Gift Planning Director

Mission:  To inspire and facilitate charitable giving for the long-term benefit of our donors and the Church.  Helping donors be generous provides an avenue to invest in the Kingdom of God that
promotes the Gospel, transforms lives, and glorifies God.

Reports to:  CEO/President
Direct Reports:  None
Schedule:  Full-time exempt position
Primary purpose of this Position:  To secure planned gifts

Essential Duties and Responsibilities:

  • Identifies, cultivates, and stewards donors for soliciting and securing planned gifts
  • Manages a portfolio of planned giving prospects
  • Assumes personal responsibility for relationships with a designated number of donors, undertaking direct individual donor solicitations as appropriate
  • Develops relationships with Professional Advisors, Pastors, Parish business managers, other Archdiocese and Catholic ministry development directors
  • Introduces donors to Donor-Advised Funds at the Foundation
  • Attends meetings, special events, private dinners, major fund-raisers, and donor recognition banquets
  • 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

Cultural Values:

  • 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


  • Is articulate in the Catholic Faith and in good standing with the Church
  • Demonstrated experience in fund-raising and donor stewardship
  • 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


  • Bachelor’s degree
  • At least five years of experience in some form of revenue generation


  • Law degree and/or legal experience and/or experience with trusts
  • Catholic faith or other non-profit based experience
  • Experience in fund-raising and donor stewardship