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Religious Institutions

Director - Planned Giving and Foundation Relations

Saint Meinrad, INOnsiteFull TimeDirectorPosted 1 month ago

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Required skills

  • Planned Giving
  • Foundation Relations
  • estate accounts
  • trust accounts
  • major gifts
  • fundraising
  • donor relations
  • gift planning
  • endowment
  • tax-wise giving

Role summary

We are seeking a Director of Planned Giving and Foundation Relations to manage estate and trust accounts, develop marketing programs for major and planned gifts, and cultivate relationships with donors and prospects. This role involves planning and evaluating marketing initiatives, communicating with legal and financial professionals, preparing stewardship reports, leading the Major Gift Development Committee, managing donor relationships, and staying current on gift planning laws and trends. A Bachelor's degree and at least 4 years of experience in fundraising are required, along with strong communication, organizational, leadership, interpersonal, and writing skills.

Are you passionate about building relationships, serving others, and connecting with donors?

We're hiring a Director of Planned Giving and Foundation Relations. This person will be responsible for managing estate and trust accounts, marketing programs for major and planned gifts, and managing relationships with donors/prospects.

Primary Duties & Responsibilities:

  • Plan, manage, and evaluate a comprehensive marketing program for major and planned gifts, including such elements as personal contacts, newsletters, ads, promotional brochures, web site information, and seminars for professional advisors and donors.
  • Manage the open estate and trust accounts, including communication with attorneys, trust officers, and personal representatives, and keeping appropriate Saint Meinrad leadership informed of major decisions and developments.
  • Oversee the preparation and distribution of annual stewardship reports to donors of endowment funds.
  • Lead the Major Gift Development Committee in the process of major gift prospect identification, cultivation, solicitation, and stewardship.
  • Manage Saint Meinrad's relationship with 50-75 major donors/prospects, personally contacting 10-15 individuals per month.
  • Participate in the execution of major fundraising programs.
  • Advocate for endowment and work with the Business Manager/Treasurer to promote growth of endowment.
  • Keep up to date on issues, trends, and laws in gift planning, especially those related to tax-wise giving.

What We're Looking For:

  • Bachelor's degree and training in the field of fundraising
  • At least 4 years' experience
  • Excellent communication, organizational, leadership, interpersonal, and writing skills
  • Strong initiative and able to multi-task
Ready to apply?
You'll be redirected to Saint Meinrad Archabbey's application page.

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