Strategic Major Gifts & Planned Giving Leader

Trinity Missions; Silver Spring (MD); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Up to 50% travel

Job summary

Trinity Missions in Maryland seeks a Director of Mission Advancement to lead major gifts and planned giving programs supporting the organization's mission to serve the poor and abandoned.

The role requires building and managing a portfolio of donors, developing long-term fundraising strategies, and coordinating with leadership to reach revenue goals.

Travel up to 50% is expected and experience with CRM and donor analytics is essential.

Qualifications

• Bachelor's degree required.
• Minimum 7 years of progressively responsible experience in major gifts, planned giving, and/or comprehensive fundraising.
• Demonstrated success in securing five- and six-figure gifts.
• Experience with estate gifts, charitable gift annuities, and planned giving preferred.
• Experience working with CRM fundraising software.
• CFRE certification a plus but not required.

Responsibilities

• Develop and implement a comprehensive annual strategic roadmap to grow major gift revenue via individual, corporate, and foundation giving.
• Identify, qualify, cultivate, solicit, and steward major gift donors and prospects.
• Develop and implement stewardship strategies and impact reporting.
• Manage the Fr. Judge Legacy Campaign donor outreach and revenue.
• Develop fundraising strategies for the Spirit of Father Judge Reception.
• Participate in regular meetings and events with volunteers.
• Develop and implement a grants program with foundation gifts.
• Collaborate with Mission Advancement staff on donor communications and stories.
• Represent Trinity Missions at donor events and fundraising functions.
• Maintain CRM donor engagement, moves management, and reporting.
• Provide portfolio, pipeline, and revenue reports to leadership.
• Develop and implement a strategic planned giving program and legacy gifts.
• Identify and cultivate planned giving prospects through personalized conversations.
• Maintain Legacy Society activities and bequest notifications.
• Develop planned giving communications and marketing initiatives.
• Stay current with tax law changes affecting planned gifts.
• Build relationships with professional advisors to raise awareness of opportunities.
• Keep complete documentation of planned giving activity in CRM.
• Collaborate on fundraising strategy and administration with leadership.

Skills

Interpersonal skills

Communication

Presentation skills

Strategic thinking

Organizational skills

Discretion/Confidentiality

Donor relations

Fundraising leadership

Education

Bachelor's degree

CFRE certification

Tools

CRM fundraising software

Microsoft Office

Google Workspace

Job description

Trinity Missions in Maryland seeks a Director of Mission Advancement to lead major gifts and planned giving programs supporting the organization's mission to serve the poor and abandoned.

The role requires building and managing a portfolio of donors, developing long-term fundraising strategies, and coordinating with leadership to reach revenue goals.

Travel up to 50% is expected and experience with CRM and donor analytics is essential.