Relationship Manager

Roman Catholic Diocese of Orange; Garden Grove (CA); On-site; USD 75,000 - 90,000; Full time

Job summary

Orange Catholic Foundation (OCF) seeks a Relationship Manager to steward donor relationships and advance assigned initiatives within a dynamic nonprofit environment. The role emphasizes cultivating engagement and meeting ambitious fundraising targets across various programs.

Reporting to the Chief Relationship Officer, you will build partnerships, manage implementation plans and budgets, and help surpass fundraising and engagement goals, including evenings and weekend commitments as needed.

Qualifications

• Practicing Catholic with a strong understanding of Catholic Church ethics, traditions, procedures and organizational structures.
• Bachelor's degree plus five+ years of experience in relationship management, nonprofit organizations, fundraising, event planning, hospitality, customer relations, sales, financial planning or business development.
• Demonstrated ability to build strong relationships and achieve measurable goals.
• Excellent interpersonal, written, and verbal communication skills.
• Strong organizational and project management skills with the ability to manage multiple priorities.
• Facilitates vibrant exchanges of ideas in an environment of open communication.
• Ability to deal discreetly with donors, staff, and sensitive and confidential information is essential.
• Ability to work both independently without close oversight, but also a team player who will productively engage with others at varying levels of seniority within and outside OCF.
• Proficiency in MS Office applications and Outlook. Knowledge of Raiser’s Edge preferred.
• Availability to work nights and weekends as needed.

Responsibilities

• Build, cultivate and strengthen authentic relationships with donors, prospective donors and community partners.
• Serve as the primary Relationship Manager for an assigned portfolio of OCF initiatives.
• Identify opportunities to cultivate new donors while strengthening existing donor relationships and increasing participation.
• In collaboration with the Chief Relationship Officer, implement strategies to achieve fundraising, participation and engagement goals for assigned initiatives.
• Develop a comprehensive understanding of donor interests, philanthropic goals and opportunities for engagement.
• Maintain consistent and meaningful communication with donors and partners through personal outreach, meetings, phone calls, written correspondence and stewardship activities.
• Represent OCF professionally at Foundation events, community gatherings and donor meetings.
• Develop and manage implementation plans, project timelines and assigned activities for OCF initiatives.
• Assist in developing and managing annual work plans and budgets for assigned initiatives.
• Collaborate with OCF staff, volunteers, vendors and community partners to ensure the successful execution of assigned initiatives.
• Coordinate logistics for assigned programs and events.
• Monitor progress toward established goals, evaluate outcomes and recommend opportunities for continuous improvement.
• Maintain accurate donor information, interactions and activity records within Raiser's Edge.
• Prepare weekly progress reports and post-event reports summarizing results, lessons learned and recommendations for future initiatives.
• Contribute to the overall effectiveness of Orange Catholic Foundation by completing all other tasks as assigned.

Skills

Relationship management

Fundraising

Event planning

Hospitality

Customer relations

Sales

Financial planning

Business development

Communication

Education

Bachelor's degree

Tools

MS Office

Outlook

Raiser's Edge

Job description

About Us

The Orange Catholic Foundation (OCF) serves the Roman Catholic community of Orange County through philanthropy and stewarding funds to protect and support ministries which further our beliefs and values in loving service to God. OCF’s vision is: Relying on the Holy Spirit, The Orange Catholic Foundation is the vibrant center of philanthropy for the Roman Catholic community of Orange County, helping to sustain and enhance the faith life of all those it serves.

Position Title

Relationship Manager

FLSA Status: Exempt (Full-Time)

Reports to: Chief Relationship Officer

About Us

The Orange Catholic Foundation (OCF) serves the Roman Catholic community of Orange County through philanthropy and stewarding funds to protect and support ministries which further our beliefs and values in loving service to God. OCF’s vision is: Relying on the Holy Spirit, The Orange Catholic Foundation is the vibrant center of philanthropy for the Roman Catholic community of Orange County, helping to sustain and enhance the faith life of all those it serves.

OCF is an independent 501(c)(3) corporation that was formed in Orange County to serve the Catholic community. As a collaborative partner, OCF helps support individuals, families, corporations, family foundations, parishes, schools and ministries with their charitable giving. OCF plans and conducts major fundraising programs and events, including the annual Conference on Business & Ethics, seminars on Charitable Giving and other special fundraising events. The Foundation manages endowments and other charitable long-term funds, providing grants, always following donor intent, in support of our Catholic community.

At OCF, Jesus is our model for how we work and serve. Every member of our team, regardless of role, helps bring our mission to life by meeting people where they are and serving with humility, joy and love. Guided by our core values of Prudent Catholic Stewardship, Christ-Centered Service, Leadership in Philanthropy and Organizational Transparency, we faithfully steward the resources entrusted to us, honor donor intent and inspire generosity. As we live through the greatest generational transfer of wealth in history, we believe OCF has a unique opportunity, and responsibility, to help Catholics prayerfully consider their stewardship, live their baptismal call and use their blessings to strengthen the Church and bring others closer to Christ.

