Planned Giving Officer

Position Title

Planned Giving Officer

Development / Foundation

Director of Planned Giving

Exempt (Full-time – 40 hours, benefits-eligible)

Responsible for securing planned gifts to support the Catholic schools and parishes in the Diocese of Charlotte, cultivate relationships with current and potential Catholic Heritage Society members, and increase endowment gifts to the Foundation Diocese of Charlotte that support Catholic schools and parishes.

• Cultivate, solicit, and steward planned giving prospects and Catholic Heritage Society members to realize greater impact for Catholic schools and parishes of the diocese through face‑to‑face visits, phone calls, written communication, events, and direct response tools.
• Assists in the acquisition and growth of endowments to the Foundation of the Diocese of Charlotte.
• Strong written communication collaborating directly with donors and prospects to establish relationships.
• Assists schools and parishes with the implementation and growth of planned giving committees, including establishing 20 School Legacy Committees and increasing Parish Legacy Committees.
• Travel to schools and parishes to provide on‑site leadership, guidance, and support in building strong relationships.
• Develops and monitors timely reports relative to planned gift strategies and benchmarks.
• Track and record expected, pending, and mature planned gifts.
• Provide assistance with Catholic Heritage Society events.
• Performs other duties as assigned.

Required Education, Experience and Skills

• BA / BS degree (8+ years fundraising experience may substitute degree)
• 5+ years of demonstrated experience in professional fund development
• Must be comfortable initiating conversations and interacting effectively with donors, prospects, school leaders, parish leaders, and all levels represented by the Church
• Proficient in MS Office
• Strong organizational skills and attention to detail
• Ability to work with confidential and sensitive materials
• Ability to work independently, take initiative, and participate as an effective team member
• Bilingual Skills (English, Spanish)

Preferred Education, Experience and Skills

• Prior planned giving experience
• Community Foundation, Catholic Foundation, or diocesan experience
• Blackbaud Raiser's Edge/NXT experience
• Bilingual Skills (English, Spanish)

Must be willing to travel within the Diocese of Charlotte. In‑office hours are 9:00 a.m. – 5:00 p.m., Monday through Friday. Hours may vary due to travel, evening, or weekend work.

• Paid Vacation, Sick, and Holidays (standard civil and religious holidays)
• Medical, Dental, Vision, 403(b), Life and Disability benefits