Director - Planned Giving and Foundation Relations

ADP, Inc.; Saint Meinrad (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Saint Meinrad seeks a Director of Planned Giving and Foundation Relations to lead major gifts, estate and trust accounts, and donor stewardship.

This full-time role requires a Bachelor’s degree and at least four years in fundraising, with strong communication and leadership skills.

Qualifications

• Bachelor's degree and training in fundraising.
• At least 4 years' experience.
• 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, including personal contacts, newsletters, ads, brochures, website information, and seminars for advisors and donors.
• Manage open estate and trust accounts, including communication with attorneys, trust officers, and personal representatives, and keep Saint Meinrad leadership informed of major decisions.
• Oversee preparation and distribution of annual stewardship reports to donors of endowment funds.
• Lead the Major Gift Development Committee in 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.
• Stay current on issues, trends, and laws in gift planning, especially tax-wise giving.

Skills

Communication

Organizational skills

Leadership

Interpersonal skills

Writing

Fundraising knowledge

Education

Bachelor's degree in fundraising or related field

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