Purpose of this Position: To secure planned gifts from donors.
Essential Duties and Responsibilities:
Identifies, cultivates, and stewards donors and donor prospects for soliciting and securing planned gifts; manages a portfolio of major planned giving prospects.
Assumes personal responsibility for relationships with a designated number of donors, undertaking direct individual donor solicitations as appropriate.
Introduces donors to Donor-Advised Funds at the Foundation.
Attends meetings, special events, private dinners, major fund-raisers and donor recognition banquets.
Actively solicits and closes gifts.
Writes correspondence, case statements, gift proposals, and thank you notes.
Provides input to database records and files, to track donor and gift information.
Produces regular reports on impact of planned giving efforts.
Is articulate in the Catholic Faith and in good standing with the Church.
Has a sense of cultural “humility”: Is open to ideas, placing group interests above self with a realistic grip on self-strengths and weaknesses; demonstrates both integrity and honesty; defines success collectively rather than individually.
Has a sense of cultural “healthy hunger”: Is intellectually curious, works hard but not to the point of exhaustion; feels personal responsibility for overall success; has an appetite and passion for Mission.
Has a sense of cultural “people-smarts”: Is positive in attitude with good judgment and a common sense about how to draw the best out of others; has intuition and ability to “connect the dots” to think across disciplines; active listener in group dynamics.
Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies; customer service excellence.
Is a self-starter and can work independently and collaboratively; hard worker with high energy; a “doer” with a willingness to work hands-on in developing and executing a variety of development and advancement activities.
Has a knowledge of technical, legal, and financial requirements associated with Planned Giving.
Fosters the highest level of confidentiality, ethics, integrity and professional demeanor.
Has a knowledge of prospect research techniques.
Law degree and/or experience as an attorney in a fund-raising setting.
Experience with trusts
Non-profit or Catholic faith-based setting experience.
Demonstrated experience in fund-raising and donor stewardship.
About The Catholic Foundation of Northern Colorado
The Catholic Foundation of Northern Colorado was founded in 1998 to inspire and facilitate generosity by providing an avenue to invest in the Kingdom of God that promotes the Gospel, transforms lives, and glorifies God. We are called by Jesus Christ to: (1) promote the mission of the Church in northern Colorado by encouraging financial stewardship; (2) faithfully steward and distribute funds entrusted to the Foundation; and (3) cooperate with parishes and other Catholic organizations to develop additional resources and support. The Foundation, which has an endowment of over $100 million, is located in metropolitan Denver. It is both civilly and canonically independent from the Catholic Church.