospective donors and their financial counsel, evaluates donor's financial circumstances, utilizes planned giving software to create and present gift proposals that suggest options for donors to accomplish their financial and philanthropic objectives.
  • Develops and executes a comprehensive marketing plan to encourage donors to consider planned gifts options as part of their philanthropy, including direct mail, newsletters, email, website presence, and estate planning seminars.
  • Perform other duties as assigned.

 EDUCATION AND EXPERIENCE REQUIREMENTS:                       

  • Bachelor's degree in business, finance, or related field.
  • Minimum 10 years of experience with planned and major gifts.
  • Minimum three years of management experience with the ability to lead and motivate teams.
  • Knowledge of planned giving techniques and of estate, gift, and income tax law with the ability to clearly articulate to planned giving prospects, donors, volunteers, and fundraising colleagues.
  • Experience with planned giving software such as Crescendo or PG Calc.
  • Proven track record in managing relationships and securing major and planned gifts.

REQUIRED SKILLS & ABILITIES:                   

  • Strong verbal and written communication skills, presentation skills, and analytical skills.
  • Ability to utilize fundraising database, preferably Raiser’s Edge, in documenting progress with donors and leading a data-driven approach to increase philanthropic support. The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.
  • Computer proficiency in Microsoft Office Suite.
  • Must be a team player, results driven and highly self-motivated.
  • Ability and willingness to perform the job in an ethical manner upholding the mission, vision, and values of Catholic Charities.

PHYSICAL REQUIREMENTS & WORK ENVIRONMENT:

  • Intermittent sitting, standing, bending, and the ability to move freely throughout the buildings including using stairs, travel between the office and nearby locations in a timely and efficient manner.
  • Requires a willingness to work evenings and weekends.

We offer a wide range of benefits to meet the ever-changing needs of our employees including but not limited to:

  • Health/Dental/Vision
  • Vacation/sick/holiday pay
  • 403(b) Retirement Plan with a discretionary employer contribution 
  • Tuition Advancement
  • Paid Parental Leave

Join Catholic Charities of Baltimore where you will be an important member of a trauma-informed care organization that promotes a culture of safety, empowerment, healing, and self-care, and that believes that every person has infinite worth and promise.

Catholic Charities is an equal opportunity employer