Position Summary The Director of Philanthropy & Planned Giving provides leadership in securing philanthropic support for the ministry's mission. This role encompasses strategic planning, administration, and direction to achieve goals and complete initiatives. The Director of Philanthropy & Planned Giving offers visionary philanthropic leadership to all sites within Franciscan Ministries and ensures stewardship to all stakeholders. Essential Functions, Key Duties, & Responsibilities Identify, evaluate, and track prospective donors, and execute a comprehensive planned giving program to increase donor numbers and contributions. Collaborate with the CEO to develop short and long-term goals and action plans. Provide support and training to the management team and ensure proper acceptance and completion of planned gifts. Support and lead associates to create and lead robust fundraising programs at the community level. Foster collaborative relationships with Executive Directors, associates, and donors. Work directly with gift planners and donors to explore giving strategies and maintain a prospect portfolio. Make presentations at local organizations and attend relevant events to increase publicity. Develop metrics to aid in identifying, cultivating, and soliciting planned gifts, and monitor and analyze these metrics. Create a development calendar and publish newsletters to inform donors about programs. Research potential grants, obtain End of Life requests, and review legal documents. Remain current on development and fundraising strategies through participation in seminars, workshops, and conferences. Develop policies for long-term pledges, estate gift commitments, and donor recognition. Provide guidance on the acceptance and management of complex gifts. Provide oversight, management, and leadership for direct reports. Perform other duties as assigned. Comply with all policies and procedures and any updates.
Position Requirements Education :
Bachelor's degree in related field preferred
Licenses/Certifications:
Valid Driver's License required
Experience :
5+ years of leadership and/or fundraising experience in a non-profit or other community-based organization
Skills & Abilities:
Exceptional written and verbal communication skills. Strong interpersonal, relationship building, and public speaking skills. Strong problem-solving skills, initiative, and ability to work independently. Working understanding of finance-related performance standards.
Travel :
Moderate travel to communities and special events as needed