Planned Giving Manager
Archdiocese of New York, Development Office

Posted February 5, 2019

Primary Responsibility: The Planned Giving Manager is responsible for developing and implementing
initiatives to identify, cultivate, and solicit planned gift prospects. With a focus on stewarding current donors,
growing the number of new planned gifts, and working with pastors to educate and engage their communities,
the Planned Giving Manager plays a crucial role in establishing legacy giving for the archdiocese. The ideal
candidate is collaborative, organized, and passionate about the growth of the Church in New York.

Professional Level:  At least 5+ years’ experience in fundraising and planned giving

Direct Supervisor:  Chief of Staff to the Executive Director
 
Responsibilities:

• Research, cultivate, and solicit qualified prospects and donors for planned gifts in collaboration and cooperation with the Executive Director of Development
• Manage and grow the portfolio of 200 Legacy of Faith Donors
• Negotiate terms of planned giving agreements with donors and their advisors, subject to approval of the Executive Director, and forward documents for final approvals after review
• Respond to inquiries and meet with planned gift prospects, current donors, pastors, and parish leadership in one-on-one or group settings
• Design and implement a proactive marketing plan to target planned gifts
• Collaborate with campaign managers to offer planned giving resources with pastors
• Develop promotional planned gift materials for use by the parishes and meet with 2-3 pastors per month to discuss materials and opportunities
• Create, plan, and execute 1-2 new donor and prospect-focused events,  including 4-6 will seminars
• Cultivate relationships and create a portfolio of 20 or more allied professionals to work with regarding gift opportunities for their clients
• Collaborate with prospect research team to develop individual donor profiles on qualified planned gift prospects and donors
• Report department activities and accomplishments weekly to the Executive Director of Development and as required to the development office and archdiocesan leadership
  
• Assist in the management and reconciliation of the budget for the Planned Giving department
• Special projects as needed
  

Required Education, Experience, and Skills:

• A bachelor’s degree in business, finance, or related field
• 5+  years of professional experience in fundraising and planned giving, with progressively responsible program management
• Demonstrated ability to cultivate, solicit, and close financial agreements with donors
• Analytical skills to research and identify potential planned gift donors
  
• Computer proficiency in Microsoft Office Suite (e.g. Word, Excel, PowerPoint) and database management are required
• Ability to attend evening and weekend events as required
•  Driver’s License required
  

Personal Characteristics:

• Intelligent, articulate, highly motivated self-starter
• Excellent interpersonal, written, and oral communication skills
• Ability to independently carry out multiple and diverse tasks concurrently