St. Labre Indian Catholic School
Pretty Eagle Catholic Academy St. Charles Mission School
Job Title: Director of Planned Giving & Major Gifts
Reports To: Chief Development Officer
FLSA Status: Exempt – 12 month position
Salary Grade: 13A ($82,912-$103,640-$124,368)/yr.
Approved Date: 03-22-2017
Under the direction of the Chief Development Officer, initiates, organizes, directs, promotes, coordinates, and monitors fund development and donor relations activities to include donor newsletter, special events, planned giving program and major gifts program, personally or through subordinates.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. * Indicates the non-essential duties and responsibilities. Nothing in this job description restricts St. Labre's right to assign or reassign duties and responsibilities to this job at any time.
- Advances the Mission and Vision of the organization by working cooperatively with other fundraising, administrative, program staff, and board members to present a compelling case for donor support.
- Performs all duties in connection with Planned Giving Program including but not limited to the solicitation for and acquisition of charitable gift annuities, wills, estate bequests, gifts and donations, charitable trusts, and life insurance/retirement plans
- Performs all duties in connection with Major Gifts Program including but not limited to the solicitation for and acquisition of endowments, scholarships, special projects, capital improvements and general support.
- Establishes and maintains contact with lawyers, CPAs, trust officers, insurance underwriters and other estate planning professionals.
- Organizes, coordinates and hosts special events and awareness activities such as tours for donors who visit the school and small donor receptions.
- Prepares and mails requested correspondence and maintains a schedule of correspondence.
- Responsible for all aspects of producing and distributing donor newsletter at least quarterly.
- Personally corresponds by travel and/or telephone with donors and prospects, their advisors, volunteers and professionals regarding planned giving vehicles, estate planning and or major gifts. Travel is required between 30-50% of the time.
- Completes gift arrangements and coordinates payments of gift.
- Maintains and updates information, in a timely fashion, regarding contacts with St. Labre donors, on the donor contact management system.
- Receives ongoing education regarding major gifts or planned giving issues including taxation issues in order to maintain and improve skills.
- Conducts education/awareness presentations.
- Accepts and complies with Donor's Bill of Rights, Ethical Standards of Fundraising and all applicable governmental regulations pertaining to planned gifts and donor solicitation.
- At all times maintains confidentiality of program participants.
- Strives to continually improve planned giving and major gifts program.
- Regularly communicates and coordinates with Chief Development Officer, Director of Direct Response Fundraising, and other direct mail staff to ensure a consistent and integrated message is communicated to donors.
ESTATES and BEQUESTS
- Acts a primary contact for all estates and trusts that have named St. Labre as a beneficiary.
- Monitors and records all estate and trust activities.
- Consults with legal counsel as needed to protect St. Labre's interests in any estate and trust assets and to facilitate the transfer of said assets to use.
This position currently an administrative assistant, planned giving associate, major gifts officer(s) and grant/newsletter writer.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor's degree (B. S.) from four-year college or university and a minimum of five years related experience and/or training required; or equivalent combination of education and experience.
KNOWLEDGE, SKILLS AND ABILITIES
- Ability to build and maintain rapport with donors, including demonstrated experience in and ability to be successful in face-to-face solicitation.
- Extensive knowledge of fund raising.
- Willingness to work overtime, if needed, holidays and weekends.
- Ability to travel 30-50% of time.
- Excellent interpersonal skills.
- Demonstrated leadership and supervisory skills.
- Excellent oral/written communication skills.
- Ability to read, analyze, and interpret the most complex documents.
- Ability to respond effectively to the most sensitive inquiries or complaints.
- Ability to write speeches and articles for publication that conform to prescribed style and format.
- Ability to effectively present information to top management, public groups, and/or the Board of Directors.
- Ability to define problems, collect data, establish facts, and draw valid conclusions.
- Ability to work with mathematical concepts such as fractions, percentages, ratios, and proportions to practical situations.
- Respects the teachings of the gospel of Jesus Christ in private, personal, and public life.
- Commitment to the mission of the Roman Catholic Church in Native American education.
- Sensitivity to, and appreciation of Native American people and their cultures.
- Ability to serve as an appropriate role model for students.
CERTIFICATES, LICENSES, REGISTRATIONS
Certificate of Planned Giving Training (technical aspects) is preferred.
Valid Montana driver’s license.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Travel is required 30%-50% of time.
Housing is available on campus for this position.