Director - Planned Giving and Foundation Relations

Saint Meinrad; Northern (KY); Hybrid; USD 110,000 - 155,000; Full time

Job summary

Saint Meinrad in Indiana is seeking a Director of Planned Giving and Foundation Relations to lead marketing for major gifts, manage estate and trust accounts, and cultivate relationships with donors and prospects.

The role requires a Bachelor's degree in fundraising and at least four years of experience, with strong written and verbal skills, initiative, and the ability to manage multiple priorities in a dynamic nonprofit environment. This position is full-time and based in Indiana.

Qualifications

• Bachelor's degree and training in fundraising.
• At least 4 years' experience in donor relations or fundraising.
• Excellent communication, organizational, leadership, interpersonal and writing skills.
• Strong initiative and ability to multi-task.

Responsibilities

• Plan, manage, and evaluate a comprehensive marketing program for major and planned gifts.
• Manage open estate and trust accounts with attorneys and officers.
• Oversee annual stewardship reports to endowment donors.
• Lead Major Gift Development Committee in donor identification, cultivation, solicitation, and stewardship.
• Maintain relationships with 50-75 major donors/prospects; contact 10-15 monthly.
• Participate in execution of major fundraising programs.
• Advocate for endowment growth with the Business Manager/Treasurer.
• Stay current on gift planning trends and tax-wise giving.

Skills

Communication

Leadership

Writing

Organizational skills

Strategic planning

Education

Bachelor's degree in fundraising

Job description

Director - Planned Giving and Foundation Relations

Full Time First/Mid-Level Saint Meinrad, IN, US

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