Summary /Objective

OCF believes philanthropy is rooted in relationships. We are committed to fostering a culture of faith, generosity, stewardship and service that advances the mission of the Catholic Church in Orange County. OCF seeks a passionate and dynamic nonprofit professional, who will serve as the primary ambassador for an assigned portfolio of OCF initiatives, cultivating meaningful relationships that inspire generosity, deepen engagement and advance the mission of OCF. Success in this role is measured by the strength of relationships developed, achievement of assigned goals, quality of program execution and meaningful advancement of OCF's mission. Because all OCF employees represent the Roman Catholic Church, they are expected to conduct themselves according to the goals and mission of the Church in performing their work.

Essential Function

• Build, cultivate and strengthen authentic relationships with donors, prospective donors and community partners.
• Serve as the primary Relationship Manager for an assigned portfolio of OCF initiatives.
• Identify opportunities to cultivate new donors while strengthening existing donor relationships and increasing participation.
• In collaboration with the Chief Relationship Officer, implement strategies to achieve fundraising, participation and engagement goals for assigned initiatives.
• Develop a comprehensive understanding of donor interests, philanthropic goals and opportunities for engagement.
• Maintain consistent and meaningful communication with donors and partners through personal outreach, meetings, phone calls, written correspondence and stewardship activities.
• Represent OCF professionally at Foundation events, community gatherings and donor meetings.
• Develop and manage implementation plans, project timelines and assigned activities for OCF initiatives.
• Assist in developing and managing annual work plans and budgets for assigned initiatives.
• Collaborate with OCF staff, volunteers, vendors and community partners to ensure the successful execution of assigned initiatives.
• Coordinate logistics for assigned programs and events.
• Monitor progress toward established goals, evaluate outcomes and recommend opportunities for continuous improvement.
• Maintain accurate donor information, interactions and activity records within Raiser's Edge.
• Prepare weekly progress reports and post-event reports summarizing results, lessons learned and recommendations for future initiatives.
• Contribute to the overall effectiveness of Orange Catholic Foundation by completing all other tasks as assigned.

Supervisory Responsibility

This position has no direct supervisory responsibilities.

Education/Experience/Skills

• Practicing Catholic with a strong understanding of Catholic Church ethics, traditions, procedures and organizational structures.
• Bachelor's degree plus five or more years of experience in relationship management, nonprofit organizations, fundraising, event planning, hospitality, customer relations, sales, financial planning or business development.
• Demonstrated ability to build strong relationships and achieve measurable goals.
• Excellent interpersonal, written, and verbal communication skills.
• Strong organizational and project management skills with the ability to manage multiple priorities.
• Facilitates vibrant exchanges of ideas in an environment of open communication.
• Ability to deal discreetly with donors, staff, and sensitive and confidential information is essential.
• Ability to work both independently without close oversight, but also a team player who will productively engage with others at varying levels of seniority within and outside OCF.
• Proficiency in MS Office applications and Outlook. Knowledge of Raiser’s Edge preferred.
• Availability to work nights and weekends as needed.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Work Conditions

• The position primarily involves work in parish campuses and an office setting, requiring frequent use of standard office equipment such as computers, AV, telephones, printers, credit card terminals, postage machines, and filing systems.
• Occasional evening and weekend work may be required to support department programs, operational needs, or campus events.
• Must be available to adjust the work schedule as needed to meet organizational deadlines, operational demands, ministry activities or special projects.
• Regular interaction with, parishioners, pastors, priests, donors, visitors and staff in a professional and faith-based environment.
• Some local travel may be required for meetings, trainings, or work-related events.

Physical Requirements

• Ability to remain seated for extended periods while performing administrative and computer-based tasks.
• Frequent walking, standing, and movement around the parish or office facilities to support programs and operational needs.
• Ability to lift and carry items up to 25 pounds, such as materials, supplies, and event equipment.
• Manual dexterity required for operating office equipment, preparing materials, and managing paperwork.
• Visual and auditory ability to communicate effectively with colleagues, students, and visitors in person, via email, and by phone.
• Must be able to set up and dismantle chairs, tables, and other equipment required for meetings, programs, or campus activities as needed.

Position Type/Expected Hours Of Work/Compensation

This is a full-time position with an annual rate of $74,984.00 - $89,986.00 (a bi-weekly rate of $2,884-$3,461), depending on qualifications and experience. Regular office hours are 9:00 a.m., Monday through Friday. As an exempt position, additional hours may be required to fulfill the responsibilities of the role, including donor meetings, events, seminars and other organizational priorities, including evenings and weekends.