Oblate Missionary Society, Inc.
The Oblate Missionary Society, Inc. a division of Oblate Service Corporation, is seeking applicants for a Full-Time Director of Charitable and Planned Giving. The Oblate Missionary Society, Inc. is a nonprofit mission development and fundraising office, located in Belleville, Illinois and San Antonio, TX.
POSITION: Director of Charitable and Planned Giving
The Director of Charitable and Planned Giving (CPG) will be responsible to envision, train, mentor, coach, and lead by example the Charitable and Planned Giving Department for the Oblates of Mary Immaculate. This position interacts with the Fundraising Department and Business Office of OMSI and must be able to multi-task, participate in projects outside of department and have excellent emotional intelligence.
The Director has specific oversight of all Charitable and Planned Giving activities and personnel in both Belleville, IL and San Antonio, TX. The Director is a member of the OMSI Leadership Team. The responsibilities include the daily management of Charitable and Planned Giving Department, both Belleville and San Antonio, including providing direction and oversight to employees working in the department as well as creating a team spirit (cooperative climate) and sense of common endeavor; develop future fundraising goals and objectives for the Charitable and Planned Giving Dept; create marketing plan and establish strategies to achieve short- and long-term goals and objectives for Major Gifts and Planned Giving, including a nationwide Charitable Gift Annuity program; develop, train, coach and lead a team of advisors to cultivate and solicit major gift donations, including establishing measurable goals and explicit objectives as well as providing support and continuing education when needed; perform quarterly reviews with department to go over progress of goals and prepare a report for the Business Office; lead staff on the structure and type of relevant giving products as part of the planned giving program including trust and estate planning opportunities, bequests, endowments, and related gifts; prepare annual budget; and, collaborate with other development offices.
Approximately 50% of the time will be cultivating a list of donors for major gifts, estate planning, etc. that will include travel around the US and Canada; ensure sufficient research to identify, cultivate, solicit, and steward donors and donor prospects in categories of giving potential, which would include an ongoing knowledge of donor research tools and data marketing; and ensure the building and maintenance of a comprehensive working database of active and prospective donors, including profiles, giving histories and other relevant information to aid in the solicitation and cultivation process. The person in this position would embrace Customer Relationship Management (CRM) software; be knowledgeable of the legal and tax implication of planned and major gifts; oversee the preparation of gift proposals, solicitations, and other correspondence as needed; ensure OMSI compliance with all federal, state and local gifting regulations; work collaboratively with marketing to develop, implement, and manage ongoing marketing plans; network with professional organizations locally, regionally, and nationally; continually learn and apply the knowledge; and be inquisitive.
WORK HOURS: Office hours-Monday-Friday
Required: Bachelor’s degree in Marketing, Business Administration or other equivalent field; five years of major gift fundraising and management experience; CFRE certification or commitment to attain such certification within an agreed time period; have working knowledge of Estates/Wills/Trusts or willingness to train in this area to become subject matter expert; knowledge of different forms of planned giving (bequest, annuities, trust, etc.); excellent oral and written communication skills; superior interpersonal & relationship building skills; ability to think strategically & innovatively; proven management skills within an office that includes geographical diversity; ability to work collaboratively, coordinate, organize and carryout multifaceted workload; strong planning and implementation skills; ability to analyze facts, reach objective conclusions, advise, and evaluate. Proficiency in MS Office, including Word and Excel and the ability to learn new software. Ability to maintain a flexible work schedule, including some evenings and weekends. Proficiency to design ‘gifting efforts’ thru family foundations, donor advised funds and wealth management firms, a plus. Experience with major gifts & charitable giving among spanish language audiences & communities also a plus. Experience or proficiency with incorporating multiple channels of donor communications (e.g. print, phone, digital) into cultivation-solicitation-stewardship programs, a plus.
Preferred: Master’s degree preferred, or equivalent experience in public relations, fund development, business management and/or related fields in the not-for-profit arena. . Knowledge of the Catholic faith as well as support for Catholic values and the Oblate Charism.
Qualified candidates should send resume to firstname.lastname@example.org
Employee referrals are welcomed.
Oblate Service Corporation and its affiliates are an Equal Opportunity Employer